TrustCast Show

The TrustCast Show features in-depth conversations with successful business leaders who are shaping their industries. Host Zane Myers sits down with top attorneys, physicians, plastic surgeons, and private practice professionals to uncover the real stories behind their success — what worked, what didn't, and the advice they'd give others building a practice. Each episode is 30 to 40 minutes of unfiltered conversation: backgrounds, unique approaches, and hard-won lessons from professionals at the top of their fields. New episodes published regularly across YouTube, Apple Podcasts, Spotify, LinkedIn, and 20+ platforms. Produced by TrustCasting — done-for-you video marketing that helps professionals grow their practices through short-form video distributed across 10+ platforms.

TrustCast Show is a business podcast hosted by Zane Myers, with 187 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Zane Myers hosts TrustCast Show, a business show with 187 episodes published.

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  TrustCast Show

  Michael Kramarz on Twelve Years Inside the IRS as a Special Trial Attorney,

  Aug 13, 202642 min

  What happens when a kid from Miami earns his accounting degrees at the University of Florida, goes to the University of Miami for law school and his LL.M. in tax, joins the IRS Office of Chief Counsel, spends twelve years as a government attorney litigating the agency's most complex controversies — the last four as a Special Trial Attorney standing up in United States Tax Court on behalf of the United States, building litigation teams, managing expert witnesses, briefing executives, learning exactly how the IRS classifies a return for examination, what revenue agents are looking for in an initial interview, what makes a case go to Appeals and what makes it go all the way to trial In this episode of the Trustcast Show, Zane Myers speaks with Michael Kramarz, a tax principal and the head of Federal Tax Resolution at Kaufman Rossin in Boca Raton, Florida — the largest independent CPA and advisory firm in Florida and one of the top 100 firms in the United States — about what the IRS is actually doing when your return gets flagged, what your CPA is getting wrong in the first forty-eight hours, and why the Employee Retention Credit is now one of the most scrutinized items on the books of any business that claimed it. Michael explains the difference between a CP2000 matching notice and a formal examination — why one is mostly a correspondence exercise and the other involves a human revenue agent with a list of issues, an initial interview, a tour of your business, and the ability to find things that were not on that list if you give them the opening. He walks through what actually happens inside the IRS the moment your return is selected — the DIF score algorithm that flags fluctuations in income and expenses, the classifier who identifies which issues go to the field, the revenue agent who will Google you and your business before the first phone call, and the Large Business and International Division campaigns that target specific transactions and are publicly posted on the IRS website for anyone to check before entering a deal. They also discuss the two biggest mistakes CPAs make in the first forty-eight hours — not responding on time and giving the IRS far more than they asked for — why answering only the exact question being asked is as true in a tax examination as it is in witness prep, why the first ninety days of an examination are the most dangerous and the most likely to produce statements or document productions that open entirely new issues, Michael Kramarz is a tax principal and head of Federal Tax Resolution at Kaufman Rossin in Boca Raton, Florida, a former IRS Special Trial Attorney with twelve years at the Office of Chief Counsel and over two hundred engagements in and out of United States Tax Court, a graduate of the University of Florida and the University of Miami School of Law with a B.S. and M.Acc. in Accounting and a J.D. and LL.M. in Tax, and the Michael Scott of federal tax controversy — which is his actual middle name and he has heard every joke. Connect with Michael Kramarz: kaufmanrossin.com/professionals/michael-kramarz/ kaufmanrossin.com Boca Raton, Florida — federal practice, nationwide, also state tax matters Chapters 00:00 Introduction to Michael Kramarz 00:10 Twelve years inside the IRS as a Special Trial Attorney — and the moment he had to stop saying "we" 00:33 The billing adjustment: from all the time in the world to billing efficiently for clients 01:11 Why he left the IRS after twelve years and headed to greener pastures 02:22 Getting referrals from CPAs and attorneys when a client's IRS problem is more than they can handle 02:35 A client just forwarded an IRS letter and is panicking — what to tell them first 02:47 Take a deep breath: most of these are misunderstandings, it is a process, and here is what happens 03:39 How to know if you can handle it yourself or if it is time to bring in a specialist 05:25 The free thirty-minute consultation — why he offers it and what it actually covers 06:24 CP2000 matching notice versus a formal IRS examination — why which one arrived matters 06:32 What a CP2000 is, why it happens, and how it is usually handled 08:09 An honest omission — can you really get in serious trouble for something your accountant missed 08:47 The twenty percent accuracy-related penalty, what triggers it, and who actually goes to jail 09:36 Notice of deficiency — ninety days to file a Tax Court petition and what happens if you miss it 10:29 The jurisdictional issue, the circuit split on equitable tolling, and why you do not want to rely on it 11:07 The two biggest CPA mistakes in the first forty-eight hours after a return gets flagged #MichaelKramarz #KaufmanRossin #TrustcastShow #IRSAttorney #TaxControversy #IRSExamination #EmployeeRetentionCredit #FormerIRSAttorney #TaxCourtLawyer #FederalTaxResolution

