The Advisor Podcast

Almost everything these days is done digitally, which means speed and convenience to everyone. But along with its many benefits comes heightened awareness when it comes to data security. With scammers, phishers, and cyber attackers lurking out there, just one wrong click and your business could be gone. Jen Coleman and Paul Villanueva talk with Michael Garofalo about their Pleasant-Valley-based business, Intelligent IT Designs. They discuss the benefits of using UPS technology and undergoing security awareness training. Paul also explains the future of passwords and some important tips in choosing a good hard drive.Love the show? Subscribe, rate, review, and share! https://jgspc.com/newsroom/podcast/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It is projected that we are about to enter an era of enforcement marked by more stringent enforcement of tax policy, which will raise the bar for small businesses seeking to claim the R&D tax credit. On today’s show, Michael Garofalo sits down with Brad Poris. Brad leads the northeast region of BDO's Business Incentives Group, with a specialization in the research and development tax credit. He discusses lessons learned from the Little Sandy Coal Company case from February 2021, in which the IRS narrowly required the taxpayer to prove a "process of experimentation," but fell shy of meeting the threshold. They also discuss the Chief Counsel Memorandum, released on October 15, 2021, and how it could impact businesses. The R&D credit can be a major tax-saving tool for the right business, but it takes a professional to understand the reporting requirements. With membership in the BDO Alliance, JGS, CPA is equipped to handle these kinds of tax situations and many more.Love the show? Subscribe, rate, review, and share! https://jgspc.com/newsroom/podcast/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Many people live paycheck to paycheck, but with disability insurance, you'll have no money issues during accidents. Michael Garofalo welcomes Carolin Mohrmann, a Benefits Advisor at Aflac, and Don Badgley, an Insurance Counselor at Northwestern Mutual and Small World Wealth Management. Join in the conversation to discuss how short- and long-term disability insurance plans augment one another. Mohrmann and Badgley acknowledge that these are tough conversations to have with anyone, so they share stories about clients, or their families, that are happy to have done so. For Contact Information:   Carolin: [email protected] and Don: [email protected] the show? Subscribe, rate, review, and share! https://jgspc.com/newsroom/podcast/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Life is made up of choices. In every aspect of it, you have to know how to deal with certain situations. In addition, you have to be equipped with the tools you need to keep moving forward. Chuck Omphalius of Max It Out (MIO) Retirement discusses the rationale behind his 930 Plan to create awareness for people. We also talk about tax-wise strategies for hedging against inflation, then we take a little tangent and talk about one of Chuck's non-work interests: youth soccer. Tune in and learn how to live tax-advantaged!Love the show? Subscribe, rate, review, and share! https://jgspc.com/newsroom/podcast/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Did you miss the Former Advisor Host, Brian Powers? This is your lucky episode! Today, Brian returns with a massive update on his new role. For those who don't know Brian, he's the Former Vice President of Business Development Marketing at JGS, CPA, and the Founder of The Advisor Podcast. Join in the conversation as Brian talks with Michael Garofalo from the other side of the mic about his work with Mid Hudson Construction Management. You'll hear juicy details about the economic progress Brian sees coming to the Hudson Valley. Additional topics include environmental concerns during construction, current commercial projects, and building material shortages. If any of that interests you, you'd want to tune in to this episode. Enjoy!Love the show? Subscribe, rate, review, and share! https://jgspc.com/newsroom/podcast/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brittany Johnson and Laura Johnson aren't afraid of dirty work as long as it means that they get to grow their business. Their normal business operation, based in Middletown, New York, focuses on fire and water remediation - but COVID-19 added a whole new dimension: disinfection of surfaces. The shortage of PPE combined with significant uncertainty around the spread of the virus made 2020 an extremely challenging year for their business transition. Because of this, the Orange County Chamber of Commerce recognized SERVPRO as the 2020 Business of the Year. JGS' Michael Garofalo and Rob Unger speak to the Johnson sisters about their work during the pandemic and the accounting services JGS provides them.Love the show? Subscribe, rate, review, and share! https://jgspc.com/newsroom/podcast/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When cutting costs, people usually don't think of utilities since it is the lifeblood of any establishment. But what if there was a way for you to save money for your business just by looking into your energy consumption? Today's guest Matthew Holland is the Vice President of Business Development at Reflective Energy Solutions. They work tirelessly to help clients manage their energy expenses and ultimately save money by analyzing their usage, comparing competing providers, auditing their bills for savings and suggesting technological improvements. In this episode, Matthew joins Brian Powers to weigh in on how you should be looking into energy costs and discuss the different cost-saving energy options for your business. Tune in to get money-saving and sustainable advice for your business!Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

