Go Beyond Numbers

Hosted by Tony Rose

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Jan 2025

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About the show

Bringing over 40 years of experience working with businesses and their owners in the manufacturing, real estate and service sectors, Founding Partner of Rose, Snyder & Jacobs LLP, Tony Rose, dives into the world beyond numbers. As the founding partner of the firm prominent tax and accounting firm, Tony spends his days providing management consulting advice to closely-held corporations, family owned businesses, partnerships, and the high net worth individuals that own them. Many believe his daily conversations surround the black and white figures on a client's spreadsheet. However, that's far from the truth. Tune into each episode where Tony shares life lessons and learnings from thought leaders and change makers across the nation. Each conversation, each episode, is meant to provide you with knowledge that can be applied to your own life or business practices. Learn more by visiting: https://gobeyondnumbers.com/

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18 recent

January 27, 202536 min

Dealing With Disaster: Wildfire Losses and Tax Relief

In this timely episode, Tony Rose, Managing Director of Rose, Snyder & Jacobs, LLP, and Jessica Leitao, Tax Manager at Rose, Snyder & Jacobs, LLP, dive into a critical topic affecting many in Los Angeles: the devastating wildfires and the financial relief available to those impacted.Tony and Jessica explore the filing extensions and tax relief efforts offered by the State of California, providing actionable insights for business owners and taxpayers navigating this challenging time. They break down key steps to leverage these relief programs, ensuring you have the tools to protect your financial stability during disaster recovery.Whether you're seeking guidance on extensions, understanding relief qualifications, or looking for strategies to manage the unexpected, this episode is packed with essential information to help you stay informed and prepared.Chapters:0:00 - Introduction1:30 - We all know someone affected by the wildfires5:20 - The tax implications of an area becoming a Natural Disaster area14:36 - Filing your taxes vs. paying your taxes22:15 - Claiming casualty losses and insurance proceeds28:50 - Filing for an extension33:48 - How to get in touch with Tony and his team36:00 - Closing remarks

April 4, 202450 min

Go Beyond Numbers - Support for Families and Children Experiencing Loss with Kelly Thomas-Boyers

In this heartfelt episode of Go Beyond Numbers, we delve into the profound topic of supporting families and children experiencing loss. Our special guest, Kelly Thomas-Boyers, Co-Founder of Adam's Place and Camp Cope, brings her personal journey of navigating grief and loss to the forefront, offering insights and empathy for those facing similar challenges.Kelly's journey is not just one of personal loss but also of resilience and compassion. Through her own experiences, she recognized the critical need for support systems for families and children grappling with the complexities of grief. With this realization, she co-founded Adam's Place and Camp Cope, organizations dedicated to providing solace, understanding, and guidance to individuals navigating the turbulent waters of loss.Through Adam's Place and Camp Cope, Kelly and her team provide a safe haven for individuals to share their stories, find comfort in community, and discover pathways to healing. Chapters:0:00 - Introduction and overview on the topic of the show3:30 - Kelly's own personal tragedy in life8:28 - Organizational structure to Adam's Place and Camp Cope12:05 - Families dealing with unresolved grief16:10 - Gang violence being a reaction to grief22:08 - Kelly's conference and helping educate professionals on dealing with grief27:54 - Are there resources in every city for people to get relief and help? 35:06 - Receiving national recognition and making a bigger impact39:40 - Look around at your friends. Are there people needing support?44:00 - Promotional video showcasing what Adam's Place and Camp Cope do for families49:36 - Closing remarksConnect with Tony Rose:FacebookLinkedInWebsite

June 7, 202347 min

Go Beyond Numbers - Influencing Behavior and Forming Habits with BJ Fogg, PhD

In this captivating episode of "Go Beyond Numbers," your host Tony Rose engages in a thought-provoking conversation with the esteemed Dr. BJ Fogg, a renowned Behavior Scientist from Stanford University. Together, they delve into the fascinating realm of human behavior and unveil the secrets behind forming life-changing habits.Dr. Fogg, armed with his extensive expertise in behavior design and his influential book, "Tiny Habits," shares his groundbreaking insights into the science of behavior change. With his practical approach, he has empowered countless individuals to transform their lives by making small, incremental changes that lead to lasting habits.Timecodes:0:06 - Introduction and overview on the topic of the day1:13 - How Tony came to meet BJ Fogg, PhD 4:55 - It's really worth reading BJ's book "Tiny Habits"6:45 - "Think small and behave small to get big"10:26 - BJ's bootcamp and how people can learn more 13:14 - The challenges of cultivating a productive work environment in a remote world18:33 - What needs fixing when it comes to our relationships with one another24:35 - Varying degrees of seriousness and networking31:19 - You have to be able to offer people something, which is a piece of who you are38:16 - Battling addiction and how it hurts our social abilities44:11 - There is huge power in the power of acquaintance46:25 - Closing remarksConnect with Tony Rose:FacebookLinkedInWebsite

