Podcasts about overpaying

In this episode, we break down how Hulk Hogan built and protected a $25 million fortune—and the smart strategies you can use too. You'll learn simple tax tips and wealth planning moves that keep more money in your pocket. From diversifying income streams to choosing the right state for tax savings, we cover real-life examples any business owner can follow. We'll also unpack how trusts, life insurance, and tax strategy can help you pass wealth to the next generation—tax-free. Whether you run a small business or are growing your empire, these money hacks can help you maximize income and protect what you've built. This isn't just business talk—it's about making smarter money decisions starting now. Press play to learn the tax secrets the wealthy use (and most CPAs never mention).   Next Steps:

Most business owners are missing out on one of the most powerful tax strategies available. In this episode, you'll learn how a Health Savings Account (HSA) can give you triple tax savings, grow your money for decades, and help you keep more of what you earn. We'll break down the new rules, bigger contribution limits, and smart strategies to turn your HSA into a retirement powerhouse. This is simple, legal, and works for almost any business owner. If you've been looking for real tax tips and ways to keep more profit in your pocket, this is for you. Stop overpaying the IRS. Start using the same wealth planning moves the pros use. Your future self will thank you—so hit play now and learn how to keep thousands more every year.   Next Steps:

The IRS just made a big move that could cause headaches for business owners—and most people have no idea it's coming. In this episode, you'll learn what their new decision means for tracking tips and overtime pay, why the current tax forms won't help, and how to protect your business from costly mistakes. We'll cover simple tax tips and smart strategies to keep your payroll records audit-ready while helping employees get every dollar they're owed. You'll also hear how turning this challenge into a tax savings opportunity can boost your reputation and improve employee trust. Don't wait until tax season to figure this out—listen now so you can stay ahead and keep your business in control.   Next Steps:

In this episode of "The Free Lawyer" podcast, host Gary Miles interviews Frank Rekas, a financial expert and partner at Palm Wealth Partners. Frank shares insights on helping law firm owners simplify finances, minimize taxes, protect assets, and grow wealth using his NPG (Minimize, Protect, Grow) system. The discussion covers common financial blind spots, the importance of proactive planning, and practical strategies for attorneys to achieve financial clarity and confidence. Frank emphasizes a client-centered, honest approach and encourages lawyers to prioritize their financial well-being for long-term security and peace of mind.Law Firm Owners' Financial Challenges (00:04:16) Top Financial Concerns for Law Firm Owners (00:05:32) Law Firm vs. Personal Budgeting (00:07:04) The MPG System: Minimize, Protect, Grow (00:07:57) Common Financial Blind Spots (00:10:36) Benefits of Non-Retirement Investments (00:12:41) Working with Attorneys: Challenges and Benefits (00:13:44) Serving, Not Selling: Client-First Philosophy (00:14:50) Personalized Financial Planning (00:17:01) Law Firm Owners' “Aha” Moments (00:18:25)Building Financial Confidence (00:20:24) First Steps for Overwhelmed Law Firm Owners (00:22:12) Commonly Missed Tax Strategies (00:23:31) Year-Round Tax Planning (00:25:03) Achieving Financial Confidence and Freedom (00:25:27) Advice for Stressed Law Firm Owners (00:27:21) Money Mindset and Family Background (00:29:40) Would you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free Would you like to schedule a complimentary discovery call? You can do so here: https://calendly.com/garymiles-successcoach/one-one-discovery-call

Thinking about switching to an S-Corp—or staying with your LLC? This episode breaks down exactly what's changed in 2025 and how to pick the right entity for your business. I walk you through the pros, cons, and the hidden costs nobody talks about. Whether you're just starting out or making six figures, you'll leave knowing what to do and when to make the switch.   Next Steps:

The United Nations is in town and will bring lots of traffic to Manhattan, as usual.. Plus, New York's top court is weighing a change to local elections. Also, New York State Attorney General Letitia James is going toe to toe with the Texas attorney general to defend the Empire State's shield law for abortion providers. And finally, a Harlem man recently found out the apartment he's been living in for more than 20 years was supposed to be rent stabilized.

