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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/
In July of 2025, Washington passed the One Big Beautiful Bill Act, and it's changing retirement tax planning in ways most people haven't heard about yet. If you plan proactively, these changes could save you thousands on your retirement tax bill.But it's not just this one bill. Congress has been consistently changing the rules around retirement—from RMD ages shifting multiple times in recent years, to inherited IRA rules that caught millions of beneficiaries off guard. Every legislative session can bring new complexity to retirement planning.What we cover in this episode:00:00 Washington's Impact on Retirement00:32 The One Big Beautiful Bill Act03:54 The New Senior Bonus Explained08:26 Secure Act and Required Minimum Distributions (RMDs)10:46 The Inherited IRA 10-Year Rule15:36 Government Shutdowns: Social Security & Medicare18:24 Market Volatility & Your PortfolioThese legislative changes add complexity to retirement planning, but they also create opportunities for tax savings if you plan proactively.--Ready to take the next step? Schedule a RetireReady Call at https://bit.ly/4jEw8a5Get the tools you need to prepare for retirement with the Retire Your Way Toolkit: https://bit.ly/49bO1bi--Loren Merkle, CFP®, RICP®, Certified Financial Fiduciary®https://merkleretirementplanning.com/staff-members/loren-merkle/Clint Huntrods, Certified Financial Fiduciary®, PhDhttps://merkleretirementplanning.com/staff-members/clint-huntrods/Molly Nelson, Host of Retiring Today with Loren Merklehttps://merkleretirementplanning.com/staff-members/molly-nelson/--This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.Medicare services provided through MRP Insurance, LLC. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Elite Retirement Planning, LLC. MRP Insurance, LLC, is not affiliated with or endorsed by any government agency. This is an advertisement for insurance. By responding to the ad, you will be put in contact with a licensed insurance agent offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. We do not offer every plan available in your area. Currently we represent [5] organizations which offer [22] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
Oct 6, 2025 – Are your charitable donations about to get more expensive? Sweeping new tax laws could soon change how much you save—and how much you give. Crystal Colbert, Senior Wealth Advisor at Financial Sense Wealth Management, discusses...
Randy Yost sits down with bestselling author and Simplicity partner Patrick Kelly to unpack the One Big Beautiful Bill Act, a sweeping piece of legislation that could quietly reshape retirement income strategy, tax diversification, and the way you start client conversations. The post How to Turn New Tax Laws Into New Clients with Patrick Kelly (Ep. 85) first appeared on Simplicity InsurMark.
Randy Yost sits down with bestselling author and Simplicity partner Patrick Kelly to unpack the One Big Beautiful Bill Act, a sweeping piece of legislation that could quietly reshape retirement income strategy, tax diversification, and the way you start client conversations. The post How to Turn New Tax Laws Into New Clients with Patrick Kelly (Ep. 85) first appeared on Simplicity InsurMark.
This episode we're amped to talk about taxes. That's because new U.S. laws benefit both salon owners and stylists. Blake brings in Chris Wittitch, a CPA and partner at Boyum Acounting, to break it all down. They chat about the exciting new FICA tax tip credit now available to the beauty industry and what salon owners need to know to take full advantage of it. They also touch on the new tax-free tips for service providers and discuss the impact of digital tipping platforms like Venmo and PayPal. Tune in to get all the insights straight from an expert and make sure you're maximizing these new tax benefits!MORE RESOURCESComplete guide to tax reporting for salonsNo Tax on Tips guide for salon employeesFind more guides and learn how your salon company can work with Chris Wittitch at salon.cpa00:00 Introduction00:33 Meet the expert: Chris Whittich, Summit's right-hand accountant01:10 Understanding the FICA tip credit04:41 Salon owners: Maximizing the FICA tip Credit13:58 Tax-Free Tips: What service-providers need to know24:22 Impact of digital tipping and 1099-K reporting28:38 Conclusion and what happiness means to Chris Follow Summit Salon Business Center on Instagram @SummitSalon, and on TikTok at SummitSalon. SUMM IT UP is now on YouTube! Watch extended cuts of our interviews at www.youtube.com/@summitunlockedFind host Blake Reed Evans on Instagram @BlakeReedEvans and on TikTok at blakereedevans. His DM's are always open! You can email Blake at bevans@summitsalon.com. Visit us at SummitSalon.com to connect with others in the industry.