May 4, 202346 min

Go Beyond Numbers - Navigating Business Relationships with Dr. Patty Ann Tublin

Welcome back to Go Beyond Numbers, where we're bringing one of our favorite guests back to the show for an all-new episode!Dr. Patty Ann Tublin, CEO & Founder of Relationship Toolbox, joins us for a deep dive into the challenges surrounding business relationships and partnerships. This can be a complicated minefield of strategic conversations throughout your career and Dr. Patty Ann provides a wealth of insight you can utilize in your own experiences!Timecodes:0:06 - Introduction and overview on the topic of the day1:48 - We all own Social Capital and it plays a vital role in our lives3:00 - Who is Dr. Patty Ann Tublin? 4:02 - The nature of a professional relationship and partnership7:50 - The importance of trust within professional relationships13:50 - How to tell people difficult things when you're worried about hurting them20:03 - The steps to navigate a tough conversation as a boss24:23 - The first time Tony had to fire someone29:33 - Letting employees underperform when you're afraid of replacing them33:55 - The true essence of a business partnership and how it should function38:10 - Running with a hobby, but ultimately creating a job for yourself42:32 - The success of your business is predicated upon your ability to sustain healthy relationships that are rooted in trust44:00 - How to find Dr. Patty Ann Tublin online45:39 - Closing remarksConnect with Tony Rose:FacebookLinkedInWebsite

February 6, 202335 min

Go Beyond Numbers - The Do's and Dont's When Filing Your Taxes!

Tax season is upon us and there are so many details to consider!On the latest installment of Go Beyond Numbers, Tony and Ryan explore a handful of items to consider when filing your personal or business taxes this year. They also dive into the common mistakes that people are making, when filing their taxes, in today's day and age. Get a pen and paper ready because this episode is packed with helpful pointers!Timecodes:0:06 - Introduction and overview on the topic of the day1:15 - An interesting article that Tony read 5:48 - Ryan's experience with calling the IRS to get information6:27 - The IRS's workforce is depleted 8:45 - Tax practitioner's priority phone line with the IRS10:37 - Tax law changes that we should be considering this year14:20 - Cryptocurrency and how it should be approached when filing your taxes18:56 - The benefits of utilizing a tax professional to navigate this complex world23:32 - Tony's work as an advisor 28:31 - The misconceptions and common mistakes made when filing taxes32:34 - How to get in touch with Tony and his team34:36 - Closing remarksConnect with Tony Rose:FacebookLinkedInWebsite

November 14, 202235 min

Go Beyond Numbers - Executive Recruiting with The Godfather of Las Vegas!

Welcome back to Go Beyond Numbers! Today's episode features a great conversation with The Godfather of Las Vegas, Mark Wayman, surrounding the topic of executive recruiting in today's business climate. As one of "the most powerful people you've never heard of," Mark is one of Las Vegas' top executive recruiters for the gaming and entertainment industry. Mark shares some great stories and lessons learned throughout his years in the industry in this cant-miss episode!So sit back, relax, and enjoy another thought-provoking conversation!Timecodes:0:06 - Introduction and overview on the episode 2:00 - How Tony met Mark Wayman and participating in one of Mark's events3:00 - Mark has lived two lives5:32 - The importance of establishing and maintaining relationships 10:40 - How Mark's clients have brought value into his life14:50 - Mark's work in the executive recruiting space19:30 - As employers, this is what we should be looking for in an employee23:22 - Mark's ability to balance busyness and his personal life27:17 - The gaming and hospitality industry in Las Vegas31:30 - A lot of change could be coming 33:11 - Closing remarksConnect with Tony Rose:FacebookLinkedInWebsite

