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4 episodes with filing taxes
4 episodes with filing taxes
4 episodes with filing taxes
2 episodes with filing taxes
2 episodes with filing taxes
5 episodes with filing taxes
2 episodes with filing taxes
5 episodes with filing taxes
3 episodes with filing taxes
We filed. We either got a refund or we owe. But here's the real question nobody's asking: did we actually learn anything? Or did we just white-knuckle our way through another tax season and hope for the best?That's where this episode starts. Morgan Anderson is back at the table, and she brought receipts. Literally. Her team has been digging into the numbers from last filing season and what they found should make every single one of you pay attention. Over 44 million individual taxpayers filed with a balance due. Over 30% of them couldn't pay it. And 80% of people who owe the IRS right now are not in any kind of resolution plan. Read that again. Eighty. Percent.We kill the noise on the biggest tax myths floating around social media. "If you owe, you did something wrong." Wrong. "Refunds are free money." Hell no, that's YOUR money the government held all year at zero percent interest. "Estimated payments are only for rich people." Not even close. And the trend telling people to claim 9 or 10 on their W-4? That one's gonna cost you. We go through all of it.Then Morgan drops something most people have never heard of. Under the FAST Act, the IRS can freeze your passport if you owe more than $66,000 in individual tax debt. Right now, over 279,000 taxpayers have frozen passports. And the IRS has been sleepy for the last two years. They're waking up. After filing season, collections are getting aggressive. They're coming for 401(k)s, home equity, CDs, investments. If you've been sitting on tax debt thinking nobody's watching, that window is closing.We wrap with the plan. Installment agreements, how to use them, how to pay them off early, and why cashflow flexibility is the whole game. Get a professional. Do your planning quarterly. Stop relying on TikTok for tax strategy. Your financial future depends on decisions you make right now, not in April when you're scrambling.If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.
Karen Conti, Chicago trial attorney, joins Bob Sirott to talk about the appellate court’s release of two of the “ComEd Four,” the arguments for Michael Madigan’s appeals, and the dismissal of President Trump’s lawsuit against The Wall Street Journal. She also explains a new ordinance proposal for police officers, the Illinois law concerning overpayment, and penalties […]
Today is the deadline for submitting your taxes. 'The Tax Lady' Esther Gulyas has advice if you're a late filer.
Rigged Game - Blackjack, Card Counting, Slots, Casinos, poker and Advantage Play Podcast
Do I ever get a peaceful day? Today I am trying to file my taxes as well as my children's taxes. I'm also trying to open up two brokerage accounts for the deadline. Plus go to work and gamble as always.
Every year, tax season arrives on schedule. Every year, you scramble to track down bank statements, W2s, receipts, and… UGH. If you have ADHD, that's not laziness. It's your brain working against a task it wasn't built for. Procrastination, forgetfulness, overwhelm, and shame stack up fast. In this episode, Dr. J breaks down why taxes are so hard for the ADHD brain — and walks through practical systems to turn the annual chaos into a manageable to-do. For more on this topic Listen: ADHD and how guilt hijacks your brain Watch: ADHD and accountability: Why it turns into shame (and what to do instead) Try: ADHD Unstuck (a free self-guided activity) For a transcript and more resources, visit MissUnderstood on Understood.org. You can also email us at podcast@understood.org . Listen to Everyone Gets a Juice Box, a new podcast from Understood.org where host Jessica Shaw has honest talks with parents raising kids who learn and think differently.Understood.org is a nonprofit organization dedicated to empowering people with learning and thinking differences, like ADHD and dyslexia. If you want to help us continue this work, donate at understood.org/give Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
AI tools can be helpful, but when it comes to taxes, they can also be confidently wrong. In this episode of Moolala: Money Made Simple, Bruce Sellery talks with Jennifer Robson, Associate Professor, Carleton University, about the federal government's SimpleFile initiative and how automatic tax filing could help more Canadians file returns and unlock benefits. Then Anita Balakrishnan, Reporter at The Logic, breaks down why accountants are increasingly seeing AI-generated tax mistakes and what to watch for before relying on tools like ChatGPT. For a lighter take on grown-up chores, Chris Colin, Journalist at the Wall Street Journal, explains how hosting an “admin night” can make boring tasks less painful. Finally, Aled ab Iorwerth, Deputy Chief Economist at CMHC, shares key context on mortgage delinquencies and the early warning signs that a household may be heading into financial distress. To find out more about the guests check out: Jennifer Robson – Associate Professor, Carleton University: LinkedIn | Bluesky Anita Balakrishnan – Reporter, The Logic: thelogic.co | LinkedIn Chris Colin – Journalist (Wall Street Journal contributor): chriscolin.com | Bluesky | Instagram Aled ab Iorwerth – Deputy Chief Economist, CMHC: LinkedIn | YouTube | Instagram | X | Facebook Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Canada's filing system is largely voluntary, but millions of Canadians still do not file each year. Jennifer Robson explains how auto-filing could work, who it is designed to help first, and why filing is often the “gateway” to benefits like GST credits, child benefits, and other supports. Connect with Jennifer on LinkedIn and Bluesky.
Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to talk about the increase in energy and food prices, as well as yesterday’s bounce in the markets. He also explains how traditional safe havens, like gold, utilities, and healthcare, are being impacted by the war in Iran and common […]
Tax season is here. Are you ready? Host Aurèle Courcelles, Vice-President, Tax and Estate Planning at IG Wealth Management, sits down with Jonathan Braun, Senior Manager of Tax and Estate Planning at IG Wealth Management, to break down everything Canadians need to know for their 2025 tax filing. They discuss the new federal tax rate reduction and its surprising impact on non-refundable credits, updated alternative minimum tax rules, strategic timing for RRSP deductions, how to maximize medical expenses and charitable donations, and essential prep work to make tax season less stressful. Whether you're self-employed, working from home or managing investments, this special edition of the Living Market delivers practical strategies to help you file with confidence.
Would you protest any president by refusing to file your taxes with the IRS? That leads a flurry of topics as Chad wraps the show with some Rapid Fire Radio!
Ignore your taxes long enough and the problem doesn't disappear - it multiplies.In this episode James sits down with Lighthouse Senior Accountant Vinay Reddy and Managing Director Matt Harris to unpack real accounting horror stories - from business owners who haven't filed returns for years to IRD investigators turning up at workshops - and explain how penalties, interest, GST obligations, and poor tax structures can quickly snowball into major financial stress.Next Steps: If you're unsure whether your tax situation is set up properly, the Lighthouse Accounting team can help you review your structure and get everything back on track before small problems turn into big ones.For more money tips follow us on:FacebookInstagramThe content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
It's a Mesirow Monday! Gary Pattengale, Advanced Planning Specialist and Wealth Advisor at Mesirow, joins Jon Hansen on Your Money Matters to talk about tax season. From filing too early to what you should talk to your CPA about, Gary gives tips on what to do before filing your taxes. For more information, visit www.mesirow.com or call […]
In this episode of the Working Perspectives Podcast, the guys bring three of the strangest current events from around the world. The rules are simple: One host reads a news story but intentionally leaves out the key details. The other two have just 4 minutes to guess the missing facts—from ages and locations to specific objects and wild statistics. On tonight's docket: Liam's Global Trivia: A guessing game involving a very specific "Top 10" list regarding women's average measurements by country. Can Matt and Bern find the countries on the map? Bern's True Crime Twist: A baffling story about a person who committed a terrible crime against their neighbor... but made sure to finish filing their taxes before turning themselves in. We try to guess the Who, Where, and Why. Matt's Medical Emergency: A hospital is evacuated after a patient arrives with a very dangerous object inserted in a very uncomfortable place. The boys try to guess the weapon of choice. Play along with us in the comments! How many did you get right? Timestamps: 0:00 - Intro 1:45 - Story 1: Liam's Top 10 "Geography" Quiz 12:30 - Story 2: Bern's "Taxes First, Prison Second" Story 24:15 - Story 3: Matt's Hospital Evacuation Mystery 35:00 - The Final Score & Outro #WorkingPerspectives #WeirdNews #ComedyPodcast
Navigating Common Tax Mistakes and New Tax Laws for 2026In this episode of Techie Personal Finance Bootcamp, the host discusses several common tax mistakes and introduces new tax laws for 2026. Starting with essential tax preparation steps, the episode explains the importance of gathering relevant tax documents, considering new changes like RSUs and employer stock, and the pitfalls of rushing to file taxes without all forms. The host emphasizes the need for meticulous reporting, particularly for tech professionals dealing with employer stock and those affected by income limits on IRA contributions. The episode also covers strategies such as backdoor Roth conversions, handling 1099 forms