Is 2025 the perfect time to get into real estate investing? With falling mortgage rates, favorable tax laws, and shifting real estate markets across the US, there are all kinds of opportunities for rookie investors, and in this episode, we'll show you how to make your first or next move! Welcome back to the Real Estate Rookie podcast! The housing market is shifting fast, and today, we're providing you with an all-in-one investing update—chock-full of actionable advice to implement before the year ends. We'll also get into how the recent market shifts have affected our own real estate portfolios. Ashley shares the progress on her current live-in flip and why she's self-managing her short-term rentals, while Tony shares his latest revenue numbers on his 13-unit motel investment and why he's branching off into a new southwestern market! Whether you're a true beginner, a seasoned investor, or somewhere in between, we'll provide the game plan you need to get started in 2025 and a handful of tips on adapting to the current climate! In This Episode We Cover Whether you should invest in real estate in 2025 (or hold off until 2026!) How the One Big Beautiful Bill Act will affect new real estate investors Major rental pivots Ashley and Tony are making to prepare for 2026 The strategies Tony is using to stabilize his underperforming rentals Why Ashley is choosing to self-manage her short-term rental properties And So Much More! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/rookie-609 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
The UK government is coming for everything you've got. In this urgent episode, we break down the shocking new tax laws being passed quietly during periods of political chaos. We detail how your pension, your savings, your home, and even your children's inheritance are now squarely in the crosshairs to fill a £50 billion budget black hole. This isn't speculation—it's official. We'll explain the massive inheritance tax trap threatening to steal an average of £82,000 from homeowners and how the new "National Wealth Fund" aims to mobilize your pension. But it's not all doom and gloom; we also provide crucial guidance and legal strategies, from trusts and allowances to spousal transfers, to help you protect your wealth before it's too late. This is essential listening for every UK taxpayer.Support the showThanks for listening. For more commentary, join my newsletter! To Stay In Touch: Click Here To Subscribe To My NewsletterSee you next time!
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
In this final episode of the New Tax Laws Decoded series, we unpack how the end of popular clean energy tax credits is creating surprising new tax-saving opportunities for business owners. Host [Name] explains which incentives are disappearing—including electric vehicle, solar, and home improvement credits—and reveals what's replacing them. Learn how to pivot your business strategy toward advanced manufacturing, childcare credits, and opportunity zones to stay aligned with shifting government priorities. Whether you're looking to reduce taxes, boost profits, or build a more adaptive business, this episode gives you the strategic insights and tax tips you need to thrive. Don't miss the practical advice, smart strategies, and clear breakdowns of where the money's going now. Next Steps:
Ed Slott, CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.” • • • This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki. Since 2000, the Bogleheads have held national conferences in major cities across the country. The 2025 conference will take place in San Antonio, Texas, from October 17 to 19. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent. This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated. Show Notes: Bogleheads® Live with Mike Piper: Episode 36 Bogleheads® Live with Mike Piper: Episode 23 Bogleheads® Live with Mike Piper: Episode 9 Bogleheads® Live with Sean Mullaney and Cody Garrett: Episode 11 Bogleheads on Investing with Cody Garrett: Episode 61 Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon Bogleheads on Investing with Phil Demuth, “The Tax-Smart Donor”: Episode 83
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
In this episode of New Tax Laws Decoded, we break down the biggest international tax changes in decades—and why they matter. If your business earns foreign income, exports products or services, or competes globally, understanding these updates could save you hundreds of thousands. We dive into updated GILTI and FDII provisions, how they impact tax planning, and why tax parity between foreign operations and domestic exports matters. Learn how to use these tax strategies to reduce your tax burden, optimize global operations, and outcompete on the world stage. If you're thinking about international expansion, this is the most valuable episode yet. You'll walk away with real insights into international tax planning, deductions, and strategies that give your business a global edge. Next Steps:
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
In this episode of the New Tax Laws Decoded Series, we break down how the new $2,000 1099 reporting threshold is a game-changer for small business owners. You'll learn how this shift reduces administrative burdens, saves time and money, and creates space for real business growth. We explore what this means for your tax strategy, how to update your systems, and why this is more than just paperwork relief—it's a chance to sharpen your financial mindset and boost your business strategy. Tune in to hear how to turn regulatory changes into strategic advantages. Next Steps:
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Want to retire tax-free? The new tax law just made it easier. This episode covers how Roth conversions, solo 401(k)s, and strategic retirement planning can help you build tax-free wealth in your business. We explain how to time income, deductions, and business expenses to reduce your tax bracket and maximize long-term compounding in Roth accounts. This episode is packed with strategies for entrepreneurs who want to grow their business and retire with confidence. Next Steps:
This episode of Dollars & Sense puts the spotlight on the economic headlines shaping your future. Get an insider's look at the landmark OBBB tax bill, including powerful updates like “Trump accounts,” zero tax on tips and overtime, and a fresh car loan deduction. Our experts break down the practical impact of these changes on everyday finances, revealing who stands to benefit and how. We also analyze the latest economic data, from surprising unemployment trends and Federal Reserve rate decisions to rising health insurance costs and how corporate America is navigating volatility. Understand the forces driving the markets, and pick up actionable tips to stay ahead through 2025's evolving financial landscape. If you want to know how new tax rules and market shifts could affect your money—and what you can do about it—don't miss this episode. Tune in now for thoughtful analysis, fearless forecasts, and the guidance you need to make smarter financial decisions with Dollars & Sense!
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Big win for small business owners: the Qualified Business Income (QBI) deduction is now permanent. In this episode, we walk through how to calculate and optimize your 20% deduction on pass-through income. Learn how entity structure, W-2 wages, and capital investments affect your eligibility, and how the new rules impact your 2025 planning. If you're a sole proprietor, S corp owner, or partner—this episode shows you how to cut your tax bill without changing how you operate. Next Steps:
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Real estate just became one of the most tax-efficient investments again. In this episode, we break down how the permanent changes to depreciation rules, bonus depreciation, and NOLs have unlocked major cash flow advantages for real estate investors. We cover cost segregation, real estate professional status, and how to pair these with 2025 tax laws to stack your savings. Whether you own rental properties or are planning to expand, this episode gives you the playbook for smarter tax moves in real estate. Next Steps:
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Are you unintentionally triggering the Personal Holding Company tax without realizing it? This little-known rule could be quietly costing your business thousands in taxes every year. In this episode, we explain who qualifies as a PHC, what types of income make you vulnerable, and how to restructure your entities to avoid surprise penalties. This is a must-listen if you own a C corp, manage investment income, or run multiple entities. Next Steps:
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
If you're sitting on capital gains or planning to sell a business, this episode will blow your mind. We break down how Opportunity Zones—now made permanent—let you defer taxes today and potentially eliminate them forever. We cover how to use real estate or business investments in these zones to build long-term wealth, while also making an impact in distressed communities. This isn't just about tax deferral—it's about compounding wealth with zero tax on the upside. Next Steps:
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Selling your business? This tax rule could let you pay zero in capital gains taxes—but only if you plan ahead. In this episode, we explore how the Qualified Small Business Stock (QSBS) exclusion just got supercharged under the new tax law. You'll learn how restructuring into a C corp and holding stock for 5+ years could eliminate your entire tax bill. We break down built-in gains, double taxation trade-offs, and real-world examples that show how to save millions legally. If you're planning a sale in the next 5–10 years, this strategy is a game-changer. Next Steps:
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Think business losses always help reduce your taxes? Not anymore. In this episode, we break down the now permanent Excess Business Loss Limitation under Section 461(l) and how it restricts high-income entrepreneurs from using all their business losses to offset income. We explain how it applies to multi-entity owners, real estate investors, and startup founders, and how you can work around the limits with smarter planning. You'll learn when losses are deductible, how to work with Net Operating Losses (NOLs), and why entity structure and timing matter more than ever. This is a critical update every serious business owner must understand. Next Steps:
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
There's a massive new tax credit for U.S. manufacturers—up to 35% back on qualifying investments. In this episode, we break down how the Advanced Manufacturing Investment Credit can save you millions and give you a long-term edge. From semiconductors to equipment production, we explain what qualifies, how to pivot into eligible industries, and why smart manufacturers are already restructuring to take advantage. We also show how to stack this credit with bonus depreciation, Section 179, and other 2025 tax breaks to supercharge your growth. Next Steps:
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Good news: the tax code just made business debt far more valuable. In this episode, we explain how the permanent return to EBITDA rules can give you thousands back in interest deductions—and unlock smarter growth strategies. You'll learn how to combine bonus depreciation, Section 179, and the new interest deduction rules to scale your business fast, without overpaying in taxes. We also walk through real examples and show you how to integrate debt into your long-term tax planning. If you're funding expansion, buying equipment, or carrying interest from past years—this one's for you. Next Steps:
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Did you know your past innovation work could still earn you huge tax savings? In this episode, we unpack how the updated R&D tax rules can help you unlock up to $200,000 in retroactive deductions—even if your business isn't in tech. Learn what qualifies, how to reclaim missed credits from 2022–2024, and how smart entrepreneurs are using this to fund growth and beat competitors. If you've been developing new products, improving processes, or investing in innovation, this episode shows you how to turn those efforts into real cash flow. Don't wait—this is one of the biggest opportunities for business owners to reclaim taxes and reinvest in 2025. Next Steps:
Big changes are coming with the new tax law, the One Big Beautiful Bill Act (OBBBA), and you need to know how they will impact your financial life. In this episode of Wise Money, we are breaking down what's staying the same, what's changing, and what it all means for your tax planning. From extended tax brackets and standard deductions, to changes in SALT limits and the real facts behind "no tax on tips, overtime or Social Security," we're cutting through the misinformation and helping you plan. Season 10, Episode 48 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney Watch this episode on YouTube: https://youtu.be/lpBbNvi7zYE Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/ Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
In this episode, we break down a powerful 2025 tax law that could save your business a ton of money. Thanks to changes in Section 179, you can now write off up to $2.5 million in equipment this year. That's real tax savings—plus a big edge over your competition. You'll learn what Section 179 is, what counts, and how to use it with bonus depreciation and other smart tax strategies. We explain it in simple terms, so you can take action fast. Don't let your CPA miss this—these updates are huge for business owners looking to save more and grow faster. Next Steps:
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
What if you could keep 20% more of your business income—legally? In this episode, we dive into one of the biggest tax strategies for 2025: the Qualified Business Income (QBI) deduction. Thanks to the new One Big Beautiful Bill, this powerful tax break is now permanent—and even more generous than before. We'll explain who qualifies, how much you can save, and the smart moves you need to make to get the most from it. Whether you're a solo entrepreneur, service provider, or running a growing business, this episode will help you avoid costly mistakes and show you how to pay less to the IRS. If you're serious about building wealth and growing your business, you can't afford to skip this one. Next Steps:
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Are you ready to save thousands on taxes while growing your business? In this episode, we break down one of the biggest tax wins for business owners in years — 100% bonus depreciation is back, and it's now permanent! That means you can write off the full cost of equipment, tech upgrades, furniture, and more this year — legally and with confidence. If you're thinking about buying computers, vehicles, or other tools for your business, this episode is a must-listen. We'll show you how this new tax law change from the One Big Beautiful Bill can boost your cash flow and lower your tax bill fast. Whether you run a service business, retail shop, or healthcare practice, these tips can help you make smarter money moves. Don't leave money on the table — listen now and get ahead of your competition. Next Steps:
Welcome to The LA Poker Roundup! The place for recent news and events in the LA poker community, with a focus on tournaments. This show will go over events happening the following week, the pros and cons of different events along with the opinions of your hosts. This week:01:53 Intro04:55 Blasters in WSOP Results30:49 Controversy surrounding WSOP Millionaire Maker40:46 What is Collusion50:37 Obligated to play a certain way on stream?1:00:53 Tax bill contains changes that could kill professional poker!1:12:38 Legends of Poker Schedule is out!1:22:28 Weekly RoundupRemember to subscribe and turn on notifications to catch each Roundup every week.Follow us on Twitter and Instagram LAPR Instagram: https://www.instagram.com/lapokerroundup/Ty's Twitter: https://twitter.com/TyDobbertinTy's Instagram: https://www.instagram.com/tydobbertin/Derek's Twitter: https://twitter.com/kwansfullDerek's YouTube: https://www.youtube.com/@10MinutePokerTipsDerek's Instagram: https://www.instagram.com/kwansfull/
Tehillah Niselow speaks to Yomi Olugbenro, West Africa Tax & Legal Market Leader at Deloitte AfricaSee omnystudio.com/listener for privacy information.
On January 1st, new tax credit laws went into effect for the biofuel industry and our next guest says it will likely reduce the number of players in that field of which his company is one.
New Tax Laws for 2024 Thanks for watching! Please like and subscribe for more information about estate planning and probate in Texas. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://legionlawpllc.com/contact-us/ and set up a time to chat. #estateplanningattorney #probatelawyer #estateplanning
This week, Damon Roberts discusses the concept of being a tightwad and the importance of budgeting for both savers and spenders. The conversation highlights the joy of helping clients realize they can spend their money in retirement and shares a story of a couple who were able to fulfill their dream trip. Damon also touches on the need to readjust retirement income and the importance of having a comprehensive retirement plan. The conversation explores the topic of adjusting investment strategies in a 401(k) and the potential risks of market downturns. The discussion also touches on the significance of tax planning in retirement and the potential impact of new tax laws. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.
In segment one, Hal speaks with financial expert Shinobu Hindert about changes in the tax laws. Also, Suzanne Seini with Innovate Realty joins Hal to talk about a recent settlement with the National Association of Realtors that reinforces the ability of consumers to negotiate the commission of their real estate agents.
Join The Sandman in another episode of the Protect Your Assets retirement bootcamp series, where he discusses the complexities of recent tax law changes in California and their impact on retirement planning. As we kick off the new year, the Sandman offers invaluable insights into the Secure Act 2.0, IRAs, Roths, 401(k)s, and 529 plans, providing listeners with tools to make informed financial decisions. Whether you're nearing retirement or just beginning to plan, this episode is a treasure trove of information that can help you optimize your tax situation and work toward making your New Year's financial resolutions a reality. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.
Join The Sandman in another episode of the Protect Your Assets retirement bootcamp series, where he discusses the complexities of recent tax law changes in California and their impact on retirement planning. As we kick off the new year, the Sandman offers invaluable insights into the Secure Act 2.0, IRAs, Roths, 401(k)s, and 529 plans, providing listeners with tools to make informed financial decisions. Whether you're nearing retirement or just beginning to plan, this episode is a treasure trove of information that can help you optimize your tax situation and work toward making your New Year's financial resolutions a reality. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.