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  TrustCast Show

  Jonathan White on Inheriting a Firm Rooted in the Salem Witch Trials

  Aug 12, 202646 min

  What happens when a young man whose hardworking grandparents helped finance his education and left a trust fund that set the family up right goes to law school, becomes an Assistant Attorney General for Massachusetts, spends ten years in the courtroom on personal injury and property and insurance cases, hangs his own shingle in 2009, In this episode of the Trustcast Show, Zane Myers speaks with Jonathan White of Jordan & White, LLC — a firm whose lineage traces to 1938, when Sumner Lowe Raymond, a direct descendant of John Proctor who was hanged during the Salem witch trials, opened his practice in Danvers, Jonathan walks through the single biggest misconception he battles every day: the belief that having a will means your family avoids the probate court. The opposite is true. A will guarantees your family goes to probate. A trust avoids it — because the trust is a separate legal entity from you, and the assets inside it are not yours when you die, so there is nothing to probate. He also explains the critical step that most people miss entirely after signing a trust: actually funding it, which means recording a new deed at the registry of deeds so the house is inside the trust, retitling bank accounts and investment accounts, updating beneficiary designations, and signing what he calls the magic wand — an assignment that moves all personal property without paper title into the trust in a single stroke. Skip this step and the trust you paid for will not do what you built it to do. They also discuss the two ways families lose their home to long-term care costs — the voluntary choice the owner always has, and the Medicaid estate recovery lien that nobody explains until after the person dies and the government sends the family a bill for every dollar it spent on their care — how an irrevocable Medicaid Asset Protection Trust with a five-year look-back period keeps the house out of the probate estate and out of reach of that lien, why a revocable trust does nothing to protect the house for Medicaid purposes regardless of how many years have passed, what happens to your trust when you do not fully trust your children with the trustee role and what limited special powers let you fix that problem without losing your protection, and the creative ways people actually pay for estate planning when their wealth is in the house and not in the checking account. Jonathan White is the founding partner of Jordan & White, LLC, with offices in Salem and Medford, Massachusetts. The firm's lineage traces to 1938 when Sumner Lowe Raymond — a direct descendant of John Proctor, hanged during the Salem witch trials — opened his practice in Danvers. Jonathan is a graduate of the College of the Holy Cross and Suffolk University Law School, a former Massachusetts Assistant Attorney General, and a trusted estate planning, probate, and real estate attorney serving the North Shore of Massachusetts. Connect with Jonathan White: jordanwhitellc.com Email: jwhite@jordanwhitellc.com Phone: 978-744-2811 70 Washington St, Suite 312, Salem, MA 01970 Also serving clients from offices in Danvers and Medford Chapters 00:00 Introduction to Jonathan White 00:13 Sitting where your clients sit — experiencing estate planning from the other side even when you are already the attorney 01:38 From fixing broken estates to getting in front of them — how the family planning moment expanded the practice 03:29 Inheriting a firm rooted in 1938 in a town famous for the witch trials — and who Sumner Lowe Raymond actually was 03:51 The fire, the burnt files in the drawers, and Dana Jordan's mother running down Washington Street looking for a lease 05:53 How to open the uncomfortable conversation about aging parents and a will that has never been written 06:09 The belief statement, the curated agenda, and why the client should be doing most of the talking by the end 09:00 The three-meeting system — what happens at each meeting and why they are structured that way 10:04 Will versus trust — and the biggest misconception Jonathan has to dispel every single day 10:16 A will guarantees your family goes to probate — here is exactly what a will actually does and does not do 12:25 How a revocable living trust works as a separate legal entity and why that makes all the difference 13:10 The work that is not done when you sign your trust — funding it is the step most people miss entirely 14:05 The house — recording a new deed at the registry of deeds and why you cannot just write it into an exhibit 15:20 Bank accounts, beneficiary designations, 401ks, and the magic wand for everything else 15:57 Tax implications of revocable living trust planning in Massachusetts — and why most people are surprised by the answer #JonathanWhite #JordanWhiteLLC #TrustcastShow #MassachusettsEstatePlanning #SalemMassachusetts #WillVsTrust #ProbateAvoidance #MedicaidAssetProtection #NorthShoreMassachusetts #EstatePlanningMyths

