Podcasts about filing taxes

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Best podcasts about filing taxes

Latest podcast episodes about filing taxes

Working Perspectives Podcast
Ep. 531 - Worlds Biggest Sweater puppies, Hospital Evacuation & Filing Taxes post Murder! #news

Working Perspectives Podcast

Play Episode Listen Later Feb 10, 2026 30:17


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

Techie Personal Finance Bootcamp
What to Know Before Filing Taxes in 2026

Techie Personal Finance Bootcamp

Play Episode Listen Later Feb 9, 2026 15:58


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/

I’ve Got Questions with Mike Simpson
BONUS: Everything you need to know about filing taxes this year, from tips to surprises

I’ve Got Questions with Mike Simpson

Play Episode Listen Later Jan 29, 2026 19:06


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.

Adam and Jordana
BONUS: Everything you need to know about filing taxes this year, from tips to surprises

Adam and Jordana

Play Episode Listen Later Jan 29, 2026 19:06


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.

Phil Matier
BONUS: Everything you need to know about filing taxes this year, from tips to surprises

Phil Matier

Play Episode Listen Later Jan 29, 2026 19:06


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.

The Scoot Show with Scoot
BONUS: Everything you need to know about filing taxes this year, from tips to surprises

The Scoot Show with Scoot

Play Episode Listen Later Jan 29, 2026 19:06


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.

WWL First News with Tommy Tucker
BONUS: Everything you need to know about filing taxes this year, from tips to surprises

WWL First News with Tommy Tucker

Play Episode Listen Later Jan 29, 2026 19:06


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.

The Optometry Money Podcast
How Filing Taxes Separately Impacts Student Loan Outcomes for Optometrists

The Optometry Money Podcast

Play Episode Listen Later Jan 23, 2026 20:55 Transcription Available


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.

The Logan Allec Show
Is It Illegal to Not File Taxes? What Law Requires Filing Taxes?

The Logan Allec Show

Play Episode Listen Later Nov 10, 2025 4:14


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?   

Hacker News Recap
October 16th, 2025 | TurboTax's 20-year fight to stop Americans from filing taxes for free (2019)

Hacker News Recap

Play Episode Listen Later Oct 17, 2025 14:19


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

Always An Expat with Richard Taylor
58. Filing Taxes as a British Expat in America: Why Professional Advice Matters | From The Trenches with James Boyle

Always An Expat with Richard Taylor

Play Episode Listen Later Oct 1, 2025 25:47


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.

America's Retirement Headquarters
Filing taxes is backward looking; planning is forward looking

America's Retirement Headquarters

Play Episode Listen Later Sep 4, 2025 28:26


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.

The Logan Allec Show
Can You Go to Jail For Not Filing Taxes?

The Logan Allec Show

Play Episode Listen Later Aug 2, 2025 10:51


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   

Divorce Master Radio
What to Know About Filing Taxes as a Single Person Post-Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later Jul 22, 2025 2:14


Divorce Master Radio
What to Know About Filing Taxes as a Single Person Post-Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later Jul 19, 2025 1:29


Divorce Master Radio
What to Expect When Filing Taxes for the First Time Post-Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later Jun 25, 2025 2:35


Divorce Master Radio
What to Expect When Filing Taxes for the First Time Post-Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later Jun 22, 2025 1:34


Henry Lake
The Transfer Portal and Its Impact on College Teams, The Government Should Make Filing Taxes Easier, The Wolves Playoff Picture Looks Bright

Henry Lake

Play Episode Listen Later Apr 16, 2025 35:28


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
Some People Not Filing Taxes, Trump's Golf Trips, Ask The CLO, and more - 04.02.25

The Steve Harvey Morning Show

Play Episode Listen Later Apr 2, 2025 92:11 Transcription Available


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.

TD Ameritrade Network
Why People are Delaying Filing Taxes

TD Ameritrade Network

Play Episode Listen Later Mar 20, 2025 5:39


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

The Logan Allec Show
Behind On Filing Taxes As a W 2 Employee? Here's What To Do!

The Logan Allec Show

Play Episode Listen Later Mar 17, 2025 5:22


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" —... 

Travel Therapy Mentor
134. Filing Taxes as a Travel Therapist

Travel Therapy Mentor

Play Episode Listen Later Feb 19, 2025 50:59


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.