In this video, we take a look at Thailand's new tax laws, late-night noise in Phuket, and the Thai Expat Daily Show.Thailand is changing, and with that comes new tax laws. We take a look at what this means for expats living in Thailand and what measures they'll need to take to stay compliant. Plus, we discuss the recent increase in noise levels in Phuket at night and the Thai Expat Daily Show's take on the situation.--Want to support the show? Then why not buy me a coffee! You can do so by following the link belowhttps://www.buymeacoffee.com/thaiexpa...--Interested in starting your own podcast like the Thai Expat Daily Show? I use Buzzsprout and I can't recommend it highly enough. It makes everything super easy. Sign up today to get on the path to making great podcasts!https://www.buzzsprout.com/?referrer_...--Check out our website and forum - https://www.thaiexpatdailyshow.com--LIKE & SUBSCRIBE for new videos every dayhttps://www.youtube.com/channel/UCB8k...--Listen to our podcast on Spotify, Apple, and Amazon or on our podcast website: https://thaiexpatdailyshow.buzzsprout...--Facebook - https://www.facebook.com/thaiexpatdai...--#thaiexpatdailyshow #thailandnews #thailandstaxlawsSupport the show
Every time a new tax law gets introduced, it is increasingly important to understand its impact on our portfolio and, ultimately, on our taxes. In this episode, Ed Slott joins Brad Swineheart to navigate the ins and outs of the SECURE Act 2.0 and its role within the new tax laws rolling out this year. … Continue reading New Year, New Tax Laws with Ed Slott, CPA (Ep. 57) →
Here's an overview of the 2022 tax changes to help you prepare for what to expect as you file your taxes, featuring Jim Zahansky, AWMA®. - Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
The tax code changes that are going into effect in 2023 are going to have a big impact on the markets. Businesses are going to be affected the most, and it could not have come at a worse time. The team talks about how these changes are going to affect businesses and the market as a whole. The Inflation Reduction Act might actually work on businesses, but reducing demand through the middle-class isn't a good thing. Businesses may be worse off due to changes in capital expensing, R&D expensing, and interest expensing. The new tax code will disincentivize businesses from growing, and this will cost consumers jobs at a time when the Federal Reserve's interest rates are crushing demand. All of this will impact the economy, the markets, and you're wealth, which is why you need to pay attention to fiscal policy. The new tax plan essentially is making the government bigger through more tax revenue, which is causing the government to pick the winners & losers through the re-distribution of wealth.Oil has recently been selling off, which might suggest a couple of different viewpoints. It could suggest that a recession is looming as demand decreases throughout the world. It could also suggest that the supply chain of oil has gotten better. But that doesn't mean there aren't risks in 2023 for oil. An escalation in Russia/Ukraine of China/Taiwan could send oil higher. Also, China re-opening the economy could increase demand in oil as well. Ultimately, lower oil costs is a good thing for the American consumer who is already struggling and is a good thing for inflationary pressures. But it's not a good thing for Electric Vehicles. One of the selling points for EV's is the cost of gasoline compared to electricity. As gas prices go lower, there is less incentive for people to buy Electric Vehicles. What does this mean for the investment world and stocks like Tesla?Cancelled this week involves a conversation around McDonald's and their first restaurant to replace all of their workers by using machines & technologies to make the food for customers. What is the long-term impact technology has on the overall eceonomy and is it even sustainable in a capitalistic world? What ultimately might happen as time goes on and middle-class jobs are replaced by artificial intelligence and machines? It's something we need to pay attention too as technology continues to exponentially grow and businesses continue to use technology faster as the cost of hiring employees continues to rise.TIMESTAMPS 0:00:04 The Impact of the Secure Act on Businesses and the Market in 20230:02:15 The Impact of the Inflation Reduction Act on Businesses0:03:58 The Impact of the Trump Tax Code on Businesses and the Economy0:06:56 The Impact of Rising Interest Rates on Businesses0:09:19 The Impact of the New Tax Laws on the Stock Market0:11:44 The Impact of the Child Tax Credit on the Economy0:14:00 The Impact of Redistribution of Wealth on the Economy0:17:21 Oil Prices and the Electric Vehicle Market0:19:10 The Impact of Cheap Gas on Electric Vehicles0:21:33 The Impact of Electric Vehicles on the Automotive Industry0:22:58 The Future of Electric Vehicles: A Conversation with Tesla Owners0:25:46 Tesla is Still Overvalued0:27:33 The Impact of Automation on the Fast Food Industry0:29:43 The Impact of Technology on the Workforce0:31:25 The Impact of Technology on Society0:32:58 The Future of Work: A Discussion on the Impact of Technology
Yonah Weiss is back! If you missed his first appearance on Episode 12, be sure to check that out first!If there is one constant, it is CHANGE and the tax code is always changing. 2022 was the LAST year to get 100% bonus depreciation, now in 2023 that has been dropped to 80% bonus depreciation.So, what does that mean? Yonah breaks down the changes and even with the challenges how there are even MORE beneficial treatments now in the tax code especially if you own short term rentals!