You have to be prepared for the moment 100% of the businesses start to reopen. You have to be there right out of the gate, but how can you do that if you keep worrying about the smaller tasks? If you want to grow, you need your full attention on your main mission. This is why you need a professional employer organization system. To talk more about that is Tom Lemmey and Brian Kennedy. Tom and Brian work at Ethan Allen HR Services where they can assist your small business by doing the back-office work. Alongside your host, Brian Power, learn how H.R. departments can adapt to a changing post-Covid workforce.Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Just because you're working from home doesn't mean you can't get stressed. Everyone gets stressed. Some people are so used to being stressed that they don't even know that they are. Join your host, Brian Power, and his guest, Prash Kotecha, on how to build resilience against stress. Prash is the Owner of Stress To Success, where he coaches leaders to optimize their lifestyle. Especially in these uncertain times, people need to be able to deal with stress. Prash helps them reframe, recalculate, and recover so that they can achieve success. Learn how to convert your stress to success and practice resiliency today.Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The after-effects of COVID-19 for business operations are far-fetching. Without discipline, you’ll have to deal with massive breakdowns. Brian Power’s guest in this episode is Colin Clayton, Business Development Executive at Staples Advantage. Colin talks with Michael about how you can’t rely on one employee or supplier to run your processes. Otherwise, if that one employee or supplier fails, the entire chain of dependables collapses. Join in to find out how you can prevent this from happening. Don’t miss this episode!Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Many small businesses these days don't have the resources to increase efficiency and mitigate costs. This hinders them from moving forward and growing because of how much time they are spending on things that can be automated. This is where the power of technology and digital transformation comes in. Join Brian Powers and Andrew Cohen in this discussion about workplace efficiency. Andrew is the CEO and Managing Partner at EVOKE, one of JGS CPA's closest (geographically) affiliates from the Business Resource Network of the BDO Alliance. Andrew builds digital workplace solutions for businesses, especially the small ones.  Brian and Andrew talk about workplace changes and using technology to improve efficiency. Tune in and learn how technology and automation can help companies focus on growth. Also, find out how Andrew brings businesses into the modern age.Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Doing property tax assessments is one crucial area of real estate to determine where your money is going and what it means to you in the future. Since this is quite a complicated process, seeking professional help is never a bad idea. Brian Power talks with Karen Hagstrom from Stenger, Diamond & Glass law firm to share how she helps people in this process. She explains the pitfalls to avoid in residential properties and the misconceptions about reducing home value and taxes. Karen also explores how to approach commercial properties in today’s new normal, where certain municipalities may be hurt because of the fast people relocation and the sudden shift to the virtual scene.Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Social Security definitely offers a lot of retirement benefits, making it an excellent investment for anyone. However, not everyone is properly educated on maximizing how much you can get from it. Brian Powers talks with Jim Blair and Marc Kiner from Premier Social Security Consulting to share the most important strategies to follow to properly navigate Social Security and calculate its benefits. They enumerate tips for various situations, from divorced parents, deceased partners, disabled children, and many more. Jim and Marc also discuss early and full retirement, explaining the benefits either option can offer.Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of The Advisor Podcast powered by JGS, CPA, we welcome attorney A.J. Iuele of the firm Stenger, Diamond and Glass, LLP. A.J. speaks about the facts and myths of spousal support. Spousal Support also known as spousal maintenance (and formerly called alimony) is money paid from one spouse to the other once a marriage has ended. While the words are different, the meaning is the same.  