accurately, and the implications of recent changes to the state and local tax cap. Additional tips include maximizing dependent care credits, 529 plan contributions, and rental property depreciation. Finally, the host advises business owners on correctly claiming legitimate business expenses to avoid IRS scrutiny. Listeners are encouraged to seek professional advice and ensure all financial details are accurately reported.00:00 Introduction to Techie Personal Finance Bootcamp Season 801:23 Essential Tax Preparation Tips for 202601:53 Understanding New Tax Changes and Forms02:22 Avoiding Common Tax Filing Mistakes03:06 Time Travel Techniques for Tax Contributions04:47 Automatic Tax Adjustments and Deductions05:37 Maximizing Itemized Deductions07:01 Common Tax Filing Errors and How to Avoid Them09:05 Special Considerations for High Earners and Stock Options12:24 Tax Tips for Parents and Property Owners14:35 Final Thoughts and Looking Aheadhttps://www.levelupfinancialplanning.com/tax-planning-retirement-accounts-backdoor-roths/
Tax season opened this week and there are changes you need to know about. Plus, is the Justice Department trying to build a case against Jerome Powell's for improvements to an old building? Get the latest.
Tax season opened this week and there are changes you need to know about. Plus, is the Justice Department trying to build a case against Jerome Powell's for improvements to an old building? Get the latest.
Tax season opened this week and there are changes you need to know about. Plus, is the Justice Department trying to build a case against Jerome Powell's for improvements to an old building? Get the latest.
Tax season opened this week and there are changes you need to know about. Plus, is the Justice Department trying to build a case against Jerome Powell's for improvements to an old building? Get the latest.
Tax season opened this week and there are changes you need to know about. Plus, is the Justice Department trying to build a case against Jerome Powell's for improvements to an old building? Get the latest.
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Tax filing season is here, and for married optometrists planning toward student loan forgiveness, how you file your taxes can save you thousands of dollars per year. In this episode, we break down how tax filing status impacts your income-driven repayment calculations and when filing separately makes financial sense.Key Takeaways:The three core student loan strategies for optometrists: paying off like any other debt, pursuing forgiveness through income-driven repayment plans, or using a hybrid approach for specific cash flow goalsHow filing married jointly includes both spouses' income in the student loan calculation, even if only one spouse has loansFiling married separately allows you to exclude your spouse's income from the calculation, often resulting in dramatically lower monthly paymentsHow community property states offer even more student loan planning opportunities for optometristsThe additional tax costs of filing separately and how to compare them against student loan savings to make the right decisionCritical timing considerations for filing your tax return and student loansWhy filing an extension may make sense if you're unsure about your strategyChapters:00:00 Introduction 01:00 The Core Student Loan Strategies Optometrists Should Consider 03:50 Income is the Most Important Planning Lever for Income-Driven Repayment Plans 05:05 Filing Taxes Married Jointly Includes Both Spouse's Income in the Student Loan Calculation 06:00 How Filing Taxes Married Separately Allows for Better Student Loan Planning for Optometrists 07:00 Example of How Filing Separately Can Improve Optometrists' Student Loan Calculations 08:45 How Community Property States Magnify the Student Loan Planning Opportunities for Optometrists 12:00 Additional Tax Costs to Consider When Filing Taxes Separately 15:00 The Math - Compare the Student Loan Savings vs. Higher Tax Costs When Filing Separately 16:00 Next Steps for OptometristsResources mentioned:Click Here to Download Your Free 2025 Tax Filing Guide for OptometristsReady to work with a financial advisor who understands student loan and tax planning for optometrists? Click Here to Schedule a conversation.The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.