The Trump tax breaks in 2017, resulted in over $1 billion going to large profitable businesses. Big corporations are pushing for tax breaks, again, into the new tax laws. Although some tax breaks go away in 2022 and 2023 corporations are now pressing for reversal, to keep their breaks. Executive Director of Americans for Tax Fairness, Frank Clemente joins Thom Hartmann to explain who pays for these tax breaks? Take a guess . . . it's you.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The IRS has changed the standard deductions, retirement contribution levels, gifting and more for 2023. We go through the highlights and have a new guide that outlines it all.
How are interest rates pointing to a recession next year? The IRS has new laws for 2023 about taxes and retirement contributions. How much do you have to save to develop $50k a year in retirement?
Join us with info from Tax Professional Jessica Janay
For further information go to: www.jenniferjhammond.com Known by many as the Tax Lady, she is often described as one of the most engaging, fun and informative teachers and lecturers in the Greater D.C. Metropolitan Region. Linda de Marlor is revered all over the region for her intricate tax knowledge and fun-filled approach to taxes. She has been a prominent figure in the area since the 80's and was speaking regularly on local T.V. and radio stations. She has appeared on C-Span and regularly teaches for various real estate offices and professional organizations throughout the region.
For further information go to: www.jenniferjhammond.com Known by many as the Tax Lady, she is often described as one of the most engaging, fun and informative teachers and lecturers in the Greater D.C. Metropolitan Region. Linda de Marlor is revered all over the region for her intricate tax knowledge and fun-filled approach to taxes. She has been a prominent figure in the area since the 80's and was speaking regularly on local T.V. and radio stations. She has appeared on C-Span and regularly teaches for various real estate offices and professional organizations throughout the region.
CPA Huddle is the fun, fast-paced podcast that simplifies accounting and tax trends for everyone. This podcast is a time efficient resource hub that will increase your money management IQ. In this is extended episode, the Huddle Guys talk about possible sweeping changes in the tax landscape with proposed new legislation that will have real impacts on businesses and individuals. Listen as the Huddle Guys share why they are not fans of the proposed legislation. The corporate tax rate will increase, with varying impacts based on industry. The impact to corporations may become a reminder of trickledown economics, as it could raise prices for all consumers and impact job stability. Flowthrough impacts aside, many of us stand to take a hit to our wallets as tax rates for individuals and married couples could increase. Pay close attention to this episode and take action. Congress needs to hear from you about the impact of these regulations to your bottom line. It's time to huddle up!
Esther and the team go over some ideas to better your financial planning and utilize the current state of the economy to make money during this time. Planning out your financials and using tools of the current market can better prepare you for tax season. This is explained in detail with situations to act a lens for the discussion.
Bill Doll, Partner at Reiser, Jennings & Co, PC discusses the new tax laws and what to expect with the new administration. We also discuss how to best benefit from donating to charities by staggering the years. This led to an in-depth explanation of how people benefit by using a Donor Advised Funds. We discuss what people need to know regarding Estate Taxes in 2021 and how to best think about gifting to children, spouses, and other family members. What are the tax brackets for 2021? We discuss those as well even though they may change with the new administration. If you have any questions about topics we discussed or would like more information please email cents@nikulskifinancial.com or go to www.NikulskiFinancial.com