A.J. reminds us if you are currently going through a divorce, you should be familiar with how maintenance will affect your specific situation. Divorce rates typically rise just after the holiday season. Add a COVID catalyst to the mix and the first quarter of 2021 has the potential to see a dramatic spike in divorce filings. We discuss the components spousal maintenance and what you should be aware of if you are going through this unfortunate situation. If you are facing a divorce, it doesn’t matter what your financial situation is—you undoubtedly have financial concerns. We discuss that before you begin down that path, you should speak with a divorce attorney to find out if such a drastic and final change is the right thing for you. A.J. reminds us that legal counsel can help you to explore other options that may be available to you, such as a legal separation.We find out in this episode that there are many factors that need to be accounted for before making such a life-changing decision. If you have any questions or would like to speak to schedule a consultation, please contact AJ Iuele at 845-298-2000 or email him [email protected] A.J. also wrote blog post about this topic. You can check it out here: https://sdglaw.com/the-facts-and-myths-of-spousal-support/  Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Residential leases either as a landlord or a tenant can be difficult during normal times. But now during the COVID-19 Crisis it has added a layer of complication to it. Ian Lindars, attorney with the firm Stenger, Diamond and Glass SDG Law returns to discuss some of the new changes in New York to the law. We last spoke with Ian in July. He discussed new provisions put in place right before the pandemic. We covered the steps of eviction and how it can become a long the process can become based on the specific municipality. Ian stressed the importance of having a precise plan if you are a landlord on how to handle non-payment. He also spoke about now during the crisis landlords and tenants are working together when dealing with issues. There are new laws in place to stop evictions during the crisis. Ian discussed the New York Safe Harbor Act that had been signed into law and then updated right before our recording, if you have a financial hardship due to the crisis you cannot be evicted from your residential lease. He stressed you have to be able to prove the hardship due to COVID-19. And Ian also mentioned that this new law does not include commercial leases. Another significant aspect of this act prevents the landlord from displacing the residents from their home. But landlords can still obtain a judgement if they can’t collect the lease payment. This doesn’t get the money initially but it does protect the landlord and long term will help in negotiations.  Ultimately, Ian mentioned how tenants and landlords need to work together during these tough times. How they need to be practical and approach issues from a business perspective.  Turning to negotiations in your approach before legal action can turn out better in the end.Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this time of quarantine and isolation, running errands can be the last thing you want to do. Brian Powers’ guest has the solution for you. He sits down with Micah Bennett, the owner of Hudson Valley Concierge Service that offers services that range from picking up groceries to being an extra pair of hands during a busy time. In this episode, Micah shares with us the birth of his business that is proving to be a necessity at this time. At the heart of it is how he is taking his customer service to the next level. Join him in this conversation to hear more about it and how you can apply it to your business.Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Equal parts animal shelter and community resource, the Dutchess County SPCA (DCSPCA) is making a big impact in the Hudson Valley. In this episode of The Advisor Podcast brought to you by JGS, CPA we speak with executive director, Lynne Meloccaro.With a new leadership team in place, an entirely humane approach and a mission to foster a community where all animals are treated with respect and compassion, the nonprofit organization, located at 636 Violet Avenue in Hyde Park, NY, has reinvented itself. In fact, under its new direction, the DCSPCA has achieved a 95 percent live release rate – an impressive 18 percent increase – and introduced programs to augment its reach in the region. In late 2018, DCSPCA appointed Lynne as executive director to address the issues that had given the shelter a somewhat rocky recent history. As the former executive director of The American Symphony Orchestra and Bard College’s The Orchestra Now, Meloccaro, a lifelong animal lover, brings decades of professional experience in nonprofit management to the DCSPCA. For the past two years, she has quietly and diligently worked to improve the standard of care for the animals and to institute managerial best practices. She hired a new team of experienced shelter professionals to