Surviving IRS Notices: Strategies for Small Business Owners
Release Date: 12/30/2024
Blood, Sweat & Stem Cells: Scaling a Longevity Empire After the NFL
The Liquid Lunch Project
What if your health routine mattered more than your hustle? Jimmy St. Louis traded shoulder pads for stem cells…and he’s building a business that could outlive us all. In this episode, Matt and Luigi sit down with Jimmy St. Louis (former NFL player, serial entrepreneur, and CEO of Agentis Longevity) to talk about the future of healthcare that doesn’t start in a waiting room. From biohacking to business strategy, Jimmy breaks down how he’s turning the longevity space into a movement; accessible, affordable, and built for people who actually live in the real world (no ice baths...
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How This CPA Turned Storage Sheds Into Tax-Free Wealth
The Liquid Lunch Project
What if your biggest tax burden could be flipped into your greatest asset? In this episode, Matt and Luigi sit down with Sean Graham, a CPA turned real estate entrepreneur who’s turning self-storage and depreciation into a business superpower. Sean walks us through his journey from cubicle life to building a real estate empire…one shed at a time…and breaks down how cost segregation isn’t just tax strategy; it’s tax sorcery. You’ll learn how he used FHA and SBA loans to scale his real estate portfolio, why self-storage remains hot (even when interest rates don’t), and how small...
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CPA vs CFO: Are You Trusting the Wrong Financial Expert?
The Liquid Lunch Project
Think you're making money just because the bank account isn’t empty? Hate to break it to you…but that’s not how business works. In this episode of The Liquid Lunch Project, Matt and Luigi sit down with Teresa Wagonseller, founder of HigherUp CFO Services, to rip the lid off a big misconception: small businesses don’t need a CFO. Spoiler alert—they do. Teresa explains the difference between CPAs and CFOs (hint: one is stuck in the past, the other helps you build a future), breaks down what cash flow actually is (and why you probably suck at managing it), and gives real-world...
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Bourbon, Branding & The Business of Food with Alex Sadowsky
The Liquid Lunch Project
Ever wonder how a restaurant brand with over 120 locations keeps every burger, every plate, every pour consistently badass? Meet the man who makes it happen. In this episode of The Liquid Lunch Project, Matthew R. Meehan and Luigi Rosabianca sit down with Chef Alex Sadowsky, the culinary engine behind Twin Peaks. From preserving brand soul across hundreds of locations to balancing artistry and business, Chef Alex gets real about what it takes to succeed in the restaurant game. The guys dive into food trends, pandemic pivots, whiskey preferences, and what keeps Twin Peaks from turning into just...
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Plan Like a Navy Commander, Win Like an Entrepreneur with Commander Mary Kelly
The Liquid Lunch Project
Feel like your business has you in a chokehold? Buried under relentless tasks and daily mayhem? Strategic planning isn’t just for corporate titans—it’s the hidden edge small business owners need to break free and take charge. In this episode of The Liquid Lunch Project, we’re joined by Dr. Commander Mary Kelly—U.S. Naval Academy grad, retired Navy commander, and author of 15 books—to reveal how you can stop firefighting and start leading with purpose. Mary shares battle-tested strategies to take back control, boost profitability, and build a business that works for...
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Crowdsourcing Genius: How to Ditch Bad Ideas and Win Big
The Liquid Lunch Project
What if the best idea for your business isn’t coming from your C-suite, but from the intern who barely speaks in meetings? In this episode of The Liquid Lunch Project, hosts Matthew R. Meehan and Luigi “The Professor” Rosabianca sit down with Nick Jain, CEO of IdeaScale, to talk about shaking up the way businesses innovate. Nick drops no-BS insights on how small businesses can harness the power of crowdsourcing ideas, why financial fluency is non-negotiable, and how poker skills can make you a better entrepreneur. Oh, and he’s got a free tool for you small business owners...
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How to Sell Your Business for Millions (Without Paying Millions in Taxes)
The Liquid Lunch Project
Starting a business without an exit strategy? That’s like boarding a plane without knowing the destination. If you think selling your business is something you figure out ‘later,’ think again. This episode will change how you plan for the future. On this episode of The Liquid Lunch Project, we sit down with Wayne Zell—JD, CPA, tax expert, investment advisor, and the guy you wish was handling your financial future. Wayne breaks down the art of exit planning, why business owners should start thinking about their exit from day one, and how structuring your company correctly now can mean...
