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5 episodes with new tax bill
3 episodes with new tax bill
2 episodes with new tax bill
2 episodes with new tax bill
2 episodes with new tax bill
2 episodes with new tax bill
2 episodes with new tax bill
2 episodes with new tax bill
2 episodes with new tax bill
Caleb Guilliams & Tax CPA Garrett Richetto break down the biggest 2025 tax updates that business owners need to know from bonus depreciation and cost segregation to entity structuring and charitable strategies. Learn how to legally save thousands (or even millions) for your small, medium, or large business by understanding what's changed and how to apply it. Want To Pay Less Taxes as a Business Owner? Click Here: https://betterwealth.com/tax Learn More About BetterWealth: https://betterwealth.com0:00 - Overview of Trump's New Tax Bill 2:44 - 100% Bonus Depreciation 6:12 - Immediate R&D Expensing 10:29 - Earnings Before Interest Tax Depreciation & Amortization 13:12 - Permanent Section 199A Deductions 16:03 - SALT Cap Raised17:50 - Tips & Overtime Deductions 21:07 - Real Estate Investment Trust 23:49 - Global Intangible Low Taxed Income24:56 - Expensing Factory Buildings 26:32 - QSBS Gain Exclusion 28:10 - 3 Tax Benefits that Were Removed ==================== DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
The One Big Beautiful Bill Act (OBBBA) was passed in July and it's already reshaping the retirement landscape, especially when it comes to tax strategy and account planning. In this episode, Scott breaks down the three biggest takeaways from the bill that directly impact your retirement accounts. From Rothification trends and expanded conversion opportunities to smarter ways to preserve income-based deductions, we'll tell you what has changed and how to take advantage of it. Here's what we cover in this episode:
In this episode, Timothy P. Pope, CFP®, discusses the newly signed "One Big Beautiful Bill Act" (OBBBA), breaking down the key tax changes and how they'll directly affect your bottom line. Tim explains the impact of maintaining current tax brackets, the increased standard deduction, and significant enhancements to State and Local Tax (SALT) deductions. He covers new provisions for charitable deductions, expanded child tax credits, and special interest deductions on U.S.-assembled vehicles. Additionally, Tim details the substantial improvements to 529 education savings plans and their greater flexibility moving forward.What You'll Learn from This EpisodeUnchanged Tax Brackets: Why maintaining current brackets impacts your tax planning and financial strategies.Higher Standard Deductions: Understand the new deduction levels and how they apply based on your filing status.SALT Deduction Increase: Details on the jump to a $40,000 limit and phase-out thresholds starting at certain AGI levels.Charitable Contributions: How even non-itemizers can benefit from deductions of up to $2,000.Child Tax Credit Boost: Explanation of the credit increase to $2,200 per child and the associated AGI phase-out.Vehicle Interest Deduction: Insight into the tax incentives for financing U.S.-assembled vehicles.529 Education Savings Expansion: Review major improvements, including higher withdrawal limits and new Roth IRA rollover opportunities.Resources:Schedule An AppointmentOur Practice's WebsiteSend Us Your Questions: info@pilotsportfolio.comThis episode is sponsored by: Beacon RelocationBeacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent's commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot's Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites' privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.
