The IC-DISC Show

Ep029: The Business Owner's Dilemma with Ali Nasser

February 22nd, 2022  |  47 mins 3 secs

Ali, you may remember, has a hugely successful wealth management firm based in Houston, but he is back as a guest because he's just released his new book, The Business Owner's Dilemma looking at the 3 dilemmas we face as business owners.

It's a great conversation talking about the book, why he wrote it, how he sees it as more of a ROLE (return on life experience) project rather than an ROI project, and why entrepreneurs are fundamentally different from non-entrepreneurs when it comes to wealth and legacy planning.

One of the book's biggest takeaways is to achieve clarity and a path toward planning and capturing your life's work, so I highly recommend checking out Ali's book at www.alinasser.com.

Ep028: Understanding COVID Tax Credits with Dave Manges

February 1st, 2022  |  52 mins 9 secs

Today on the IC-DISC Show, we're talking with Dave Manges, Founder and President of Reinsman Consulting, a specialty consulting firm based in Dallas, Texas, helping small and medium-size businesses navigate the complexities of the Employee Retention Credit and other COVID-19 stimulus programs.

Dave has an interesting story. He was on a partnership track at a big four accounting firm, but when the various COVID relief packages came into effect, he saw an opportunity to focus on helping the small and medium market. His employer was focused on the higher-end, larger firm market, so Dave took the chance and launched his firm to support this group. He hasn't looked back since.

He has a real passion for helping business owners, thriving on doing a great job for them, and this episode has some great insights into the tax credits and stimulus packages that are available and how his diverse background contributes to his ongoing success.

Ep027: Total Quality Management with Michael Kramer

October 14th, 2021  |  48 mins 43 secs

Today on the IC-DISC Show, we're talking with Michael Kramer, President of ManageHub, a specialty consulting firm based in Chicago, who use the Malcolm Baldridge principles of total quality management to dramatically improve a company's quality and performance in a relatively short period of time.

We had a great conversation about some of the client successes he's had, the history of Baldrige, and also what a tremendously underutilized, American-made system Baldrige is.

Mike really has a passion for sharing this system high and wide to every US company, so if you've ever wanted to learn more about the benefit of exceptional quality and excellence in your own organization, this episode has a lot of great ideas and insights.

Ep026: Premium Financed Insurance with John McDonough

August 25th, 2021  |  1 hr 3 mins

Today on the IC-DISC Show, we're talking with John McDonough, a Financed Insurance Specialist based in Houston.

John works with ultra high-net-worth families and C-suite executives to create innovative insurance solutions, and this is a very interesting episode because we had the opportunity to talk about his services and the challenge of helping people understand these new ideas.

He has a detailed understanding of the leverage that premium finance life insurance can provide to the ultra-wealthy for estate tax liquidity, and to companies for executive retention in the C-suite, and this really was one of the most interesting calls I've had in a long time.

Ep025: The IC-DISC in 2021

July 15th, 2021  |  24 mins 19 secs

Today on the IC-DISC Show, we have a little different type of podcast. Rather than speaking with a guest, I'm going to do a short episode in which I answer the most common questions we've received this year about the future of the IC-DISC given the new administration.

A change in administration always raises concerns, so I want to share some of the opportunities and challenges of using the program.

Ep024: Learning From Your Customers with Paul Liberato

May 7th, 2021  |  1 hr 1 min

Today on the IC-DISC Show, we're talking with Paul Liberato, President of Billy Pugh, a pioneering offshore safety equipment company based in Corpus Cristi, Texas. I've known Paul for some time but didn't know his story. Since becoming President, some of their best product solutions have come from customers with real-life problems, so we had a really insightful conversation about this strong customer/supplier relationship and how that makes a company stronger.

Ep023: Revolutionary Pricing with Ron Baker

April 9th, 2021  |  1 hr 17 mins

Today on the IC-DISC Show, we're talking with Ron Baker, founder of VeraSage Institute, a think tank dedicated to teaching value-based pricing, and host of the Soul of Enterprise podcast.

Ron's work has literally added millions of dollars of value to our business and our clients, and if you're in an industry where billable hours are the prevailing idea, his insights into revolutionary pricing models can be a game-changer for your business.

Ep022: CPA Misconceptions with Randy Reimer

March 19th, 2021  |  59 mins 44 secs

Today on the IC-DISC Show, I'm talking with my good friend Randy Reimer, owner of Houston-based boutique CPA firm Reimer, McGuinness & Associates.
We had a great, wide-ranging conversation about Randy's experience, including talking about some of the misconceptions people have about CPA firms and some of the mistakes entrepreneurs make when setting up their business.

Ep021: Delivering Results with Dave Kane

March 3rd, 2021  |  1 hr 7 mins

Today on the IC-DISC Show, we're talking with Dave Kane, President of 21st Century Programming, a software company that creates programs for scrap recyclers to run and improve their business. I really enjoyed this conversation looking at the history of the company, how customers requirements and expectations have changed over the years, and we also had the chance to discuss a new collaboration between Export Advisors and 21st Century Programming to help scrap exporters quickly identify the tax savings they could achieve from an IC-DISC.

Ep020: Choosing a Specialist with Ron Hallmark

February 17th, 2021  |  40 mins 14 secs

Today on the IC-DISC Show, we're talking with Ron Hallmark of Hibbs-Hallmark, a specialty property and casualty insurance broker with a focus on the scrap metal industry. This was a great episode and especially useful for anyone in the scrap metal...

Ep019: Creating Value with John Warrillow

February 9th, 2021  |  51 mins 3 secs

Today on the IC-DISC Show, we're talking with John Warrillow, best selling author of books including Built To Sell and The Art of Selling Your Business, and founder of The Value Builder System™, a simple software for building the value of a company...

Ep018: A Journey Helping Others with Sheila Enriquez

July 9th, 2020  |  1 hr 1 min

Today on the IC-DISC Show, we're talking with Sheila Enriquez, the managing partner of CPA firm Briggs and Veselka here in Houston. This was a fantastic interview with a really amazing person. Sheila is the first guest I've had who was not born in the...

Ep017: The Opportunity with Dean Jackson

April 14th, 2020  |  55 mins 55 secs

Today on the IC-DISC Show, I just wrapped up one of the most interesting interviews I've ever had on the podcast. My guest was Dean Jackson, a real Renaissance entrepreneur who has some really incredible businesses and really great ideas.

Ep016: Wealth With Purpose with Ali Nasser

March 10th, 2020  |  59 mins 33 secs

Today on the IC-DISC Show, we're talking with Ali Nasser, who owns a unique, wealth management firm called AltruVista based in Houston, Texas. AltruVista focuses almost exclusively on business owners and helps with the unique challenges business owners face.

Ep015: A Client's Perspective with Charlie Rowe

February 26th, 2020  |  35 mins 1 sec

Today on the IC-DISC Show, we're talking with Charlie Rowe, a former client of ours, who sold their scrap yard four years ago. I've wanted to get Charlie on the show for some time now because he has a really interesting perspective as someone who very effectively used an IC-DISC.

Ep014: A Fair Exchange with Bob Blades

February 13th, 2020  |  46 mins 47 secs

Today on the IC-DISC Show, we're talking with Bob Blades, the president of Blades International, a foreign exchange consultancy based in Houston. They have a great niche business in which they act as an advocate for their client to ensure the foreign exchange rates they pay are fair and reasonable.