From City Council to Mayor: Amir Omar’s Expert Approach to Transparency and Inclusive Leadership
Mayor Amir Omar shares his inspiring journey of public service and his vision for Richardson’s future, blending community engagement with strategic development. This episode uncovers how he fosters transparency and accessibility, balances growth with preserving neighborhood character, and plans for a thriving city by 2037. Plus, get expert insights on upcoming tax changes affecting individuals and businesses in 2025.
1 Jul 2025
S Corps & Strategy: Navigating Stock & Debt Basis with Guest Star Raj Daniels
Raj Daniels explains S corporation stock and debt basis to Poonam, offering practical insights for business owners and tax professionals in this interview.
7 Apr 2025
Tax Planning Tips and Tricks
Poonam and our special guest Ken Hutchenrider as she dives into the latest medical tax trends and tax planning strategies.
19 Nov 2024
Navigating Growth & Change: Mayor Bob Discusses Business Challenges and New Tax Reforms
Navigating Growth & Change: Mayor Bob Discusses Business Challenges and New Tax Reforms
In this exclusive interview, Mayor Bob discusses the growth of local businesses, the impact of new tax reforms, and the increasing cultural diversity in Richardson, TX. He also highlights Richardson IQ, designed to support entrepreneurs and foster economic development. Tune in for valuable insights on how these initiatives are shaping the future of Richardson and its community.
13 Aug 2024
Navigating the Storms of Life And Divorce with Doctor Julie Shannon
Navigating the Storms of Life And Divorce with Doctor Julie Shannon
Melinda talks to Dr. Julie Shannon about her new book, “The Winds of Change: Defining Steps to Build a Strong Foundation and Weather Life’s Storms”. Watch now or listen on your favorite podcast platform.
13 Aug 2024
Exclusive Interview with Curtis Dorian AP, RID, TAID, CR,
Exclusive Interview with Curtis Dorian AP, RID, TAID, CR, who wears many hats. He represents Richardson City Council – Place 1 and is also a President of Dorian Bahr Company which is a an interior design-architectural planning practice. He currently serves as Board of Directors for NARI-North Texas.
In this episode of “Tax Bites with Poonam” we will see Curtis Talk about how he manages his time and creates a balance between many jobs he is responsible for. He wears many hats and divides his time Equally. He loves what he does and would not have it any other way. He talks about his firm and new leadership class at Richardson Chamber of Commerce.
Later Poonam will also discuss the formation and tax deductions for Non Profit Organizations.
Poonam D Sandhu
MBA CPA | Owner/CEO
Mees Sandhu CPAs PLLC
833 East Arapaho Rd Ste 109
Richardson TX 75081
3 May 2024
Exclusive Interview with Errol Spence Jr (Fondly Called “The Truth” & “Big Fish”)
In this episode of “Tax Bites with Poonam” we will see a boxing legend/Professional boxer Errol Spence Jr in the studio.
In this interview you will see Errol sharing his career highs and lows and what kept him motivated during his excellent Career record of 29 fights in which he ended up winning 28.
He also discusses his personal life and the people he calls his “own” and who stood by him through thick and thin.
Later Poonam will also discuss the tax deductions for sports person and how one can take advantage of these deductions to lower the tax bracket.
In this episode of “Tax Bites with Poonam” Poonam Sandhu and a fellow CPA, Rebel Smith Quillin talk about:-
-Recent tax planning strategies
-New laws of Corporate Transparency act of 2024 &
-Beneficial Ownership Information Reporting at FINCEN.gov.
You would hear us discussing advantages of Roth IRA for kids, Donor’s Advised Fund, 529 plan leftover funds to Roth IRA and holding period and last but not the least recent corporate transparency act and BOIR.
20 Oct 2023
Factoring with Russell Duckworth & Schedule C VS S Corp
In this episode of Tax Bites with Poonam, I picked the most common question that I am faced with when my clients are unable to decide between Schedule C (Single Member LLC, Sole Proprietorship) Vs S Corp. I have tried to show comparison analysis to illustrate the tax savings and tax advantage while using one or the other in their portfolio.I am also joined by my guest Russell Duckworth, who is a VP Finance( factoring) at American Bank. He has some real good knowledge to share regarding factoring and what American Bank does and can do for your business loan requirements.
3 Jul 2023
Mastering the 1040 Form
In this episode of Tax Bites with Poonam, I deep dive into navigating and completing the 1040 form from beginning to end. I'm also joined by her guest and client, Raj Lodha, to discuss retirement planning and investing in fixed indexed strategy where your growth is locked in regards to market downturns. The biggest advantage is you do not lose money and still the money grows as the market gain's momentum.
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