On the latest episode of “Connecting the Dollars,” co-hosts Amanda Vaught and Emily Agosto sat down to break down the newsworthy 2025 tax bill proposals currently making waves in Congress. www.connectingthedollars.com
Key changes in tax law related to the newly passed One Big Beautiful Bill significantly impact the financial independence (FI) community. Notably, the extension of tax rates and the higher standard deduction provide more planning certainty for early retirees, allowing greater financial management under these new regulations. Brad & Sean Mullaney discuss the critical tax provisions like enhanced charitable contribution deductions for non-itemizers, updates to state and local tax deductions, and the introduction of a senior deduction for retirees. They also explore strategies for maximizing premium tax credits starting in 2026. Disclaimer Sean's discussions on the ChooseFI podcast and articles and messages published on ChooseFI.com are intended for general educational purposes and are not tax, legal, or investment advice for any individual. The ChooseFI podcast and its owners, employees, and agents do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc., or their services. Key Topics Discussed: Introduction to the New Tax Bill 00:00:00 Overview of the One Big Beautiful Bill and its significance for the FI community. Impacts of Extended Tax Rates 00:02:20 Explanation of the permanence of the tax rates and the increased standard deduction. Changes to Charitable Contributions 00:13:12 Details on new deductions for non-itemizers and adjustments to itemized deductions. State and Local Tax Deduction Update 00:23:26 Increase of deductible cap from $10,000 to $40,000, impacting itemization strategies. Exploration of the Senior Deduction 00:30:05 Introduction of a $6,000 deduction aimed at seniors aged 65 and older. Understanding Premium Tax Credits 00:39:10 Strategic planning opportunities utilizing bronze ACA plans and HSAs to maximize tax benefits. Actionable Takeaways: Maximize Your Standard Deduction: Consider traditional contributions to optimize your tax situation. 00:10:15 Utilize Bronze ACA Plans: Start in 2026 to lower premiums and leverage HSA contributions for enhanced tax benefits. 00:42:07 Key Quotes: "The new standard deduction is a game-changer for those pursuing financial independence." 00:08:46 "These are crucial planning implications that can optimize your tax situation." 00:17:36 "Shift your income from high tax brackets to the 0% tax bracket for maximum savings." 00:12:19 Timestamps: 00:00:14 - Importance of premium tax credits for the FI community. 00:03:05 - Risk of the standard deduction decreasing without the new law. 00:10:15 - Optimizing tax situation with traditional contributions. 00:14:00 - Details on the charitable contributions deduction. 00:25:19 - Update on the state and local tax deduction cap. Related Resources: YouTube Video on Premium Tax Credits: Watch Here [Timestamp: 00:45:00] Cody Garrett and Sean Mullaney's Book Notification: Sign Up Here [Timestamp: 00:59:35] Discussion Questions: How does the new tax bill affect your approach to retirement planning? 00:00:10 What strategies can be adopted to make the most of the new standard deduction? 00:10:15 Summary: This episode dives into the legislative changes that may significantly influence financial planning for those aiming for early retirement. By understanding the implications of the One Big Beautiful Bill, listeners can better navigate their financial futures.
In early July of this year, the new Budget Reconciliation Law was enacted by Congress. It made several changes to existing tax law, introduced some new legislation, and made other formerly temporary laws "permanent".Whether you like it or hate it, there are many things within the bill that will affect a large number of people, thus presenting some new tax planning opportunities. What is new? What is different? What was made permanent? And how will these new laws affect YOU?Find out what you MUST know about the new tax bill with host Johnny Dean and Rick "The Professor" Plum, CFP® on today's episode of Managing Your Financial Future.
Your College Bound Kid | Scholarships, Admission, & Financial Aid Strategies
In this episode you will hear: Mark discusses three aspects of the new tax bill and how it will impact students and colleges and universities-Part 1 of 2; Chris Teare is interviewed on a range of topics related to college admissions. Preview of part 3 of 4 v Chris talks about how he counsels students when it comes to deciding whether to applying Early Decision v Chris answers the question, how do you advise a family when they ask if you can trust a college's finances v Chris talks about the International nature of the school he worked on when he left Drew v Chris talks about the lessons he learned from doing admissions at Drew that he now applies to helping and counseling students v Chris gives a great tip for students working on their personal statements v Chris talks about some essays that he read too many times while at Drew v Chris gives advice how parents can find the right balance between supporting their student but not crippling their independence Speakpipe.com/YCBK is our method if you want to ask a question and we will be prioritizing all questions sent in via Speakpipe. Unfortunately, we will NOT answer questions on the podcast anymore that are emailed in. If you want us to answer a question on the podcast, please use speakpipe.com/YCBK. We feel hearing from our listeners in their own voices adds to the community feel of our podcast. You can also use this for many other purposes: 1) Send us constructive criticism about how we can improve our podcast 2) Share an encouraging word about something you like about an episode or the podcast in general 3) Share a topic or an article you would like us to address 4) Share a speaker you want us to interview 5) Leave positive feedback for one of our interviewees. We will send your verbal feedback directly to them and I can almost assure you, your positive feedback will make their day. To sign up