help realize the organization’s mission to aid animals in need and support the community of pet owners. This effort has resulted in a host of positive, mission-minded steps. One of the primary goals, and a driving “why” of the DCSPCA, is to secure lasting homes for adoptable pets. This only happens as the culmination of numerous other essential functions: DCSPCA rescues stray and abandoned animals from all over the county; its humane law division seizes animals from abusive situations and prosecutes the abusers; it receives wounded and injured animals and restores them to health; and each year it takes in 700 to 800 kittens born in the wild that would otherwise not survive. DCSPCA now offers a variety of new programs to support Dutchess County’s population of pet owners. DCSPCA will board and care for animals free of charge for up to 60 days for people who need emergency housing for their animals when, for instance, owners are hospitalized or had a house fire. DCSPCA works with several community partners such as Grace Smith House, Hudson Valley Hospice, and Mental Health America of Dutchess County to care for the pets of clients of these programs. DCSPCA offers special repayment plans for people whose animals require medical attention beyond the means of owners to pay right away. DCSPCA will treat an animal and work out a customized repayment schedule. In this way DCSPCA has been able to save the lives of several dogs and cats and reunite them with their owners.In partnership with Dutchess County Department of Health, DCSPCA has expanded the number of free rabies clinics it holds to four each year, ensuring a healthier overall population of animals in the county.The shelter stocks a network of human food pantries with pet food to support people who may be struggling economically. Especially this year, the pet food pantry program has been a critical service to families in need. In 2020, DCSPCA embarked on a new initiative to help keep pets in their homes. It has established field teams that will visit the home to address behavioral issues with dogs and cats and educate the owners on how best to work with their animals so that they do not have to give them up.“The new vision for DCSPCA,” Meloccaro stated, “is not just as a warehouse for unwanted animals, but a community resource center to assist Dutchess County in caring for its animal population.”Find out more info at https://dcspca.org Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

During this pandemic the need is great to re-invent what we take for granted. In this episode of The Advisor Podcast, Gina Sullivan of Revel 32 in Poughkeepsie explains how she her husband Jim and their family have done just that with their event space.  Gina shared with us the history of the building and how they have been working for the last year and a half to renovate a former Masonic Temple into 20,000 square feet of event space. While it is a great space for larger events like weddings, concerts or fundraisers, we discussed how they have had to re-invent during COVID-19. Since it is so large they are able to accommodate guests with enough room for social distancing. Their hope for the space is that clients would rent the space and then customize it as they see fit. Revel 32 has recently hosted events where they partnered with Simply Gourmet for a “pop up” restaurant and other caterers or restaurants to give them opportunities to thrive during this difficult time. And even more recent Chef David Burke is doing events in the space. Revel 32 has also attracted Hudson Valley non-profit organizations to do “out of the box” type of events in the space during COVID-19. Gina and Jim Sullivan have been developing in the area for over 11 years. So, we discussed 40 Cannon Street next to Revel 32 that Gina, Jim and their family renovated. It is home to Kings Court Brewing, 1915 Wine Cellar, Café 40 and 49 apartments. Gina told us their vision for both buildings is to make the community a part of it. Even when it came down to the name they turned to the community on social media to help select it. Their hope is to shine as a beacon for the community during the hard times of a pandemic and the good times that are to come.  To find out more visit their website https://www.revel32.com/ Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bankruptcy can come with a lot of misconceptions. When it comes to bankruptcy it is easier to talk about what it is not. It is not the company going out of business or management being tossed out. In the latest episode of The Advisor Podcast brought to you by JGS, CPA, Mary Ephraim an attorney from Stenger, Roberts, Davis & Diamond, LLP SRDD Law spoke with us to dis-spell the myths surrounding bankruptcy. Mary also discussed how to navigate the process especially now during the COVID-19 Crisis. Mary explained that the goals of the bankruptcy process is to keep a company alive. The process is a way to "put the brakes on things" Mary explained. She said it allows you to collect all of your property and money then pay people off in a certain order to make the most of what your have. Then you can hopefully emerge from the bankruptcy process leaner and more efficient. Mary also covered the new laws and programs in New York State that are helpful for more small businesses in regards to bankruptcy and how the government has streamlined the process. Mary mentioned too that you will want to have your creditors on your side especially the ones you will need to continue your business. Mary gave us a lot of insight in to the bankruptcy process and emphasizes the importance of hiring a professional. To find out more about Mary Ephraim from Stenger, Roberts, Davis and Diamond SRDD Law please visit their website. https://srddlaw.