Podcasts about federal taxes

Join America's Roundtable (https://americasrt.com/) radio co-hosts Natasha Srdoc and Joel Anand Samy with host Gerard Gibert, an extraordinary entrepreneur and business leader. Mr. Gibert is also the host of Middays with Gerard on SuperTalk Mississippi . The timely and relevant conversation on America's Roundtable with Gerard Gibert focuses on the issues impacting Americans including the urgency to provide certainty and clarity to business leaders and entrepreneurs in the area of taxation, by making permanent Tax Cuts and Jobs Act which otherwise expires in 2025. In this insightful episode, America's Roundtable conversation with Gerard Gibert centers on: ✅ President Donald J. Trump's first week as America's 47th president and his administration's key priorities ✅ A bold tax reform statement ✅ Saudi Arabia's $600 billion pledge to invest in America's economy ✅ President Trump's executive order to ensure U.S. global leadership in artificial intelligence In 1986, Gerard Gibert founded Venture Technologies, a technology and cloud services provider. As CEO of Venture, Gibert engineered numerous mergers and acquisitions of strategic targets, catapulting Venture to national prominence as a technology solutions provider. Initially funded at $189,000, Venture was sold for $92 million in 2019. Mr. Gibert serves on a variety of boards dedicated to growing Mississippi's economy. That list includes the Madison County Economic Development Authority, Madison County Business League and Foundation, Innovate Mississippi, Empower Mississippi, and the Mississippi Lottery Corporation. Gerard Gibert also serves on the executive advisory board of International Leaders Summit and is co-chair of the U.S.-based think tank's American Leadership Task Force advancing principled reforms. americasrt.com (https://americasrt.com/) https://ileaderssummit.org/ | https://jerusalemleaderssummit.com/ America's Roundtable on Apple Podcasts: https://podcasts.apple.com/us/podcast/americas-roundtable/id1518878472 X: @grgibert @ileaderssummit @NatashaSrdoc @JoelAnandUSA @supertalk America's Roundtable is co-hosted by Natasha Srdoc and Joel Anand Samy, co-founders of International Leaders Summit and the Jerusalem Leaders Summit. America's Roundtable (https://americasrt.com/) radio program - a strategic initiative of International Leaders Summit, focuses on America's economy, healthcare reform, rule of law, security and trade, and its strategic partnership with rule of law nations around the world. The radio program features high-ranking US administration officials, cabinet members, members of Congress, state government officials, distinguished diplomats, business and media leaders and influential thinkers from around the world. Tune into America's Roundtable Radio program from Washington, DC via live streaming on Saturday mornings via 65 radio stations at 7:30 A.M. (ET) on Lanser Broadcasting Corporation covering the Michigan and the Midwest market, and at 7:30 A.M. (CT) on SuperTalk Mississippi — SuperTalk.FM reaching listeners in every county within the State of Mississippi, and neighboring states in the South including Alabama, Arkansas, Louisiana and Tennessee. Listen to America's Roundtable on digital platforms including Apple Podcasts, Spotify, Amazon, Google and other key online platforms. Listen live, Saturdays at 7:30 A.M. (CT) on SuperTalk | https://www.supertalk.fm

You hear the same old rhetoric every election cycle. "The rich aren't paying their fair share of taxes". A recent article in Forbes by John Goodman challenges this notion by asking questions no one in the media seems willing to ask. Goodman illustrates just how broken our income tax system is and AFFT president Steve Hayes provides the solution--the FAIRtax.

AP correspondent Julie Walker reports on why both presidential candidates proposals to end federal taxes on tips would be difficult to enact.

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The Supreme Court hasn't closed the door entirely on taxes on unrealized income, but the door isn't exactly open. Thomas A. Berry explains the court's decision in Moore v. United States. Hosted on Acast. See acast.com/privacy for more information.

The majority of legal battles Native people have with the state and federal governments is over taxation!

Welcome back to Passive Income Pilots! In this episode we delve into essential tax strategies tailored specifically for pilots. With the expertise of Toby Mathis from Anderson Advisors, we explore five key ways you can reduce your tax liability effectively. Toby brings his depth of tax knowledge directly to our pilot audience, discussing everything from maximizing deductions to strategic asset management. Additionally, we'll cover an intriguing opportunity for pilots interested in aircraft ownership—how purchasing an airplane can not only serve personal and professional needs but also offer significant tax advantages. If you're looking to navigate the complexities of taxes with ease and make informed decisions that could save you thousands, this episode is your must-listen guide.Timestamped Show Notes:(00:00) - Introduction to the episode with hosts Tait and Ryan.(01:29) - Introduction of the guest, Toby Mathis, and discussion on tax and legal workshops.(04:02) - Explanation of tax brackets and progressive tax systems.(05:13) - Discussion on aircraft ownership, benefits, and deductions related to taxes.(10:24) - Detailed analysis of leasing aircraft and tax implications.(17:15) - Strategies for pilots to utilize aircraft ownership for tax advantages.(23:46) - Overview of various tax reduction strategies and charitable giving.(28:36) - Introduction to tax and legal workshops offered by Toby's firm.(32:02) - Five top tax tips for pilots including HSA benefits.(44:58) - Discussion on solo 401k benefits and other tax-deferred accounts.(53:15) - Conclusion and thanks to guest Toby Mathis.Resources Mentioned:Tax & Asset Protection WorkshopDallas Conference June 27-29Remember to subscribe for more insights at PassiveIncomePilots.com!Join our growing community on FacebookCheck us out on Instagram @PassiveIncomePilotsFollow us on X @IncomePilotsGet our updates on LinkedInHave questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!Legal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.

In a recent study by Americans for Tax Fairness and the Institute for Policy Studies published recently, 35 major U.S. corporations paid less in federal income tax between 2018 and […] The post Corporate Execs Earn More than their Companies Pay in Federal Taxes appeared first on WORT-FM 89.9.

In our inaugural episode of "Mano a Mano: U.S. & Puerto Rico," Governor Pedro Pierluisi joins hosts George Laws-García and Martin Rivera for an exclusive interview. Discover the Governor's personal story and gain insights into the progress and hurdles in Puerto Rico's fight for full equality and self-determination.Also on the show, George and Martin delve into the history and geopolitics that have shaped America's relationship with Puerto Rico for the past 125 years. They discuss the significance of understanding Puerto Rico's political status in the context of US geopolitics and highlight the recent introduction of the Senate Companion of the Puerto Rico Status Act..  Watch episodes of Mano a Mano on YouTube @PuertoRico51st.Interested in learning more about the statehood movement? Visit our Website: https://www.pr51st.comSign-up for Email Updates: http://www.pr51st.com/take-action/sign-up/Follow us on: Facebook - @PR51stTwitter - @PuertoRico51stInstagram - @PR51st Produced by Caandor Labs.

Minnesota's politicians hope the IRS will reverse their decision to tax rebate checks. Republican Congressman Peter Stauber met Friday with the head of the Internal Revenue Service, and DFL Gov. Tim Walz — who pushed for the rebate checks — is also lobbying the Biden administration in hopes of getting the IRS to change its mind.  That story and more in today's evening update from MPR News. Hosted by Feven Gerezgiher. Music by Gary Meister.

Sally Gimon who helps Affiliate Marketers, Real Estate Investors, people in Crypto and Stock Market Investors, and people in the NFT world to save 70% on their Federal Taxes and helps Investors no longer pay Capital Gains, Interest Income, Dividend Income, Rental Income, and Royalties ever again! Here's where to find more:www.TheTrusIsYou.comhttps://www.linkedin.com/in/sallygimonhttps://www.youtube.com/channel/UCmvBniNpH2kQI3vMGcpVjAghttps://www.facebook.com/SallyGimonhttps://www.tiktok.com/@spendthrifttrust___________________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

Sally worked with investors and 1099 Income Earners save Federal Taxes with the Spendthrift Trust. The Spendthrift Trust is legal, patent, and in the IRS Tax Code 643 (B).Main point:Is this legal?Who uese it?Why have you never heard of it?Connect with Sally Gimon: Free PDF and set an appoitment at www.TheTrustIsYou.cominfo@thetrustisyou.comhttps://www.facebook.com/SallyGimonhttps://www.instagram.com/sallygimon/https://www.linkedin.com/in/sallygimon/https://www.tiktok.com/@spendthrifttrusthttps://twitter.com/GimonSallyhttps://www.youtube.com/channel/UCmvBniNpH2kQI3vMGcpVjAghttps://www.thetrustisyou.com/Podcast-Stop Paying Capital Gains, NOW!

oin Sally, a seasoned real estate investor and former insurance agent, in “Spendthrift Trust Secrets: Unleashing Tax Savings” as she unveils groundbreaking strategies to save federal taxes and secure your financial future. Sally's transformative journey began when her mother fell ill in October 2018, prompting her to make a quick change in her life. Leveraging her 20 years of insurance experience, Sally now shares her valuable insights weekly in her real estate group and on Win, Win Women TV. In July 2020, Sally made a smart investment move by purchasing a Bank Owned Property for $20,000, anticipating an auction price of $50,000 once Covid restrictions were lifted. Aware of the potential capital gains tax implications, she embarked on a quest to discover how the rich paid so little in taxes. This quest led her to the remarkable world of Business and Beneficial Spendthrift Trusts. In “Spendthrift Trust Secrets: Unleashing Tax Savings,” Sally reveals the powerful benefits of these trusts and how they can revolutionize your tax strategy. Gain insights into saving on federal taxes while ensuring the privacy of your financial information. Discover the key to protecting your assets from potential legal judgments. In this show, JR Spear, along with his guest, Sally Gimon will discuss “Spendthrift Trust Secrets: Unleashing Tax Savings. Sally, a motivated real estate investor, found her passion after her mother's illness in 2018. With 20 years as an insurance agent, she now shares her expertise weekly and on Win, Win Women TV. In 2020, she bought a Bank Owned Property for $20,000, aiming to auction it for $50,000 post-Covid. Inspired by tax-saving strategies, Sally explored Business and Beneficial Spendthrift Trusts. Her story highlights resilience, adaptability, and a commitment to success in real estate. Connect with Business Leaders Network www.businessleadersnetworking.com    grow@businessleadersnetworking.com

The drama and confusion around Employee Retention Credits continues into 2023 with new guidance creating more questions than answers. In this episode, Roger and Annie provide an update on the latest ERC developments, including new problems facing practitioners and small business owners as well as lingering unresolved issues around amending returns, repayments, and fraud. Join Roger and Annie as they attempt to make sense of the ongoing ERC mess in 2023.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only. (00:00) - Welcome everyone to another episode of Federal Tax Updates: We have some ERC updates (07:33) - You can still apply for the ERC credit (13:07) - If you don't do ERC make sure your clients are working with a legit company (19:20) - What if a small business got some ERC money that they probably shouldn't have? (31:03) - What qualifies as "Supply Chain Interruption?" (31:59) - Roger gives Annie a test if someone would qualify for ERC (40:31) - What should the people do if they have legitimate ERC credits? (48:06) - Key takeaways about ERC you should know today! (51:20) - Wrap up. Please subscribe so you don't miss an episode

On this episode, Roger and Annie discuss making changes to tax firms during the summer season, emphasizing the need to reflect on the current business to create a better work-life balance. They talk about examining price structure and client list, addressing estimated taxes, and offering advisory meetings to increase revenues. They also emphasize the need for tax practitioners to be proactive in addressing changes in their business.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters (00:00) - Welcome to Federal Tax Updates : What Annie and Roger have been up to this summer (12:40) - Where to start changing your firm (20:54) - Some more proactive steps (28:26) - Tax advice for new business owners (43:38) - What can you do now to help yourself during next tax season? (48:50) - Changing the way you bill your clients (53:08) - Wrap up and please subscribe so you don't miss new episodes Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Taxpayer.com's Kris Sims on the latest federal government assault on Canadian consumer prices.See omnystudio.com/listener for privacy information.

Peymon Mottahedeh talks about Federal Taxes and Angela Stanton King discusses her foundation, Angies House. Send questions to DiamondandSilk@gmail.com Sponsors: Use Promo Code: DIAMOND or TRUMPWONDiamondandSilk.com1. https://DrStellaMD.com2. https://TWC.Health (Spike Protein Support)3. https://CardioMiracle.com4. https://GiveSendGo.com5. https://MyPillow.com/TrumpWon6. https://TheDrArdisShow.com/shop-all/7. https://www.Curativabay.com/?aff=18. http://MaskDerma.com9. https://www.KattsRemedies.com/shop/ ?aff=3 Follow Diamond and Silk on https://FrankSocial.com/u/DiamondandSilk See Us On: LINDELL TV, CTVA.TV, RSBN, GETTR LIVE, RUMBLE LIVE, FRANKSPEECHSee omnystudio.com/listener for privacy information.

