Business Insights

Mike Agol

Booking Overview

Business Insights is a niche, HNW-focused show for financial advisors and tax/estate strategy professionals. It books seasoned financial advisors, attorneys, and CPAs to share practical ways to manage appreciated assets, reduce taxes, and grow AUM—making it a strong platform for experts who can translate complex planning into client-ready guidance.

Metrics

103 episodes, Irregular, 5.0 rating

<1k, Male, USA

Contact Information

**********@*****.com

Description

Tune into Business Insights: Stand Out & Supercharge Your Assets, the premier podcast for financial advisors in growth mode who serve high net worth clients. If you work with clients who own appreciated capital assets and are looking to sell without incurring capital gains taxes, this show is for you. Each episode features insights and strategies from top financial advisors, experienced lawyers, and knowledgeable CPAs. Learn practical solutions to help your clients maximize their wealth while minimizing taxes, and discover how to grow your assets under management. Join us on Business Insights and empower your advisory practice with the knowledge to succeed.

Host

Mike Agol

Booking Intelligence

Booking Requirements

medium

Typical Credentials:

Highly credentialed finance/tax/wealth experts (e.g., Enrolled Agents, CPAs, attorneys), plus experienced specialists who advise HNW clients on tax-smart outcomes; often with real-world client-facing track records (e.g., prior government IRS experience, managing partner roles, recognized niche designations).

Required Achievements:

Leadership roles (managing partner/president) at tax/accounting firms, Specialization in tax resolution, strategic tax planning, or HNW advisory, Relevant designations/roles (e.g., Enrolled Agent; specialty real estate designation), Prior authoritative experience (e.g., former IRS revenue officer)

Recent Guest Discussions

Leroy Nashke - Senior Downsizing And Transitions; Building Trust With 55+ Clients; Coordinating Services; Avoiding Costly Mistakes; Specialization For Differentiation, Michael Raanan - IRS Back Taxes And Tax Resolution; Calculating Tax Debt; Resolution Options (payment Plans, Hardship Status, Offers In Compromise); Addressing Misapplied Payments And Avoiding Tax Relief Scams, Jon Czerwinski - Strategic Tax Planning; Role Of Cpas As Wealth/strategy Partners; Proactive Annual Planning; Aligning Tax Plans With Life Goals; AI As An Opportunity (not Replacement)

Recent Topics

Tax, Estate, Wealth, Financial, Capital Gains, Planning, Cpas, Trusts, Hnw, Real Estate

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