TheFunCPA in the Media

Welcome to season 2 of The Capital Contribution Live! Season 1 has been all about the basics of the real estate process and season 2 seeks to bring out the basics of the overwhelming world of finances. On today's show we have Dennis McNamara, Co-founder of Whealth Advisors, who breaks down the complicated world of financial management into easily understandable discussions. We chat about the following topics: ✅ Budgeting ✅ How to save for an emergency fund ✅ What is a 401K, Roth 401K and a taxable brokerage account ✅ How to pick your investment advisor Dennis is incredibly knowledgeable and if you have more questions beyond the episode, reach out to him at: Dennis McNamara Whealth Advisors https://whealthfa.com/ IG: @thewhealthadvisor

Did you ever want to learn what truly goes into listing your home or looking for a home from the realtor's perspective? Let Roman Balandin of Roman Blanadin Realty share his thoughts on all realtor things. Roman shares his knowledge and expertise after almost a decade in real estate and the value is impeccable! We chat about how to prepare your home to be listed, what it takes to be a good realtor, how to find and pick your realtor, and the buyer's agent perspective as well. You can find Roman and his team at: Website: https://newjerseyresidence.com/ Instagram: @romanbalandinrealty Him and his team are ready to help you find and sell your dream home!

On today's release we pivot a bit from the real estate and change paths to a podcast that was super personal and near and dear to my heart. I got to sit down and chat with the founders of WilkinGuttenplan an accounting firm located in East Brunswick, NJ where I got to spend 1.5 years of my career. We got to chat about their journeys, trials and tribulations and lessons learned that they share with folks in the accounting profession. We chatted about their humble beginnings, their growth and the tips and lessons they share with accounting professionals today. If you want to learn about how they are revolutionizing the accounting industry check out their website: https://www.wgcpas.com/

The real estate attorney plays an integral part in the purchase or sale of your home. A good attorney will look out for your best interest, guide you through the transaction and ensure that your transaction is smooth and understandable. A real estate transaction can certainly be scary and overwhelming but tune in to this episode and you will understand ALL the basics of the transaction. On today's episode we have Andrew Bershtein of BershLaw who walks us through the absolute basics of the home buying process from the attorney's stand point. It is important to note that none of the discuss here is meant to be taken as legal advice nor tax advice and should you desire to hire an attorney for your real estate transaction please contact Andrew directly. If you have further questions you can find Andrew at: Andrew Bershtein 908-217-7022 Andrew@bershlaw.com

Episode 1 of The Capital Contribution Live is finally here! Season 1 is all about the basics of Real Estate. I am Yuri aka #thefunCPA and my whole purpose here is to bring you industry experts about various topics you should have learned in high school. Today on the show we have Matthew Schofield of NJ Lenders Corp. Matt bring us down to the basics of the mortgage process, paperwork, differences between a fixed rate mortgage and an Adjustable Rate Mortgage (ARM) and how to go from thinking about buying a house to being fully prepared for the entire process. This is an incredibly value packed episode that should give you the ability to be extremely knowledgeable as you begin the house buying process. If you have questions beyond this video do not hesitate to contact Matt at: Matthew Schofield Matt.schofield@njlenders.com

Listen to the Real Leverage Podcast: (http://www.realleverage.net/real-leverage-podcast) On today’s episode we have our first return guest, CPA Yuri Kapilovich, owner of Kapilovich and Associates, LLC. In this episode Yuri answers questions from our audience all about real estate tax. In this episode Yuri talks about Quickbooks, cost segregation, and how David Choi is better than the bank! ABOUT YURI KAPILOVICH Yuri Kapilovich is the Managing Partner of Kapilovich & Associates, LLC. With over a decade of working at some of the largest accounting firm specializing in high net-worth individuals and closely-held companies across many aspects of the tax lifecycle — planning/forecasting, compliance and consulting. Yuri is excited to bring his knowledge to his current and future clients. Additionally, having experience in some of the most complex aspects of the tax world, he provides consulting & training services to smaller CPA firms to assist with efficiency & growth. He graduated with a Bachelor of Science in Accounting From Rutgers University and a Master of Science in Taxation from Philadelphia University. He is a Certified Public Accountant licensed in the state of Florida, New Jersey and Pennsylvania and is a member of the following professional organizations: American Institute of CPAs (AICPA) and Florida Institute of CPAs (FICPA).

Ever wonder what the journey from graduating with your degree in accounting through public accounting looks like? Our friend Yuri Kapilovich will share his experience and what he's learned along the way! As he now runs his own firm (Kapilovich & Associates), Yuri has a unique perspective on navigating public accounting as a tax professional. Make sure to send your pressing accounting questions to the host: Tony@accquip.com

Listen to the Real Leverage Podcast: (http://www.realleverage.net/real-leverage-podcast) On today’s episode we have CPA Yuri Kapilovich. Yuri had over a decade of experience working at some of the largest accounting firms before starting his own firm Kapilovich & Associates. Specializing in high net-worth individuals and closely-held companies, he has tons of unique insight on entrepreneurship, taxes, and even what David was like back when he was an intern. This is a fun episode of Yuri and David catching up after years and asking each other for insight. ABOUT YURI KAPILOVICH (https://www.linkedin.com/in/ykapilovich) Yuri Kapilovich is the Managing Partner of Kapilovich & Associates, LLC. With over a decade of working at some of the largest accounting firm specializing in high net-worth individuals and closely-held companies across many aspects of the tax lifecycle — planning/forecasting, compliance and consulting. Yuri is excited to bring his knowledge to his current and future clients. Additionally, having experience in some of the most complex aspects of the tax world, he provides consulting & training services to smaller CPA firms to assist with efficiency & growth. He graduated with a Bachelor of Science in Accounting From Rutgers University and a Master of Science in Taxation from Philadelphia University. He is a Certified Public Accountant licensed in the state of Florida, New Jersey and Pennsylvania and is a member of the following professional organizations: American Institute of CPAs (AICPA) and Florida Institute of CPAs (FICPA).