Just Needs: parenting children with disabilities
Re-Release: 5 tips for filing taxes for people with disabilities

Just Needs: parenting children with disabilities

Play Episode Listen Later Jan 28, 2025 9:00


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 News/Talk 790 - Podcasts
Jill Schlesinger: Filing Taxes

KGMI News/Talk 790 - Podcasts

Play Episode Listen Later Jan 27, 2025 6:30


KGMI's Dianna Hawryluk talks to CBS business analyst Jill Schlesinger and gets tips for filing taxes.

Student Loan Planner
Filing Taxes Separately Would Cost Me $12,000

Student Loan Planner

Play Episode Listen Later Nov 8, 2024 45:09


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!  

Dr. Friday Tax Tips
The Importance of Filing Taxes: Protect Your Future and Family’s Opportunities

Dr. Friday Tax Tips

Play Episode Listen Later Nov 1, 2024 1:00


In this episode, Dr. Friday emphasizes the critical importance of filing taxes, even if you’ve missed years of returns. Whether you’re up-to-date or haven’t filed in decades, filing taxes not only ensures compliance but secures benefits for you and your family, such as Social Security and college opportunities. Dr. Friday shares a recent example of a self-employed individual who missed out on Social Security due to unfiled taxes, highlighting the long-term consequences of not staying current. Reach out to Dr. Friday’s firm for expert assistance in managing your tax obligations, no matter your history. Transcript: G’day, I’m Dr. Friday, president of Dr. Friday’s Tax and Financial Firm. To get more info go to www.drfriday.com. This is a one-minute moment. I’m Dr. Friday, enrolled agent licensed by the Internal Revenue Service to do taxes and representation. So if you haven’t filed taxes, we can help you. If you want to file future taxes because you’re up to date and everything’s good and you just need help, we can help you. If you’ve never filed taxes in the last 20 years, guess what? We can help you. It’s important to actually get your taxes in line. What if you have children that want to go to college? I have a gentleman that just called me because he hasn’t filed tax in 20 years. Guess what? No social security benefits because he’s been self-employed. You need to make an effort to file taxes and if you need help with any of it, just call our firm, 615-367-0819. You can catch the Dr. Friday call-in show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.

Dr. Friday Tax Tips
Avoid IRS Trouble: The Importance of Filing Taxes on Time

Dr. Friday Tax Tips

Play Episode Listen Later Oct 31, 2024 1:00


In this Halloween-themed episode, Dr. Friday emphasizes the serious consequences of not filing taxes. The IRS recently reminded taxpayers that failure to file could lead to up to two years in prison, underscoring that tax filing is not optional but legally mandated. Dr. Friday offers her expertise in helping clients stay compliant, avoid IRS issues, and get back on track if they're behind on taxes. Reach out to her firm for guidance and keep the IRS off your back this tax season. Transcript: G’day, I’m Dr. Friday, president of Dr. Friday’s Tax and Financial Firm. To get more info go to www.drfriday.com. This is a one-minute moment. You want to talk about something a little bit spooky since it’s Halloween? If you don’t file taxes and you get behind, the IRS has put out a lovely little reminder that they could put you in jail for two years for failure to file taxes. Now, does this happen very often? I don’t know. Well, we’ll find out. But, honestly, filing taxes is not an option. It is a mandate. Following the rules and making sure that you’re doing it right is something our firm can help you do. Not so much to scare you into doing taxes, but it’s really important that you keep the IRS off your back. You need help? 615-367-0819. You can catch the Dr. Friday call-in show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.

The Logan Allec Show
FISHERMAN Headed to Federal Prison for Not Filing Taxes For 10 YEARS!

The Logan Allec Show

Play Episode Listen Later Aug 30, 2024 9:15


Why did this Connecticut fisherman think he could get away with tax evasion? Find out in this episode! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/

Charleston's Retirement Coach
Collecting Social Security Benefits

Charleston's Retirement Coach

Play Episode Listen Later Jun 25, 2024 13:17


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

Passive Income Pilots
#58 Tax Tactics: The TOP 5 Ways Pilots Can Save with Toby Mathis

Passive Income Pilots

Play Episode Listen Later May 7, 2024 53:34


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.

Civics 101
Why do we pay income taxes, again?

Civics 101

Play Episode Listen Later Apr 9, 2024 35:50


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!