The tax code can be a labyrinth of confusion and complexity, particularly for those new to the world of business transactions. That's why we've dedicated this episode to the Section 1202 Exclusion, a potentially significant tax advantage tied to the QSBS. We begin with the basics - what exactly is QSBS and how the Section 1202 Exclusion applies to it. Navigating through the critical elements, we discuss how you can qualify for this advantageous tax provision and the potential benefits it can provide to your business transaction. From ownership duration to business type to the original issuance, we shed light on the qualifying conditions in a way that is accessible to all, regardless of financial background. We also delve into the potential tax savings that can be achieved under this exclusion and how it can impact both the seller and the buyer. With expert insights and practical advice, we take the complexity out of tax planning for your business transaction. Whether you're on the brink of selling your first business, contemplating purchasing a qualifying business, or exploring potential tax benefits for your transaction, this episode is a treasure trove of knowledge. Tune in and empower yourself with the financial savvy to leverage the Section 1202 Exclusion to your advantage. As always, if you have any further questions, feel free to reach out to us via call/text at 516-417-4941 or email us at mshah@msllc.com ! Learn more about your ad choices. Visit megaphone.fm/adchoices

Peymon Mottahedeh talks about NOT paying Federal taxes for 30 years and how he did it. Sponsors: Use Promo Code: DIAMOND or TRUMPWON1. https://TWC.Health (Spike Protein Support)2. https://CardioMiracle.com3. http://MaskDerma.com4. https://GiveSendGo.com5. https://MyPillow.com/TrumpWon6. https://TheDrArdisShow.com/shop-all/7. https://www.Curativabay.com/?aff=18. https://DrStellaMD.com9. https://www.KattsRemedies.com/shop/?aff=3 Follow Diamond and Silk on https://FrankSocial.com/u/DiamondandSilkhttps://TruthSocial.com/@DiamondandSilk See Us On: LINDELL TV, CTVA.TV, RSBN, GETTR LIVE, RUMBLE LIVE, FRANKSPEECHSee omnystudio.com/listener for privacy information.