Is it required by law to file your taxes? There is a large discourse about this, but here are the facts... Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube: / @loganallec -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit: / taxrelief Mentioned Video Link:-Can You Go to Jail For Not Filing Taxes?: • Can You Go to Jail For Not Filing Taxes?
This is a recap of the top 10 posts on Hacker News on October 16, 2025. This podcast was generated by wondercraft.ai (00:30): TurboTax's 20-year fight to stop Americans from filing taxes for free (2019)Original post: https://news.ycombinator.com/item?id=45601750&utm_source=wondercraft_ai(01:51): How I bypassed Amazon's Kindle web DRMOriginal post: https://news.ycombinator.com/item?id=45610226&utm_source=wondercraft_ai(03:12): Claude SkillsOriginal post: https://news.ycombinator.com/item?id=45607117&utm_source=wondercraft_ai(04:34): Retiring Windows 10 and Microsoft's move towards a surveillance stateOriginal post: https://news.ycombinator.com/item?id=45600338&utm_source=wondercraft_ai(05:55): Journalists turn in access badges, exit Pentagon rather than agreeing new rulesOriginal post: https://news.ycombinator.com/item?id=45602179&utm_source=wondercraft_ai(07:17): Liquibase continues to advertise itself as "open source" despite license switchOriginal post: https://news.ycombinator.com/item?id=45602676&utm_source=wondercraft_ai(08:38): Tor browser removing various Firefox AI featuresOriginal post: https://news.ycombinator.com/item?id=45605842&utm_source=wondercraft_ai(10:00): Upcoming Rust language features for kernel developmentOriginal post: https://news.ycombinator.com/item?id=45601982&utm_source=wondercraft_ai(11:21): Gemini 3.0 spotted in the wild through A/B testingOriginal post: https://news.ycombinator.com/item?id=45607758&utm_source=wondercraft_ai(12:43): Video game union workers rally against $55B private acquisition of EAOriginal post: https://news.ycombinator.com/item?id=45606394&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai
The consequences of filing your tax return incorrectly, even accidentally, far outweighs the immediate cost you'll spend on professional advice. Cross-border finances can be confusing; you may be tempted to DIY your tax return, but you're always better off speaking to a tax advisor. Host Richard Taylor - dual U.K./U.S. citizen and Chartered Financial Planner – is joined by James Boyle – Lead Financial Planner at Plan First Wealth – to tackle the subject of tax compliance for expatriates. They discuss the complexities that expatriates face, particularly when it comes to cross-border financial planning and seeking specialised expat tax advice. In this episode of From The Trenches, Richard and James explore: The risks of non-specialized tax advice The U.K. Deputy Prime Minister Angela Rayner's recent tax issues – what do they tell us about the importance of getting the right advice? The importance of proactive planning The emotional and financial impacts of non-compliance More about We're The Brits In America: With the right financial advice, landmines that threaten expat wealth can be avoided. Often encountered by U.S.-connected expats, these financial landmines are more numerous, more hazardous, and less understood than almost anywhere else in the world. As a result, non-cross border professionals, wealth advisors, and even international advisors are often unaware of them. But don't worry, We're The Brits In America has you covered. We're The Brits In America is dedicated to helping ambitious U.S.-connected expats and immigrants navigate those challenges — and thrive. Whether you've moved to the U.S. for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. We're The Brits In America is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.
Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! This conversation with Nolan Baker focuses on the essential aspects of retirement planning, emphasizing the importance of understanding tax implications, creating reliable income streams, and the role of Social Security. The discussion highlights various strategies to minimize taxes and ensure a stable financial future for retirees. It encourages proactive planning and regular consultations with financial professionals to optimize retirement income and tax efficiency. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.com See omnystudio.com/listener for privacy information.