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Stop Being the Bottleneck: How to Fix Your Business Before It Breaks You
The Liquid Lunch Project
Every business owner hits a wall: too much to do, too little time, and a never-ending cycle of putting out fires. The real question is: are you optimizing, or just surviving? In this episode, we sit down with Joshua Hoecherl, CEO of Pinpoint Management, to talk about operational excellence and how business owners can streamline their processes for sustainable growth. Josh breaks down the common pitfalls of small businesses, why so many owners get stuck as the bottleneck in their own companies, and how to shift from micromanaging to empowering your team. If you’ve ever felt like...
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200 Episodes, 200 Lessons: What Every Entrepreneur Needs to Hear
The Liquid Lunch Project
🍾 Pop the champagne, pour the tequila, and cut the damn cake; we’ve officially hit 200 episodes of The Liquid Lunch Project! For the past 200 episodes, we’ve been bringing small business owners and entrepreneurs real, no-BS conversations about what it actually takes to grow and scale. No fluff, no guru nonsense…just straight talk from the trenches. To mark this milestone, we brought back Blaine Oelkers, Chief Results Officer®, to tackle one of the biggest challenges business owners face: getting the hell out of their own way. If you’ve been grinding 24/7 but still feel stuck,...
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How This Company Stopped Killing Its Employees (Literally)
The Liquid Lunch Project
What if the key to scaling your business isn't a new strategy but rewiring how your team thinks and operates? In this episode of The Liquid Lunch Project, Matt and Luigi sit down with Steven Falk, CEO of Switchback, a game-changing leadership and team-building organization. Steven shares his radical approach to developing resilient, high-performing teams by leveraging the science of metacognition and human behavior. From logging camps in British Columbia to corporate boardrooms, his method has transformed workplaces, reduced injuries, and built stronger, more effective teams. Get ready...
info_outlineWhat’s scarier than Halloween? Those three little words: Internal Revenue Service. But guess what? You’ve got more power than you think.
In this episode of The Liquid Lunch Project, we sit down with Morgan Anderson, founder and CEO of Golden Lion Tax Solutions, to dive into the nitty-gritty of handling tax debt. Morgan shares her expertise on why small business owners shouldn’t fear the IRS, the common “oopsies” that lead to tax trouble, and actionable strategies to turn a financial nightmare into a manageable plan.
Whether you owe $2,000 or $200,000, this episode will show you there’s always a solution.
Morgan Anderson, known as “The IRS Whisperer,” has spent 25 years helping small business owners navigate the complex labyrinth of tax debt and audits. Combining her love of numbers, law, and problem-solving, she guides clients through their most challenging financial dilemmas. She’s also the author of Tax Debt Rule Number One: There’s Always a Solution.
Key Highlights:
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Understanding IRS Notices: Why opening that scary envelope is step one to regaining control.
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Levels of Tax Trouble: The difference between “baby problems” and “monster problems.”
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Tips for Staying Compliant: Morgan’s advice on making estimated payments easy to manage.
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Negotiating with the IRS: From uncollectible status to settlements, learn what’s possible.
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Why Bookkeepers Are Gold: How a trusted financial team can save you from costly mistakes.
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Real-Life Success Stories: How Morgan helped a client settle $180,000 in tax debt for just $4,800.
If the IRS is keeping you up at night, don’t miss this episode! Morgan’s actionable tips and insider knowledge could be the key to saving your business. Tune in now to take back control of your finances.
Favorite Quote:
“Align yourself with a great bookkeeper and tax professional, and bring those people into your inner circle. Think of them as your priest; confess everything to them.”
Connect with Morgan:
https://www.facebook.com/profile.php?id=100065009094636
https://www.linkedin.com/in/morgan-anderson-ea/
https://www.goldenliontaxsolutions.com/
Stay Connected:
Connect with Matt and Luigi on Instagram:
➡️@matthew.r.meehan
➡️ @luigi_rosabianca,
➡️@theLiquidLunchProject
➡️@ShieldAdvisoryGroup.
Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.
https://theliquidlunchproject.com
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