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Navigating commercial and residential leases either as a landlord or a tenant can be difficult during normal times. But now during the COVID-19 Crisis it has added a layer of complication to it. Ian Lindars, attorney with the firm Stenger, Roberts, Davis and Diamond SRDD Law discusses some of the new changes in New York to the law. Ian discussed new provisions put in place right before the pandemic. We covered the steps of eviction and how it can become a long the process can become based on the specific municipality. Ian stressed the importance of having a precise plan if you are a landlord on how to handle non-payment. He also spoke about now during the crisis landlords and tenants are working together when dealing with issues. There are new laws in place to stop evictions during the crisis. Ian discussed the New York Safe Harbor Act, that had been signed into law right before our recording, if you have a financial hardship due to the crisis you cannot be evicted from your residential lease. He stressed you have to be able to prove the hardship due to COVID-19. And Ian also mentioned that this new law does not include commercial leases. Another significant aspect of this act prevents the landlord from displacing the residents from their home. But landlords can still obtain a judgement if they can’t collect the lease payment. This doesn’t get the money initially but it does protect the landlord and long term will help in negotiations. We discussed the rights of commercial landlords and businesses closing. Ian discussed the terms of those leases can allow you to go after the tenant personally. But a lot of it is based off the terms of the lease. Ultimately, Ian mentioned how tenants and landlords need to work together during these tough times. How they need to be practical and approach issues from a business perspective. Turning to negotiations in your approach before legal action can turn out better in the end. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

There have been important changes to the state liquor license regulations in New York during the recent COVID-19 crisis. In this episode Jessica Glass, a partner with the law firm of Stenger, Roberts, Davis and Diamond, SRDD Law reviewed those changes and how businesses need to prepare. We discussed how restaurants and bars want to utilize outdoor space and have more contactless space for customers. Jessica covered the information you need to provide to the State Liquor Authority in order to do this. And as we move into more phases in New York, what restaurants and bars will need to do if they want to make that space permanent. Jessica recommended referring to the SLA website to keep up with the policies and changes. Jessica reminded everyone that even if you have permission from the SLA to do an expansion, temporary or permanent, you still need to comply with your municipal regulations. We discussed how alcohol take away is still available in New York and how businesses with liquor licenses need to comply. We wrapped this episode with Jessica sharing some best practices from her bar and restaurant clients. To contact Jessica and or to find out more about Stenger, Roberts, Davis and Diamond, SRDD Law please visit their website https://srddlaw.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Creating a safe environment for your business is important as we return after the COVID-19 crisis. In this episode of The Advisor Podcast we speak with John Evans, President and CEO of The Air Guys. The Air Guys is a professional environmental testing company. John is an industrial hygienist. John told us about the services his company provides. He spoke about the current crisis and what can be expected as businesses re-open. We also spoke about John's new business, Air Masks. John explained the manufacturing process for the civilian face mask and how his company will be producing them very soon right here in Orange County and in the Hudson Valley. John also gave a good breakdown of different masks and why they are important to wear now in public. To find out more about The Air Guys: airguys.us To find out more about Air Masks: airmasks.us Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Digital Marketing needs to be part of your overall marketing now more than ever. In this episode we spoke with Tony Morino, President and CEO of 23 Marketing Group. Tony shared with us what his clients are seeing now coming out of the COVID-19 crisis and his firm is helping them. We discussed the different industries his firm services and how they are marketing their services. We covered the diverse client base his firm services. Tony shared how one of his clients, Fidanza Family Properties, is giving back to the community and front line workers here in the Hudson Valley. We discussed why digital marketing is so important. Tony covered how technology today can help you target specific demographics. How you can find and target a specific message to the prospect that is the best fit for your business. But he stressed patience is key when working with digital marketing. To find out more about Tony and 23 Marketing visit: http://the23marketing.