October 26, 202252 min

Go Beyond Numbers - Women in Business with Dr. Patty Ann Tublin

In the season finale of Go Beyond Numbers, we're back with Dr. Patty Ann Tublin for a deep dive into women in business!Listen as Tony and Dr. Patty Ann explore the challenges that women have been experiencing within business throughout history, as well as the new opportunities that are available in today's day and age. This controversial discussion is one you won't want to miss and it's bound to leave you with some key takeaways for the women in your life and business. Timecodes:0:06 - Introduction and overview on the topic of the day3:15 - Welcoming Dr. Patty Ann to the show4:00 - Tony's relationship with his female business partner8:30 - The limitations women have seen throughout history14:33 - The idea of men "protecting" their female companions18:20 - The "teacup" mentality25:50 - Men and women have deep-rooted conflict within communication31:52 - Innovation only happens when we're uncomfortable 35:45 - We've come a long way, but we have a long way to go40:10 - Maternity and Paternity leave and how it impacts business45:20 - "Is there anything you would like to be kept in the loop on?"50:43 - Closing remarksConnect with Tony Rose:FacebookLinkedInWebsite

August 30, 20221 hr 5 min

Go Beyond Numbers - Understanding the Power of Communication with Dr. Patty Ann Tublin

On the latest installment of Go Beyond Numbers, we're focusing on the power of communication and how it can be leveraged to accelerate your life and your business. We're thrilled to welcome Dr. Patty Ann Tublin, the Founder & CEO of Relationship Toolbox, LLC, for a deep dive into relationships within your business and life. There's plenty of insightful information you can take away from our conversation, so don't miss out! Timecodes:0:06 - Introduction and overview on Dr. Patty Ann Tublin2:20 - Welcoming Dr. Patty Ann onto the show7:17 - Tony and Dr. Patty Ann's work with Genius Network8:08 - The Relationship Toolbox, LLC and how they work with people12:00 - Business partners versus personal relationships16:01 - We all need to grow and evolve over time19:55 - How others can hold you back 27:50 - Tony bringing in an industrial behaviorist to help a past business relationship30:10 - The Rule of Shitty47:42 - Where did people originally learn the art of conversation? 49:42 - Tips for business owners on dealing with remote work environments1:00:00 - Dr. Patty Ann's hero1:03:16 - How you can connect and learn more about Dr. Patty Ann1:03:50 - Closing remarksConnect with Tony Rose:FacebookLinkedInWebsite

July 6, 202233 min

Go Beyond Numbers - Wealth Management with Bryan Sweet

What does true wealth management look like? On the latest installment of Go Beyond Numbers, we're excited to welcome Bryan Sweet, Founder & CEO of Sweet Financial Partners, to discuss the inner-workings of wealth management and how his firm is leading clients towards The Dream Architect Life™. Bryan and his team work diligently to help not only manage your investments, but to inspire you to pursue your version of the perfect retirement. Because to their family of advisors, Sweet Financial's clients are more than just clients; they’re the sole architect of their dreams.Timecodes:0:06 - Introduction and overview on the topic of the day0:45 - Welcoming Tony and Bryan Sweet to the show2:40 - An overview on Bryan's career in wealth management4:50 - The Dream Architect Life™8:05 - The types of clients Bryan serves at Sweet Financial11:51 - Bryan's take on financial turmoil within the markets18:48 - Bryan's communication with clients 22:45 - What a true wealth management approach looks like24:17 - What is a client advisory council?28:17 - Closing remarksConnect with Tony Rose:FacebookLinkedInWebsite

May 12, 202235 min

Go Beyond Numbers - Tax Resolution with Jessica Leitao

What's the difference between standard tax accounting and a true tax resolution approach? Well, on the latest installment of Go Beyond Numbers, we're exploring this very topic. Join Tony and Ryan in welcoming Jessica Leitao, Supervisor of Tax Services at Rose, Snyder & Jacobs, LLP, as they unpack all of the unique benefits of utilizing a wholesome tax resolution approach. Listen as Jessica shares her experiences in working with clients to develop the best possible strategies and solutions for dealing with their tax-related issue. This episode is jam-packed with beneficial tax knowledge that you won't want to miss! Enjoy!Timecodes:0:06 - Introduction and overview on the discussion 1:33 - Welcoming Jessica Leitao to the show1:59 - Jessica's role at Rose, Snyder & Jacobs, LLP3:20 - The difference between an accountant that files tax returns and tax resolution7:00 - Does every tax payer need tax resolution? 8:45 - Is there anything we can do to keep the IRS from levying your bank account? 9:10 - How Jessica got involved in tax resolution to begin with11:20 - You should always file your tax returns15:08 - What happens if you don't have money to pay your tax bill?17:05 - How we can reduce your tax bill21:49 - An example of a case that Jessica worked on using tax resolution25:50 - There is no statute of limitations if you never filed your tax returns28:38 - The cost associated with utilizing someone to help with tax resolution32:13 - Jessica's key takeaways within tax resolution34:10 - Closing remarksConnect with Tony Rose:FacebookLinkedInWebsite