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  TrustCast Show

  Adrienne Hines on Turning Bankruptcy's Most Stigmatized Word into 230,000 TikTok Followers

  Aug 12, 202643 min

  What happens when a partner at an Ohio law firm who has been a highly specialized workers' compensation attorney for most of her career — her name on the side of the building, corner office, everything she thought she was supposed to want — follows her teenage kids onto TikTok during COVID just to see what is happening, starts making lifestyle videos about juicing and running and fabulous meals, And then her husband crashes his small airplane — the Ford Fiesta of the Sky, they called it — and in the ICU, as he starts coming out of everything, they have the kind of conversation people usually put off until something terrible forces it, In this episode of the Trustcast Show, Zane Myers speaks with Adrienne Hines — The Ladylike Lawyer — a thirty-year Ohio bankruptcy attorney, author, viral content creator with 230,000 plus followers across platforms, winner of the 2023 Best Bankruptcy Advice Award at the FinTalk Awards by Debtcom, Adrienne explains why the followers who find her through social media arrive at her door more qualified and more ready to move forward than referrals she has gotten across a thirty-year career — because they have watched hours of her content, they understand the landscape, they have already pushed through the shame before they ever dial the phone — and why her videos, shot completely off the cuff in her car and in TJ Maxx and walking through the grocery store and sitting in the doctor's office waiting room, have grown to over 4,000 without a single dollar spent on advertising. She also explains why debt settlement companies are winning clients that should be going to bankruptcy attorneys not because their services are better but because they have figured out the sales pitch of kindness and vulnerability that lawyers are specifically trained to avoid, why lawyers are currently less trusted than credit card companies and bank managers and what that actually costs the people who need help, and why growing up in the era when law firms literally turned each other in for advertising actually gave her a perspective that makes the authenticity on camera real instead of performed. They also discuss the referral network she built with a business partner sourcing attorneys exclusively from the National Association of Consumer Bankruptcy Attorneys so that followers in states she cannot practice in get connected to someone good rather than just someone who signed up for a database, why she monitors those relationships personally so that a bad experience gets flagged and addressed, Adrienne Hines is The Ladylike Lawyer, a bankruptcy attorney in northern Ohio admitted to practice in the U.S. District Court and U.S. Bankruptcy Court for the Northern District of Ohio, a thirty-year attorney, a graduate of The University of Toledo College of Law and Ohio University, a Super Lawyer, a National Association of Distinguished Counsel honoree, a member of the National Association of Consumer Bankruptcy Attorneys, Connect with Adrienne Hines: theladylikelawyer.com TikTok / Instagram / Facebook / YouTube: @theladylikelawyer Phone: 419-871-8085 Northern Ohio — U.S. Bankruptcy Court, Northern District of Ohio (Indiana border to Pennsylvania border, north of the middle of the state) Chapters 00:00 Introduction to Adrienne Hines, The Ladylike Lawyer 00:41 The TikTok video that changed everything — mentioning bankruptcy in the middle of a lifestyle post and watching it explode 03:25 What happened to the practice before and after going all in on video 03:54 Twenty-seven years as a workers' compensation specialist, burning out, and starting to see bankruptcy differently 05:30 The Ford Fiesta of the Sky — her husband's near-fatal plane crash and the ICU conversations that changed everything 06:29 Why the plane crash gave her the permission to pivot she had been waiting for without knowing it 07:55 Making videos off the cuff in her car, in TJ Maxx, walking through the grocery store — the actual secret to authenticity on camera 08:27 ADHD, dramatic, outgoing, and completely comfortable talking to a phone — why this medium fits her 11:08 No scripts, no tripods, no prep — and how over time she learned to get to the meat faster 11:40 Advice for lawyers who are nervous about video and afraid of cheapening their brand 12:26 The deep fear people have about talking to lawyers — and why most attorneys have no idea how afraid people actually are 14:22 Growing up when advertising was a disgrace and law firms turned each other in for it — what that taught her about being real 14:23 Debt settlement companies are beating bankruptcy attorneys on one thing: kindness — what lawyers need to understand 15:57 Not making a pitch but giving away everything she knows for free — and what that actually produces in revenue #AdrienneHines #TheLadylikeLawyer #TrustcastShow #BankruptcyAttorneyOhio #BankruptcyIsATool #LawyerTikTok #DebtRelief #FinancialLiteracy #NorthernOhioBankruptcy #OrganicLeadGeneration