In our last episode, we discussed the importance of a portfolio's asset allocation, and, how that relates to “Reducing Your Tax Bill”. In part two of this episode, we are joined once again by Symmetry's Managing Director of Research and Investments, Philip McDonald, CFA, CAAIA & Glenn Shirley, CAIA, Head of Investor Relations for Quantinno Capital Management, to discuss the methods by which you can “re-charge that tax benefit”. If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/ You can also find us on Facebook, YouTube, Twitter, and LinkedIn. As always, we remain invested in your goals. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions.   Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice.   00:00:01.800 --> 00:00:07.600 Hello listeners, 1 00:00:07.600 --> 00:00:10.900  welcome back to part two of our conversation on 2 00:00:10.900 --> 00:00:13.500  investing in taxes. Once again, I'm joined by Glenn 3 00:00:13.500 --> 00:00:16.500  Shirley from quantino and Phil McDonald from symmetry. 4 00:00:16.500 --> 00:00:19.100  Thanks gentlemen for joining us again, whether or not the market goes up 5 00:00:19.100 --> 00:00:22.800  or down when you have the long short overlay you have 6 00:00:22.800 --> 00:00:26.700  opportunities to to find losers losses. 7 00:00:26.700 --> 00:00:29.700  If you will to reach hard that tax benefit, 8 00:00:29.700 --> 00:00:32.400  it's some what counterintuitive right we're looking 9 00:00:32.400 --> 00:00:35.300  for Securities that have gone down in 10 00:00:35.300 --> 00:00:38.100  value, but I think the truth of the matter is is that when you 11 00:00:38.100 --> 00:00:41.600  own an ETF that's tracking an index or mutual 12 00:00:41.600 --> 00:00:44.300  fund that's tracking index. The reality is Phil 13 00:00:44.300 --> 00:00:47.600  you do own those losers. You just might not see them right? They're always 14 00:00:47.600 --> 00:00:50.200  that's right. Yeah looking at and that's 15 00:00:50.200 --> 00:00:53.300  a great Point looking at say in S&P 500 or 16 00:00:53.300 --> 00:00:57.300  Russell 1000 ETF. You you see one number, 17 00:00:56.300 --> 00:00:59.300  you know one one price 18 00:00:59.300 --> 00:01:01.500  one return but behind 19 00:01:02.300 --> 00:01:06.100 You're likely going to have dozens and dozens of positions 20 00:01:05.100 --> 00:01:08.200  that throughout the year and at year end 21 00:01:08.200 --> 00:01:11.900  are in or in a lost position. So in 22 00:01:11.900 --> 00:01:14.400  direct indexing, it just kind of breaks down that wrapper and 23 00:01:14.400 --> 00:01:17.700  you hold, you know hundreds of Securities directly. So 24 00:01:17.700 --> 00:01:20.800  you kind of see those a little bit more clearly sure and 25 00:01:20.800 --> 00:01:24.400  we've seen that in recent years right with some of these tech stocks 26 00:01:24.400 --> 00:01:27.400  the Fang stocks if you will Facebook Apple Amazon Netflix Google 27 00:01:27.700 --> 00:01:30.200  Etc. They were driving the returns of the S&P and there 28 00:01:30.200 --> 00:01:33.400  was a vast majority of those securities within the S&P that 29 00:01:33.400 --> 00:01:36.300  were in the red and by unwrapping it you can 30 00:01:36.300 --> 00:01:39.600  take advantage of those you still run into the issue of 31 00:01:39.600 --> 00:01:42.700  the portfolio seizing and what 32 00:01:42.700 --> 00:01:45.400  I mean by that is what we've been talking about having that portfolio 33 00:01:45.400 --> 00:01:48.000  get to a point where you don't have any room to make 34 00:01:48.300 --> 00:01:51.600  any trades without incurring some sort of tax consequence, but I 35 00:01:51.600 --> 00:01:54.900  think that's where the 1330 comes in right Glenn you're 36 00:01:54.900 --> 00:01:57.300  able to apply that strategy on 37 00:01:57.300 --> 00:02:00.700  top of an existing portfolio generate losses in 38 00:02:00.700 --> 00:02:02.200  any Market environment. And so 39 00:02:02.200 --> 00:02:05.100 So I think that that's a really interesting thing Glenn. Can you talk a little bit? 40 00:02:05.100 --> 00:02:08.200  I didn't mean to interrupt you, but could you talk a little bit about what is 41 00:02:08.200 --> 00:02:11.400  what happens with the risk exposure by putting that overlay on 42 00:02:11.400 --> 00:02:14.500  right investor with that 100 dollars 30 long 43 00:02:14.500 --> 00:02:17.100  30 short what what happens to the 44 00:02:17.100 --> 00:02:20.600  risk characters of that particular account? Sure. Yeah great 45 00:02:20.600 --> 00:02:23.300  question Tom. So if you look at if you just 46 00:02:23.300 --> 00:02:26.900  put on a 30% long 30% short 47 00:02:26.900 --> 00:02:29.300  portfolio. And you said what is the risk of 48 00:02:29.300 --> 00:02:32.500  that portfolio in isolation by itself? The answer 49 00:02:32.500 --> 00:02:36.000  to that is about one percent and that 50 00:02:35.100 --> 00:02:38.300  could be there be you know, standard deviation how much it's 51 00:02:38.300 --> 00:02:42.100  going to move around or it could be if you're if you're looking at that benchmarked 52 00:02:41.100 --> 00:02:44.200  to a you know, an index like 53 00:02:44.200 --> 00:02:47.400  the S&P 500 that would be one percent tracking here. So pretty 54 00:02:47.400 --> 00:02:50.500  modest, you know, a lot of active Equity strategies have tracking 55 00:02:50.500 --> 00:02:53.300  air easily of two percent or more. So we're 56 00:02:53.300 --> 00:02:56.300  not adding a lot of of risk just via that long 57 00:02:56.300 --> 00:02:59.500  short extension, but in reality as I mentioned you have 58 00:02:59.500 --> 00:03:01.600  these kind of Legacy accounts that 59 00:03:02.200 --> 00:03:05.700 Some elevated levels of risk that long short extension is 60 00:03:05.700 --> 00:03:08.200  a tool to reduce that risk. So even though 61 00:03:08.200 --> 00:03:11.400  you have a 1% risk in 62 00:03:11.400 --> 00:03:14.300  that long short extension in isolation. If you use that 63 00:03:14.300 --> 00:03:17.400  long short extension efficiently to reduce 64 00:03:17.400 --> 00:03:20.600  the total risk of the portfolio, then oftentimes we 65 00:03:20.600 --> 00:03:23.900  can also we can actually reduce kind of the total tracking 66 00:03:23.900 --> 00:03:26.400  error or risk versus The Benchmark of a 67 00:03:26.400 --> 00:03:29.200  tax less harvesting strategy often we can at least 68 00:03:29.200 --> 00:03:32.400  keep it the same. So when you look at a quantino kind 69 00:03:32.400 --> 00:03:35.900  of 130 30 tax loss harvesting account tracking errors 70 00:03:35.900 --> 00:03:38.400  typically one and a half percent on average 71 00:03:38.400 --> 00:03:41.400  and that's very very similar to what of 72 00:03:41.400 --> 00:03:44.300  what a clients are probably experiencing in their long only text less 73 00:03:44.300 --> 00:03:47.100  harvesting accounts as well. So just to reiterate what you're 74 00:03:47.100 --> 00:03:50.400  saying by applying the the 1330 extension to 75 00:03:50.400 --> 00:03:53.700  a portfolio the clients risk exposures still that 76 00:03:53.700 --> 00:03:56.300  principle investment is what I'm hearing you say, 77 00:03:56.300 --> 00:03:59.400  however, I think what I think a really really strong 78 00:03:59.400 --> 00:04:01.700  point is that it's not necessarily 79 00:04:02.200 --> 00:04:05.900 the risk by putting the overlay but it actually can be a risk mitigator Phil 80 00:04:05.900 --> 00:04:09.200  you and I have run across these many many times where investors 81 00:04:08.200 --> 00:04:11.600  come to us and we look at their existing Holdings 82 00:04:11.600 --> 00:04:14.200  and we're working on a Case right now 83 00:04:14.200 --> 00:04:17.600  where the investor who probably should 84 00:04:17.600 --> 00:04:20.500  have a balanced portfolio between Brawley Diversified 85 00:04:20.500 --> 00:04:21.600  stocks and bonds. 86 00:04:22.200 --> 00:04:25.900 Is stuck in a single stock position that they 87 00:04:25.900 --> 00:04:28.200  can't do anything with because of the 88 00:04:28.200 --> 00:04:31.200  fact that it's it's got such a low cost basis if 89 00:04:31.200 --> 00:04:34.600  they were to sell that security. They would be looking at some significant. 90 00:04:35.400 --> 00:04:38.400 Tax consequences, but only a single 91 00:04:38.400 --> 00:04:41.300  stock is a real risky Endeavor. Oh, no question, 92 00:04:41.300 --> 00:04:41.800  and I think 93 00:04:43.300 --> 00:04:46.400 This is such an incredibly powerful benefit of this 94 00:04:46.400 --> 00:04:49.600  strategy. And I think it it sometimes is you know 95 00:04:49.600 --> 00:04:52.600  mentioned second after the the tax Alpha 96 00:04:52.600 --> 00:04:55.300  and hey, you can keep more of what you earn but this is so 97 00:04:55.300 --> 00:04:57.100  incredibly powerful, you know, thinking of 98 00:04:58.200 --> 00:05:01.300 Really sad examples through time like Enron, you know things went 99 00:05:01.300 --> 00:05:04.400  very bad for people who held most of their company 100 00:05:04.400 --> 00:05:07.200  stock a lot of incentive plans. These 101 00:05:07.200 --> 00:05:10.400  days will give employees options and shares and 102 00:05:10.400 --> 00:05:13.000  all that. So this is an issue or a lot 103 00:05:13.500 --> 00:05:16.700  of investors and I think this solution really is, you know virtuous and 104 00:05:16.700 --> 00:05:19.400  really helping them in their Financial Health and just to 105 00:05:19.400 --> 00:05:22.600  maybe put a finer point on it and at the 106 00:05:22.600 --> 00:05:25.900  risk of being a little repetitive, you know, if you own a 107 00:05:25.900 --> 00:05:29.200  large amount of your, you know, large amount of your financial wealth 108 00:05:28.200 --> 00:05:31.600  is in an oil stock or a 109 00:05:31.600 --> 00:05:32.100  tech stock. 110 00:05:32.700 --> 00:05:35.800 Immediately in putting on the 13030 strategy 111 00:05:35.800 --> 00:05:38.400  the the 30 extension the 112 00:05:38.400 --> 00:05:40.000  30 more long can hold. 113 00:05:40.700 --> 00:05:42.900 Every other industry except that one you hold. 114 00:05:43.500 --> 00:05:46.900 Imagine that diversification and then the short can reduce 115 00:05:46.900 --> 00:05:50.000  that exposure to that one industry. So overnight in 116 00:05:49.500 --> 00:05:52.400  what in in the first, you know 117 00:05:52.400 --> 00:05:55.700  day of transactions you go from hey, I 118 00:05:55.700 --> 00:05:58.800  might end up like Enron or wow. My my 119 00:05:58.800 --> 00:06:01.400  financial wealth is gonna ride up and down with 120 00:06:01.400 --> 00:06:04.900  the price of crude oil or how Google does and 121 00:06:04.900 --> 00:06:07.400  immediately you're getting more 122 00:06:07.400 --> 00:06:10.000  of a diversified Market portfolio. Even if 123 00:06:10.200 --> 00:06:13.900  you're just shooting toward maybe an S&P 500 Index. It's immediately 124 00:06:13.900 --> 00:06:16.100  beneficial Glen. I don't know if you'd add 125 00:06:16.100 --> 00:06:20.400  anything to that but I really find that as you know, powerful benefit 126 00:06:19.400 --> 00:06:22.400  to the end investor. Yeah, the 127 00:06:22.400 --> 00:06:25.900  your correct fell the deals exchange solution that 128 00:06:25.900 --> 00:06:28.300  quantino offers is really a use case 129 00:06:28.300 --> 00:06:31.400  that came about from client feedback. We're fortunate to 130 00:06:31.400 --> 00:06:34.400  work with a lot of family offices. These are very wealthy families that 131 00:06:34.400 --> 00:06:37.500  have concentration in their portfolio. 132 00:06:37.500 --> 00:06:40.300  They built wealth via service to a public company or 133 00:06:40.300 --> 00:06:43.400  investing in a company that went public and eventually 134 00:06:43.400 --> 00:06:46.000 They want to turn the corner from you know, 135 00:06:46.300 --> 00:06:50.600  this this wealth that has been built by that concentration turning 136 00:06:49.600 --> 00:06:52.400  the corner toward wealth preservation and that 137 00:06:52.400 --> 00:06:55.500  means diversification. So how do we do that in a tax efficient manner? 138 00:06:55.500 --> 00:06:58.800  There's exchange funds that we you 139 00:06:58.800 --> 00:07:01.500  know that are really an option for very wealthy families, but 140 00:07:01.500 --> 00:07:05.200  really not for clients at scale. They're multi-million 141 00:07:04.200 --> 00:07:07.200  dollar minimums their private 142 00:07:07.200 --> 00:07:10.500  Fund Solutions and you know, you're vestly 143 00:07:10.500 --> 00:07:13.800  investing in a hedge fund that's gonna take seven years to diversify 144 00:07:13.800 --> 00:07:15.500  and they're very expensive. So we always knew 145 00:07:16.600 --> 00:07:19.800 that if we could use our capabilities to help clients diversify 146 00:07:19.800 --> 00:07:22.100  concentrated positions to be a pretty powerful thing and 147 00:07:22.100 --> 00:07:25.600  that 30 by 30 extensions the the way we do that so, you 148 00:07:25.600 --> 00:07:27.100  know, we put that long short extension on 149 00:07:27.700 --> 00:07:30.300 The extension generates tax benefits along the 150 00:07:30.300 --> 00:07:33.100  way we can use that extension to reduce the risk of 151 00:07:33.100 --> 00:07:36.200  that concentrated position. You're totally right there. And then 152 00:07:36.200 --> 00:07:39.300  over time as we generate those consistent tax benefits 153 00:07:39.300 --> 00:07:42.300  that gives us a mechanism to sell 154 00:07:42.300 --> 00:07:45.900  down that concentrated position, but we're always matching 155 00:07:45.900 --> 00:07:48.300  the tax benefits that we generate with the 156 00:07:48.300 --> 00:07:51.100  capital gains that we are realizing by selling down that 157 00:07:51.100 --> 00:07:51.400  position. 158 00:07:52.400 --> 00:07:55.700 And then once we sell we're rebalancing into a 159 00:07:55.700 --> 00:07:58.300  diversified index of the advisor and the client's Choice 160 00:07:58.300 --> 00:08:01.900  could be S&P 500. It could be Global stocks really whatever 161 00:08:01.900 --> 00:08:04.700  the asset allocation decision ends up 162 00:08:04.700 --> 00:08:07.400  being so yeah a typical even low basis very 163 00:08:07.400 --> 00:08:10.500  low basis position 20% cost basis. We 164 00:08:10.500 --> 00:08:13.400  can help diversify in a tax efficient manner 165 00:08:13.400 --> 00:08:15.100  in around seven years. 166 00:08:16.300 --> 00:08:19.100 That's very cool. It's a very clever strategy. I mean 167 00:08:19.100 --> 00:08:23.200  we're talking about tax benefits, but what we're really talking about is 168 00:08:22.200 --> 00:08:24.500  transitioning a 169 00:08:25.300 --> 00:08:28.900 Well, I would consider a concentrate risky portfolio very 170 00:08:28.900 --> 00:08:31.200  risky at times into something that 171 00:08:31.200 --> 00:08:34.700  is more suitable for that investor more Diversified but 172 00:08:34.700 --> 00:08:37.600  doing it in a way that they don't 173 00:08:37.600 --> 00:08:40.900  have to feel the the pain of unwinding 174 00:08:40.900 --> 00:08:44.000  those positions that might have some very significant embedded 175 00:08:43.300 --> 00:08:46.600  gains. You know it our 176 00:08:46.600 --> 00:08:47.500  industry we get 177 00:08:49.100 --> 00:08:52.000 picked on I guess for being very jargony right a lot 178 00:08:52.600 --> 00:08:55.100  of jargon and terms that a lot of folks that 179 00:08:55.100 --> 00:08:58.400  are not in this industry on a daily basis and 180 00:08:58.400 --> 00:09:02.000  we throw out the term tax Alpha quite a bit and 181 00:09:01.300 --> 00:09:04.300  I'll throw this question out to both the a Phil and Glenn. 182 00:09:04.300 --> 00:09:07.700  Can we just Define what tax Alpha is 183 00:09:07.700 --> 00:09:10.400  and then can you quantify it? Sure. Yeah. Yeah 184 00:09:10.400 --> 00:09:13.300  to us. I think of tax Alpha is 185 00:09:13.300 --> 00:09:13.900  tax savings. 186 00:09:14.900 --> 00:09:18.400 So, you know if if quantino generates 187 00:09:17.400 --> 00:09:20.900  a dollar of short-term 188 00:09:20.900 --> 00:09:22.200  capital loss. 189 00:09:22.700 --> 00:09:25.700 Then if you have a short-term gain 190 00:09:25.700 --> 00:09:28.500  a dollar of short-term gains, that saves you 191 00:09:28.500 --> 00:09:32.200  40.8 percent. So I've saved the client 40 cents 192 00:09:31.200 --> 00:09:34.900  41 cents in tax. If 193 00:09:34.900 --> 00:09:37.400  I'm using that short-term law stuff set long 194 00:09:37.400 --> 00:09:41.300  term gains that that long-term gains rate essentially 23% 195 00:09:40.300 --> 00:09:43.400  at the federal level. So I've 196 00:09:43.400 --> 00:09:46.800  saved clients, you know, 24 cents 197 00:09:46.800 --> 00:09:49.000  on that dollar of a capital loss. 198 00:09:49.900 --> 00:09:52.700 So if I can consistently generate Capital losses 199 00:09:52.700 --> 00:09:55.700  if quantino can consistently do that. We're letting 200 00:09:55.700 --> 00:09:58.500  clients offset the capital gains 201 00:09:58.500 --> 00:09:59.500  that they have in their portfolio. 202 00:10:00.100 --> 00:10:03.600 and they're just keeping more of the return from those capital gains 203 00:10:03.600 --> 00:10:06.200  year to year and those capital gains from can come from a lot of different, 204 00:10:06.200 --> 00:10:08.500  you know Avenues it could be 205 00:10:09.300 --> 00:10:12.300 Capital gains distributions from Mutual Funds. It could 206 00:10:12.300 --> 00:10:15.700  be long-term gains realized from rebalancing your portfolio 207 00:10:15.200 --> 00:10:19.000  Etc. So to me tax Alpha 208 00:10:18.700 --> 00:10:21.200  is keeping more of that return in the 209 00:10:21.200 --> 00:10:24.400  client's pocket paying less in capital gains and using those 210 00:10:24.400 --> 00:10:27.800  Capital losses as a vehicle to do that great. 211 00:10:27.800 --> 00:10:30.500  That's a that's a very eloquent definition of 212 00:10:30.500 --> 00:10:33.300  taxol. Do you care to add that? Yeah. I I like that 213 00:10:33.300 --> 00:10:36.100  definition as well. Yeah. One thing I'd say is 214 00:10:36.100 --> 00:10:40.000  that I think there's again pretty broad agreement 215 00:10:39.300 --> 00:10:42.700  that long only tax loss harvesting 216 00:10:42.700 --> 00:10:45.300  does have a benefit to the portfolio 217 00:10:45.300 --> 00:10:48.500  and it might be, you know one to two percent maybe maybe 218 00:10:48.500 --> 00:10:51.500  two percent on you know, really good implementations call 219 00:10:51.500 --> 00:10:54.400  it one percent. But again that has a 220 00:10:54.400 --> 00:10:57.600  horizon that's gonna likely track down as your portfolio 221 00:10:57.600 --> 00:11:00.300  ossifies seizes up turns into 222 00:11:00.300 --> 00:11:03.600  our favorite word. No, you know, 223 00:11:03.600 --> 00:11:06.400  nothing with unrealized gains. So, you know, 224 00:11:06.400 --> 00:11:09.100  you're talking 1% dish in 225 00:11:09.700 --> 00:11:12.600 Long only tax less harvesting type of tax Alpha that 226 00:11:12.600 --> 00:11:15.300  that is going to go away in a handful 227 00:11:15.300 --> 00:11:18.700  of years, right? Thank you for that. One of 228 00:11:18.700 --> 00:11:21.800  the the questions and this is gonna go really to 229 00:11:21.800 --> 00:11:24.200  investment vehicle more so than anything else. I've heard 230 00:11:24.200 --> 00:11:27.400  investors say like 2022 for instance. 231 00:11:28.200 --> 00:11:31.400 Horrible, no good very bad year for investors Equity fixed 232 00:11:31.400 --> 00:11:35.100  income both down investors who hold actively 233 00:11:34.100 --> 00:11:36.800  managed mutual funds. 234 00:11:37.900 --> 00:11:38.900 having negative return 235 00:11:39.900 --> 00:11:42.500 But they also got a pretty hefty tax bill 236 00:11:42.500 --> 00:11:45.600  in some scenarios right capital gains distributions in 237 00:11:45.600 --> 00:11:48.500  December. So Phil when investors 238 00:11:48.500 --> 00:11:51.200  are looking at open-ended mutual funds what are 239 00:11:51.200 --> 00:11:54.700  some of the things that they should be considering from a tax efficiency standpoint, 240 00:11:54.700 --> 00:11:57.700  you raise a good point and to some extent 241 00:11:57.700 --> 00:12:00.300  those examples of you know, being down and 242 00:12:00.300 --> 00:12:03.600  having a gains distribution. That's an unlucky 243 00:12:03.600 --> 00:12:06.600  combination of a handful of things right like it comes 244 00:12:06.600 --> 00:12:09.300  down to perform some fun what the 245 00:12:09.300 --> 00:12:12.400  Redemption level was how the fun generates cash 246 00:12:12.400 --> 00:12:15.900  to meet those redemptions and whether 247 00:12:15.900 --> 00:12:18.600  or not that's kind of gain realizing 248 00:12:18.600 --> 00:12:21.700  lost real estate realizing or neutral history of 249 00:12:21.700 --> 00:12:24.500  the mutual funds experience can maybe give you 250 00:12:24.500 --> 00:12:28.000  some insight into that as well as the strategy whether 251 00:12:27.300 --> 00:12:30.500  it's going to be, you know tax efficient in 252 00:12:30.500 --> 00:12:33.800  a neutral kind of scenario and whether 253 00:12:33.800 --> 00:12:36.500  it's you know, growing or stable 254 00:12:36.500 --> 00:12:39.500  as opposed to, you know, shrinking with a lot of redemptions. 255 00:12:40.400 --> 00:12:43.800 you mentioned tack sorry investment vehicles so very often 256 00:12:43.800 --> 00:12:44.200  we 257 00:12:45.100 --> 00:12:48.600 We compare mutual funds and ETFs and there are some important differences 258 00:12:48.600 --> 00:12:51.300  there on the income side, they're pretty 259 00:12:51.300 --> 00:12:55.200  even right funds all funds have to distribute income and 260 00:12:55.200 --> 00:12:58.900  they can choose the frequency with which they do that. Some of 261 00:12:58.900 --> 00:13:01.500  the differences really come into play with capital gains 262 00:13:01.500 --> 00:13:04.400  realization. Now mutual funds to me 263 00:13:04.400 --> 00:13:07.300  to Redemption they have to do that with the cash in the fund. They might 264 00:13:07.300 --> 00:13:10.500  have enough cash. They might need to sell to realize that 265 00:13:10.500 --> 00:13:13.000  to fund that Redemption and some of 266 00:13:13.100 --> 00:13:16.900  the things I mentioned earlier, you know, whether they have enough cash what 267 00:13:16.900 --> 00:13:19.300  their tax Lots look like how their age 268 00:13:19.300 --> 00:13:22.600  how they're Diversified how the fund's been performing, you know 269 00:13:22.600 --> 00:13:25.300  frequency and magnitude of redemptions all that will 270 00:13:25.300 --> 00:13:28.600  kind of impact whether or not you're end. They have realized 271 00:13:28.600 --> 00:13:31.800  game they need to distribute or not with ETFs. 272 00:13:31.800 --> 00:13:34.400  There's a little more complexity in how they're traded 273 00:13:34.400 --> 00:13:38.100  and some of the some of the capital gains efficiencies. 274 00:13:37.100 --> 00:13:40.400  So you and I can trade an ETF 275 00:13:40.400 --> 00:13:43.300  on an exchange and that doesn't involve the fund at all, you know, you 276 00:13:43.300 --> 00:13:44.900  sell share I buy a share from you and 277 00:13:45.100 --> 00:13:49.000 The fund's not involved funds doesn't need to find cash pretty 278 00:13:48.300 --> 00:13:51.400  simple. But there are some transactions that do 279 00:13:51.400 --> 00:13:54.700  involve the fund, you know, something called authorized participants help 280 00:13:54.800 --> 00:13:57.300  ETFs trade efficiently 281 00:13:57.300 --> 00:14:00.900  and sometimes they'll redeem directly with the fund the 282 00:14:00.200 --> 00:14:03.100  ETF the ETF has a choice 283 00:14:03.100 --> 00:14:06.600  to you know, redeem in kind or give Securities to that 284 00:14:06.600 --> 00:14:09.500  redeeming entity, right and in 285 00:14:09.500 --> 00:14:12.400  doing that there's no transaction. There's no realization 286 00:14:12.400 --> 00:14:15.100  of of gains and it gets 287 00:14:15.100 --> 00:14:18.400  even more interesting because that the fun can choose 288 00:14:18.400 --> 00:14:22.300  which shares to redeem out and they can often redeem 289 00:14:21.300 --> 00:14:25.000  out the lowest cost basis shares. Thereby, you 290 00:14:24.400 --> 00:14:27.700  know creating a very tax efficient fund vehicle. 291 00:14:27.700 --> 00:14:31.200  The investors still needs to pay tax on their gain 292 00:14:30.200 --> 00:14:33.800  if they sell their shares, right, but the 293 00:14:33.800 --> 00:14:36.700  fund itself can get pretty creative in 294 00:14:36.700 --> 00:14:39.300  in reducing cap games realization. So, 295 00:14:39.300 --> 00:14:42.300  you know, it depends sometimes on the strategy, you know, 296 00:14:42.300 --> 00:14:44.900  fixing strategies might not be as 297 00:14:45.100 --> 00:14:48.600 Efficient in an ETF as as Equity strategies and some 298 00:14:48.600 --> 00:14:51.200  mutual funds can certainly be very tax efficient. So, you know, 299 00:14:51.200 --> 00:14:54.300  it comes down to you know, I think education getting the 300 00:14:54.300 --> 00:14:57.200  right investment strategy and then, you know also choosing the right vehicle 301 00:14:57.200 --> 00:15:00.800  now, that's that's really interesting and we've had conversations 302 00:15:00.800 --> 00:15:03.100  on the differences between ETFs and mutual funds on 303 00:15:03.100 --> 00:15:06.300  this podcast. And what's really fascinating to me again, 304 00:15:06.300 --> 00:15:09.300  I'm gonna use the term convenient byproduct the creation of 305 00:15:09.300 --> 00:15:12.900  redemption process of an ETF isn't designed 306 00:15:12.900 --> 00:15:15.700  for tax efficiency. It's designed to 307 00:15:15.700 --> 00:15:18.200  making sure that the 308 00:15:18.200 --> 00:15:21.300  nav is equal to the underlying basket of 309 00:15:21.300 --> 00:15:24.700  stocks in that process in itself makes ETFs 310 00:15:24.700 --> 00:15:26.100  extremely tax efficient. 311 00:15:26.900 --> 00:15:29.900 So it's not the goal but it is is something 312 00:15:29.900 --> 00:15:33.700  that you get through that process, which is interesting. Okay, 313 00:15:32.700 --> 00:15:35.300  so just kind of recap here for 314 00:15:35.300 --> 00:15:36.600  our investors. 315 00:15:38.400 --> 00:15:41.100 When considering your tax status with your 316 00:15:41.100 --> 00:15:44.700  portfolios consider what we call an evidence-based 317 00:15:44.700 --> 00:15:47.400  investment philosophy Buy and Hold that 318 00:15:47.400 --> 00:15:51.700  tends to lead to not only a greater likelihood of outperformance 319 00:15:50.700 --> 00:15:53.100  by staying the course, but it 320 00:15:53.100 --> 00:15:56.500  reduces frictions reduces transactions in 321 00:15:56.500 --> 00:16:00.400  the portfolio. Thus leading to a higher level of tax efficiency consider 322 00:15:59.400 --> 00:16:03.000  the vehicles that you're using when using 323 00:16:02.300 --> 00:16:06.100  open-ended mutual funds gravitate towards 324 00:16:05.100 --> 00:16:08.400  more passively managed growing mutual 325 00:16:08.400 --> 00:16:12.000  funds ETFs certainly have tax benefits and 326 00:16:11.200 --> 00:16:14.400  for those investors that are deploying a 327 00:16:14.400 --> 00:16:17.200  direct indexing strategy. There's certainly more 328 00:16:17.200 --> 00:16:21.100  opportunities through the sheer number of names to identify losses 329 00:16:20.100 --> 00:16:23.500  to perform ongoing tax loss harvesting 330 00:16:23.500 --> 00:16:26.200  and then lastly Glenn against thanks for 331 00:16:26.200 --> 00:16:29.700  joining us adding a long short 332 00:16:29.700 --> 00:16:33.100  extension a 1:30 strategy certainly can 333 00:16:32.100 --> 00:16:36.100  help not only from a diversification standpoint, 334 00:16:35.100 --> 00:16:37.200  but also from 335 00:16:38.300 --> 00:16:42.000 Alpha generating strategy. So Glenn. 336 00:16:41.200 --> 00:16:44.300  Thank you so much for your time Phil. Thank you for joining us 337 00:16:44.300 --> 00:16:47.200  here for our listeners. Thank you for for listening to 338 00:16:47.200 --> 00:16:50.200  us. You can access this podcast and all of 339 00:16:50.200 --> 00:16:53.900  our podcasts and our series anywhere you get your podcasts and 340 00:16:53.900 --> 00:16:56.000  I look forward to our conversation next time. Thank you 341 00:16:56.200 --> 00:16:59.800  so much gentlemen, thank you. Thanks Cemetery Partners. LLC 342 00:16:59.800 --> 00:17:02.600  is an investment advisor firm registered with 343 00:17:02.600 --> 00:17:05.400  the Securities and Exchange Commission The Firm only 344 00:17:05.400 --> 00:17:08.300  transacts business in states where it is properly 345 00:17:08.300 --> 00:17:11.600  registered or excluded or Exempted from 346 00:17:11.600 --> 00:17:14.300  registration requirements registration of 347 00:17:14.300 --> 00:17:17.400  an investment advisor does not imply any specific level 348 00:17:17.400 --> 00:17:20.600  of skill or training and does not constitute an 349 00:17:20.600 --> 00:17:23.700  endorsement of the firm by the commission. No one 350 00:17:23.700 --> 00:17:27.200  should assume that future performance of any specific investment investment 351 00:17:26.200 --> 00:17:30.200  strategy product or non-investment 352 00:17:29.200 --> 00:17:32.000  related content made reference to 353 00:17:32.600 --> 00:17:35.600  directly or indirectly in this material will be profitable. 354 00:17:36.600 --> 00:17:39.100 As with any investment strategy there is the 355 00:17:39.100 --> 00:17:42.700  possibility of profitability as well as loss due 356 00:17:42.700 --> 00:17:45.400  to various factors including changing market 357 00:17:45.400 --> 00:17:47.800  conditions and/or applicable laws. 358 00:17:48.600 --> 00:17:51.700 Content may not be reflective of current opinions 359 00:17:51.700 --> 00:17:54.800  or positions. Please note the material 360 00:17:54.800 --> 00:17:57.200  is provided for educational and background use 361 00:17:57.200 --> 00:18:00.700  only moreover. You should not assume that any discussion or 362 00:18:00.700 --> 00:18:03.800  information contained in this material serves as 363 00:18:03.800 --> 00:18:06.400  the receipt of or as a substitute for 364 00:18:06.400 --> 00:18:08.900  personalized investment advice.

