⦁To simplify the transition from W2 to 1099 in order to earn more, enjoy your career more, and completely control your work schedule.
⦁To teach CRNAs the billing and reimbursement methods for their services so they can negotiate pay rates with confidence.
⦁ To help CRNAs that are burning out on the W2 lifestyle and considering leaving the healthcare workforce find a freer and self-directed schedule, work/ life balance, and mentorship to support their career resilience.
⦁ Improve patient access to CRNAs.
⦁ To help hiring entities and facilities in the national healthcare system find a fresh influx of CRNAs via 1099 Practice.
Testimonials
Course Schedule
We are proud to offer the most personable and flexible CRNA CE program in the world! Our online didactic component is a self-study online course with year-around enrollment. This online component can be completed at your leisure.
⦁ We are excited to bring Live sessions to activate your 1099 momentum too! Course enrollment includes Live-on-Zoom group coaching and Q&A sessions.
⦁ You will network in this supportive environment with CRNAs from all over the country that are transitioning from W2 to 1099 or are optimizing their present 1099 business. These unique and fun sessions are also worth 20 Class B Journal Club credits, so keep track of your attendance at these Live Zoom meetings!
⦁ Your lead course instructor, Alesia Quante CRNA, will educate and moderate these sessions so that you get the most quality and income from your 1099 lifestyle!
⦁ Join our Live-on-Zoom Orientation sessions on the first Tuesday of each month.
*This program has been prior approved by the American Association of Nurse Anesthetists for 28.00 Class A CE credits; Code Number 1042176; Expiration Date 4/18/2025
Outline of 1099 CRNA Success Course
Unit 1: Uncork Your 1099 Lifestyle & Thrive: Overcoming Fears of the W2 to 1099 Transition
Unit 2: Defy Analysis Paralysis and Set Sail: Learn What You Need to Get Your 1099 Up and Going
Unit 3: Bold Branding, Cool Credentialing, Licensure and Logos, Social Media Marketing, Plus Powerful Pitches
Unit 4: Brainy Budgets and Banking Buckets: Learning to be Brilliant With Business Bucks
Unit 5: Fortune Favors the Fearless: Rate & Contract Negotiations and the Importance of >1 Practice Location
Unit 6: Learn Your Value & Launchpad Your Rate: Understanding CRNA Productivity
Unit 7: Now the Benefits are in Your Corner: The Keys to Freedom of Workplace Choice
Unit 8: Supersize Your Savings & Brilliant Bookkeeping: Tax Strategies to Maximize Your Retained Income
Unit 9: Tax Organization Reports, & Preparation for CPA
Unit 10: The Blood/ Brain Barrier: How to Untangle Business & Personal Accounts plus Retirement Strategies and Processing Payroll
Faculty and Speakers
Alesia Quante CRNA, MHS
Alesia Quante has been a CRNA for 20 years, and for the last 19 has enjoyed the work/life balance offered by the 1099 CRNA lifestyle. She graduated Summa Cum Laude with a Master in Health Sciences in the Anesthesia for Nurses program from the Medical University of South Carolina in December 2001.
Her 1099 practice locations have been in multiple hospitals, ambulatory surgery centers, and physician offices on the east and west coasts of Florida as well as coastal and central Georgia. She is presently a 1099 chief CRNA, at a GI center in Savannah, GA, where she has guided the practice from an ACT to a thriving independent CRNA practice.
Throughout her career, she has helped W2 CRNA‘s control their schedule, earnings, and savings by teaching them how to transition from W2 to 1099.
Alesia states, “It is my goal and honor to guide fellow CRNA’s to what I believe to be the most auspicious CRNA lifestyle. As a result of my tenure as a 1099 CRNA, I have been in complete control of my schedule, purchased benefits for a competitive rate, set my pay rate by negotiating independently, saved much more in my retirement account than I otherwise would have, not had to participate in workplace politics, and experienced many other freedoms associated with being a 1099 CRNA.”
Career Coach and Educator for people wanting Lifestyle and Workplace Freedom along with Maximum Retained Income as a 1099 CRNA
Chief CRNA at Anesthesia of Coastal Georgia x 8 years
Married high school sweetheart, mom to two teens
Liveaboard Sailor x 22 years aboard 24′ Gretel, 37′ Star, 50′ Kachina
Resident Isle of Hope in Savannah, Georgia
I’ve coached the 1099ers that I work with how to negotiate and get great rates and how to work only the days of their choice. If you’d like to move out of the oppressive W2 lifestyle and into the freedom of the 1099 lifestyle, I’ll be happy to show you how!
I’ll show you exactly how to make your work/ life balance dreams come true!
