TaxSense: Keeping What's Yours

You'll love it when Owen beats out a warning about his favorite hot topic: H&R Liberty McTax, aka, cookie cutter tax services. Plus, he's joined by financial experts Justin Elliott and Ryan Mason of Ameriprise Financial. Also in this episode:File early or wait? Superbowl and taxesH&R Block, Liberty Tax, et al.$862,000 tax refundTax return transcriptsTax mistakes you don’t know you’re makingFour steps for a successful retirementLife insurance: Necessary evil or sophisticated investment strategy?Recorded 2014.02.01

Owen breaks it down and keeps it real when it comes to taxes. How do people look for and select a tax preparer? He'll give you the good, the bad, and the ugly-ugly. BONUS: Owen tells you how to your money if you're included in $16 million of undeliverable tax refunds from 2012!That, and more:Taxes at the laundromat. What? Beware the fraudsters Avoid the ten most litigated tax issues A plan to replace Earned Income Tax Credit?Surprise! Yikes. 5 Terrible Tax Surprises Step-by-step with your tax return Recorded 2014.01.18

Owen Arnoff is back for more tax fun. He'll share a number of tips that you'll want to put into practice right away. Do it, and it'll save you money. He'll also talk about these tax topics:Want to know what Tax CPR stands for? We’ll explain.Must you file a tax return? You know what? It depends.Don't fall for these all too common tax traps.That's right. We're talking about Obamacare. Again.Recorded 2014.01.11. www.April15th.com

Owen talks taxes, tax tips and tips for being defrauded. Then he converses with Justin Elliott and Ryan Mason to get their market insights. Also: How to start a mileage log Is the IRS shifting to self-service? Tax law reform Using an IRA to fund a business - good or bad? Property taxes Recorded 2014.01.04 in Sacramento, CA

Have you ever wondered about the average cost of tax preparation? We have numbers for you. Listen in and see whether the money you've spent on tax preparation is in the ballpark. We'll also talk about:The Death Master File: the dead don’t talk but they have been know to file taxes Form 1040, W2s and 1099sUsing an IRA for short-term borrowing or to fund your business -- Is it a wise move?The Alternative Minimum Tax?Michael Jordan. Yes, the basketball star.Recorded 12.28.2013

Owen serves up a dish of delicious tax news, tips and more, including:  Energy efficiency, tax savings and home improvements  Calculating social security  Spying on tax payers with Google Maps Commuting costs and taxes Nominee for IRS Commissioner, John Koskinen  Toilet paper and tax exemptions?  Mortgage interest deductions Rules for deducting business mealsNote: The IRS is not accepting tax returns until January 31, 2014. Be sure to get with your tax professional well before then. Recorded 12.21.2013

David Jurewicz returns for this special episode that's all about what's happening in real estate. You'll get a review of the 2013 real estate scene and David's real estate predictions for 2014.Plus:Big investors and Sacramento house pricesMy Buzz Oates story (What’s your Buzz Oates story?)Is real estate going paperless?Connect with David online at DaveRocketRadio.com and SellYourHomeForTopValue.com. Recorded 12.14.2013

Quite possibly the most interesting tax radio program in the world:Do a good deed without being scammedMandatory distributions if you’re more than 70 1/2Roth IRAsThe tax code is squeezing parentsWhen the IRS looks at independent contractorsBlack market tax preparers Citizenship: Relinquishing vs. renouncingTaxable hidden treasuresTax reform updateKim Adair, President of Body Fix Therapies - Saving your business money by lessening stress and repetitive strain injuriesRecorded 11.23.2013

Owen brings the tax talk back to you on a number of fascinating topics: Bye bye Instant Tax ServiceThe deductible MBA?The IRS "wanna be starting somethin" with MJ's estateTax strategies before the close of the yearAired 11.16.2013

Randy Roth and guest hosts Justin Elliott and Ryan Mason of Elliott, Mason and Associates take on the job market, your portfolio and some tax news:Health and wealthMarijuana and taxesProtect yourself from the latest tax scamQ&A about 1031 Exchange Property, aka, "Like Kind Exchange"Recorded 11.09.2013

Which professions have the most psychopaths? Good news: Not tax professionals. All that and more:Social Security benefits won't keep pace with tax contributions in 2014Ten things you need to know about taxes and getting marriedBig companies paying $0 in taxes?Putting an end to tax identification theftWhat's a 1099K?Medicare. Making it happen at age 65Recorded in Sacramento, CA on 11/02/2013.