Part 3 -- Get Ready for a Big Surprise As You're Preparing Your Federal Taxes; Plus Much MoreSIMPLY PUT -- We Cannot Say Much of the 'Really Good Stuff' on Here That's Why We Created Paine.tv YOU CAN CONTRIBUTE TO THE SHOW BY CLICKING THIS LINK -- *** DONATE HERE *** GET the Intel that's Too Hot For Anywhere Else at P A IN E. TV CONTRIBUTE TO THE SHOW BY CLICKING THIS LINK -- *** DONATE HERE *** ...

Part 1 -- Get Ready for a Big Surprise As You're Preparing Your Federal Taxes; Plus Much MoreSIMPLY PUT -- We Cannot Say Much of the 'Really Good Stuff' on Here That's Why We Created Paine.tv YOU CAN CONTRIBUTE TO THE SHOW BY CLICKING THIS LINK -- *** DONATE HERE *** GET the Intel that's Too Hot For Anywhere Else at P A IN E. TV CONTRIBUTE TO THE SHOW BY CLICKING THIS LINK -- *** DONATE HERE *** ...

Part 6 -- Get Ready for a Big Surprise As You're Preparing Your Federal Taxes; Plus Much MoreSIMPLY PUT -- We Cannot Say Much of the 'Really Good Stuff' on Here That's Why We Created Paine.tv YOU CAN CONTRIBUTE TO THE SHOW BY CLICKING THIS LINK -- *** DONATE HERE *** GET the Intel that's Too Hot For Anywhere Else at P A IN E. TV CONTRIBUTE TO THE SHOW BY CLICKING THIS LINK -- *** DONATE HERE *** ...

Part 5 -- Get Ready for a Big Surprise As You're Preparing Your Federal Taxes; Plus Much MoreSIMPLY PUT -- We Cannot Say Much of the 'Really Good Stuff' on Here That's Why We Created Paine.tv YOU CAN CONTRIBUTE TO THE SHOW BY CLICKING THIS LINK -- *** DONATE HERE *** GET the Intel that's Too Hot For Anywhere Else at P A IN E. TV CONTRIBUTE TO THE SHOW BY CLICKING THIS LINK -- *** DONATE HERE *** ...

Part 4 -- Get Ready for a Big Surprise As You're Preparing Your Federal Taxes; Plus Much MoreSIMPLY PUT -- We Cannot Say Much of the 'Really Good Stuff' on Here That's Why We Created Paine.tv YOU CAN CONTRIBUTE TO THE SHOW BY CLICKING THIS LINK -- *** DONATE HERE *** GET the Intel that's Too Hot For Anywhere Else at P A IN E. TV CONTRIBUTE TO THE SHOW BY CLICKING THIS LINK -- *** DONATE HERE *** ...

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Casual investors understand that states approach taxation of its citizens differently and can have different approaches to raising revenue. However, in the last month, there has been a shift in the directionality of state tax policy. Seven states (including NY and CA) released aggressive (and interrelated) proposals to increase taxes. Some of these proposals center around forms of the controversial “wealth tax” – a tax that would raise revenue from unrealized gains. JARED WALCZAK will explore the new proposals, the likelihood of passage and their broader impact.  Jared Walczak is Vice President of State Projects at the Tax Foundation. He is the lead researcher on the annual State Business Tax Climate Index and Location Matters, and has authored or coauthored tax reform guides on Alaska, Iowa, Kansas, Louisiana, Nevada, New  York, Pennsylvania, South Carolina, West Virginia, and Wisconsin. Jared's work is regularly cited in The New York Times, The Wall Street Journal, The Washington Post, Los Angeles Times, Politico, AP, and many other prominent national and state outlets. He previously served as legislative director to a member of the Senate of Virginia and as policy director for a statewide campaign, and consulted on research and policy development for a number of candidates and elected officials. He has been recently quoted extensively on this topic in the Wall Street Journal, the New York Post, and MarketWatch. Trying to predict tax legislation can be folly. However, states are known to be the laboratory for broader national tax legislation. These state proposals can provide interesting data points on the mood of legislatures and the directionality of tax policy across the nation. It's important to know about them. Enjoy the conversation with Jared Walczak. Jared's Background  The Tax Landscape Context around Income Taxes Capital Gains Taxes Estate Taxes Wealth Taxes State Taxes vs Federal Taxes "Raising Revenue" vs "Wealth Redistribution" What is new in 2023 that has 7 states looking to raise taxes? Which states are we looking at here? California Connecticut Hawaii Illinois Maryland New York Washington What about the passage of Massachusetts' Millionaire Tax? What is the likelihood of passage? What does this tell us about the "Diverging Directionality" of State Tax Policy? Wealth taxes? We're already used to the concept of taxing unrealized gains with property taxes- Not popular- Haven't these been tried worldwide and often discarded? Administratively difficult?  Invest in valuation firms! Forced liquidations? Lower Business Valuations? Reduced Returns for Shareholders? Fairness?  Do you get a carry forward if there is a loss? Is the Wealth Tax Constitutional?  Is it a Taking? Is this a Business Climate to be Encouraged? Tax increase Directionality What do the tea leaves look like? What political points can be scored in such a divided environment? Any big crystal ball predictions here? How do we keep track of Jared and the Tax Foundation? JARED WALCZAK JARED'S WEALTH TAX ARTICLE @JaredWalczak ON TWITTER https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/

Like most people, we are 'learning' about EVs - how they work, how they charge, and how to maintain.  One thing we don't think of often is the 'tax' credit that is still being quietly offered by the OEMs and and supported by the Government.It is complicated and ever changing, so we called our resident EV guy, Richard 'Buzz' Smith, the EV-angelist, for some help understanding the new changes.Some of these changes go back to 2022 with impacts on the Federal Taxes, and some of the changes take place in 2023.  These are the most recent changes, and will impact 2024 Federal Taxes, but need to be understood now for record keeping to be prepared for the next changes...and next year taxes.In our Feature segment, Konrad DeLong presents 'This Week In Auto History'.---- ----- Want more In Wheel Time Car Talk any time? In Wheel Time Car Talk is now available on iHeart Radio! Just go to iheart.com/InWheelTimeCarTalk where ever you are.----- -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Car Talk and check out our live broadcast every Saturday, 8a-11aCT simulcasting on iHeart Radio, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Car Talk can be heard on you mobile device from providers such as:Apple Podcasts, Pandora Podcast, Amazon Music Podcast, Spotify, Google Podcasts, Stitcher, iHeart Radio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.iheart.com/live/in-wheel-time-car-talk-9327/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Car Talk, email us at info@inwheeltime.comTags: In Wheel Time, automotive car talk show, car talk, Live car talk show, In Wheel Time Car Talk

James hasn't had any Federal Taxes taken out of his checks all year long! Now he has to tell his wife that they're gonna owe big time!