If you run an online business, you're probably walking right into a tax trap—and you don't even know it. In this episode, I walk through the five most common tax mistakes I see with digital entrepreneurs, content creators, and coaches. From write-offs to state nexus rules to what platforms like Stripe aren't telling you, this episode is full of must-know strategies that could save you thousands.   Next Steps:

Terrina Taylor, The Payments Connoisseur, who helps minority and women-owned businesses navigate the complex world of merchant services and credit card processing.Through her personalized approach to merchant account management, Terrina guides clients through application assistance, cost savings analysis, and ongoing support, ensuring they don't fall victim to the payment processing nightmares many small businesses face.Now, Terrina's focus on proactive customer service demonstrates how having a dedicated merchant account manager can transform a business's payment processing experience.And while offering free cost savings analyses to new clients, she's helping business owners understand exactly where their money goes and how to maximize savings while minimizing fees in an industry often plagued by poor support and unexpected account shutdowns.Here's where to find more:TerrinaTaylor.comhttp://www.facebook.com/terrinataylor.9http://www.instagram.com/yesher.terrinataylorhttp://www.linkedin.com/in/terrinataylor426________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

Ever feel like you're making money but still falling behind? You're not alone. In this episode, I reveal the #1 regret I hear from business owners and exactly what to do instead. We talk about cash flow mistakes, what most entrepreneurs get wrong with their finances, and how to build a plan that protects your income and grows your wealth. Simple shifts, big results. Don't let this be your story too.   Next Steps:

Roth conversions can be one of the smartest tax moves you ever make—or one of the most expensive mistakes. In this episode, I show you how to time your conversions to maximize tax-free growth, avoid common traps, and decide if converting now makes sense. You'll hear real-life stories of people who got it wrong (and lost big), plus how to structure your conversions if you're still working or near retirement. This is advanced tax planning made simple.   Next Steps:

1 - The Mayor of DC decrees that the Capital's police department is to work with the National Guard indefinitely in order to make sure that long term peace may be an option within the city. 115 - Is Valerie Arkoosh overpaying our bills? Does she not understand why that is harmful? Why are Democrats so blasé about crime and our taxpayer money? 130 - Bucks County Sheriff Fred Harran joins us again. Will this conversation be on his podcast? Fred tells us about his youth boxing initiative that helps kids focus on something else after school instead of getting into possible trouble. How much will this fundraiser that Dom is bartending help the program? How is his podcast going? What about his theme nights for the police? 145 - Epstein accusers are letting people know that Bill Clinton took one of them to Africa in the 1990s on Epstein's plane. 150 - Will other candidates drop out of the NYC mayoral race in order to get a 1v1 with Mamdani and Cuomo?

In this episode, Barbara pulls back the curtain on how business owners can legally write off more of their everyday life by understanding and applying smart tax strategy. She shares insights from over 15 years in the tax world, including the gaps in traditional accounting, the pitfalls of relying on family or outdated CPAs, and the common misconceptions business owners have about taxes. Whether you're a brand-new business owner or bringing in multiple seven figures, this episode will shift the way you think about money, expenses, and what's possible when you understand the tax code.Tune in to hear:Why fall is the perfect time to finally get your tax strategy in orderThe #1 mistake business owners make with their accountantsHow to know if your CPA is costing you thousandsWhy your family member who "does taxes" is likely not the best fitWhat most 7-figure business owners still get wrong about taxesSign up for the FREE Write Off Your Life Masterclass happening September 17th: https://taxedacademy.com/woyl-mcHow To Get Involved:Life-Changing Money is a podcast all about money. We share stories of how money has impacted and radically changed the lives of others—and how it can do the same for you.Your host, Barbara Schreihans (pronounced ShREE-hands) is the founder and CEO of Your Tax Coach, and the creator of the Write Off Your Life Course. She is a top tax strategist, business coach, and expert in helping business owners and high-net-worth individuals save millions in taxes while increasing profits.When she's not leading her team, coaching clients, or dreaming up new goals for her company, you can find her drinking coffee, hanging out with her family, and traveling the world.Grab a cup of coffee and become inspired as we hear from those who have overcome and are overcoming their self-limiting beliefs and money mindsets!Do you have a burning question that you'd love to hear answered on a future show?Please email it to: podcast@yourtaxcoach.bizSign Up For Our NewsletterLife Changing Money PodcastGet Tax Help!

