Talk To Your CPA

Episode Description: Think a 529 plan is a waste of money if your kid doesn't go to college? Think again! Host Susan Speirs sits down with my529 CFO Troy Runnells to break down the hidden flexibility of these college savings accounts. Susan and Troy cover everything from how 529 accounts work, to basic tax perks, to qualified expenses. And they explain a newer option: the Roth IRA rollover, a powerful tool that pivots unused education savings into a retirement nest egg for your child.   About Your Host & Guest   Talk To Your CPA host Susan Speirs, CPA, is CEO of the Utah Association of Certified Public Accountants. Susan brings decades of firm ownership experience to the podcast.   Troy Runnells, CPA, is the Chief Financial Officer for my529 in Utah. Troy has decades of experience as a Certified Public Accountant and has over 20 years of experience in education savings plans.     Talk To Your CPA is proudly powered by the Utah Association of CPAs.

Tired of losing sleep over your monthly spending plan that’s not going as planned? In this episode host Susan Speirs, CPA, shares a strategy she uses to stay in a CFO mindset when it comes to her personal finances. With input and ideas from Certified Financial Planner Shane Stewart, you will learn how to zero in on small ticket items that are draining your budget, how to make intentional decisions, and how to create a spending plan that helps to put you in control of your money.     About Your Host & Guest   Talk To Your CPA host Susan Speirs, CPA, is CEO of the Utah Association of Certified Public Accountants. Susan brings decades of firm ownership experience to the podcast.   Shane Stewart is a Certified Financial Planner with Deseret Mutual Benefit Administrators based in Salt Lake City, Utah. He has worked as a financial planner at DMBA since 2003 and is a frequent resource for Utah media organizations on personal finance topics.     Talk To Your CPA is proudly powered by the Utah Association of CPAs.

Get ready for a savings glow-up as host Susan Speirs, CPA, explores how to save money when life is so expensive. In this episode, Susan and special guest, Certified Financial Planner Shane Stewart, discuss strategies to look for meaningful savings opportunities in your current finances. This isn’t about giving up your occasional latte; it’s about identifying the big-ticket expenses that may be quietly draining your cash flow and finding ways to put those savings to work for your short-term needs and long-term goals.     About Your Host & Guest   Talk To Your CPA host Susan Speirs, CPA, is CEO of the Utah Association of Certified Public Accountants. Susan brings decades of firm ownership experience to the podcast.   Shane Stewart is a Certified Financial Planner with Deseret Mutual Benefit Administrators based in Salt Lake City, Utah. He’s worked as a financial planner at DMBA since 2003 and is a frequent resource for Utah media organizations on personal finance topics.   Talk To Your CPA is proudly powered by the Utah Association of CPAs.

Get ready for a financial glow-up. In this debut episode of Talk To Your CPA, you’ll meet your host, Susan Speirs, CPA and CEO of the Utah Association of CPAs, as she lays the foundation to help you master your money and reclaim your peace of mind. Join Susan as she sets the stage for a jam-packed lineup of future episodes designed to tackle your biggest financial hurdles, help you build a better budget, and put money-saving tax strategies to work for you.   About Your Host & Guest   Talk To Your CPA host Susan Speirs, CPA, is CEO of the Utah Association of Certified Public Accountants. Susan brings decades of firm ownership experience to the podcast.   For this episode, longtime Utah journalist Debbie Dujanovic joins the conversation to help you learn all about this new podcast and host Susan Speirs.     Talk To Your CPA is proudly powered by the Utah Association of CPAs.

Ever worry you’ll get flagged for an IRS audit because you use payment apps like Venmo? Do you wonder if your tips from side gigs like driving Uber are taxable? In our premiere episode of Talk To Your CPA, two licensed CPAs tackle five of the most Googled income tax questions.   So, if you’ve ever wondered if you need to report payments you get through payment apps, if your tips or overtime pay is taxable, if Social Security income is taxed, or how you can avoid a huge tax bill every April, this episode is for you!   About Your Host & Guest   Talk To Your CPA host Susan Speirs, CPA, is CEO of the Utah Association of Certified Public Accountants. Susan brings decades of firm ownership experience to the podcast.   Susan’s special guest, Chelsea Smith, CPA, is a partner at Squire, a nationally recognized accounting firm based in Orem, Utah.   Talk To Your CPA is proudly powered by the Utah Association of CPAs.