to receive Your College-Bound Kid PLUS, our new monthly admissions newsletter, delivered directly to your email once a month, just go to yourcollegeboundkid.com, and you will see the sign-up popup. We will include many of the hot topics being discussed on college campuses. Check out our new blog. We write timely and insightful articles on college admissions: On X for our podcast: https://twitter.com/YCBKpodcast 1. To access our transcripts, click: https://yourcollegeboundkid.com/category/transcripts/ 2. Find the specific episode transcripts for the one you want to search and click the link 3. Find the magnifying glass icon in blue (search feature) and click it 4. Enter whatever word you want to search. I.e. Loans 5. Every word in that episode when the words loans are used, will be highlighted in yellow with a timestamps 6. Click the word highlighted in yellow and the player will play the episode from that starting point 7. You can also download the entire podcast as a transcript We would be honored if you will pass this podcast episode on to others who you feel will benefit from the content in YCBK. Please subscribe to our podcast. It really helps us move up in Apple's search feature so others can find our podcast. If you enjoy our podcast, would you please do us a favor and share our podcast both verbally and on social media? We would be most grateful! If you want to help more people find Your College-Bound Kid, please make sure you follow our podcast. You will also get instant notifications as soon as each episode goes live. Check out the college admissions books Mark recommends: Check out the college websites Mark recommends: If you want to have some input about what you like and what you recommend, we change about our podcast, please complete our Podcast survey; here is the link: If you want a college consultation with Mark or Lisa or Lynda, just text Mark at 404-664-4340 or email Lisa at or Lynda at Lynda@schoolmatch4u.com. All we ask is that you review their services and pricing on their website before the complimentary session; here is link to their services with transparent pricing: https://schoolmatch4u.com/services/compare-packages/
Why is AI failing at basic accounting tasks while claiming to outsmart PhD students? Blake and David dive into the stark reality of AI implementation in accounting, from Ramp's promising new expense management agents to QuickBooks' baffling suggestion to credit and debit the same account. You'll discover the critical security vulnerabilities in AI systems and learn why clients are increasingly using AI to fact-check their accountants' advice. Plus, get a comprehensive breakdown of the top 10 tax planning opportunities in the One Big, Beautiful Bill Act—from permanent 100% bonus depreciation to Trump accounts for children. The hosts also explore which companies will be AI's biggest losers and why the future of accounting lies in financial management, not advisory services.SponsorsOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:30) - The Big Beautiful Bill: Tax Provisions Overview (01:53) - AI in Accounting: RAMP's New AI Agents (02:56) - QuickBooks AI Agents: Frustrations and Feedback (06:05) - RAMP's AI Agents: Features and Benefits (14:38) - AI's Impact on Employment: Winners and Losers (20:54) - Grok 4: The Future of AI in Accounting (36:53) - Juno and Tax Prep Automation (37:52) - The Rise of AI in Cyber Attacks (38:26) - Social Engineering and AI (39:18) - Hidden AI Prompts in Academic Papers (41:25) - AI Security Risks and Internal Controls (45:45) - The Accountant's Labor Shortage (46:59) - Tax Planning Opportunities in the New Bill (56:29) - The Impact of the New Tax Bill (01:00:45) - Final Thoughts and Wrap-Up Show NotesRamp agents: Let finance teams do finance https://ramp.com/blog/ramp-agents-announcementMicrosoft shares $500M in AI savings internally days after cutting 9,000 jobshttps://techcrunch.com/2025/07/09/microsoft-shares-500m-in-ai-savings-internally-days-after-cutting-9000-jobs/Indeed, Glassdoor to lay off 1300 staff amid AI pushhttps://techcrunch.com/2025/07/11/indeed-glassdoor-to-lay-off-1300-staff/Workday Stock Takes A Hit After Piper Sandler Survey Flags AI-Driven Headwinds, But Retail's Optimistic https://stocktwits.com/news-articles/markets/equity/workday-stock-takes-a-hit-after-piper-sandler-survey-flags-ai-driven-headwinds/ch8GfqaR5kYElon Musk's xAI launches Grok 4 alongside a $300 monthly subscription https://techcrunch.com/2025/07/09/elon-musks-xai-launches-grok-4-alongside-a-300-monthly-subscription/Hidden AI prompts in academic papers spark concern about research integrity https://www.japantimes.co.jp/news/2025/07/04/japan/ai-research-prompt-injection/Tax provisions in the One Big Beautiful Bill Act https://www.journalofaccountancy.com/news/2025/jun/tax-changes-in-senate-budget-reconciliation-bill/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Episode 625: Neal and Toby dive into why professional gamblers are outraged over Trump's tax bill threatening their livelihood. Plus, an announcement of new tariffs on the EU and Mexico has the markets unsure if Trump is following through or not. Then, the reboot of ‘Superman' is another notch in a movie hot-streak for Warner Bros. Meanwhile, Bad Bunny is singlehandedly boosting Puerto Rico's economy. Also, while automakers try to install the latest and greatest tech in cars, cupholders have been the key decision factor for carbuyers. Finally, a preview of the week ahead. Meet your local home loan expert at https://mortgagematchup.com/?utm_source=morning_brew&utm_medium=podcast Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow 00:00 - Bastille Day 03:10 - Taxes on Gambling 8:10 - Tariff Latest 11:30 - Bad Bunny in Puerto Rico 17:00 - Superman Soars 20:40 - People Love Cupholders 24:30 - Week Ahead
Want the truth about the new tax bill (One Big Beautiful Bill Act) signed by President Donald Trump? Check out this episode as Dakota Grady breaks down the new bill that can help you save on taxes in your business and in life. Drop "TAXES" in the chat to get your tax strategy guide.