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  TrustCast Show

  Caleb Brus on Trading a Fortune 500 Compliance Corner Office for Veterinary Clinics and ESOPs,

  Aug 8, 202642 min

  What happens when a native Iowan who graduates from Simpson College with honors in business management, gets a mentor before he even enters law school who tells him exactly what to practice and which company to go to first, skips private practice entirely and goes directly in-house to a Fortune 500 financial giant where he spends a decade as a senior compliance officer answering to the SEC and FINRA — and then hears that same mentor, now retired, say she thinks he would actually be a better fit in private practice In this episode of the Trustcast Show, Zane Myers speaks with Caleb Brus of BrownWinick in Des Moines, Iowa, about a corner of the law that almost nobody is talking about in veterinary medicine but that every veterinarian who owns a clinic will eventually have to navigate — what to do with the thing they built when it is finally time to stop building it. Caleb explains what an ESOP actually is — an Employee Stock Ownership Plan funded entirely by employer contributions and not a single dollar from the employees themselves, structured as a sale transaction where the company sells its stock to a trust that holds shares on behalf of those employees — and why it is simultaneously an exit vehicle for the departing owner, a retirement plan for everyone who shows up to work there, and the most effective tool available for keeping a clinic privately owned when the phone rings with an unsolicited offer from a corporate buyer who has been quietly rolling up practices before the owners even knew they had a value worth rolling up. They also discuss why a private equity offer almost always looks higher than an ESOP offer in the side-by-side comparison and why that comparison is almost always the wrong lens for a clinic owner who cares about anything beyond that number — what you can identify within fifteen minutes of walking into a private equity-owned vet clinic because the revenue conversation consistently arrives before the medical one, what happens to the founding veterinarians who stay on after the rollup and become employees of the entity that bought their equity, why an 80-year-old Iowa veterinarian who cannot find a buyer and has to wind down is a preventable outcome if the right conversation starts fifteen years earlier, the Management Service Organization structure that private equity actually invented to work around state ownership restrictions for licensed veterinarians — and that ESOP transactions can also use — why ERISA fiduciary duty is the highest standard in American law and why a clinic with a documented cybersecurity process but a breach will almost always come out better than a clinic with no breach and no process, and why Sally who just received shares in the company ESOP is convinced she should now have a say in where everyone parks their car. Caleb Brus is an attorney at BrownWinick in Des Moines, Iowa, practicing in employee benefits, ESOP transactions, corporate finance, and veterinary business law, a graduate of Simpson College and Drake University Law School, admitted to the Iowa Bar, and a member of the Board of Directors for Bravo of Greater Des Moines. Connect with Caleb Brus: brownwinick.com/attorneys/caleb-j-brus BrownWinick Law Firm, Des Moines, Iowa brownwinick.com Chapters 00:00 Introduction to Caleb Brus 00:10 Trading a Fortune 500 compliance office for private practice — and the mentor who guided every step 00:47 Going directly in-house after law school — why he never took the traditional private practice path 01:39 A decade answering to the SEC and FINRA at a Fortune 500 financial giant 02:20 Coffee on Thursday, interview Monday, offer Tuesday — what drew him to BrownWinick 03:34 What is an ESOP — and how is it fundamentally different from a 401k 04:06 ESOP as a retirement plan, an exit vehicle, and a defense against private equity 05:50 You love your employees, you want the most money, you are close to retirement — where do you start 07:00 Private equity almost always pays more upfront — but that is only one variable in the calculation 08:17 Tax implications of an ESOP versus an outright sale — the 1042 election, the trust exemption, and the company that stops paying corporate income tax 09:47 Will you actually net more money through an ESOP once you run the full long-term calculation 11:01 Fifteen years from retirement — seller notes, plan participation, and what the long-term play looks like 14:28 How a company stops paying income tax through an ESOP — and why it feels like a loophole but is not 15:08 Non-discrimination testing — how Congress built in checks to prevent this from being a pure tax play for owners 15:54 Retained earnings in an ESOP company — S distributions, dividends, and the emerging ESOP-to-ESOP investment model #CalebBrus #BrownWinick #TrustcastShow #ESOPLawyer #VeterinaryClinicESOP #VetClinicPrivateEquity #EmployeeStockOwnershipPlan #DesMoinesLawyer #VeterinaryBusinessLaw #ERISAFiduciary