Jan Mannino, CRNA, JD
information coming soon
Robert Redstone, BSBA, LUTCF
Robert Redstone became licensed in 1993 and joined the Agency in 1994 after receiving a BS in Business Administration from the University of Tennessee. In 1995, Robert was named Shreveport Association of Life Underwriters’ “Young Agent of the Year”. He received his LUTCF designation in 1997 and has been a consistent MDRT producer since the mid 1990s. Over the last 26+ years, Robert has concentrated his practice in disability income and life insurance planning, primarily in the medical and dental markets. Robert is licensed nationwide and is affiliated with the top disability and life carriers in the marketplace. Robert stresses the importance of experience and knowledge with disability income claims and prides himself on fully educating the prospect/client on product details.
Robert and his wife Regina have 3 children, Carol, Elliot and Kayleigh. Aside from spending time with his family, Robert enjoys fishing, hunting, golf, water skiing, traveling, watching football and spending time at his Lake Bistineau camp.
David Dewitt BSBA, CLU
information coming soon
Canyon Clifton, BSBM, NRPCA
information coming soon
Rich Gerrity, CPA, CLU, ChFC
information coming soon
Jason Watson, CPA, CVA, EA
Jason is a small business consultant specializing in LLCs and S Corporations including entity structure, self-employment taxes and retirement planning. He is quick to point out that while some basics cover all situations, every business is truly unique. He is the author of Taxpayer’s Comprehensive Guide to LLCs and S Corps. Jason manages Pod B.
He is also a financial expert witness primarily in divorce matters, prepares business valuations and is a financial planner with SFD Capital, a registered investment advisor firm. Download CV here.
Jason was an airline pilot for 17 years and has a BBA and an MBA from the University of Wisconsin – Madison. Amazing he made it out alive. He has also recently passed the CPA exam is now a licensed California CPA. To add to the fun, Jason also likes dirt biking, hiking the incline and cooling off with Ruby Red infused Whiskey mixed with diet sweet and sour (getting old stinks).
Areas of Expertise
Small business consultation
Multi-entity structures
Complex operating agreements and arrangements
Business valuation, acquisitions and sales
Expert witness testimony in financial matters
Financial and retirement planning
Chris Marble, BS in Accounting, CPA; President of CMM Financial
The CEO of CMM Financial, Chris Marble has been in the tax preparation business since 1998. He is a graduate of the University of Central Oklahoma with a Bachelor of Science degree in Accounting.
He has a wide range of accounting experience, including corporate accounting, oil and gas accounting and not-for-profit accounting, just to name a few.
Over the years his practice has grown at an ever-increasing rate. This has been the result of providing an array of financial services with unique personal attention that is dedicated to helping clients maximize their finances and minimize their tax liability.
As a company, CMM Financial specializes in personal and corporate taxes, accounting, strategic bookkeeping, payroll, incorporation and not-for-profit services, CFO services, investments, living wills and trusts, and financial management.
Chris Marble lives in Edmond with his wife, Vivian and Golden Retriever, Rocky. In his free time, Chris enjoys playing golf, networking and traveling.
Laura Meyers is a Certified Financial Planner with over 13 years of industry experience. She received a Bachelor of Science degree in Personal Financial Planning from Texas Tech University. Prior to joining Storehouse Financial, she worked as an Associate Wealth Advisor at Weaver Wealth Management, Investment Solutions Representative at Fidelity, and Client Advisor at another Fee Only advisory firm. As a Financial Advisor, Laura’s responsibilities include holistic financial planning, asset management, business development, and servicing client relationships.
Sarah Catherine Gutierrez, CFP®
Sarah Catherine (SC) Gutierrez is the founder and CEO of Aptus Financial. She holds a Master in Public Policy from Harvard University and the Certified Financial Planner® and Chartered Retirement Plans Specialist designations. SC was recently included in the Investment News 2020 40 under 40 class of investment advisors.
SC serves as adjunct instructor in personal finance in the Department of Surgery for UAMS. She is a national speaker on “living like a resident” for physicians; eliminating conflicts of interest in the financial industry; and recruiting women to become financial advisors.
SC writes a weekly column in the Arkansas Democrat Gazette business section called “Save Yourself” with an emphasis on saving for retirement.
Her first book, But First, Save10: The One Simple Money Move That Will Change Your Life released in August of 2020 and was named in TIME’s Next Advisor top 11 financial books of 2020.
SC and her husband Jorge and have three children, Marco (8), Max (6) and Lucia (4), and co-own Club 27, a salsa dancing nightclub in the River Market that will be reopening next month after being closed down for COVID for over a year.