The One Big Beautiful Bill Act that President Trump signed on Friday gave a new tax benefit to our nation's seniors aged 65+ called the $6,000 senior deduction. The Social Security Administration has framed this as "ensur[ing] that nearly 90% of Social Security beneficiaries will no longer pay federal income taxes on their benefits." Some mainstream media publications have taken issue with this framing. What's the truth? What's the spin? I get into it in this video!#onebigbeautifulbill #socialsecurity #taxes
To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.comIn this special episode, Mat Sorensen breaks down President Trump's newly signed tax legislation, known as the “Big Beautiful Bill," and what it means for your personal and business taxes. With sweeping changes taking effect in 2025, Mat outlines the most impactful provisions for individuals, small business owners, and real estate investors. 0:00 - Introduction to The Big Beautiful Bill5:14 - Individual Tax Breaks Explained9:19 - State and Local Tax Deductions15:34 - Senior, Tips, and Overtime Benefits18:42 - Small Business Owner Benefits19:39 - Next Steps and Bill Timeline Grab my FREE Ultimate Tax Strategy Guide HERE! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification. You don't want to miss this! Secure your tickets for the most significant business, tax & legal event of the year: Main Street 360 Looking to connect with a rock star law firm? KKOS is only a click away! Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!
Discover how the Senate's new tax package may reshape US tax policy—Deloitte specialists break down the latest changes and what's next for taxpayers.
Most people nearing retirement aren't thinking about tax legislation; they're focused on their savings, Social Security timing, or making sure their lifestyle doesn't outlive their money. But what if a single bill quietly reshapes the rules you've been planning around? In this episode, I break down a new piece of legislation that's generating significant political buzz but concealing some far-reaching implications for retirees and pre-retirees alike. If you've heard soundbites about “the biggest tax cut in history,” you might assume you're in for a windfall. The truth? It's a lot more nuanced and more temporary than headlines let on. I walk you through what's actually in the bill, what got stripped out (spoiler: Social Security tax relief didn't make the cut), and how all this might hit people aged 55 to 70. Then, in classic Retirement Made Easy fashion, I pivot to listener questions on how to tap your accounts in the smartest order, why RMD math isn't as harsh as people think, and whether borrowing against your house in a downturn is ever a good idea. I close with a sobering but motivating list of what can go wrong in retirement planning and how to think more clearly and conservatively about your future. You will want to hear this episode if you are interested in... (00:00) Intro (04:19) Key changes in the bill that might affect retirees (13:08) Listener Q1: Which retirement accounts to tap first? (19:58) Listener Q2: Clearing up RMD confusion (23:03) Listener Q3: Is using home equity a good backup plan? (27:06) Listener Q4: What could blow up your retirement plan? Resources & People Mentioned 3 Steps to Retirement Planning https://www.retirestrongfa.com “The One, Big, Beautiful Bill…” https://www.whitehouse.gov/articles/2025/05/one-big-beautiful-bill-is-a-once-in-a-generation-chance/ IRS RMD table https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-required-minimum-distributions-rmds Connect With Gregg Gonzalez Email at: Gregg.gonzalez@lpl.com Podcast: https://RetirementMadeEasyPodcast.com Website: https://StLouisFinancialAdvisor.com Follow Gregg on LinkedIn Follow Gregg on Facebook Follow Gregg on YouTube Subscribe to Retirement Made Easy On Apple Podcasts, Spotify, Google Podcasts
In this episode, I'm joined by Nate Sosa, CPA, MST from Hall CPA, and we dive deep into:- The status of the new tax bill and what it means for you- Key changes, including bonus depreciation and Qualified Business Income (QBI) deductions- The implications of the SALT cap increase and how it affects high-income earners- Insights on Qualified Opportunity Zones and their effectiveness- And much more---------✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com✅ My personal blog & newsletter: https://www.thomaskopelman.comDisclaimer: None of this should be seen as financial advice. It is just for informational purposes.