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As businesses begin to re-open and business owners bring back their employees there is important information they need to know. In this episode we spoke with Ed Kowalski and Tom Lemmey from Ethan Allen HR Solutions. Ed and Tom informed us of the resources New York State offers employers as they begin to bring their employees back to work. Ed discussed the requirements businesses will have to meet in order to re-open safely. Ed described the forms and policies that will need to be in place. Ed stressed the importance of having documents and policies in place to protect business owners and their employees. Ed offered guidance on how businesses should be aware of unintended consequences that could possibly come from the legislation that was quickly passed in response to the crisis. Ed stressed the need to communicate with employees. We discussed the issue of employees not wanting to return to work because of fear of COVID-19. We also covered the topic of working from home and how employers should have policies in place. And the issues employers should be aware of when employees work from home. Ed and Tom offered us a lot of useful information in this episode, you won't want to miss it. To find out more about Ethan Allen HR Services visit their website https://eapeo.com/ The New York State resource Ed mentioned during the episode can be found here: https://forward.ny.gov/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Starting to re-open businesses and the economy after the COVID-19 is going to be difficult but not impossible. In this episode we spoke with Bill Fioravanti, Director of Economic Development for Orange County, NY. Bill shared with us the re-opening resources the county has put together for businesses. We discussed the different steps business owners will have to take over the coming weeks as we re-open in phases. Bill offered tips and information business can use during the re-opening phases. Bill praised Orange County Executive, Steve Neuhaus for his leadership and perseverance during this time. We discussed how the Orange County Chamber of Commerce has been a tremendous resource for not only their members but all area businesses. Bill also suggested turning to industry trade organizations as well for guidance and resources on re-opening. Finally, we spoke about what the coming weeks and months could possibly look like as we move to the other phases of re-opening. To access any of the resources Bill mentioned visit the Re-Opening Orange County page https://www.orangecountygov.com/1961/ReopenOrange?fbclid=IwAR2hvevjw4u2O61IFIih2P1PbVVJ7sT_TTmf_VFexbfUjfP-fqV4rpuHpEw Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our mindset, emotions and how we make decisions especially during these stressful times is important. In this episode we are joined by Kevin DeHond from The Affinity Group. We discussed what their clients are experiencing during the COVID-19 crisis. We discuss how The Affinity Group is listening to their clients and helping them to think rationally when making decisions. They are absorbing all of the knowledge they have access to and bring that to their clients so they can make an informed decision. Filtering the noise for their clients is key so they can work on their business. We covered how The Affinity Group is giving their clients an objective view and trying to be a realist. Kevin discusses how we need to be a student of history. We talked about some of the other pandemics in history. Kevin referenced the Hong Kong Flu that occurred in 1968-1970 and how we recovered from that pandemic. We covered looking long term in making decisions. Some other topics we discussed were trying to be a resource to clients and non-clients. And how succession, estate planning is more important now than ever. Finally, we discussed getting through this crisis, being an optimist and how we will come out on the other side of this positively. