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Category: Finance, Accounting, and Taxes

During her first visit with Jim, Elizabeth talks about how to get control of your personal finances by using her "balanced" approach.
Jan Norman
Jan and Jim discuss some of the ways to get the capital you need to start and grow a small business.
Gene Siciliano
One of our resident CPAs, Gene and Jim talk about how tax planning is important to the operation of your business all year, not just during tax filing season.
Eva Rosenberg
Celebrating her seventh year on the show with Jim, Eva talks about last minute tax filing tips, plus some excellent tips on running your business better all year long.
Barbara Weltman
Barbara and Jim discuss why the IRS is focusing on small businesses tax reporting activity.
Rick Pinion
Rick joins Jim to introduce the various kinds of life insurance products that are available, and how to use the right one for the risk that needs to be covered.
First time on the show for this investment guru, Jim C responds to Jim B's questions about investing strategies for small business owners.
Gary Moore
Gary and Jim talk first about the investment wisdom of Sir John Templeton, and then move on to discuss the current debate over Social Security reform.
Barbara Weltman
Beginning her 8th year as a member of Jim's Brain Trust, Barbara talks with Jim about how the IRS is focusing on eBay owners tax-paying practices. She also offers some last minute tax tips.
Doug Stives
Doug, our resident CPA, helps us do some last minute tax planning for last year and prepare for this years tax planning.

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