This week on the Mize Breakroom, Marc sits down with Prism Founder, Tim Shmidl CFP ®, CRPC. Tim talks about the history of the Prism Financial Group and working with Mize CPAs. We also get a peek into how Tim's father influenced him and helped Tim discover his passion for financial planning.

For more information about Prism Financial Group visit www.prismfg.com or email Breakroom@mizecpas.com

For more information about Mize visit www.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 particular facts circumstances position business considerations or other unique relevant matters as well as to evaluate any applicable federal state or local laws.

Today on the Mize Breakroom, Marc sits down with Mize McDonald's Practice shareholders, Carol Casale, CPA/ABV, CVA and Bryan Phillips, CPA/ABV, CVA. We talk about the history of the McDonald's Practice and the special relationship we have with our McFamily. Carol and Bryan share their stories on when they started at the firm and some of their favorites stories.

Questions? Email Breakroom@mizecpas.com

For more information about Mize CPAs visit www.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 particular facts circumstances position business considerations or other unique relevant matters as well as to evaluate any applicable federal state or local laws.

Today on the Mize Breakroom, Marc sits down with Mize shareholder, Carol Casale, CPA/ABV, CVA and Tim Shmidl, CFP®, CRPC® to discuss the importance of estate planning and how it could cost you to do nothing.

Questions? Email Breakroom@mizecpas.com

For more information about Mize CPAs visit www.mizecpas.com

For more information about Prism Financial Group please visit prismFG.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 particular facts circumstances position business considerations or other unique relevant matters as well as to evaluate any applicable federal state or local laws.

This week rockstar host, Marc Swearengin is joined by Sheila Cox, Payroll Director and Martie Rison, MarCom Manager, for a totally rad edition of the Mize Breakroom. They're breaking down the 2025 Mize Finance Meeting! Register today: https://www.mizecpas.com/finance-meeting-mcdonalds-owneroperators/

Today on the Mize Breakroom, Marc sits down with State and Local Tax Manager Brandon Mills, CPA and Jacob Dickey, CPA, Relationship Manager at Mize. They discuss the importance and complexities of managing your businesses' state and local taxes. And they get into the challenges faced by businesses utilizing marketplace facilitators. Questions? Email Breakroom@mizecpas.com For more information about Mize CPAs visit www.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 particular facts circumstances position business considerations or other unique relevant matters as well as to evaluate any applicable federal state or local laws.

Welcome to The Mize Breakroom! In this inaugural episode, host Marc Swearengin introduces the show, a go-to resource for business owners looking to stay informed on the latest in taxes, accounting, payroll, and other critical topics. Whether you’re facing challenges that keep you up at night or seeking to optimize your business operations, The Mize Breakroom is here to help. So, grab your favorite drink, get comfortable, and join us every few weeks for insightful conversations and advice. See you in the Breakroom! Stay updated by subscribing on your favorite podcast platform. Follow us on social media for the latest episodes and more insights from Mize CPAs. Visit: mizecpas.com/breakroom Facebook – https://www.facebook.com/mizecpas Instagram – https://www.instagram.com/mizecpas/ X – https://www.x.com/mizecpas TikTok – tiktok.com/@mizecpas LinkedIn – https://www.linkedin.com/company/mize-cpas-inc YouTube – https://www.youtube.com/@mizecpasinc.4338 Contact us at breakroom@mizecpas.com