van carlson: 831(b) risk strategies gain ground | the concierge cpa

what once was seen as a tax loophole is now becoming a mainstream strategy for business continuity—if done right.

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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

the world of business risk has changed drastically since 1986, and so has the way innovative entrepreneurs protect themselves. in a recent episode of the concierge cpa, host dr. jackie meyer sits down with van carlson, founder and ceo of sra 831(b) admin, to demystify one of the most misunderstood tools in modern financial planning: the 831(b) captive.

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at its core, the 831(b) tax code allows business owners to form small insurance companies to self-insure specific risks. but as carlson explains, “it’s not just about taxes—it’s about protecting your business from the risks no one else will cover.”

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okorie ramsey: diversity’s about building bigger tables | accounting influencers

“…not just filling seats.”
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accounting influencers
with rob brown

as past chair of aicpa and cima, okorie ramsey represented nearly 700,000 members worldwide. but in his view, leadership isn’t about wielding power—it’s about partnership, innovation, and service to the public.

in a wide-ranging conversation on the accounting influencers podcast, ramsey reflects on his tenure, the profession’s most significant challenges, and what excites him most about the future.

“it’s a huge role,” ramsey says, “but it’s also a wonderful opportunity.”
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tricia bencich: how mental load undermines career progress | move like this

mental load includes the invisible cognitive effort that goes into even the smallest tasks—and it’s constant.

 

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in the latest episode of move like this, tricia bencich, inclusion and social responsibility associate director at moss adams, returns to the show to tackle a topic that resonated deeply with attendees of the 2024 move mini summit: mental load. with more than 1,000 attendees at her session alone, it’s clear that the idea of “invisible labor” is striking a chord, especially with women in the workplace.

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mental load, bencich explains, isn’t just about the physical tasks we perform but the cognitive effort involved in managing them. it’s not driving to the soccer game; it’s remembering the cleats, checking the weather, packing snacks, ensuring the uniforms are clean, and being an emotionally available parent – all before the car leaves the driveway. it’s this invisible, persistent, often unnoticed thinking and planning that women disproportionately carry. and, as she emphasizes, “mental load affects everyone, but research shows women continue to shoulder more of it, even if their partners work less or not at all.”

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