Latest Episodes
December 11, 2025
Last-Minute Tax Saving Strategies CPAs Wish You’d Use
In this episode of The Preferred Way, CEO Carrie Cook sits down with CPA Larry Pendleton for a tactical deep dive into last-minute tax...
00:36:04
November 26, 2025
The Trust Mistakes That Cost Families Millions | Family Legacy with Larry Pendleton Part 2
In Part 2 of our Family Legacy series, Carrie Cook and CPA Larry Pendleton dive deeper into the real-life challenges families face when building,...
00:30:24
November 13, 2025
What Your CPA ISN'T Telling You, Real Estate, IRAs and Family Legacy
How do you decide between buying property with cash or through your IRA? And more importantly—how do you turn those investments into a lasting...
00:33:50
October 30, 2025
IRS Red Flags & Fair Market Valuations: What Every SDIRA Investor Should Know Part 2
In this continuation of The Preferred Way’s two-part series on Audits, Recordkeeping & Reporting, CEO Carrie Cook dives deeper into what happens after an...
00:22:28
October 16, 2025
IRS Audits & Self-Directed IRAs: What Every Investor Should Know
Ever wondered what could trigger an IRS audit on your self-directed IRA? In this episode of The Preferred Way, CEO Carrie Cook and Client...
00:25:51
October 02, 2025
From Setup to Payoff, The Timeline of a Self-Directed IRA
Ever wondered how long it actually takes to fund an investment inside your Self-Directed IRA? In this episode of The Preferred Way, we sit...
00:40:09