Business Innovators Radio
Episode #63 – Benefits of Filing Taxes Early – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

Business Innovators Radio

Play Episode Listen Later Apr 9, 2024 5:35


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

Girly Pod
Keep or Delete

Girly Pod

Play Episode Listen Later Apr 3, 2024 47:35


Welcome to Girly Pod! Girly Pod is a lifestyle (not like a we-have-it-all-together lifestyle, but like a relatable-lifestyle) podcast hosted by two girls in their twenties just trying to figure ish out!  This week we share our current keeps (ins) and deletes (outs)! Sam is keeping: Ice roll/guasha (face workouts), Over priced bevs, Spilling the tea, Outfit repeating, and Soft pink / girly coquette aesthetic. Syd is keeping: Almond nails over Square nails, Froyo (where tf has all the froyo shops gone), Dinners > Bars, Gold Jewelry, Overpriced Lattes, and Pretty Girl Rituals (self tan, botox, skincare, working out). Sam is deleting: Over processed food,TOXIC (people, products, mindsets, cleaning products, make up, BC, shitty firends, negative mindsets), Gatekeeping, QR code menus/paying, and Pick mes (just be a girls girl)!! Syd is deleting: HIIT workouts / orange theory, Snapchat, Negative Body Talk / imposter syndrom, Foundation, Filing Taxes (don't worry, she still did it! lol). Be sure to stick around for the end ... because that is where the realll tea is as we disucss our weekly HOT TAKES.  This podcast is designed for females in their 20s and 30s who want to discuss unfilted topics such as dating, wellness, entrepreneurship, beauty tips and lots of gossip. Make sure to download our Podcast, Rate us 5 Stars and leave a positive review if you like us! Episodes come out weekly on Wednesdays.  Find us on Socials: Girly Pod Instagram: https://www.instagram.com/girlypodpodcast/  Sam's Instagram: https://www.instagram.com/sweat_w_sam/ Syd's Instagram: https://www.instagram.com/sydneyhopeee/  Sam's TikTok: https://www.tiktok.com/@sweat.w.sam?lang=en  Syd's TikTok: https://www.tiktok.com/@sydneybernhardt  Business inquiries could be sent to: girlypodpodcast@gmail.com Sam's Fitness Coaching: https://sweatwithsamcoaching.com/ Syd's Social Coaching: https://stan.store/sydneyhopeee

Bob Sirott
Information you need before filing taxes

Bob Sirott

Play Episode Listen Later Mar 19, 2024


Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Wendy Snyder, in for Bob Sirott, to talk about collecting information before filing your taxes, the possibility of lower interest rates by the end of the year, and why consumers won’t see lower prices in grocery stores. He also discusses consumer spending […]

Chicago's Afternoon News with Steve Bertrand
6 things you should never do when filing taxes

Chicago's Afternoon News with Steve Bertrand

Play Episode Listen Later Mar 18, 2024


IRS tax attorney Steven A. Leahy of the Law Office of Steven A. Leahy PC joins Lisa Dent to go over what you need to do to make sure your taxes are mistake free and what you should do if you need to file for an extension. Follow The Lisa Dent Show on Twitter:Follow @LisaDentSpeaksFollow @SteveBertrand […]

WFYI News Now
Health Care Cyberattack, Advice on Filing Taxes, Potential Changes for Public Access Counselor, Revenge Porn Bill, Child Labor's Impact on Education

WFYI News Now

Play Episode Listen Later Mar 7, 2024 6:31


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.

Texas Wants to Know
Here's what Texans need to know about filing taxes

Texas Wants to Know

Play Episode Listen Later Feb 28, 2024 14:19


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.

Trash To Cash Podcast
Episode 123: Filing Taxes as a Reseller part time or full time 1099

Trash To Cash Podcast

Play Episode Listen Later Feb 20, 2024 91:51


Join our patreon --- Support this podcast: https://podcasters.spotify.com/pod/show/trashtocash/support

The Optometry Money Podcast
Improving Student Loan Outcomes When Filing Taxes Married Separately

The Optometry Money Podcast

Play Episode Listen Later Feb 14, 2024 27:05 Transcription Available


Using income-driven repayment (IDR) plans toward student loan forgiveness can be a favorable way for optometrists to manage student loan debt. In this episode Evon talks about how strategically changing the way you file your taxes when married can improve the long-term math toward student loan forgiveness. He dives into how filing taxes married filing separately can exclude your spouse's income from your student loan calculation on an IDR plan and impact the family size for the calculation - as well as the tax consequences of changing your tax filing status.  He also talks about how community property states open up even more planning opportunities for student loans when filing separately. Lastly, he talks about important considerations to keep in mind around the tax filing deadline and your recertification date. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Federal Student Aid - Income-Driven Repayment PlansFederal Student Aid IDR Plan Request Form PDFOptometry Money Podcast Ep. 89: 2024 Financial Updates Optometrists Need to KnowThe Optometry Money Podcast Ep 74: Student Loan Planning for Optometrists in 2023 and Beyond!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.