Trump's new tax bill aims to extend tax deductions that are set to expire, ensuring continued economic growth and stability for real estate investors. But how can these changes benefit your investment strategy? In this episode, Dave breaks down President Trump's signature tax legislation (the "One Big Beautiful Bill Act" or OBBBA) making its way through Congress, including what's in it, what's missing, and the implications for real estate investors. Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Find an Investor-Friendly Agent in Your Area Find Investor-Friendly Lenders Property Manager Finder Dave's BiggerPockets Profile Jump to topic: (00:00) Why This Tax Bill Matters Now (01:06) What's Actually Inside the “One Big Beautiful Bill Act” (OBBBA) (03:02) Real Estate Relevance: Bonus Depreciation Origins and Extension Details (04:30) Bonus Depreciation Returns: Timeline and Impact for Investors (05:50) Breakdown of Spending Cuts Meant to Offset Tax Reductions (07:15) What Didn't Make It In: Real Estate and Housing Provisions Left Out (08:25) The Debate: Arguments For and Against the Tax Bill (14:44) Real Estate Investor Takeaways: What This Bill Means for You (20:04) Broader Economic Outlook & Final Thoughts (21:48) Final Thoughts: What Happens Next, and When to Expect Updates Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/on-the-market-329 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
A potential tax overhaul is on the horizon so we're breaking down what it could mean for your finances. From deductions to credits and everything in between, we explain what's likely, what's noise, and how you can get ahead of it all. Plus, we tackle smart strategies for managing mortgage prepayments, 401(k) match tradeoffs, and more. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas reads the fine print of U.S. tax legislation to understand how it might affect foreign companies operating in the U.S. and foreign investors holding U.S. debt.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy. Today we're talking about a proposal tucked away in U.S. tax legislation that could impact investors in meaningful ways: Section 899.It's Wednesday, June 11th, at 12 pm in New York. So, Section 899 is basically a new rule that's part of a bigger bill that passed the House. It would give the U.S. Treasury the power to hit back with taxes on foreign companies if they think other countries are unfairly taxing U.S. businesses. And this rule could override existing tax agreements between countries, even applying to government funds and pension plans.The immediate concern is whether foreign holdings of U.S. bonds would be taxed – something that's not entirely clear in the draft language. Making the costs of ownership higher would affect holders of tens of trillions of U.S. securities. That includes about 25 percent of the U.S. corporate bond market. In short, the concern is that this would disincentivize ownership of U.S. bonds by overseas investors, creating extra costs or risk premium – meaning higher yields. The good news is that there's a decent chance the Senate will tweak or clarify Section 899. Consider the evidence that the motive of those who drafted this provision doesn't seem to have been to tax fixed income securities. If it was, you'd expect the official estimates of how much tax revenue this provision would generate to be far higher than what was scored by Congress. Public comments by Senators seem to mirror this, signaling changes are coming. But while that might mitigate one acute risk associated with 899, other risks could linger. If the provision were enacted, it acts as an extra cost on foreign multinationals investing in building businesses in the U.S. That means weaker demand for U.S. dollars overall. So while this is not at the core of our FX strategy team's thesis on why the dollar weakens further this year, it does reinforce the view. For European equities, our equity strategy team flags that Section 899 adds a whole new layer of worry on top of the tariff concerns everyone's been talking about. While people have been focused on European goods exports to the U.S., Section 899 could affect a much broader range of European companies doing business in America. The most vulnerable sectors include Business Services, Healthcare, Travel & Leisure, Media, and Software – basically, any European company with significant U.S. business.The bottom line, even if modified, if section 899 stays in the bill and is enacted, there's key ramifications for the U.S. dollar and European stocks. But pay careful attention in the coming days. The provision could be jettisoned from the Senate bill. It's still possible that it's too big of a law change to comply with the Senate's budget reconciliation procedure, and so would get thrown out for reasons of process, rather than politics. We'll be tracking it and keep you in the loop.Thanks for listening. If you enjoy Thoughts on the Market please leave us a review. And tell your friends. We want everyone to listen.
In this episode, Scott Becker breaks down 16 major elements of the newly passed tax bill, including changes to deductions, child tax credits, estate tax exemptions, and more.
In this episode, Scott Becker breaks down 16 major elements of the newly passed tax bill, including changes to deductions, child tax credits, estate tax exemptions, and more.