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Supply chain management is essential especially during the COVID-19 Crisis. In this episode we spoke with John Mead from TotaLogistix. John shared with us the services TotaLostix provides to their clients. He gave us insight into what their clients are seeing during the crisis. He shared examples of clients who are struggling but those who are striving. And how TotaLogistix are providing help to their clients during this time. We discussed the cost saving services supply chain management technology can provide. And why it would benefit certain companies to use transportation management systems. To learn more about TotaLogistix visit their website: https://www.totalogistix.com/index.html Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dutchess County Regional Chamber of Commerce is assisting their members and the community as a whole during this time of need. In this episode we speak with Frank Castella Jr., President and CEO of the Dutchess County Regional Chamber of Commerce. Frank shares with us the resources the Chamber has put together for their members and the community at large to assist during the COVID-19 crisis. The Chamber has partnered with other economic development organizations in Dutchess County to put together the Dutchess Business Notification Network. A central point for information and resources regarding the COVID-19 crisis. If you haven’t signed up for their email blast click on the link below. We discussed the Dutchess County Chamber Foundation and the good work they provide to the less fortunate, especially children in need in the community. He pointed out how the Chamber is often the only source for a local business directory. He invited everyone to think local first now more than ever. And turn to the local chambers to find local businesses that you can support. To find out more about the Dutchess Business Notification Network and sign up for their email blast visit: www.dutchessbnn.com To find out more about the Dutchess County Regional Chamber of Commerce visit: www.dcrcoc.org To find out more about the Dutchess County Regional Chamber of Commerce Foundation visit: http://www.chamberfdn.org/Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode we spoke with Domenic DiLoreto, Vice President of Business Development of ABC/Amega. ABC/Amega is a full service commercial collections firm for over 90 years. Domenic shared information about their services and how their clients are reacting to the current COVID-19 crisis. Domenic spoke about what makes ABC/Amega different and how they get results being professional and ethical. He offered insight into what the process is like hiring a commercial collections firm like ABC-Amega. We discussed specific cash flow and collections tactics that could possibly help businesses manage during this uncertainty. Learn more about ABC/Amega by visiting their website: https://www.abc-amega.com/Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode we spoke with Deborah Garry, President & CEO of BBG&G, Full-Service Integrated Marketing Agency. We discussed how BBG&G’s clients are dealing with the COVID-19 crisis. Deborah offered insight into the different industries her firm works with and how they are pivoting their marketing during this time. We discussed how to know if you are doing enough or too much when it comes to marketing. Deborah offered some marketing tips businesses can use to help communicate their message and market their business. To find out more about BBG&G visit their website: https://bbggadv.com/ BBG&G has put together a resource page with tips for marketing during the COVID-19 crisis. https://bbggadv.com/marketing-capabilities/marketing-during-crisis/Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode we spoke with Elizabeth Rowley, President and CEO of The Community Foundation of Orange and Sullivan. Biz told us what a Community Foundation does and shared with us the great work they do on a regular basis. We also discussed the COVID-19 Response Fund that was started to address immediate and longer-term needs of residents in Orange and Sullivan counties. Biz gave us more information about Hudson Valley Gives Day, which is Wednesday May 20. HVGives is a fun and focused 24-hour effort to raise funds and awareness to support LOCAL nonprofits and charities and make our region a a better place to live, work and play. If you can please support #HVGives tomorrow! We are happy to share that #HVGives is generously sponsored by Walden Savings Bank, Vargas Brothers, StandBack General Contractors, LLC, steingart printing, Orange Regional Medical Center, Touro College of Osteopathic Medicine, Mid-Hudson Valley Federal Credit Union, Mid-Hudson Valley Association of Fundraising Professionals (AFP), Seely & Durland Insurance, BEER World, William A. Smith & Son, Inc., WALL Radio, K104 Today’s Hit Music, Bold Gold Media GroupLove the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

During this COVID-19 crisis many companies had to implement a work from home strategy for their employees and business. Companies and business models unaccustomed to making remote workforces work, are trying to figure it out. On this episode of The Advisor Podcast, we are joined by Skip Weisman of Your Championship Company Skip explores the research on the productivity of remote workers, and specific strategies, tips, tools and techniques that build trust and respect while maintaining high-levels of engagement and teamwork that gets a real ROI for your company. Skip is also offering a free webinar on this topic for friends and clients of the firm. Click here to register: http://www.yourchampionshipcompany.com/pages/jgs_remoteroi/Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode we speak with Pari Forood, Executive Director of the Miles of Hope