Dr. Dan Sutter of the Manuel Johnson Center for Political Economy hosts EconVersations, a program that explores the role of free markets in promoting prosperity through conversations with Manuel Johnson Center faculty and guests. In this episode, Dr. Sutter interviews Dr. Tim Mathews, Professor of Economics and Director of the Center for the Study of Markets and Economic Opportunity at Kennesaw State University, as they discuss How Progressive are Federal Taxes?

Is it really possible to take a six-figure income and pay no federal taxes?    Depending on your income sources, and how you use the tax brackets, it is indeed possible.  What it all comes down to is knowing how the tax brackets work, and knowing what income is taxed at what rate.  The bigger picture for you is this: tax management is one of the keys to potentially paying a lot less.Also: is now a good time to do a Roth conversion?  How do you decide between a Roth contribution and a traditional IRA?  These and other tax tips/answers from podcast host Johnny Dean and his guest, "Professor" Rick Plum, CFP® on this week's episode of Managing Your Financial Future!

Email: Uncommonpodcast@outlook.comFacebook: @UncommonPODTwitter: @UncommonPC Instagram:  @dustin.duff     @Bpop80    Gettr: @DuffdbGab: @Duffdb   Clips / Material:Kid Cries after paying monopoly taxeshttps://youtu.be/VzSVRxEc6XE Tax-Nationhttps://www.archives.gov/milestone-documents/16th-amendment#:~:text=The%20financial%20requirements%20of%20the,the%20concept%20did%20not%20disappear.Pro Acthttps://www.msn.com/en-us/news/politics/bidens-pro-act-is-a-covert-tax-hike-on-77-million-americans/ar-AAWFt0i?li=BBnbfcL    

GET‌ ‌EVERY‌ ‌EPISODE‌ ‌AND‌ ‌BONUS‌ ‌CONTENT‌ ‌AT:‌ ‌‌www.patreon.com/crackpotpodcast‌ It's that time of the year when Americans are required to file their taxes. While this may sound like a fairly simple and innocuous task, leave it to the United States Government to have the most convoluted messed up system in the world. Surprised? Neither are we! And to make matters worse, corporate greed is behind all of it. Tune in to this week's show to feel a whole range of emotions you didn't know existed when it comes to filing your own taxes!

03-23-2022 Michael Neuenschwander Learn more about the interview and get additional links here: https://www.usadailytimes.com/2022/03/23/how-your-federal-taxes-are-going-up-now-without-new-legislation/ Subscribe to the best of our content here: https://priceofbusiness.substack.com/ Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCywgbHv7dpiBG2Qswr_ceEQ

Town Square with Ernie Manouse airs at 3 p.m. CT. Tune in on 88.7FM, listen online or subscribe to the podcast. Join the discussion at 888-486-9677, questions@townsquaretalk.org or @townsquaretalk. What if you forgot to file your taxes last year? If you have a W2 and own a business, can you file both together or do you have to file each of them separately? These are just a few questions addressed in today's episode about filing for this year's tax season. A tax expert and Site Captain for the AARP Foundation gives insight and answers questions from our callers to help them through their personal and professional tax filing concerns, and offers tax preparation services free of charge at taxaide.aarp foundation.org. And as we continue to feature all that's new for the upcoming Houston performing arts scene, Houston Ballet artistic director Stanton Welch takes us on a journey into their 2022-2023 lineup that includes three world premiers.  Guests: Stanton Welch Artistic Director, Houston Ballet Max Zimmerman Tax Attorney, Site Captain for AARP Foundation Town Square with Ernie Manouse is a gathering space for the community to come together and discuss the day's most important and pressing issues. Audio from today's show will be available after 5 p.m. CT. We also offer a free podcast here, on iTunes, and other apps.

Even when federal tax laws change, do you know how the states your company has a presence in are responding? Your company's state and local tax matters can get complicated fast depending on where your business is located, where your employees are located and where your customers are located. So what should savvy companies know […] The post Beyond Federal Taxes (State and Local Considerations for Companies) appeared first on Business RadioX ®.

Even when federal tax laws change, do you know how the states your company has a presence in are responding? Your company's state and local tax matters can get complicated fast depending on where your business is located, where your employees are located and where your customers are located. So what should savvy companies know […] The post The Wrap Podcast | Episode 052: Beyond Federal Taxes (State and Local Considerations for Companies) | Warren Averett appeared first on Business RadioX ®.

Even when federal tax laws change, do you know how the states your company has a presence in are responding? Your company's state and local tax matters can get complicated fast depending on where your business is located, where your employees are located and where your customers are located. So what should savvy companies know in 2022 about state and local taxes?In this episode of The Wrap, Colleen Aldridge, CPA and state and local tax expert, joins our hosts to discuss the tax landscape beyond federal tax changes and details the current landscape of state and local taxes for organizations.After listening to this episode, you'll know:How the most recent tax reform impacted the limitation on state deductionsHow pass-through entity taxes work and which companies are impactedWhat companies contemplating mergers or acquisitions should consider when it comes to state and local taxesThe story of a real-life example of a company that made state and local tax changes after an acquisitionWhat's coming next in the world of state and local taxes Resources for additional learning:Blog: What You Need to Know about Sales Tax, Nexus and Wayfair [Answers to Real Questions from Real Companies]Blog: Do You Know Where Your Remote Employees Are? (and Why It Matters)Blog: Georgia and Alabama Adopt Elective Pass-Through Entity Tax

Monty & Jake are talking Utah Jazz basketball! Rumors are swirling that Utah Jazz star Donovan Mitchell is leaving the Utah Jazz, are those rumors true? The guys discuss the situation and tell you what their sources are telling them about Donovan Mitchells relationship with the Utah Jazz. There are also new revelations about Utah Jazz locker room issues, including chemistry and heated exchanges in the Utah Jazz locker room. But is this a problem? There is one issue that is a point of contention among Utah Jazz players and the guys agree, it should be a problem! USC Transfer Jaxson Dart has enrolled at Ole Miss, ending one of the most celebrated transfer portal battles in the brief history of College Football transfer portal moves. Why did Jaxson Dart choose Ole Miss over BYU Football? What did Lane Kiffin use to sell Jaxson Dart on to bring him to Oxford instead of Provo? Do we as Men, have issue with Women in professional sports? ESPN's Mina Kimes was attacked on social media by former NFL QB Jeff Garcia, after Kimes said the San Francisco 49ers were not winning because of Jimmy Garoppolo, but winning in spite of him. Was Jeff Garcia wrong for attacking Mina Kimes? Was Jeff Garcia being misogynistic with his comments about Mina Kimes? Monty & Jake talk about taxes, as they prepare to file their 2021 taxes, the reality of the tax code comes in to focus. Are you better off paying your Federal Taxes with a payroll deduction, or should you make estimated tax payments throughout the year? Speaking of taxes, the guys talk about the investment property they are buying, and the issues surrounding the physical state of the unit. What should you be looking for during a real estate inspection, and what can you do to protect yourself with a real estate inspection. Follow us on Twitter, Instagram, and Tiktok: TheMontyShow & SLCSuperCars Our Amazon Essentials List: Amazon Prime 50% Off : https://amzn.to/3Af0rgH At Home Covid 19 Test: https://amzn.to/33jfFVw Ashwagandha! https://amzn.to/3u3rCdf The Masks We Wear: https://amzn.to/3Gr3iW8 Turbo Tax: https://amzn.to/3GLxviJ Rockstar Recovery: https://amzn.to/2WgUQa4 Amino Energy Drink Cherry: https://amzn.to/2XT38FF One Bars: https://amzn.to/3D9wQGv

It sounds unbelievable, but it's true. Many high tax states are helping their wealthiest taxpayers avoid the $10,000 cap on the deduction for state and local taxes. Check out the IRS's reaction, and then see how the FAIRtax puts an end to this blatant evasion in this week's Chairman's Report.

The “No Surprises Act” consumer protection law is now in effect. Clark explains new consumer rights surrounding out of network medical charges, with guidance for the insured and uninsured. // The U.S. labor shortage: Clark has new stats that shed light on what's really going on with the American workforce. Ask Clark topics include: Free File: Do your Federal Taxes for Free / Why You Should Never Go to Your Bank for Investment Advice / Best Investment Companies Want more money advice? Sign up for Clark's free daily newsletter! Free Advice: Clark's Consumer Action Center Learn more about your ad choices. Visit megaphone.fm/adchoices

Did you know there was a time when paying Federal Taxes was not required by Law? Did you know that there was a period when our Federal Tax Rate jumped to over 90%? Learn about these little-known truths and much more on this week's episode of Charge Up Studio with Betty Haas, Managing Partner of Monroe Haas PA. Betty will recap the history of our Federal tax system over the past 200 years. She goes on to talk about what has changed during the COVID transformational period and what we can expect moving into 2022. During her 25-year career in accounting and finance, Betty Haas has worked with a variety of companies, including not-for-profit organizations, manufacturers, healthcare institutions, financial services firms, and educational entities. Ms. Haas received her Bachelor of Science degree from Southern Missionary College in Collegedale, TN, and has earned the designations of Certified Public Accountant in the state of Florida and Certified Government Finance Officer through the Florida Government Finance Officers Association (FGFOA). Ms. Haas holds a Series 215 license for Health and Life Insurance. She also has held a Series 28 License while in the introducing broker-dealer industry. Tune into Episode #67 of Charged Up Studio at chargedupstudio.live/episodes. Learn more about your ad choices. Visit megaphone.fm/adchoices

Restoring the SALT deduction would blow a hole in the anticipated revenues from tax increases in Biden's big spending bill, but is there a better solution? Steve Forbes on why a flat tax should be considered but why it's a solution Washington Democrats will foolishly resist. Steve Forbes shares his What's Ahead Spotlights each Tuesday, Thursday and Friday.

Q&A #214: Pastors Kyle, and Blake discuss the following: 1. My wife and I (I am a woman), have been watching your services while looking for a new church in Airdrie/Calgary. We love your messages and the idea of becoming love. On watching last week's podcast, we know you are not an ‘affirming' church and we're ok with the idea of an ‘accommodating' church but were wondering what that looks like in our case. As an openly gay couple, would we be welcomed and encouraged to participate and serve in your church? 2. Does Living Springs pay federal taxes? What is your view on tax exemptions for churches? Does that contradict what Jesus said in Mark 12:17?3. Does Jesus call his followers to complete pacifism? If so should Christians be participating in the military, the police force, or owning firearms for personal protection?

Q&A #214: Pastors Kyle, and Blake discuss the following: 1. My wife and I (I am a woman), have been watching your services while looking for a new church in Airdrie/Calgary. We love your messages and the idea of becoming love. On watching last week's podcast, we know you are not an ‘affirming' church and we're ok with the idea of an ‘accommodating' church but were wondering what that looks like in our case. As an openly gay couple, would we be welcomed and encouraged to participate and serve in your church? 2. Does Living Springs pay federal taxes? What is your view on tax exemptions for churches? Does that contradict what Jesus said in Mark 12:17? 3. Does Jesus call his followers to complete pacifism? If so should Christians be participating in the military, the police force, or owning firearms for personal protection?

KFB President Mark Haney says proposals to change federal taxes are a threat to farms and businesses in the state.

How do federal taxes even work? What's the difference between marginal and effective tax rates? Should the US tax income (current process) or should it tax wealth and assets? Let's discuss. The marginal tax rate is the rate of tax charged on a taxpayer's last dollar of income. The effective tax rate is the actual percentage of taxes you pay on all your taxable income. YouTube video about taxing the rich from 2019.