Anthony Habashi -Health Insurance Specialist for CRNAs
Originally building his CRNA relationships through trauma center experience, Anthony (Tony) expanded on that by working in the Locums space for half a decade. Excelling at his contract specialist role, he decided to take a leap of faith, just as many of us have, to become 1099! Thankfully, he did but wanted to continue to serve the many CRNAs that he had befriended along the way.
Tony, in the most basic sense, finds the highest quality Health Insurance product that you qualify for and presents the best options from there.
In his free time, Tony loves to homestead, play basketball and spend time with his amazing and supportive family.
With hundreds of CRNAs being assisted in their 1099 Journey, Tony knows how to help YOU too!!
Poppy A. Walker, MBA
Poppy Walker is the owner of Medical Reimbursement Solutions for the past 23 years, specializing in medical billing for self-employed CRNAs. Her clients work in a variety of specialities to include pain management, gastroenterology, ENT, ophthalmology, plastic surgery and orthopedics, to name a few. Her clients span across the United States and Poppy has become well-regarded in the area of healthcare reimbursement. Her company has grown exponentially over the years simply by word of mouth referrals. She currently bills for over 20 anesthesia practices. Her faithful staff has the medical billing operation running like a well-oiled machine. Medical Reimbursement Solutions’s triple-layer audit system makes her company model unique to the billing industry, ensuring providers reap maximum insurance revenue. Poppy places a strong value on personal relationships. Her longest client has been with her company for 20 years and her longest employee has been on staff over 18 years.
Poppy holds a BS in Healthcare Administration and an MBA in Finance. She obtained a real estate license in 2019 to build her real estate portfolio as well as assist clients with investment properties who are looking to diversify streams of income. Her passions include teaching, remodeling houses, pilates and serving on local community executive boards. Poppy teaches financial literacy once a week to high school students, serves as vice president to the Swenson House Historical Society (preservation of local historical landmarks) and is treasurer of the Big Country Home Educators Association – advising in all areas of non-profit accounting and record keeping. Poppy is an Air Force veteran – having served six years and her husband is a 20-year retired Air Force Veteran and currently a law enforcement officer for the City of Abilene. They have two beautiful adult daughters, one of which is on her way to becoming a CRNA herself.
Areas of Expertise:
Provider Credentialing Preparing and launching new private practice 1099 providers Diagnostic auditing and consulting for struggling practices Interventional Pain Management Effective Insurance Collection Methods
Her eclectic career and risk-taking spirit allowed her to practice in multiple hospitals, ambulatory surgery centers, and physician offices along the east coast in per diem, agency, and travel nurse capacities. She is presently a part time university professor of nursing at Southern Connecticut State University and University of Bridgeport.
Jon Appino, MBA
Jon Appino started his first company at the age of 17 and another at 19. Mr. Appino obtained a BS in Biology, Chemistry, and Economics with a Pre-med focus but after deciding on a business career over medicine he has spent the next 12 years working in both large and small scale Pharmaceutical and Biotech companies in multiple roles as well as start-ups in the healthcare field. He completed his MBA in 2004 and launched his most recent company and passion – Contract Diagnostics, in 2011. He is passionate about the education of Physicians with regards to the non-clinical (business) aspects of medicine. He currently lives in Parkville Missouri with his wife and two young children
Stephen Stull, CPA
Stephen received his Bachelor of Business Administration with a double major in finance and accounting from Texas Christian University and a Master of Science in Accounting from the University of Texas at Arlington. Stephen is CEO of Storehouse Financial and managing partner of Stull CPA, LLC. Stephen spends most of his time chasing his two young kids Emerson and Leo around Fort Worth with his wife Leigh Ann.
Stephanie Matthews is a financial planner and the Director of Financial Wellness at Aptus Financial. She works with clients of various professional backgrounds to create a financial plan that gives them a roadmap for reaching their goals along with the confidence to manage their own finances and peace of mind about the future.
With Aptus CEO Sarah-Catherine Gutierrez, Stephanie co-founded Save10, a movement to educate and equip women to prioritize retirement savings and save for their future selves.
Stephanie and her husband live in Little Rock, AR, and choose to live below their means so that they can afford experiences that bring them joy, especially traveling abroad. When she’s not working, Stephanie enjoys spending time outdoors, cooking, volunteering with local nonprofits, and giving Save10 talks to various organizations, especially those that support women.
Jake Bevilaqua, CRNA, AIF®, Life and Disability Specialists for CRNAs
After four years as a CRNA Team Leader at the Massachusetts General Hospital, Jake realized that his true passion is taking care of other CRNAs.
He left that role, began working as a 1099 CRNA, and joined his family insurance and financial planning business. His goal is to help CRNAs get to a financial position where they can work on their own terms.
Jake is a licensed independent insurance agent and holds FINRA Series 7 and 66 licenses, as well as the Accredited Investment Fiduciary® designation.