Big tax changes could be coming soon! On February 25, the House passed a budget resolution setting a $4.5 trillion cap for a new tax bill that could replace the Tax Cuts and Jobs Act (TCJA) before it expires at the end of 2025. But what will the new law look like, and how will it impact your financial plan? In this episode, Tyler Emrick, CFA®, CFP®, breaks down the key debates in Congress, what changes might be coming, and how you can prepare now to optimize your tax strategy. Here's some of what we discuss in this episode:
The Left-Wing News Channels are confused about which networks are allowed to ask Trump Questions, moving forward during Press Conferences. Actor Gene Hackman has passed away. Mark Takes Your Calls! Mark Interviews Economist Steve Moore. Mark and Steve talk about how Trump's New Tax Bill will be beneficial for Businesses and Americans. Steve explains how the previous administration's economy is putting up a challenge for Trump's Tax Cuts 2.0.
Mark and Steve talk about how Trump's New Tax Bill will be beneficial for Businesses and Americans. Steve explains how the previous administration's economy is putting up a challenge for Trump's Tax Cuts 2.0.
How will Trump's Mineral Deal work out for Ukraine and the USA? The Left-Wing News Channels are confused about which networks are allowed to ask Trump Questions, moving forward during Press Conferences. Actor Gene Hackman has passed away. Mark Interviews Economist Steve Moore. Mark and Steve talk about how Trump's New Tax Bill will be beneficial for Businesses and Americans. Steve explains how the previous administration's economy is putting up a challenge for Trump's Tax Cuts 2.0. Mayor Eric Adams didn't show up to the Mayoral debate last night in NYC. Former Governor Andrew Cuomo's Mayoral campaign is supposed to kick off this Sunday. NYC has a cop shortage. Police Commissioner Jessica S. Tisch was speaking about updates with the NYPD at a conference yesterday. Mark Interviews Columnist Miranda Devine. Miranda explains to Mark the reasons that we haven't heard from former President Biden in a while. In addition, Mark and Miranda talk about Biden's cognitive decline moments during his presidency.
Vikatan Imperfect Show is a unique political satire program that tackles local, national, and international current affairs in an engaging and witty manner. Through sharp humour and insightful commentary, the show presents a satirical take on the latest news and political events, making complex issues more accessible and entertaining for the audience. With its clever blend of humour and thought-provoking analysis, the show has gained a massive following on YouTube, attracting viewers who appreciate its distinctive approach to current affairs. Whether it's breaking news, political controversies, or global happenings, Vikatan Imperfect Show brings a fresh perspective, using satire as a tool to provoke thought and encourage meaningful discussions. Its ability to simplify and entertain has made it a go-to show for many who seek both entertainment and a deeper understanding of the world around them.
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Start 2025 off right by saving money on your taxes! In this episode, we're sharing five simple yet powerful tax strategies that can help you avoid overpaying and keep more of your hard-earned money. Whether you've never done tax planning or just want to improve your approach, this episode is packed with tips for small business owners. We'll cover how to choose the best structure for your business, the smart way to pay your kids, retirement planning options you can't afford to miss, and making sure every deduction counts. Plus, we'll touch on advanced strategies like using investments to reduce your tax bill even further. This is the perfect episode to kickstart your tax savings for the new year. Don't wait until it's too late—get proactive about your taxes now. Tune in and take control of your 2025 tax strategy! Next Steps:
Today's blockchain and cryptocurrency news Bitcoin is down half a percent at $95,160 Eth is down half a percent at $3,607 Solana, down half a percent at $235 Russia's upper house approves new tax bill for crypto Learn more about your ad choices. Visit megaphone.fm/adchoices
The Taxation (Annual Rates for 2024-25, Emergency Response, and Remedial Measures) Bill is released Insights from 10 years of Inland Revenue's transfer pricing questionnaires Inland Revenue starts knocking on doors about overdue tax debt
The IRS continues to crack down on incorrect ERTC claims and recently released an update shining a light on 7 warning signs of incorrect claims. On this special bonus episode of The Bottom Line Pharmacy Podcast, Scotty Sykes, CPA, CFP and Bonnie Bond, CPA bring you tax updates that matter for your pharmacy including updates on ERTC, a new tax bill that may affect compounding pharmacies, changes in 1099s, and more! Want to read and follow along with this episode? Click here for the transcript.Check out all of our social media and stay connected with us: Sykes & Company P.A.: Facebook Twitter (X) LinkedIn Instagram CPA's: Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter Bonnie Bond – CPA LinkedIn Bonnie Bond – CPA Twitter More resources about this topic: ERTC Due diligence: https://www.sykes-cpa.com/ertc-due-diligence-the-bottom-line-pharmacy-podcast/ ERTC for Startups: https://www.sykes-cpa.com/employee-retention-tax-credit-for-startup-pharmacies/ IRS 7 ERTC Warning Signs: https://www.irs.gov/newsroom/irs-shares-7-warning-signs-employee-retention-credit-claims-may-be-incorrect-urges-businesses-to-revisit-eligibility-resolve-issues-now-before-march-22#:~:text=Here%20are%20some%20of%20the,sign%20of%20an%20incorrect%20claim. R&D Tax Information for Compounding Pharmacies: https://www.sykes-cpa.com/rd-tax-credit-opportunities-for-pharmacy-compounding-services/
February 8, 2024 - New Tax Bill
The purposed tax bill would increase the child tax credit and restore critical research and development deductions. Dive into the latest Tax Insights Podcast as Jeff unravels the complexities of a new tax bill that could impact your 2023 and 2024 taxes.