Doug Pagitt and resident Economics Professor Fadhel Kaboub discuss the real function of taxes at the Federal level and why so many leaders and politicians get it wrong.   Fadhel Kaboub, Ph.D. is President of the Global Institute for Sustainable Prosperity and Associate Professor of economics at Denison University. His research focuses on the Political Economy of the Middle East and the fiscal and monetary policy dimensions of job creation programs. He is a widely published author and his recent work has been presented at many prestigious institutions including the Harvard Kennedy School of Government, Harvard Law School, Cornell University, Columbia University, Sorbonne University, and the National University of Singapore. twitter.com/FadhelKaboub     Doug Pagitt is the Executive Director and one of the founders of Vote Common Good. He is also a pastor, author, and social activist. @pagitt   The Common Good Podcast is produced and edited by Daniel Deitrich. @danieldeitrich Our theme music is composed by Ben Grace. @bengracemusic   votecommongood.com votecommongood.com/podcast facebook.com/votecommongood twitter.com/votecommon

Mariya Frost, of the Washington Policy Center, discusses the upcoming vote in Congress on the INVEST in America Act. https://loom.ly/8miiFXU #MariyaFrost #WashingtonPolicyCenter #Vote #Congress #INVESTInAmericaAct #OregonCongressman #PeterDeFazio #TransportationReauthorizationBill #HouseCommitteeOnTransportationAndInfrastructure #VancouverWa #ClarkCountyWa #ClarkCountyNews #ClarkCountyToday

ProPublica obtained IRS information showing how billionaires like Jeff Bezos, Elon Musk and Warren Buffett pay little in income tax compared to their massive wealth — sometimes, even nothing. Kim sits down with her tax accountant to get the scoop. Plus, they talk about how to use your own home and special tax credits to lower your taxes. Learn more about your ad choices. Visit megaphone.fm/adchoices

ProPublica obtained IRS information showing how billionaires like Jeff Bezos, Elon Musk and Warren Buffett pay little in income tax compared to their massive wealth — sometimes, even nothing. Kim sits down with her tax accountant to get the scoop. Plus, they talk about how to use your own home and special tax credits to lower your taxes. Learn more about your ad choices. Visit megaphone.fm/adchoices

ProPublica obtained IRS information showing how billionaires like Jeff Bezos, Elon Musk and Warren Buffett pay little in income tax compared to their massive wealth — sometimes, even nothing. Kim sits down with her tax accountant to get the scoop. Plus, they talk about how to use your own home and special tax credits to lower your taxes. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hunter Biden and the N-Word. Ann Coulter Interview

#021 - Reprise: Don't Fear The High Deductible is an encore presentation of our most popular show.  Health Savings Accounts (HSAs) work with High Deductible Health Plans (HDHPs) save you the most money, period.In order to open a Health Savings Account, you must be enrolled in an eligible High Deductible Health Plan.  Most people see High Deductible and get scared away.  High Deductible Health Plans go as low as $1,400 for an  individual in 2021 and $2,800 for households with two or more.Learn more about HSA and HDHP limits for 2021Don't Pay Tax And Keep Money In Your PocketMoney deposited in a HSA account is not taxed.  Money deposited in a regular savings account (or checking or investment account) is taxed - often referred to as after tax because Uncle Sam takes his tax out of your paycheck and what is left is after tax.Learn more about Health Savings Accounts hereOur family has utilized Health Savings Accounts since they started in 2004.  I prefer Lively.Visit Lively here - I receive a nominal fee for recommending LivelyAs I always, I appreciate you very much!  Tell your family, friends, coworkers and your boss about Doxcost!Next episode we'll take another look at why you get your health insurance through your employer....

Fully restoring state and local tax (SALT) deductions would save the rich billions of dollars on their federal income tax bills, and, surprisingly, a number of Democrats are advocating for that. Will Democrats cut taxes for the rich? Steve Forbes on the possibility of the SALT deductions being fully restored, whom that would benefit and the impact that could have on Biden's tax plan.Steve Forbes shares his What’s Ahead Spotlights each Tuesday, Thursday and Friday.

Larry opens hour two with news and commentary. He reacts to such an outlandish statement from Nancy Pelosi as she states the Biden administration is doing better than Trump with border security. Later, Joel Griffith, Expert on Federal Taxes, joins Larry to discuss how Biden’s tax cuts will damage our economy. The post Pelosi’s Hideous Statement / 2PM LC-USA 4–8-21 appeared first on Larry Conners USA.

* Dozens of Big Companies Paid Zero in Federal Taxes. * Guest: Ammon Bundy - Denounces Corruption in Idaho! * Ammon Bundy's and Aaron Schmidt's incredible motion to dismiss was not filed in court, but shared in public and the 'court of public opinion' apparently motivaated the judge to send this egregious action to mediation! Does that imply there is no evidence to justify a court case? You decide! * What would you do if you were King or Queen for a day? * Mediation!? Who Is The Victim?

Hour 1 * Guest: Patrick Semmens – National Right to Work Legal Defense Foundation – Find Out If You Live In A Right To Work State – 27 States Protect Worker Freedom – RightToWork.org. * Is Forced Unionism about to become the law of the land? Will Big Labor kill all 27 state Right to Work laws? * Big Labor’s crown-jewel legislation is the “PRO Act” (H.R. 824), or more appropriately the PRO Union Boss Act. It’s on the fast track, a grab bag of Big Labor’s worst ideas of the past 50 years. If the PRO Act passes, all Right to Work laws will be gone in the blink of an eye. Card Check government-imposed unionism will be federal law. And workers will be banned from hearing anything but union propaganda. * Support The Freedom from Union Violence Act! * What if I have a religious objection to being affiliated with a union? * Spurred by lockdown, Spain gives 4-day week a try. Experimenting with cutting back one workday per week is about to go nationwide in Spain. A mass shift to a three-day weekend would lead to more consumption, especially in entertainment and tourism, a backbone of the Spanish economy. Hour 2 * Dozens of Big Companies Paid Zero in Federal Taxes. * Guest: Ammon Bundy – Denounces Corruption in Idaho! * Ammon Bundy’s and Aaron Schmidt’s incredible motion to dismiss was not filed in court, but shared in public and the ‘court of public opinion’ apparently motivaated the judge to send this egregious action to mediation! Does that imply there is no evidence to justify a court case? You decide! * What would you do if you were King or Queen for a day? * Mediation!? Who Is The Victim? --- Support this podcast: https://anchor.fm/loving-liberty/support

During the COVID-19 pandemic, Zoom’s annual profits have increased by 4000%, a whopping $660 million in pre-tax profits, reports Matt Gardner, Senior Fellow at the Institute on Taxation and Economic Policy. And yet, Zoom pays $0 in federal income taxes, according to his report “Zoom pays $0 in Federal Income Taxes on Pandemic Profits“, by […] The post Zoom: $660 million in pandemic profits and $0 in federal taxes appeared first on WORT 89.9 FM.

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Hilary in Madison, Wisconsin: What should I do if my part-time employer isn't withholding federal taxes on my paycheck? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Tax Withholding Estimator Work with a YFP Tax Pro Book a Discovery Call with YFP Planning Send in your questions here or to info@yourfinancialpharmacist.com Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.

The IRS faces a considerable backlog of 24 million tax returns from businesses and individuals, on top of new responsibilities Congress dropped on the agency in the middle of this year’s filing season. IRS Commissioner Chuck Rettig says that backlog led the agency to push this year’s filing season deadline back to May 17. But the new deadline also adds new challenges for an agency that’s spread thin. Federal News Network’s Jory Heckman has more.

In episode 99 of the American Reveille Podcast, we talk about how Biden is working hard to raise our taxes. I mean, come on man! Someone has to pay for abortions in third-world countries...the American taxpayer... thanks, Joey! Seriously though... Please check out this episodes sponsor ANCIENT LIFE OIL and use promo code JAMES for free shipping - http://ow.ly/GFWR50DPzP1SUPPORT US:Donate - http://ow.ly/9ckY50DA5c2Newsletter - http://ow.ly/3ha850DFm0oVIDEO:YouTube - http://ow.ly/enQk50DA5bnRumble - http://ow.ly/BVx550DA573Odysee - http://ow.ly/utOG50DA571AUDIO:Apple Podcasts - http://ow.ly/Nlsw50zvkUTSpotify - http://ow.ly/gOON50zPya7SOCIAL:Parler - http://ow.ly/QNma50AwfEgGab - http://ow.ly/w3kq50DA56ZInstagram - http://ow.ly/BN7h50DA56YMinds - http://ow.ly/Y6bO50DA572AR Website - http://ow.ly/eO3g50DA5bo

Trump once again under scrutiny with his federal taxes. When is this Saga going to end from the bias far left media & and crooked far-left politicians? --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/thepatriotangle/message Support this podcast: https://anchor.fm/thepatriotangle/support

NYT: Trump squandered millions, faces crippling debt, Trump & his company wrote off $70k for hairstyling, $750k to Ivanka Trump for consulting fees; NYT: Trump has reduced tax bill with “questionable” measures, including a $72.9 million tax refund, Trump owes 300 million in loans, due within four years; Trump denies NYT investigation, says he was “entitled, like everyone else, too depreciation & tax credits”; Biden campaign: Trump taxes show how this race is between “Park Ave and Scranton”; Trump ducks questions ad NYT reports he avoided paying taxes for years; CDC: Redfield and Atlas have “different positions” on masks, youth infections & herd immunity; WH on Redfield comments: Trump consults with many experts who sometimes disagree; Nearly half of U.S. states report upward trend in new cases; Dems fear Trump will use his office to guarantee election win; Dems brace for possible doomsday election scenarios, including Trump claiming victory before mail-in votes are counted; Surge in ballot requests setting records across the U.S.  More than 3M ballots already requested or mailed out in AZ; Arizona allowing curbside voting, ballot drop boxes; New ransomware attacks raise more concerns about safety of local, state election systems; Biden: confirming Barrett would be “betrayal” of “single quality America is born and built on: the people decide”; Sen. Durbin: Barrett should recuse herself from any election cases; NYT: Trump’s taxes show massive debts, years of tax avoidance; Russia’s “propagandist-in-chief” on Trump & U.S. elections; Russia’s top state news anchor gives window into how Kremlin views U.S. election;   To learn more about how CNN protects listener privacy, visit cnn.com/privacy

Is our tax system too complicated? Californians have long heard about the ongoing mass exodus of people fleeing to other states citing everything from sky high home prices to jam-packed traffic and even just getting tired of state taxes. However, the frequency of people considering leaving the US altogether seems to be increasing, posing a worrying trend for the government to acknowledge and resolve before it gets too late. Does the motivation for this move go beyond covid worries and Zoom capabilities? Jack Russo asks CPA Steve Rabin if it is possible for US citizens to avoid state and federal taxes by leaving the country.

Monetary Myths Debunked: Yes, David, the 1% are cheating us. No, David, their federal taxes don’t actually pay for anything. Howell Underground on Youtube https://www.youtube.com/channel/UC_ALrQNOIs04v_7y6yTAY6g/videos #DavidSirota #TaxCheats #KyleKulinski The 1 Percent Are Cheating Us Out of a Quarter-Trillion Dollars in Taxes Every Year - David Sirota https://jacobinmag.com/2020/07/irs-tax-havens-evasion-revenue-trump-budget-office The Ultra-Wealthy Are Responsible For 70% Of Illegal Tax Dodging https://youtu.be/hazfKN61NNE Contact me directly: https://www.facebook.com/allen.kit.howell https://twitter.com/HwlUnderground --- Support this podcast: https://anchor.fm/allen-c-howell/support

The Covid-19 Pandemic and the loss of millions of jobs have left many unemployed people applying for unemployment compensation for the first time in their lives. It has been frustrating; it has been heartbreaking and; for many, it has been confusing. One of the critical questions: Does unemployment compensation recipients have to pay federal taxes on the money received resulting from Covid-19? Listen along as Attorney Coleman Jackson answer this pressing tax question. If you enjoy this podcast make sure to stay tuned for more episodes from the taxation, litigation and immigration Law Firm of Coleman Jackson, P.C. Visit the taxation, litigation and immigration law firm of Coleman Jackson, P.C. online at www.cjacksonlaw.com.”

David from Greenback Expat Tax Services explores the basics of taxes for expats. Learn about the rules surrounding expats taxes and strategies to consider.  

Man did I get peeved at Jared Kushner's comments about who the Federal Stockpile is for. I'm over it. "Just Jared being Jared", a friend of mine said. Very true.Music Man Mark uploaded a couple of riffs recently, which made me smile. Like this one he called "Dusty Hot West Texas Day".Had a friend share some art via video, another shared some magic. I see love everywhere I go lately too, like Spring has really sprung, despite the global pandemic...and it makes me smile. Anyway, Mom & I catch up about what we're watching these days too. SPOILER ALERT - More documentaries.

Portfolio Manager Rick Taormina discusses how JMST can be used in your portfolio and the benefits to active investing.

The tech news this week is all over the place from policeman ditching notepads for iPhones to drones helping in the fight against coronavirus. Listen to find out what you need to know about the news and get some great tips and picks along the way. Make sure to join the Notnerd Facebook Group and let us know how you tech better. We're also looking for your ProTips and Picks of the Week. Followup: Iowa Caucus and mobile voting (00:55) Dave’s Eufy Scale, Nate’s Eufy Robot Vacuum (03:00) Google Maps getting a redesign and new features (03:30) Overcast gets Voice Boost 2 (05:15) Spotify is buying Bill Simmon’s the Ringer podcast business (07:50) Tesla stock surges (09:20) Shopping via smart speakers is not taking off (11:00) Eliot, Super Bowl commercials in Australia (12:55) Dave’s Pro Tip of the Week: Turn off Netflix autoplay trailers (15:55) Takes: New CarKey feature shows up in new iOS betas - Apple adding the option for universal purchases between iOS, tvOS, and macOS (19:15) China deploys drones to scold citizens about Coronavirus - The affect of Coronavirus on tech (22:20) NYPD ditching memo pads for iPhone app (24:30) Amazon reveals new details about Federal Taxes in response to critics (26:20) Security/Privacy: Some Google Photos videos were sent to strangers in takeout (28:25) Why you can’t count on backups to fight ransomware anymore (30:40) Bonus Odd Take: Artist creates traffic jams in Google Maps with a wagon full of phones (30:45) Picks of the Week: Dave: Sleep Cycle (33:05) Nate: Vooks (36:55) Ramazon™ purchase (39:05) Check out the Notnerd YouTube channel for great videos Leave an iTunes Review and be featured on the Podcast Support Notnerd on Patreon and get cool stuff Shop Amazon: Amazon.Notnerd.com Subscribe and Review Contact Info: www.Notnerd.com Twitter - @N0tnerd, Nate - @NetBack, Dave - @DavyB Notnerd Youtube Channel Notnerd Facebook Email - info@Notnerd.com Call or text 608.618.NERD(6373) If you would like to help support Notnerd financially, mentally or physically, please contact us via any of the methods above. Consider any product/app links to be affiliate links.