Grown Girl Divorce Podcast
What to know about filing taxes during a divorce

Grown Girl Divorce Podcast

Play Episode Listen Later Feb 1, 2024 42:30


Nothing is certain in life except death and taxes, right? Well, let's make sure you are prepared!  In this episode, Grown Girl Divorce podcast host, Kimberly A. Cook, guides you through the four things you must know about preparing taxes during divorce so you don't waste time, lose money, or end up receiving a notice from the IRS! In this episode, Kimberly explains: 1. The importance of working with the right professionals, 2. The tax considerations you need to know when negotiating parenting time, child support, alimony, real estate, retirement accounts, and college savings, 3. How to organize your documents and information in preparation for filing your taxes including the most important part of the organization process during divorce, and 4. Understanding your filing status options and protecting yourself from your spouse's bad filings! Grown Girl Divorce podcast is a space of relatability for Black women considering and going through a divorce. These are girlfriend conversations to educate and empower you through the process. Our host, Kimberly A. Cook, Esq., is a highly acclaimed divorce attorney and mediator breaking down divorce misinformation, dismantling stereotypes on Black families, and shining the light on the importance of diverse representation in family law. Grown Girl Divorce podcast guests are primarily women of color providing expert information or personal stories as a way to give voice to and support Black women going through divorce. Be sure to check out our website, www.growngirldivorce.com, for resources, information, free downloads, and more.  We believe sharing is caring so please share our resources and information with your girlfriends, colleagues, and family, because you never know who needs the support.  

Just Needs: parenting children with disabilities
Re-Release: 5 tips for filing taxes for people with disabilities

Just Needs: parenting children with disabilities

Play Episode Listen Later Jan 31, 2024 9:00


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 taxes in 2022.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

Marketplace Tech
How the IRS is using $60 billion to make filing taxes less painful

Marketplace Tech

Play Episode Listen Later Oct 17, 2023 12:19


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.

Marketplace All-in-One
How the IRS is using $60 billion to make filing taxes less painful

Marketplace All-in-One

Play Episode Listen Later Oct 17, 2023 12:19


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:

Badass Digital Nomads
Demystifying Expat Taxes: What to Know About Filing Taxes Abroad

Badass Digital Nomads

Play Episode Listen Later Jul 18, 2023 55:22


The most important things to know about filing your taxes abroad as a US citizen - plus, tips for non-US citizens on changing your tax base and saving money. (Disclaimer: this podcast was recorded in 2018 and some information and figures may have changed. Listening to this episode does not constitute individual consulting or advice. Kristin is not a tax advisor; please hire a licensed professional for personal guidance.)   Get 50% off 6 months of FreshBooks, the easy-to-use bookkeeping software made for non-accountants.    Special Offers:  Try FreshBooks for 30 days risk-free. Open an international Wise account. Watch the replays of IL's GO Overseas Summit.   Related Content:  BADN Ep 215: The Easy Way to Live a Better Life American in the UK Culture Shock Video Schengen Zone Video Badass Digital Nomads Tax & Finance Episodes   Resources Mentioned:  IRS FEIE Physical Presence Test Grace's Teachable Course Grace's Nomad Summit 2018 Talk Grace's Website   Connect with Kristin and Support the Show: *   Become a Patron *   Buy a Coffee *   Follow on Instagram *   Join the Facebook Group *   Leave a 5-Star Review *   Subscribe on YouTube   See the show notes pages on BadassDigitalNomads.com or TravelingwithKristin.com/podcast  for time stamps, transcripts, and more resources from this episode.