Swing district GOP candidate Mike Lawler exposes Democrats' real plan for their new tax bill.
A new tax bill causes a massive storm but what happens next? Also brief run-through of what other tax measures are in the Taxation (Annual Rates for 2022-23, Platform Economy and Remedial Matters) Bill. (TL:DR - a lot!)
Get CME Here: https://earnc.me/2wmNJ0 It's always important to be prepared for potential changes that could affect your tax liability. With President Biden recently signing the Inflation Reduction Act into law, many people are left wondering what this actually means for their future tax liability. Will there be more audits with the increased budget for the IRS? What does this mean for SALT-caps? In this episode, Evgeni Ivanov, Senior Manager for Wipfli LLP, joins the show to share everything we need to know about the new tax bill and how these changes will impact you. Learn more: https://apmsuccess.com/160 Watch the video: https://apmsuccess.com/160v
In this episode of The Finance Rebel, I will discuss Elon Musk's newest debacle and the newest IRS bill. I will also answer questions from the live audience.
In this episode of The Finance Rebel, I will discuss Elon Musk's newest debacle and the newest IRS bill. I will also answer questions from the live audience.
In this episode of The Finance Rebel, I will discuss Elon Musk's newest debacle and the newest IRS bill. I will also answer questions from the live audience.
In this episode of The Finance Rebel, I will discuss Elon Musk's newest debacle and the newest IRS bill. I will also answer questions from the live audience.
In this episode of The Finance Rebel, I will discuss Elon Musk's newest debacle and the newest IRS bill. I will also answer questions from the live audience.
There's been a lot of reasonable concerns stirred up by the current administration's “Build Back Better Act". Along with that, some confusion in keeping track of the proposed changes as it makes its way through the legislative process. This week I am sharing what the latest revisions are, and most importantly, what that means for real estate investors. Key Takeaway: The recent cuts to the bill are very beneficial for real estate investors across the US. Thankfully, real estate investing remains a secured and time-tested approach for continued wealth building. Interested in our Current Offering? To learn more about REV Fund, our $100M Value-Add Multifamily Fund, click here: https://bit.ly/31zpSww Production Credits: Featuring: Ellie Perlman Strategy: Jeannette Robinson Digital Editing: Brenna Shelton Audio Editing: WEP (We Edit Podcasts) Learn more about your ad choices. Visit megaphone.fm/adchoices
Tax laws for business owners, especially those who sell physical products, have changed. After the new tax law went into place the person whose expertise I trust the most is former Capitalism Conference speaker Tom Wheelwright. Stay ahead of the curve on what to do with your taxes this year and how to take advantage of some changes that have taken place with the tax law. You could stand to lose, or gain, a small fortune.
The type of Entity that you pick for business will have many legal pros and cons. Taxes, varying degrees of liability, and types of protection are all affected by your business entity. Consulting with your team's legal expert will help you decide which one best suits your small businesses needs. Justin goes over the differences between the various entities with legal expert Lee Popkin of Long, Ragsdale & Waters. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! TIME INDEX: 00:31 - What Entity Should a Business Owner Choose? 03:35 - A Brief History of Entities 04:10 - Corporations 04:50 - Limited Partnerships 06:18 - LLCs 09:55 - S Corps 11:14 - The Difference Between LLC & S Corp, Asset Protection 16:01 - Tax Benefits 18:59 - Effect of the New Tax Bill on Small Businesses 21:05 - Choosing Between an LLC and S Corp Based on Tax 23:15 - How to Determine Which Entity Suits Your Business Needs 24:43 - How Much Does this Expertise Cost? 26:46 - Getting Guidance from Your Team 28:26 - Closing Remarks USEFUL LINKS: Financially Simple Financially Simple on YouTube Financially Simple on Facebook Financially Simple on Twitter Long, Ragsdale & Waters _________ BIO: Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute's Exit Planner Leader of the Year.DISCLOSURES:This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone, and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves the risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast's guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC. Statements made in this podcast are subject to change without notice. Neither WealthSource Partners, LLC nor its representatives, the podcast's hosts, or its guests have an obligation to provide revised statements in the event of changed circumstances. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Advisors who wished to be ranked in Investopedia's Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers. Rankings were determined based on the number of followers and engagement on social media, primary contribution to professional industry websites, and their focus on financial literacy. Neither performance nor client experience, however, were considered. No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia's Top 100 Financial Advisors List. The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration. This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.