As we reach the end of 2019, saving money on taxes seems to be on everybody's mind. That's why on today's episode we're going to share why real estate is the IDEAL investment. Whether you are looking to diversify your investment portfolio or are just getting started, you are going to want to listen to today's show. We are going to share how Mark and I paid $0 on our Federal Taxes...legally...that's right...zero dollars on our Federal Taxes. Want to learn how we did it? Stay Tuned.

Ray Keating puts aside the class warfare politics, and looks at who pays federal income taxes, and who doesn’t?All of Keating’s books are available at Amazon.com and at www.raykeatingonline.com, including his new thriller DEEP ROUGH. Also, you can pre-order the forthcoming book by Keating titled FREE TRADE ROCKS! 10 POINTS ON INTERNATIONAL TRADE EVERYONE SHOULD KNOW.Kindle edition pre-ordered at https://www.amazon.com/dp/B07WRT3VBWSigned books pre-ordered at https://raykeatingonline.com/products/freetradeSign up for Ray Keating’s email list at www.raykeatingonline.com/contact to get a 50% off coupon code for a signed copy of FREE TRADE ROCKS!And check out other various websites and endeavors, such as www.freeenterpriseeconomics.com, www.DisneyBizJournal.com and www.pastorstephengrant.com.

Join the X22 Report On Steemit: https://steemit.com/@x22report Get economic collapse news throughout the day visit http://x22report.com Report date: 06.30.2019 Trump and Xi meet at the G20 summit, trade talks will resume. Trump will not raise tariffs, tariffs will be dropped once China keeps its promises. Boom, the transition is moving forward. Trump making deals with many leaders, the transition is coming close to competition. There is now a call to remove the federal withholding tax, this is part of the plan and it was dripped out to start the conversation. All source links to the report can be found on the x22report.com site. Most of artwork that are included with these videos have been created by X22 Report and they are used as a representation of the subject matter. The representative artwork included with these videos shall not be construed as the actual events that are taking place. Intro Video Music: YouTube Free Music: Cataclysmic Molten Core by Jingle Punks Intro Music: YouTube Free Music: Warrior Strife by Jingle Punks Fair Use Notice: This video contains some copyrighted material whose use has not been authorized by the copyright owners. We believe that this not-for-profit, educational, and/or criticism or commentary use on the Web constitutes a fair use of the copyrighted material (as provided for in section 107 of the US Copyright Law. If you wish to use this copyrighted material for purposes that go beyond fair use, you must obtain permission from the copyright owner. Fair Use notwithstanding we will immediately comply with any copyright owner who wants their material removed or modified, wants us to link to their web site, or wants us to add their photo. The X22 Report is "one man's opinion". Anything that is said on the report is either opinion, criticism, information or commentary, If making any type of investment or legal decision it would be wise to contact or consult a professional before making that decision. Use the information found in these videos as a starting point for conducting your own research and conduct your own due diligence before making any significant investing decisions.

Charlotte Erdmann, Esq. LL. M. is a Tax Attorney with Orlando Tax Law who specializes in helping low to middle income families and small businesses prepare and deal with their annual tax returns. In this episode Jordan and Charlotte sit down and discuss how she became an attorney, why she chose Tax Law, and what to do if you make a mistake on your Federal Taxes. Charlotte received her law degree from Barry University School of Law. While studying at Barry University, Ms. Erdmann participated in the Volunteer Income Tax Association (VITA) program assisting low and middle income families prepare their tax returns. While in law school, Charlotte also won first place in the Federal Bar Association, Section on Taxation’s National Writing Competition. Her article was published in the Section’s academic journal and an abridged version was featured in Federal Lawyer Magazine, a publication with national readership. After graduating with her Juris Doctorate from Barry University, Ms. Erdmann obtained a Master of Laws degree (LL.M.) specializing in taxation from the University of Florida. This University of Florida program consistently ranks in the top 3 programs of its kind nationwide. Ms. Erdmann started her legal career with a boutique Orlando personal injury firm while she attended law school. When she completed her LL.M. degree, Charlotte worked for a small litigation firm and gained experience in foreclosure defense, real estate, and taxation. She later worked at a large consumer defense firm and specialized in real estate transactions, including deed-in-lieu of foreclosures, short sales, traditional sales, as well as foreclosure defense and tax mitigation. Charlotte is active in the Florida Bar Tax Section and received a prestigious fellowship position for the Section for the 2017-2018 year. She further contributes to the Section by writing articles for other Tax Section members and presents legal education courses on federal tax controversy matters. Charlotte Erdmann has been featured on Channel 9 news and is active in the Central Florida Association of Women Lawyers, the Orange County Bar Association, and the Florida Bar Tax Section. She is admitted to the Tax Court, Middle District of Florida Federal Court, and Florida State Courts. The Jordan Law Firm who creates, edits, produces, and publishes the Let's Get Up To Business podcast specializes in Business Law, Academic Hearings, and Criminal Law. If you have a legal question that you need answered, we would love to discuss how we can help. Contact us today at 407-906-5529 or visit us on the web at jordanlawfl.com. If you're interested in being a guest on the show, you can reach out to our producer, Mark, through mark@jordanlawfl.com. Please use the subject line "Podcast Guest" in your message. You can also go to jordanlawfl.com/podcast. You can find Jordan Law on the web at jordanlawfl.com, on Facebook at facebook.com/jordanlawfl. Our Instagram is instagram.com/jordanlawpa/ and our Twitter is twitter.com/JordanLawPA. --- Send in a voice message: https://anchor.fm/letsgetuptobusiness/message

As of 2016, approximately 50% of unauthorized immigrants filed their taxes. After recent legislative changes, tax expert Jacqueline Lainez-Flanagan says tax refunds are no longer the key motivator for unauthorized immigrants to file taxes. Instead, it’s an internal desire to do the right thing. Listen as she evaluates the risks and benefits facing unauthorized immigrants when it comes to federal taxes.

Do you have a part time gig? Do you have many part time gigs as your only source of income?We have some helpful tips for those who are looking to increase their income and some cautions for those who aren't considered "employees". Remember: if you aren't an employee, you probably aren't having Social Security, State and Federal Taxes with held from your payment. You are responsible for paying those amounts in each quarter. There are a few tests that must be passed to determine if a worker is an employee or if they are an independent contractor: https://www.dol.gov/newsroom/releases/whd/whd20190429 https://www.thebalancecareers.com/15-side-jobs-to-make-some-extra-money-4074574 has a list of 15 Side Jobs to Make Some Extra Money and web links to get you started:1. Ride Share/Delivery Driver2. Household Helper/Personal Assistant3. Care Giver4. Pet Sitter or Dog Walker5. Customer Service Representative6. Get a Freelance Gig7. Rent Your Extra Space8. Sell Your Stuff9. Get Some Micro Jobs10. Participate in Research Studies or Focus Group11. Organizer/Mover12. Party Planner13. Work for a Caterer14. Tutoring15. Work at a Market or Festival See acast.com/privacy for privacy and opt-out information.

Phil Hinson is on the board of Americans For Fair Taxation and he is a proponent of The Fair Tax which is a National Consumption Tax designed to replace All Federal Income Taxes. Would you like to never again have to pay Federal Income Taxes not like Wesley Snipes tried but with an alternate tax system that would eliminate the IRS, eliminate all Federal Income taxes (including payroll taxes) on all individuals and all corporations and still provide the same amount or more revenue for the Federal Government? How would you feel if April 15th was just another day instead of the deadline to file and pay your Federal Income Taxes? What would the economic landscape of America look like without the IRS and without Federal Income Taxes? Please stick around for the entire episode as Phil Hinson explains The Fair Tax and how we can eliminate The IRS. Americans For Fair Taxation https://fairtax.org Neal Boortz’s book about the Fair Tax on Amazon. https://www.amazon.com/Fair-Tax-Book-Saying-Goodbye/dp/0060875496 Phil has been an advocate for the Fair Tax since the 1990’s. He explains how The Fair Tax can be easily implemented, how it would totally eliminate the IRS and all Federal income taxes, and how it will free up American Businesses to be more competitive in the World Economy and raise the standard of living for us all. In the second half of the interview Phil mentions that he believes the best path to getting The Fair Tax passed is through Constitutional means. He explains how the Conventions of State organization is working to help eliminate the 16th Amendment which would lead to the abolition of the Federal Income Tax and the IRS and would then be replaced with The Fair Tax system. https://conventionofstates.com https://conventionofstates.com/cos-simulation https://conventionofstates.com/resources The Fair Tax is a fascinating proposal and I think it’s important to talk about alternatives to our current tax system which is complicated, corrupt, extremely invasive, and it costs hundreds of billions of dollars to comply with, which drags down the GDP by up to 5% per year. Just imagine if the U.S. economy were growing at 7% per year! Phil explains how the Fair Tax isn’t aligned with any political party and is specifically designed to appeal to those on the Left and the Right. According to Phil, The Fair Tax is revenue neutral or will actually bring in more revenue for the Federal Government, meaning there’s no change to current Federal Spending, and in addition it has a monthly rebate that ensures that those below the poverty line pay zero Federal Taxes. I would prefer to live in a more voluntary society where no force is used to fund the government. But until then I’m open to learning more about The Fair Tax. I exercise my health freedom by taking Kratom to help with ease my chronic pain and with improving my overall well being. I recommend that everyone do their own research on Kratom to see if it’s the right choice for them. If you choose to take Kratom, the only brand I trust is from:

In this edition of the Arizona Soul Podcast, Arizona Verse & Soul Papo wax poetically about Trump declaring a National Emergency, El Chapo sentenced, Colin Kaepernick and the N.F.L. settle collusion case, Tekashi 6ix9ine full guilty plea has been made public and he may receive no jail time & witness protection with full cooperation, Blac Chyna says Tyga and Rob Kardashian tricked her into having kids, Timeline of the alleged Jussie Smollett attack investigation, Gucci boycott reignites TI and Mayweather beef, Amazon will pay $0 in Federal Taxes on $11.2 Billion Profits and of course.. dedications. Contact Us: Leave a voicemail: 480-588-4688 Email Us: arizonasoulpodcast@gmail.com On Youtube: https://www.youtube.com/channel/UC7z0hEIuLv91JN5tdtdPOeA On Stitcher: http://www.stitcher.com/s?fid=38104&refid=stpr On Soundcloud: https://soundcloud.com/arizonasoulpodcast On Twitter: https://twitter.com/arizonasoulpod On Instagram: https://www.instagram.com/arizonasoulpodcast/ On Facebook: https://www.facebook.com/arizonasoulpodcast/

A Real Estate Agent, is it for you? I go over skill sets needed to become a real estate agent including marketing, sales, and customer service. What does it take to get your license? First sign up for the 40 hour course. It is suggested to do the face to face class rather than the online class to cut down on distractions. Then you take the exam. The exam is a closed book test at any state testing facility. Once you pass the test and pay a fee you can choose a brokerage. Interview brokers until you feel comfortable with the environment.  Extra costs becoming a real estate agent can include insurances like Errors and Omissions Insurance. You also need to have car insurance for commercial use. Call you car insurance agent and set this up. The last insurance needed is liability insurance. Make sure to follow all state regulations for being a business because you are a business. Also make sure to follow all business laws for keeping personal information like the Massachusetts State mandatory WISP. Once all criteria has been followed it is time to work on building a contact list. Time to make calls and work with leads. Go to your office and time block twice a day for prospecting. Market yourself but pay attention to ROI. Don't spend your money recklessly. Last subject is taxes. You as an agent get the full amount at closing. You must pay State and Federal Taxes. Be prepared to pay these taxes either quarterly or annually.