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  TrustCast Show

  Simone Fulmer Gaus on Building One of Oklahoma's Most Recognized Plaintiff Firms

  Aug 7, 202643 min

  What happens when a vocal music education major who spent four years teaching school in Pryor, Oklahoma moves back to her parents' house in Del City to attend the University of Oklahoma College of Law, falls in love with the courtroom and with arguing things about the law, spends the next seventeen years doing insurance bad faith And then that call with her father — who says no big deal, when are you gonna pay me back — forces her to stop beating herself up and start looking at the firm as its own separate entity, not herself and not her team but a baby that needs to be nurtured across five specific pillars, and over the next eleven years the firm's revenue grows more than thirteen times, the firm recovers more than one billion dollars for injury victims, she writes a book called The Setup that law firm owners across the country say was written specifically for them, and she spends more time coaching than lawyering because she finally outmaneuvered herself out of the job she had been doing since 1996? In this episode of the Trustcast Show, Zane Myers speaks with Simone Fulmer Gaus, co-founder of Fulmer Sill in Oklahoma City and author of The Setup, about what it actually takes to build a law firm that works — not just to be a great lawyer inside one — and why those two things have almost nothing to do with each other. Simone explains the feast-or-famine reality that almost nobody in complex personal injury work talks about honestly — that big cases require fronting money for case expenses across two, three, or four years while the fee that looks enormous on paper may be nowhere near the bank, that some years she took nothing home, that leaders eat last and if they do not they will not be in business long, and why the arrival of a seven-figure check is almost beside the point if you have not mapped the pipeline in a way that shows you exactly how long it needs to last until the next one arrives. She walks through all five pillars of the Setup framework — people, pipeline, process, product, and profitability — why the pipeline pillar relieves chaos the fastest because it immediately eliminates the constant reaction mode that the traditional law firm hierarchy creates for everyone below the top of the org chart, why chaos in a firm is almost never a people problem and almost always a process or pipeline problem, and why the second thing to look at after the process is always yourself. They also discuss the cross-country teenage cycling tour that came through a dangerous construction zone highway south of the University of Oklahoma in Norman, the young man who died in over-100-degree heat when his bicycle wheel caught the ungraded road surface and he veered into the path of a car Simone Fulmer Gaus is the co-founder of Fulmer Sill in Oklahoma City, Oklahoma, a firm that has recovered more than one billion dollars for injury victims, a graduate of the University of Oklahoma College of Law, a five-time LawDragon 500 Leading Plaintiff Consumer Lawyers honoree, a former president of the Oklahoma Association for Justice, Connect with Simone Fulmer Gaus: fulmersill.com Phone: 405-510-0077 The Setup: available on Amazon — search "The Setup Fulmer Gaus" Chapters 00:00 Introduction to Simone Fulmer Gaus 00:12 Built one of Oklahoma's most recognized plaintiff firms — and nearly lost it 00:44 The call to dad at 48 to borrow money to make payroll — and what that conversation actually looked like 01:44 Seventeen years at another firm, leaving to start something different, and underestimating what rebuilding really required 03:32 Why a personal injury firm can be doing great on paper and still not make payroll 04:10 Complex cases versus high volume — and why big-case firms live in feast or famine 05:10 Anticipating the pipeline — knowing when each case will resolve and what it will bring in 06:21 Leaders eat last — and the years she took nothing home 06:36 If there is a bottleneck in your firm, start by looking in the mirror 07:09 The five pillars: people, pipeline, process, product, and profitability 08:51 The pipeline pillar — flattening the hierarchy and mapping the full client journey 10:37 Profit First, tweaked for a contingency fee firm, and knowing where money is going before it arrives 11:37 What to do when a client with a strong case cannot financially survive the wait 12:20 Building psychological safety and trust from day one — and why clients will wait when you do 14:31 More than a billion dollars recovered — and why the willingness to go to trial elevates every case 14:56 Ninety-seven percent resolve before the verdict — but a large portion of those resolve on the courthouse steps 16:23 High-volume firms almost never go to trial — and why that matters for case value #SimoneFulmerGaus #FulmerSill #TrustcastShow #OklahomaPersonalInjuryLawyer #TheSetupBook #LawFirmOperations #LawFirmGrowth #ContingencyFeeReality #PlaintiffTrialLawyer #LawFirmLeadership

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