Most business owners think about taxes once a year and usually that is just in April. But if you want to actually save money and reduce risk, your tax planning should happen all year. In this episode of The Breakroom, host Marc Swearengin sits down with Brent Rill, CPA Shareholder at Mize CPAs, to explore what proactive tax planning looks like for small business owners. From understanding tax credits vs. deductions to planning around life events like retirement, succession, or starting a new location—Brent shares practical, straightforward strategies to help business owners make smarter decisions all year long.Whether you're navigating charitable giving, business expenses, or just trying to avoid IRS headaches, this episode is packed with actionable tips to help you stay ahead of the game.You’ll learn:Why tax planning is a year-round priorityThe real difference between credits and deductionsWhen and how to time charitable contributionsWhat life events (marriage, kids, retirement) mean for your tax strategyWhy DIY tax returns can cost more than you thinkQuestions? Email us at the breakroom@mizecpas.comFor more information visit www.mizecpas.comLike and Subscribe so you never miss an episode or more from Mize CPAs and the Mize Breakroom!The Breakroom is hosted by Marc Swearengin, Mar/Com & Business Development Director at Mize CPAs, and produced by Mize CPAs. Mize CPAs is not a law firm and does not provide legal advice. The information shared in this podcast is for general information purposes only and is not intended to constitute legal or technical accounting tax consulting and or professional advice that may apply to your specific business. The Listener is encouraged to consult counsel and their accountant before making decisions or taking any action concerning the matters in this communication to address the recipient's particular facts circumstances position business considerations or other unique relevant matters as well as to evaluate any applicable federal state or local laws.

Join Marc Swearengin, Mize Breakroom Host and Business Development Director at Mize and John Bohan, CFP® with Prism Financial Group as they continue their discussion about What to do with your money?🔔 Subscribe for insights on topics affecting your business!📌 Learn more at mizecpas.com.Questions or looking to connect? Email us at Breakroom@mizecpas.comThe Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs, and produced by Mize CPAs. Mize CPAs is not a law firm and does not provide legal advice. The information shared in this podcast is for general information purposes only and is not intended to constitute legal or technical accounting tax consulting and or professional advice that may apply to your specific business. The Listener is encouraged to consult counsel and their accountant before making decisions or taking any action concerning the matters in this communication to address the recipient's particular facts circumstances position business considerations or other unique relevant matters as well as to evaluate any applicable federal state or local laws.

In this special episode of the Mize Breakroom, Brent Rill, CPA, sits down to discuss the One Big Beautiful Bill and what it means for business owners and their taxes. He highlights key provisions and explains how they may impact your business, emphasizing the importance of starting to plan now.

Questions? Email us at the breakroom@mizecpas.com

For more information about Mize CPAs and the OBBB please visit mizecpas.com/obbb

The Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs, and produced by Mize CPAs.

Mize CPAs is not a law firm and does not provide legal advice. The information shared in this podcast is for general information purposes only and is not intended to constitute legal or technical accounting tax consulting and or professional advice that may apply to your specific business. The Listener is encouraged to consult counsel and their accountant before making decisions or taking any action concerning the matters in this communication to address the recipient's particular facts circumstances position business considerations or other unique relevant matters as well as to evaluate any applicable federal state or local laws.

In this episode of the Mize Breakroom, we dive into how Mize CPAs supports McDonald's Owner/Operators through our Relationship Management Team. Eric Merkey, CPA, QSR Shareholder, shares how Relationship Managers serve as trusted advisors to their clients and how they go beyond just the numbers but are a partner in the business.

Key Highlights:

- The Evolving Role of Relationship Managers

- Why Owner/Operators need more than just accountants

- How Mize Trains and Supports the Relationship Manager Team

Questions? email us at the breakroom@mizecpas.com

Like and Subscribe so you never miss an episode or more from Mize CPAs and the Mize Breakroom!

The Breakroom is hosted by Marc Swearengin, Mar/Com & Business Development Director at Mize CPAs, and produced by Mize CPAs.

Mize CPAs is not a law firm and does not provide legal advice. The information shared in this podcast is for general information purposes only and is not intended to constitute legal or technical accounting tax consulting and or professional advice that may apply to your specific business. The Listener is encouraged to consult counsel and their accountant before making decisions or taking any action concerning the matters in this communication to address the recipient's particular facts circumstances position business considerations or other unique relevant matters as well as to evaluate any applicable federal state or local laws.