Breast Cancer Foundation. Pari tells us of the good work the organization is still doing even in the face of the COVID-19 crisis. Find out more at https://milesofhope.org/Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Communication for your business is vital especially during a crisis like COVID-19. In this episode we speak with Filomena Fanelli, CEO/Founder of Impact PR & Communications. Filomena shares tips on how to communicate effectively both to your employees and clients during this tough time. Here is the blog article we mention during the episode: https://prwithimpact.com/six-actionable-communications-steps-to-take-during-a-crisis/ You can find out more about Filomena and Impact PR at https://prwithimpact.com/Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How is COVID-19 effecting the manufacturing industry especially in the Hudson Valley. In this episode with speak with Harold King and Johnnieanne Hansen from the Council of Industry. They share with us how their members are reacting to the COVID-19 pandemic. The Council of Industry has been the manufacturer’s association for the Hudson Valley since 1910. They are a privately funded not-for-profit organization, whose mission is to promote the success of our member firms and their employees, and through them contribute to the success of the Hudson Valley Community. Find out more about the Council of Industry and the resources they have for their members in regards to COVID-19 https://www.councilofindustry.org/covid-19-resource-guide/ Check out their podcast Manufacturing Matters https://podcasts.apple.com/us/podcast/manufacturing-matters-with-the-council-of-industry/id1479057974Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Depending on your business, accepting payments may now be more challenging than ever before. In this episode, Colby Poulson and Torrey Woolsey join us from Payroc. Payroc is a full service merchant acquirer offering payment solutions. Credit card, ACH, etc online, over the phone or in person. Payroc is part of the BDO Alliance just like JGS, CPA. We discuss tips for businesses on how to accept payment during the changing environment. Payroc is also offering clients complimentary marketing help. From graphic design to website and/or social media help they can assist clients. Many businesses need to transition to online payments and Payroc has the capability to help them with this transition. To find out more about Payroc’s Covid-19 resources: http://partners.payroc.com/covid-19/ Visit their website: https://www.payroc.com/ Contact Torrey Woolsey VIP Inside Sales Specialist [email protected] 1 (801) 951-8142Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We re-introduce The Advisor Podcast now as resource for our clients and listeners during this difficult time. We will continue to cover accounting, tax and business advisory topics but also bring you episodes on other topics. We will give you access to conversations with our network. Topics to include communication, marketing, economic development resources, business organizations. Make sure to subscribe to the podcast so you will get notified when we post new episodes.Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our first episode of the Advisor Podcast with guest Jason Giordano, CPA, MST, CVA. Jason is the managing partner of JGS, CPA. In this episode we introduce our firm and the podcast. We highlight that our firm is a full service, tax, accounting, business advisory firm. We focus on the manufacturing, food and beverage, professional services, medical industries. We have specialties in valuation, forensic accounting, estates and trusts, succession planning, 401K/benefit plan audits. We discusses the history of the firm. Founded in 1932 in Middletown. We have over 88 years servicing the Hudson Valley. We discussed that Jason is on of 4 managing partners in our history. We answered the question "What makes us different?" Planning, “getting in the weeds of our clients business” Our retention, longevity of our clients. Our first client is a client today. The same way we plan for our clients we have our own internal succession plan. We have partners in every age group. We discussed how we recently joined the BDO Alliance. Joining the Alliance, gives us access to an international network of people and firms through our membership in the BDO Alliance. Access to an alliance of CPA and consulting firms throughout the U.S. This still allows us to remain independent and locally owned. With access to the BDO Alliance we can enhance our client services and broaden our capabilities overall. It allows us to gain greater technical knowledge in specialty areas. Provide our clients with key contacts and sophisticated professionals throughout the U.S. Jason and Brian discussed an overview of what the Advisor Podcast. We hope to cover many topics in the world of tax, accounting and business advisory. As well as new changes to the tax law, R&D credits, opportunity zones, state and local tax issues and changes, Wayfair implications. We also discussed examples of clients, referral sources and non-profits we want to highlight. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.