Episode 1: Educating the Next Generation with Micha Siegel скачать в хорошем качестве

Episode 1: Educating the Next Generation with Micha Siegel

In this episode, Yehuda is joined by Micha Siegel, CPA, CFP®, EA, who shares his unconventional journey from underachieving student to warehouse worker to triple-credentialed tax professional and founder of TaxCentric. Micha opens up about discovering accounting later in life, navigating big-firm culture, surviving mergers, and why he ultimately walked away to build a firm rooted in accessibility, education, and opportunity. ⭐Signup for TaxDome today and get 30 days added to your subscription for free! https://partners.taxdome.com/v7hy9 Connect with Micha! 🌐TaxCentric.com 🐦X: https://x.com/Micha_Siegel 💼LinkedIn (Personal):   / micha-siegel   🏢LinkedIn (TaxCentric):   / taxcentric   ---------------------------------------- 📬Signup to receive the exclusive show Newsletter: http://eepurl.com/jr0BrM ---------------------------------------- Subscribe on all platforms: 🎵Spotify: https://open.spotify.com/show/65vxpza... ▶️YouTube:    • The People Behind the Books   ---------------------------------------- 🤝Connect with Yehuda: 🐦X: https://x.com/Y10Tax 💼LinkedIn:   / yehuda-tenenbaum   ✉️Want to join the show? Send me an email @ mailto:thepeoplebehindthebooks@gmail.com. ---------------------------------------- 🧾Need help with your taxes? https://www.y10tax.com/ ---------------------------------------- ⏱️Chapters: 00:00 Introduction to the Journey 03:10 Discovering Accounting: A Unique Path 06:06 The CPA Journey: Credentials and Experiences 08:57 The Role of Financial Planning in Accounting 11:49 Navigating the Challenges of CPA Firms 14:57 The Impact of Mergers and Acquisitions 18:05 Launching an Apprenticeship Program 20:55 Creating a New Firm: Vision and Values 24:06 Catering to the Average Individual 26:46 The Future of Tax and Financial Planning 33:58 The Challenges of Self-Prepared Tax Returns 36:26 State-Specific Tax Complexities 37:38 Navigating IRS Penalties and Notices 40:39 Transitioning to Independent Tax Practice 46:02 Launching a Tax Firm: The Journey Begins 49:10 Innovating Financial Planning Services 51:35 Implementing an Apprenticeship Program 56:11 The Future of Tax Services and Industry Trends