Join us in The Breakroom as host Marc Swearengin talks with Mize CPAs Shareholder Stacy (Smith) Randel, CPA, and Accounting Services Manager, Darryl Shupe. In this episode, we explore Mize’s partnership with Slim Chickens and how our team supports Slim Chickens Franchisees.🔔 Subscribe for insights on topics affecting your business!📌 Learn more at mizecpas.com.Questions or looking to connect? Email us at Breakroom@mizecpas.comThe Breakroom is hosted by Marc Swearengin, Mar/Com & Business Development Director at Mize CPAs, and produced by Mize CPAs. Mize CPAs is not a law firm and does not provide legal advice. The information shared in this podcast is for general information purposes only and is not intended to constitute legal or technical accounting tax consulting and or professional advice that may apply to your specific business. The Listener is encouraged to consult counsel and their accountant before making decisions or taking any action concerning the matters in this communication to address the recipient's particular facts circumstances position business considerations or other unique relevant matters as well as to evaluate any applicable federal state or local laws.

On this week's episode of the Mize Breakroom, Marc Swearengin, your host and Director of Business Development at Mize CPAs, sits down with John Bohan, CFP® at Prism Financial Group. Marc and John kick off with the one question that drives many financial decisions “What do I do with my money?" John explores deciding what to do with your money and asking "What is the money for?" John introduces the three-bucket framework and how you can use that to help inform your choice on what do to with your money.

🔔 Subscribe for insights on topics affecting your business!

📌 Learn more at mizecpas.com.

📌 Learn more at prismfg.com

Questions or looking to connect? Email us at Breakroom@mizecpas.com

The Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs, and produced by Mize CPAs.

Mize CPAs is not a law firm and does not provide legal advice. The information shared in this podcast is for general information purposes only and is not intended to constitute legal or technical accounting tax consulting and or professional advice that may apply to your specific business. The Listener is encouraged to consult counsel and their accountant before making decisions or taking any action concerning the matters in this communication to address the recipient's particular facts circumstances position business considerations or other unique relevant matters as well as to evaluate any applicable federal state or local laws.

In this special episode of The Breakroom, host Marc Swearengin, Director of Marketing & Business Development at Mize CPAs, shares highlights from the 2025 Mize Finance Meeting in Miami.Marc sat down with four Owner/Operators to hear why they trust Mize, how the relationship has supported their growth, and what advice they’d give to fellow Operators.🎙️ In this episode:• What sets Mize apart from other providers• Why they trust Mize and why relationships matter even in accounting• Advice for new and growing Owner/Operators• What it means to have a true back-office partner📍 Recorded on-site at the Mize Finance Meeting in Miami🔔 Subscribe for insights on topics affecting your business!📌 Learn more at mizecpas.com.Ready to join Mize and your fellow McDonald's Owner/Operators at the next Mize Finance Meeting? Visit: https://mizecpas.com/financemeetingQuestions or looking to connect? Email us at Breakroom@mizecpas.comThe Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs, and produced by Mize CPAs. Mize CPAs is not a law firm and does not provide legal advice. The information shared in this podcast is for general information purposes only and is not intended to constitute legal or technical accounting tax consulting and or professional advice that may apply to your specific business. The Listener is encouraged to consult counsel and their accountant before making decisions or taking any action concerning the matters in this communication to address the recipient's particular facts circumstances position business considerations or other unique relevant matters as well as to evaluate any applicable federal state or local laws.

On this episode of The Breakroom, host Marc Swearengin sits down with Mize Shareholder Andrew Spikes, CPA, to share the story behind the Mize Connect App. The app is a payroll-focused tool built to give employees access to paystubs, W-2s, and other important documents all in one place. They also discuss how clients can expand their employee benefits offerings through Benalign, a platform designed to support retention with nontraditional perks.

Ready to learn more about how Benalign can help you redefine your benefits? Tune in to the Breakroom Episode about Benalign with Andrew Spikes, CPA, and Marc Swearengin.

Want to see Mize Connect in action? Watch our free webinar for a full demo of the app’s functionality: mizecpas.com/mize-connect-webinar

🔔 Subscribe for insights on topics affecting your business!📌 Learn more at mizecpas.com.Questions or looking to connect? Email us at Breakroom@mizecpas.comThe Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs, and produced by Mize CPAs. Mize CPAs is not a law firm and does not provide legal advice. The information shared in this podcast is for general information purposes only and is not intended to constitute legal or technical accounting tax consulting and or professional advice that may apply to your specific business. The Listener is encouraged to consult counsel and their accountant before making decisions or taking any action concerning the matters in this communication to address the recipient's particular facts circumstances position business considerations or other unique relevant matters as well as to evaluate any applicable federal state or local laws.