Episode #237: Donald Cox
Donald Cox (myERTCRefund.com): Unlocking the ERTC for Small Businesses Donald Cox helps business owners claim the Employee Retention Tax Credit (ERTC)—a powerful, often-missed IRS credit created under the CARES Act and expanded by the American Rescue Plan. If you kept W-2 employees on payroll during COVID shutdowns, Donald explains how you may qualify for up to $26,000 per employee, even if you also received PPP. With a CPA-led process, legal research on local shutdowns, and streamlined document requests, Donald’s team turns a daunting “tax closet” into a cash-flow boost that can help stabilize, invest, or even relaunch a business. Key Takeaways: ERTC ≠ loan: It’s a refundable IRS tax credit, not like PPP; no spending restrictions on funds once received. PPP still okay: You can qualify for ERTC even if you had PPP—just no double-counting the same wages. Real-world results: Examples ranged from $57,080 for a small restaurant to ~$1.9M for a multi-location team; typical small-business refunds average ~$150K. Who qualifies: Businesses with 5+ non-owner W-2 employees and $100K+ payroll (Q2 2020–Q3 2021). Even shuttered businesses can qualify for the periods they operated. What you’ll need: Questionnaire + payroll docs (941s Q2 2020–Q4 2021, W-3 for 2019, payroll journals, P&Ls). Many can export from QuickBooks/payroll in about an hour. A “rapid rebate” option can accelerate access to funds (at a higher fee). Catch the full story on YouTube: https://www.youtube.com/watch?v=NgnF1U5TcqU Memorable Quote: “It is not a loan—it’s a tax credit.” Want to be a Guest on our Show? Apply Now Connect with Donald Linkedin Envelope Phone-alt
Episode #183: Ivan Jordovic
Ivan Jordovic: From Serbia to San Diego, Helping Businesses Save Big on Taxes with WestPac Wealth Partners Ivan Jordovic’s journey from a small town in Serbia to living his dream life in San Diego is nothing short of inspiring. After surviving cancer, overcoming visa struggles, and building his first business from scratch, Ivan now helps successful businesses reduce tax liabilities and keep more of their hard-earned money as a financial advisor with WestPac Wealth Partners. His story is one of resilience, trust, and entrepreneurial grit. Key Takeaways from Ivan’s Episode: Resilience in adversity: From battling cancer in 2014 to losing loved ones, Ivan rebuilt his life with a stronger mindset and determination. Winning the American Dream: Ivan and his wife won the U.S. Diversity Visa Lottery in 2017, leading them to start fresh in the United States with their baby daughter. Building from nothing: Landing in California with just $500 left after essentials, Ivan immediately took on two jobs and later launched a successful event planning company. Transition to finance: Through connections, Ivan joined WestPac Wealth Partners, passing four challenging exams in six months while working full-time and raising a family. Helping businesses thrive: His specialty lies in advanced retirement plans and tax-saving strategies for profitable businesses, turning financial stress into lasting freedom. Ready to be the CEO of your life? Watch the full episode on YouTube: https://www.youtube.com/watch?v=mFxoJXbgeg8 Memorable Quote: “The only thing we can control in our lives is how we react to things.” – Ivan Jordovic Want to be a Guest on our Show? Apply Now Connect with Ivan Linkedin