Politics & Philosophy

This Podcast Is Episode Number 0228, And It Will Be About Unique Ways Highly Profitable Contractors Reduce Taxes Contractors Reflect On This Year's Results As The Last Quarter Begins Going into the last Quarter of the year. Time for some basic reflection about taxes. Officers in S-Corps tend to take payroll later in the year. Now is the time if you have not already been taking payroll. Don't wait until it is time to prepare your Construction Company tax return. Next review your Estimated personal Taxes paid to the IRS. How much did you pay in taxes for the current year? Internal Revenue expects that you have paid a percentage Federal Taxes before the end of the year.   Reviewing Federal Withholding for yourself and your employees to avoid surprises when your annual taxes are filed. Contractors who file as a Sole Prop or as an LLC fining as a Sole Prop tend to forget that payroll taxes on their net income is due. I call this “Chef’s Surprise” as it is based on Net Income. Everyone wants the last few jobs to pay before the end of the year. As the Sole Prop or 1099 Contractor, the amount due will be both the employer and employee portions (combined is 15.3% + federal income taxes) Refer to your Tax Accountant about the ability to claim the employer portion as a deduction on your taxes. Time for some basic reflection about your bookkeeping methods How are you keeping track of your income and expenses? Do you use software or on a paper system? Many Contractors use Shoeboxes, Cardboard Boxes and paper bags The issue comes when your Banker, Liability Insurance Company, Worker’s Comp Insurance Company, Bonding Company or State Agency or Internal Revenue want reports. I have seen some manual systems that are quite good. I remember the days pre-computer days where I used an oversized 13 Column Pad. It worked, not a great as the multiple ledgers and from there that first version of Quicken was wonderful. Now using QuickBooks which can be customized is fantastic. Being in Washington State where sales tax is destination based – customization is the key to easy reporting.  Other states have different reporting requirements. Additional reflection is needed when multiple partners are involved Is it an active partner or someone who is behind the scenes (investment versus day-to-day activities)?  Is each partner doing what you expect them to do?  There are additional challenges when multiple partners are not actively engaged.  The net profit is divided based on the percentage of ownership. Many times, partners have different visions for the company. Growth Of The Company (How Big, How Fast) How Much Money To Take Out of Company Reinvestment Of Profits Into The Company Should They Add A Vehicle (new or used) What Tools And Equipment To Purchase Compensation For Employees Compensation For Owners Decisions Happen Every Minute For Working Construction Contractors The most frustrating situation happens when one partner is actively working in the day-to-day activities, and the other partner is a “Manager” and is practicing “Seagull Management” but is never there for the day-to-day activities. It is easy to say I’m working on the business.  Reality is that it may not have the same meaning to all partners.  Working on the business is Planning, Marketing, Doing Active Things in the business.  I have heard many stories where One Partner tells the other partner (while managing from afar) You need to be doing [fill in the blank] The sales are not that high you have plenty of time The paperwork is not that much; it will only take you 10 -15 minutes [a week, a month] to do it Or saying “After The Fact: that decisions you made were not the ones I would have made. It is easy for the person Not Doing The Work - to say, we (Meaning YOU) what should or should not have done [fill in the blank]. This happens a lot when partners are not in the same city. Or to say I can’t because you are better at [fill in the blank]. The last thing you need is for someone else to assign you a task to do. As a Construction Contractor, there is no shortage of “tasks to do” in running your Contracting Business.   These sort of challenges is one of the reasons we recommend being an S-Corp. It is easier to have a business relationship with someone that is something other than a 50-50%. It is by EXCEPTION that multiple partners will be equally invested in the company. (Time, Money and Effort). Usually, the Construction Company is weighted with one partner doing more, spending additional hours in the Construction Side of the Work to bring in the money or save on employee hours. Many times, that same partner is asking their spouse to pitch in and do the bookkeeping without pay because it will benefit them in the long run. Then it becomes two people actively working in the business for the financial benefit of one. If spouses are paid on payroll – they are valued. (It can be the gesture more than the money) As an S-Corp owner’s payroll will better reflect activity in the business. Life Happens! If one of the owners is working fewer hours due to personal reasons; there is compensation that can be more easily given to the other working owners above and beyond the net profit of the company. Easier to facilitate a Loan To Shareholder as needed. When you discuss in the beginning, it Saves “White Noise” and “Hard Feelings.” later. Years ago; I read a book that described how one partner was very upfront in saying. Why should I work so hard when I know you will? I can just sit back and get my share of the profits without doing much of anything! (not an exact quote) It was just a story, but a few times when meeting with Construction Partners that attitude has come through. Not all partnerships have problems. I know of several who have been friends and partners for decades. Partners discussed their roles and how to work together. It is awesome! I am always glad to talk to them and catch up. The Rest Of The Year Will Go By Fast Halloween Is Almost Here It Is Time To Review Your Current Year Construction Accounting How are you currently handling your bookkeeping? If you are comfortable Doing It Yourself and just want a little TLC - we can help.  Additional resources are on FastEasyAccount.com (website) and FastEasyAccountingStore.com (store) We accept all major credit cards and PayPal. Also available PayPal credit offers six months same as cash. We Help A Little Or A Lot Depending On Your Needs. Do you want to explore a QuickBooks file cleanup, or discuss Outsourced Accounting? Offer One Hour Free Consulting. Sometimes Contractors use just to vent about business stuff, and for a variety of reasons, all I can do is be the ear on the end of the phone and offer suggestions. Never am I going to be nasty about your bookkeeping no matter how “icky or artistic” you have been. We are here to help with your assistance we can create a file with good reports that are useful to you. Remember your financials are based on the documents you provide in person, electrically, or by using our document management system. Unfortunately, many tools used on Star Trek are still not available. Year-End Planning Tip: As the economy and your cash flow is improving, do you have all the tools and equipment you want or need? If purchases are made before December 31st, it is a deduction for the current year. Looking forward to being of assistance.  About The Author: https://www.fasteasyaccounting.com/free-one-hour-consultation-bookkeeping Sharie DeHart, QPA is the co-founder of Business Consulting And Accounting in Lynnwood Washington. She is the leading expert in managing outsourced construction bookkeeping and accounting services companies and cash management accounting for small construction companies across the USA. She encourages Contractors and Construction Company Owners to stay current on their tax obligations and offers insights on how to manage the remaining cash flow to operate and grow their construction company sales and profits so they can put more money in the bank. http://www.fasteasyaccounting.com/sharie-dehart/ 206-361-3950 or sharie@fasteasyaccounting.com I trust this podcast helps you understand that outsourcing your contractor's bookkeeping services to us is about more than just “doing the bookkeeping”; it is about taking a holistic approach to your entire construction company and helping support you as a contractor and as a person. We Remove Contractor's Unique Paperwork Frustrations We understand the good, bad and the ugly about owning and operating construction companies because we have had several of them and we sincerely care about you and your construction company! That is all I have for now, and if you have listened to this far please do me the honor of commenting and rating the Podcast  www.FastEasyAccounting.com/podcast Tell me what you liked, did not like, tell it as you see it because your feedback is crucial and I thank you in advance. You Deserve To Be Wealthy Because You Bring Value To Other People's Lives! I trust this will be of value to you and your feedback is always welcome at www.FastEasyAccounting.com/podcast This Is One more example of how Fast Easy Accounting is helping construction company owners across the USA including Alaska and Hawaii put more money in the bank to operate and grow your construction company. Construction accounting is not rocket science; it is a lot harder than that, and a lot more valuable to construction contractors like you so stop missing out and call Sharie 206-361-3950 or email sharie@fasteasyaccounting.com Contractor Bookkeeping Done For You! Thinking About Outsourcing Your Contractors Bookkeeping Services? Click On The Link Below: www.FastEasyAccounting.com/hs This guide will help you learn what to look for in outsourced construction accounting. Need Help Now? Call Sharie 206-361-3950 sharie@fasteasyaccounting.com Thank you very much, and I hope you understand we do care about you and all contractors regardless of whether or not you ever hire our services. Bye for now until our next episode here on the Contractors Success MAP Podcast. Enjoy your day.     Sharie About The Author: https://www.fasteasyaccounting.com/free-one-hour-consultation-bookkeeping Sharie DeHart, QPA is the co-founder of Business Consulting And Accounting in Lynnwood Washington. She is the leading expert in managing outsourced construction bookkeeping and accounting services companies and cash management accounting for small construction companies across the USA. She encourages Contractors and Construction Company Owners to stay current on their tax obligations and offers insights on how to manage the remaining cash flow to operate and grow their construction company sales and profits so they can put more money in the bank. http://www.fasteasyaccounting.com/sharie-dehart/ 206-361-3950 or sharie@fasteasyaccounting.com Our Workflow Removes Your Paperwork Frustrations For Contractors Who Prefer To Do Your Bookkeeping Fast Easy Accounting Do-It-Yourself Construction Accounting Store Is Open Most Contractors Setup QuickBooks Desktop Version In One Of Three Ways: #1 EZ Step Interview inside QuickBooks Setup #2 Asked Their Tax Accountant To Setup QuickBooks #3 They Attended A How To Setup QuickBooks Class Or Seminar And QuickBooks Does Not Work The Way They Want It Too! The Answer: #1 Click Here To Buy An Entire QuickBooks Setup For Your Specific Contracting Company #2 Click Here To Buy Just The Chart Of Accounts For Your Specific Contracting Company   Short List Of Construction Contractors We Serve Asphalt ContractorAsphalt Contractor Brand New ContractorBrand New ContractorBrick And Stone ContractorBrick And Stone ContractorCabinet Installation ContractorCabinet Installation ContractorCarpentry ContractorCarpentry ContractorCarpet And Tile ContractorCarpet And Tile ContractorCommercial Tenant Improvement ContractorCommercial Tenant Improvement ContractorConcrete ContractorConcrete ContractorConstruction EmployeesConstruction EmployeesConstruction ManagerConstruction ManagerConstruction Support SpecialistConstruction Support SpecialistCustom Deck ContractorCustom Deck ContractorCustom Home BuilderCustom Home BuilderDemolition ContractorDemolition ContractorDrywall ContractorDrywall ContractorElectrical ContractorElectrical ContractorEmerging ContractorEmerging ContractorExcavation ContractorExcavation ContractorFinish Millwork ContractorFinish Millwork ContractorFlipper House ContractorFlipper House ContractorFlooring ContractorFlooring ContractorFoundation ContractorFoundation ContractorFraming ContractorFraming ContractorGeneral ContractorGeneral ContractorGlass Installation ContractorGlass Installation ContractorGutter ContractorGutter ContractorHandyman ContractorHandyman ContractorHot Tub ContractorHot Tub ContractorHVAC ContractorHVAC ContractorInsulation ContractorInsulation ContractorInterior Designer ContractorInterior Designer ContractorLand Development ContractorLand Development ContractorLandscape ContractorLandscape ContractorLawn And Yard Maintenance ContractorLawn And Yard Maintenance ContractorMasonry ContractorMasonry ContractorMold Remediation ContractorMold Remediation ContractorMoss Removal ContractorMoss Removal ContractorPainting ContractorPainting ContractorPlaster ContractorPlaster ContractorPlaster And Stucco ContractorPlaster And Stucco ContractorPlumbing ContractorPlumbing ContractorPressure Washing ContractorPressure Washing ContractorRemodel ContractorRemodel ContractorRenovation ContractorRenovation ContractorRestoration ContractorRestoration ContractorRoofing ContractorRoofing ContractorSiding ContractorSiding ContractorSpec Home BuilderSpec Home BuilderSpecialty ContractorSpecialty ContractorStone Mason ContractorStone Mason ContractorStucco ContractorStucco ContractorSubcontractorSubcontractorSwimming Pool ContractorSwimming Pool ContractorSwimming Pool And Hot Tub ContractorSwimming Pool And Hot Tub ContractorTile And Carpet ContractorTile And Carpet ContractorTrade ContractorTrade ContractorTree ContractorTree ContractorUnderground ContractorUnderground ContractorUtility ContractorUtility ContractorWaterproofing ContractorWaterproofing ContractorWindow ContractorWindow Contractor Additional QuickBooks Templates, Resources, And Services QuickBooks Set Up TemplatesSolopreneurQuickBooks Chart Of AccountsFree StuffQuickBooks Item Lists TemplatesConsulting We Serve Over 100 Types Of Contractors So If Your Type Of Company Is Not Listed Please Do Not Be Concerned Because If You Are A Contractor There Is A Good Chance We Can Help You! Call Now: 206-361-3950   Additional QuickBooks Templates, Resources, And Services QuickBooks Set Up Templates   Solopreneur QuickBooks Chart Of Accounts     Free Stuff QuickBooks Item Lists Templates     Consulting   We Serve Over 100 Types Of Contractors So If Your Type Of Company Is Not Listed Please Do Not Be Concerned Because If You Are A Contractor There Is A Good Chance We Can Help You! Call Now: 206-361-3950 If you are a blogger, who writes about construction we would like to hear from you. https://www.fasteasyaccounting.com/guestblogger                                                                 Contractors_Success_MAP, Contractors_Success_Marketing_Accounting_Production, Contractor_Bookkeeping_Services, QuickBooks_For_Contractors, QuickBooks_For_Contractors,Contractors_Success_Map_Unique_Ways_Highly_Profitable_Contractors_Reduce_Taxes

New Yorkers tend to earn more than Clevelanders for the same work. That means they also pay more tax to the federal government, even if they don't live a fancier life. Is that fair? See acast.com/privacy for privacy and opt-out information.

Topic:  Although we are going to focus on Taxes (State and Federal) and keeping good records, we will also be providing answers to our live callers.   Some questions were submitted via email and on Facebook, I will be providing the links to access those answers as well.  See ya there. Hot Dog Vendor Radio is a weekly show for street food vendors.  We focus on the ongoing training, rules and codes, loopholes, tactics, tips and tricks for becoming more successful. LEARN - SHARE - GROW  You can watch the show live at http://streetfoodvendor.tv and join the chat room there as well. We take live hot dog vendor and street food vendor callers at: 424.258.9364   Press option 1 to talk connect to show host. Each show with show notes is available at http://learnhotdogs.com including numerous blog articles, a resources page and much more.   *Explicit tag*  Shows can and do contain some words, you know little letters put together to form words, in other words, sounds come from our mouths that have been known to offend. To declare yourself "OFFENDED" is the same as telling the world that you can not control your emotions and that everyone else must do it for you.  Come and enjoy, grow your business and share your knowledge at Hot Dog Vendor Radio and Street Food Vendor TV.   If you would like to co-host or join the live feed, please email ben@learnhotdogs.com Much Love! Ben's Blog -  http://LearnHotDogs.com Ben's Live TV Show - http://StreetFoodVendor.TV Awesome hot dog carts - http://BensCarts.com Vendor Accessories and More - http://store.benscarts.com Build Your Own Hot Dog Cart - http://BuildaCart.com    Join the fun, be your own boss and make a real income.  

This podcast will discuss the misperception some people have that no taxes are dischargeable in bankruptcy. There are types of taxes both federal & state that will be discharged in a bankruptcy. We will discuss the law that allows for taxes to be discharged in certain circumstances.

Should most of the power of governance be with the States or the Federal government? What did our founding fathers intend when they wrote the US Constitution? Does the Federal government have too much power today? This week’s show will discuss these topics and will also include the second half of our interview with Wes King; a young conservative … Read more about this episode...

This show continued the discussion of Taxation of Real Estate. Topics covered included Property Tax Sales, Gift and Estate Taxes and Federal Taxes on the operation and sale of both personal and income producing investment properties.