Here's our line-up:The tax implications of ObamacareEl Dorado Hills attorney's tax evasionCan you hold real estate in your IRA?Misclassified employees and independent contractorsHundreds of employees of IRS contractors owe millions in taxes.Recorded 10.26.2013

The things you need to know are in this episode:The government has re-opened. What now?Protecting personal data and informationTalk to your tax professional ASAPYahoo! email address alertObamacare / Affordable Care ActExpiring provisions, deductions you'll lose, and additional taxes, if any.Recorded 10.19.2013

Owen and Randy are joined by monthly guests Justin Elliott and Ryan Mason of Ameriprise Financial. • The negative effects of the government shutdown on citizens • If you filed since October 1, are you going to get a refund? • What happens in the event of the government defaulting? • The power of dividends. What's your dividend strategy? Recorded on 10.12.2013

Guest host David Jurewicz and Tax Sense co-host Randy Roth talk real estate and taxes. • The government shutdown and real estate • A new approach to real estate • Business babysitters.  Recorded on 10.05.2013

Owen rolls solo in this episode and talks about: • Sacramento Metro Chamber's Small Business Expo • Crazy sales tax facts • The 20 things you need to understand as a taxpayer • New York bagels • Drug dealers • The Parent Tax.  Recorded on 09.28.2013

Let's talk about why we're here. Plus: • Obamacare and employers • Dead or alive? • Tax gaps • Clothing deduction for business wear? • Could you as an employee be liable for the payroll taxes that your employer's business should be paying? • IRS Beanie Babies?  • IRS office manager owns a tax business on the side. Conflict of interest or not? • MLMs and business.  Recorded on 09.21.2013

Topics include: • School and property taxes • IRS movies? • Social Security • A former IRS agent and appeals officer tells all! • A tip regarding estimated quarterly payments.  Recorded on 09.14.2013

Owen and Randy are back in full force, and special guests Justin Elliott & Ryan Mason of Elliott, Mason & Associates are in the studio. • Filing extensions and due dates. • School children, food allergies and dietary restrictions • What's the worst state to retire to? Recorded 09.07.2013

Owen is back and ready to talk taxes. Today's guest host is Ed Cotney from the Shafer Law Group. Together they'll talk about:• Estate issues of MJ and other celebrity tax woes • The Price is Right! And so are the taxes. • Supreme Court rulings and DOMA and same-sex couples and taxes • Are California's payroll taxes too low? • How is the FTB trying to trick you into filing your taxes? • What happens if you dump dirt at the feet of an IRS agent? • Tax deductions disappearing before the end of this yearRecorded on 08.31.2013

In this special episode, real estate professional David Jurewicz discusses:• Sacramento real estate • HUD will now allow a borrower who defaulted on their loan to buy another house in 12 months • The median income of Americans • What's happening to all the bees?Recorded on 08.24.2013

Your local cookie cutter tax company's office is closed until next April 15th. What are you going to do? We'll discuss that and all this: • The jock tax in Tennessee • Five things that Bill Belichick can teach us about winning an IRS audit • The IRS loses due to a tax payer's verbal testimony • Cheat on your taxes and lose your driver's license? • ObamacareRecorded on 08.17.2013

Randy Roth and guest host, real estate professional David Jurewicz talk taxes and real estate. Also: • Childless couples and taxes and real estate • Sacramento real estate update • Adjustable Rate Mortgages• Debt elimination planRecorded on 08.10.2013

Protecting your privacy and preventing identity theft are high on your list of priorities. So why is the IRS' behavior so wreckless? Also, in this episode:Obama's nomination of John Koskinen as IRS CommissionerThe tax cost of contract procrastinationTax issues of the Real Housewives of New JerseyPlus: Justin Elliott & Ryan Mason of Elliott, Mason & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.Recorded on 08.03.2013

On your mark. Get ready. Set. Go!The Tax Nerd Perry Mason Moment. Admit it. You're curious.The implications of National Hot Dog Day in your life. Oh? You don't eat hot dogs? Now you tell us!Let's talk about working off the books, ok? Are you? Are your employees? Coming up.If you receive a gift, will be taxed for it?A former H&R Block manager gets tangled in identity theft and then some prison time.Tax reform by legislators for legislators. Huh? Say again. Yeah. In this episode.Plus: The Social Security Administration issued a notice that they are taking claims for same sex spouses who may be eligible for benefits.And, tax news, tax news, tax news.Recorded. 07.27.13.