1099 CRNA Success Community
A community that helps CRNAs aspiring to transition to 1099 so that you can earn more and have complete control of your schedule in workplaces of your choice.
Established 1099 CRNAs share their valuable knowledge of successful self-employment to provide a rich network of support for our members.
Growing a 1099 CRNA business takes organization and hard work up front, but with the input and support from people just like you, you will be empowered to build a better life for you and your family.
No matter where you are in the process, from starting up or scaling back, joining our community will give you the level of autonomy and personal freedom that you desire.
A 1099 is an IRS form similar to the W-2 form that employers send to their employees at the end of the year. A 1099 form is used for the same information reporting function but for independent income, commonly used for contractors.
Why choose this program?
Your success is our success! We dedicate time to personally mentor you, and provide live Q&As to complement our online educational platform and exclusive Facebook group. Learn, using our easy app right from your phone on the go! Our comprehensive program is immersive and gives you everything you need to optimize your savings and minimize your taxation using best practices!
Why is this masterclass different?
If you’ve tried to start setting up a 1099 business but you haven’t been able to make it happen, it’s OK. Most people get hung up just trying to get information to start the W2 to 1099 transition process and then, for many different reasons, they stop trying. Sometimes they get fearful that they just don’t know how to start the process correctly and how to make it work.
Why would I choose to attend the masterclass instead of doing it alone?
This masterclass is different than just trying to pick up bits and pieces of information and trying to define your business and your scheduling freedom on your own. This masterclass is going to lay it all out for you across 10 conveniently pre-recorded units and seven speakers. You will have access to a weekly live Q&A session on Wednesdays at 8 p.m. EST plus a biweekly speaker on Thursdays at 8 p.m. These are streamed live to our exclusive, freedom, Masterclass’s Educational Facebook page where they remain for your viewing convenience. At the end of that time, you will have everything situated so that the transition from W2 to 1099 will be very smooth and very well thought out. We’re going to have weekly Q&A sessions and discussion sessions so that you’ll have a full understanding of each aspect and you’ll feel confident stepping ahead into a successful 1099 lifestyle.
What if I miss a class?
All classes will be offered on-demand after the class time and accessible for review.
How can I obtain CME reimbursement from my employer in a way that is discreet about my future W-2 to 1099 plans?
To honor your privacy at your present W-2 position, we provide a receipt with discreet CME reimbursement documentation. The logo on the receipt says “Financial Success Academy”. The classes are called “CRNA Financial Freedom” which is the 1099 Freedom Masterclass and “CRNA investments” which is the QuickBooks for 1099 CRNA’s.
What if I already have my CE credits for this cycle and I’m two years out before the next cycle?
Yes, you can go ahead and buy the course to get you completely set up without any financial missteps and pay for using PayPal’s pay later on our checkout page. This will allow you to actually make the payments six months from now.
About Alesia Quante
Alesia Quante has been a CRNA for 20 years, and for the last 19 has enjoyed the work/life balance offered by the 1099 CRNA lifestyle. She graduated Summa Cum Laude with a Master in Health Sciences in the Anesthesia for Nurses program from the Medical University of South Carolina in December 2001.
Her 1099 practice locations have been in multiple hospitals, ambulatory surgery centers, and physician offices on the east and west coasts of Florida as well as coastal and central Georgia. She is presently a 1099 chief CRNA, at a GI center in Savannah, GA, where she has guided the practice from an ACT to a thriving independent CRNA practice.
Throughout her career, she has helped W2 CRNA‘s control their schedule, earnings, and savings by teaching them how to transition from W2 to 1099.
Alesia states, “It is my goal and honor to guide fellow CRNA’s to what I believe to be the most auspicious CRNA lifestyle. As a result of my tenure as a 1099 CRNA, I have been in complete control of my schedule, purchased benefits for a competitive rate, set my pay rate by negotiating independently, saved much more in my retirement account than I otherwise would have, not had to participate in workplace politics, and experienced many other freedoms associated with being a 1099 CRNA.”
Career Coach and Educator for people wanting Lifestyle and Workplace Freedom along with Maximum Retained Income as a 1099 CRNA
Chief CRNA at Anesthesia of Coastal Georgia x 8 years
Married high school sweetheart, mom to two teens
Liveaboard Sailor x 22 years aboard 24′ Gretel, 37′ Star, 50′ Kachina
Resident Isle of Hope in Savannah, Georgia
I’ve coached the 1099ers that I work with how to negotiate and get great rates and how to work only the days of their choice. If you’d like to move out of the oppressive W2 lifestyle and into the freedom of the 1099 lifestyle, I’ll be happy to show you how!
I’ll show you exactly how to make your work/ life balance dreams come true!