Have you not filed your taxes in a few years? Are you worried you might be facing jail time? Here is everything you need to know about tax evasion and what will send you to jail! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube: / @loganallec -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit: / taxrelief
The transfer portal has some major issues but it is not as controversial when you break down what its doing for the athletes and game as a whole. Should high school athletes be paid to play their sport? The government should do everything possible to make filing taxes as easy as possible. The Timberwolves are facing the Lakers in the NBA playoffs and we predict who will win.
The Steve Harvey Morning Show for Wednesday, April 2nd, 2025: Some people say they’re not filing their taxes this year. The Retail Boycott is having an effect. President Trump’s golf trips have cost taxpayers over $26 million dollars this year. There’s Ask The CLO, One Has To Go, & more!Support the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.
Clients are “waiting to file their tax returns” amid tariff uncertainties, says Karla Dennis, “people are fearful right now.” She discusses why people might delay filing, including the hope that the administration might change policies for 2024. However, she thinks that is unlikely.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Behind on filing your taxes? Here is what you need to do to get right with the IRS!Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube: / @loganallec -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit: u/Logan_AllecMentioned Video Link:-"I HAVEN'T FILED TAXES IN 20 YEARS" — Here's What You Should Do!: • "I HAVEN'T FILED TAXES IN 20 YEARS" —...
Filing Taxes as a Healthcare TravelerIt's TAX SEASON & we always get a ton of questions about filing taxes as a healthcare traveler! We also get tax and tax home questions all throughout the year. This video/podcast was originally recorded in 2023 but we are resharing it because the info is all still relevant!Message us if you need contact info for our recommended travel CPA.
Nothing's sure but… well, you know the end of that sentence. If your family includes a child or adult with a disability, here are 5 important things to know before you file your 2024 taxes.Resources mentioned in this episode5 Things to Know Before Filing Taxes for People with DisabilitiesABLE (Achieving a Better Life Experience) AccountsSpecial Needs Alliance: Attorneys for Special Needs PlanningTax Help for People with DisabilitiesLiving and Working with Disabilities (IRS) Volunteer Income Tax Assistance (VITA): free tax preparation help for taxpayers who qualifyWhere to find Exceptional LivesFacebookInstagramTikTokLinkedIn
KGMI's Dianna Hawryluk talks to CBS business analyst Jill Schlesinger and gets tips for filing taxes.
Could your tax filing status save you thousands on student loan payments? You're about to find out. We're discussing how choosing to file jointly or separately can impact your student loan repayment strategy. You'll hear about real-world scenarios, from high-income couples evaluating their tax implications to the strategic benefits of filing separately in community property states. Plus, we'll explore how recent legislative scrutiny on loan repayment plans could affect your financial planning. From navigating recertification dates to leveraging tax extensions, you'll gain practical insights that could reshape the way you manage your taxes and student loans. Key moments: 05:18 Should a dual-dentist household file taxes separately? A real case study 18:00 Myths vs. reality of tax filing extensions 22:13 How filing taxes separately changes everything in a community property state 26:42 A physician-teacher couple cashes in on the breadwinner loophole 35:31 Reclaim your money by amending your MFS tax return Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon Music Leave an honest review on Apple Podcasts Subscribe to the newsletter Feeling helpless when it comes to your student loans? Try our free student loan calculator Check out our refinancing bonuses we negotiated Book your custom student loan plan Get profession-specific financial planning Do you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!
Brandon discusses the confusion and challenges surrounding financial planning for retirement, specifically focusing on Social Security. He highlights the complexity of the tax code and the difficulties in understanding and filing taxes. Brandon also explains three lesser-known rules related to Social Security filing and provides examples of how these rules can impact individuals' benefits. Like what you hear? Get a second opinion today
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.
We revisit our explainers on why our tax system is the way it is, and how to comply with it, just in time for tax day. We haven't always had a federal income tax, and in the beginning, it only applied to the very richest Americans. So how did we end up with the permanent income tax we have today, with all its complicated rules about everything from pre-tax income to deductions and credits? And what does it actually pay for? CLICK HERE: Visit our website to donate to the podcast, sign up for our newsletter, get free educational materials, and more!