In this episode I talk about how to use the higher standard deductions in conjunction with the favorable capital gain rates to reduce taxes. If you are in the 10-12% tax brackets... AND REMAIN THERE, you pay no tax on your long term capital gains! This could be a huge strategy for those who have appreciated positions they were hesitant to diversify because of the tax potential. Remember, your taxable income is AFTER deductions. If you're married and have $70k of gross income after standard deductions you have $46k of taxable income, putting on the low end of the 12% bracket. In this case you can have around $30k of capital gains before you have to pay tax on them. Take advantage! I also show you what to look at in your tax return to begin the evaluation of your potential gains in using the tax code. 1040 Lines 8, 9 and 13 Schedule B Schedule D line 14 Know the numbers on these pages! Song of the day - Clutch - Escape From The Prison Planet --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support
The new tax bill, TCJA, is a HUGE opportunity for married couples to start planning, especially if you're over 65. In this episode I discuss how using your increased in Standard Deductions and paying just a bit more tax today can save you HUGE taxes in the future. Remember, a single taxpayer, i.e. a widow, only has half the Standard Deduction as a married couple. This may not seem a big deal, but it is. The single taxpayer will now be faced with higher taxable income, at a higher tax rate, as well as higher taxation on Social Security, PLUS, potential for huge premium increases on Medicare B and D. Don't let this be you. Start slowly moving money over to a Roth IRA, at the minimum up to the maximum of your current tax bracket. Married with taxable income of $50k means you have $27k before you hit the next bracket of 22%. Pay 12% tax on that $27k today to save huge amounts in the future. Song of the day is Jake Hamilton and the Sounds - Wade In The Water --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support
Links:https://www.4283legaladvisors.com/single-post/2018/01/23/The-Skinny-on-the-New-Tax-Bill
With over 1,000 pages of new tax law, decoding what this means for individuals, retirees, and businesses will be a difficult task. On today's show we talked with tax attorney and author Rebecca Walser. She gave us valuable commentary into the new tax bill, effective 2018 and her new book Wealth Unbroken. Tax attorney and Certified Financial Planner Rebecca Walser will release her book Wealth Unbroken - Growing Wealth Uninterrupted by Market Crashes, Taxes, or Even Death in January 2018. Known from her weekly “Smart Money Mondays” segment on the nationally syndicated “Daytime” television show seen in over 70 markets, she has also been featured in US News & World Report, Bloomberg Business, New York Post, New York Daily News, Yahoo Finance, ABC News, NBC News, CBS News, FOX News, CW, Miami Herald, Boston Globe, LA Daily News, International Business Times, Investing Daily, Street Insider, and numerous other media outlets. According to Rebecca Walser, tax attorney and financial strategist, conventional wealth building wisdom has been leading Americans astray for 40 years. In Wealth Unbroken, Rebecca explains how and why following the popular beliefs about long-term wealth building are keeping 96 out of 100 Americans from financial success in their retirement. To learn more about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/ Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/view/id/moneymatters or www.moneymatterspodcast.com #KPFTHOUSTON #HoustonMoneyWK #rebeccawalser
It's almost tax season! Because of that and the fact that a new tax bill was signed into place today, people are wondering how this all affects them. Well, you... The post What Does The New Tax Bill Mean For Low And Middle Class America appeared first on Power 98 FM.
We welcome Kelly Jane Torrence & Jason Russell to this episode of The Strongcast! With these two Beltway insiders, we tackle the new tax bill & the impact it'll have on everyday Americans. This is one #Strongcast you do NOT want to miss! Subscribe to The Strongcast on iTunes at: https://itunes.apple.com/us/podcast/the-strongcast/id1299887231?mt=2 Find out more about The Strongcast at: armstrongwilliams.com/strongcast
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