Simple Passive Cashflow
Podcast Edition: Avoiding Tax Audit with CPA, Joe Mastriano

Simple Passive Cashflow

Play Episode Listen Later Jul 3, 2023 42:26


Get the inside scoop on the world of IRS tax processes with our esteemed guest, Joe Mastrianoo from taxproblem.org. Gain an understanding of Joe's unique insights and strategies, including his foolproof four-part audit prevention checklist. You'll come away appreciating the intricacies of IRS codes, regulations, and discerning which receipts to hold onto for deductions.As we journey through this discussion, Joe demystifies the concept of the discriminant income function (DIF score) used by accountants to evaluate your average contributions. You'll learn why tax deductions are vital and how filing an extension could be your saving grace. Investors, pay attention to Joe as he advises on taking every possible deduction that can be substantiated, providing justification for exceptional expenses.We'll also broach the chaos in the IRS that ensued from the onset of COVID. Joe underscores the importance of a professional review on your return to ensure it withstands an audit. We'll weigh the potential costs and benefits of filing taxes with the IRS and the consequences thereof. Wrapping up, Joe emphasizes the cruciality of offering evidence to the IRS to steer clear of penalties. Don't miss out on this episode- it's a treasure trove of wisdom on navigating the IRS tax process and warding off potential issues. 0:02:25 - Maximizing Tax Return Accuracy and Protection 0:07:42 - Benefits of Filing Taxes in October 0:12:01 - Navigating Business Expenses and Tax Returns 0:16:48 - Tax Return Documentation and Cost Analysis 0:19:51 - Navigating IRS Audits and Tax Preparation0:24:18 - Challenges and Advice for E-Filing Taxes 0:31:59 - Focus and Avoid Distractions 0:36:03 - Focus and Productivity in Daily Goals Hosted on Acast. See acast.com/privacy for more information.

Marketplace Tech
Filing taxes online shouldn't be this hard

Marketplace Tech

Play Episode Listen Later Apr 18, 2023 6:50


Ah, Tax Day — a time when our relationship with the United States government can get a little strained, in part because the U.S. system for filing taxes can feel pretty antiquated. But now the Internal Revenue Service has a plan to improve that, thanks to an additional $80 billion from the Inflation Reduction Act that the agency will receive over the next decade. Marketplace’s Meghan McCarty Carino spoke with ProPublica reporter Paul Kiel about what those IRS technology improvements might look like. Kiel said some of the most effective tech upgrades would be relatively easy to implement.

Marketplace All-in-One
Filing taxes online shouldn't be this hard

Marketplace All-in-One

Play Episode Listen Later Apr 18, 2023 6:50


Ah, Tax Day — a time when our relationship with the United States government can get a little strained, in part because the U.S. system for filing taxes can feel pretty antiquated. But now the Internal Revenue Service has a plan to improve that, thanks to an additional $80 billion from the Inflation Reduction Act that the agency will receive over the next decade. Marketplace’s Meghan McCarty Carino spoke with ProPublica reporter Paul Kiel about what those IRS technology improvements might look like. Kiel said some of the most effective tech upgrades would be relatively easy to implement.

The Dave Ramsey Show
5 Things You Need To Know Before Filing Taxes (Hour 3)

The Dave Ramsey Show

Play Episode Listen Later Jan 18, 2023 45:15


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

Cultivating H.E.R. Space: Uplifting Conversations for the Black Woman
S16E9: Making Your First 6 Figures and Filing Taxes as a New Business Owner with Ms. Business

Cultivating H.E.R. Space: Uplifting Conversations for the Black Woman

Play Episode Listen Later Dec 2, 2022 66:53


Hey lady, today's episode is for the for real bosses out there. Are you ready to make smart money moves so you can grow your business from the size of a mustard seed to something sustainable? Ms. Business is a tax expert who stops by Cultivating H.E.R. Space podcast to drop game that will surely help you sharpen your focus on your bottom line. Terri and Dr. Dom sit with Ms. Business to have an illuminating conversation about the primary obstacles entrepreneurs face when trying to grow their businesses. If you have questions about what it takes to move your business from surviving to thriving it's all about the daily habits. Ms. Business offers practical insight into the small tweaks that you can make for long-lasting success. Tap in!Where to find Ms. Business:Website: Ms. Business 101 Facebook: Ms. Business 101Twitter: @Ms_Business101IG: @ms.business101Text: 917.512.7722Quote of the Day:“Everyone wants to tell you that you should make 6 figures but no one breaks down how they actually did it!!!”-Ms. BusinessRegister here for the Vibrate Higher Empowerment Workshop!Wisdom Wednesdays with TerriCultivating H.E.R. Space SanctuaryResources:Dr. Dom's Therapy PracticeBranding with TerriMelanin and Mental HealthTherapy for Black Girls Psychology TodayTherapy for QPOCWhere to find us:Twitter: @HERspacepodcastInstagram: @herspacepodcastFacebook: @herspacepodcastWebsite: cultivatingherspace.com