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery.Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5-step process (PT5) programs your financial GPS.Learn more: http://triplett-westendorf.com/ | https://mypt5.com/The 15 Minute Financial Feast Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-63-benefits-of-filing-taxes-early-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf
The operations of Change Healthcare are still on hold as it works through a cyberattack that happened more than ten days ago. How can older adults and retirees efficiently and effectively file taxes in Indiana? Indiana's public access counselor could see a significant shift in duties under a House Bill that now heads to Gov. Eric Holcomb's desk. Indiana is expanding its revenge pornography law to include digitally-generated or altered images. Some teenagers will be able to work later into the evening during the summer, and possibly during the start of the school year, under legislation headed to the governor's desk.
The operations of Change Healthcare are still on hold as it works through a cyberattack that happened more than ten days ago. How can older adults and retirees efficiently and effectively file taxes in Indiana? Indiana's public access counselor could see a significant shift in duties under a House Bill that now heads to Gov. Eric Holcomb's desk. Indiana is expanding its revenge pornography law to include digitally-generated or altered images. Some teenagers will be able to work later into the evening during the summer, and possibly during the start of the school year, under legislation headed to the governor's desk. Want to go deeper on the stories you hear on WFYI News Now? Visit wfyi.org/news and follow us on social media to get comprehensive analysis and local news daily. Subscribe to WFYI News Now wherever you get your podcasts. Today's episode of WFYI News Now was produced by Darian Benson, Abriana Herron, Drew Daudelin and Kendall Antron with support from Sarah Neal-Estes.
It's tax season, everyone's favorite time of the year. U.S. citizens are getting ready to file their taxes, but not everyone has the same process. Those living in Texas have a couple of advantages. Texas is one of nine states in the U.S. that do not have a state income tax. But what does that mean exactly? Texas Wants to Know, what are some tax advantages we should know about.
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If you asked for an extension on last year’s taxes, the bad news is the filing deadline was yesterday. The good is if you got it in, refunds are expected to reach you faster than they have in recent years. The notoriously clunky technology behind the IRS is getting a massive update, thanks to a $60 billion cash infusion from last year’s Inflation Reduction Act. The IRS' technology was considered cutting edge in the 1960s, but Erica Neuman, assistant professor of accounting at the University of Dayton, tells Marketplace's Lily Jamali the IRS needs all the IT help it can get.
If you asked for an extension on last year’s taxes, the bad news is the filing deadline was yesterday. The good is if you got it in, refunds are expected to reach you faster than they have in recent years. The notoriously clunky technology behind the IRS is getting a massive update, thanks to a $60 billion cash infusion from last year’s Inflation Reduction Act. The IRS' technology was considered cutting edge in the 1960s, but Erica Neuman, assistant professor of accounting at the University of Dayton, tells Marketplace's Lily Jamali the IRS needs all the IT help it can get.
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Are you perpetually early or late when it comes to filing your taxes - both for individual and business returns? Does the early bird get the worm when it comes to filing taxes? Or is that a sure-fire way to get an IRS audit? On today's episode, I discuss the benefits and risks of filing early vs. late so you can make the best decision for yourself. I hope you enjoy the episode! Tiffany Next Steps:
Jade Warshaw & George Kamel answer your questions and discuss: "Should I keep living with my parents or move out?" 5 things you need to know before filing taxes, from the blog: Tax Season 2023: What You Need to Know (and Looking Ahead to 2024) Selling and building a new home, Saving for fertility treatment, Refinancing a home. Have a question for the show? Call 888-825-5225 Weekdays from 2-5pm ET Want a plan for your money? Find out where to start: https://bit.ly/3nInETX Listen to all The Ramsey Network podcasts: https://bit.ly/3GxiXm6 Learn more about your ad choices. https://www.megaphone.fm/adchoices Ramsey Solutions Privacy Policy
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