Think you can skip the salary and just take distributions from your S-Corp? Think again. In this episode, I break down the IRS rules around “reasonable compensation,” how to calculate the right amount, and the penalties for getting it wrong. We also talk about how to fix it if you've been doing it wrong for years—and yes, there's a workaround. If you're running an S-Corp or thinking about becoming one, this is one episode you can't afford to miss.   Next Steps:

https://www.loom.com/share/c75dc282a6a241f0b6c457655d15b46a?sid=bcd62036-6128-45fe-8b09-f7ccb3ec419cGood day, Santa Clarita Valley!

You might be overpaying for roofing materials. Some companies are paying up to 44% of their revenue.But you won't be after you watch this video. Here are 7 negotiating tactics to get the lowest material prices possible.Some companies might even negotiate an extra 3%, 5%, or 7% when you use all of these tactics together.I hope this video helps you build a profitable, future-proof company.P.S. We're building profitable, future-proof companies together… the right way. Every day we are sharing our best strategies, supporting each other, and finding the opportunities in the chaos. Like how Joey taught us how he's building AI agents to automate workflows. Would you like to join us? https://www.rsra.org/join/=============FREE TRAINING CENTERhttps://adamsfreestuff.com/ FREE ROOFING MARKET REPORT:https://roofmarketreport.com/FREE COACHING FROM MY AI CLONEhttps://secure.rsra.org/adams-cloneJOIN THE ROOFING & SOLAR REFORM ALLIANCE (RSRA)https://www.rsra.org/join/ GET MY BOOKhttps://a.co/d/7tsW3Lx GET A ROOFING SALES JOBhttps://secure.rsra.org/find-a-job CONTACTEmail: help@rsra.orgCall/Text: 303-222-7133PODCASTApple Podcasts: https://apple.co/3fSQiev Spotify: https://bit.ly/3eMAqJe Available everywhere else :)FOLLOW ADAM BENSMANhttps://www.facebook.com/adam.bensman/   https://www.facebook.com/RoofStrategist/ https://www.instagram.com/roofstrategist/ https://www.tiktok.com/@roofstrategist https://www.linkedin.com/in/roofstrategist/#roofstrategist #roofsales #d2d  #solar #solarsales #roofing #roofer #canvassing #hail #wind #hurricane #sales #roofclaim #rsra #roofingandsolarreformalliance #reformers #adambensman

If you've got an LLC and you're wondering how to actually pay yourself, this episode is your playbook. I break down how to take money out of your business legally, what the IRS really looks for, and the exact steps to avoid paying way too much in taxes. You'll learn what an owner's draw is, how self-employment taxes work, and when you must start thinking about becoming an S-Corp. This is about real money—tens of thousands in tax savings—and you don't need an accounting degree to get it right.   Next Steps:

In this episode, Tiffany unpacks the deep connection between your money mindset and your bottom line. You'll hear powerful stories from real clients who've saved over $60K in taxes—not just through smart tax strategies, but by transforming their relationship with money. If you're a female entrepreneur tired of overworking and under-earning, this conversation will shift how you think about small business finance, wealth planning, and tax minimization. Tiffany reveals how scarcity thinking silently sabotages success, why women often resist tax strategies, and how to develop the financial mindset to build real, lasting wealth. You'll leave with practical strategies, tax tips, and the clarity to make better money decisions today.   Next Steps:

Got extra cash and wondering if you should throw it at your mortgage?

In this week's episode of Which? Shorts, we reveal the number in pounds and pence you should really be paying for both your broadband and mobile contracts. Read more about saving money on your broadband & mobile contracts Use of our free broadband comparison tool & mobile comparison tool Sign up for our Tech newsletter, it's free monthly Become a Which? member for 50% off the usual price

What if buying U.S. residency became the most powerful tax strategy on the table? In this episode, we break down Trump's proposed “Gold Card” program, a bold $5 million fast-track to a green card—and what it means for small business owners, investors, and tax-savvy entrepreneurs. Discover how this could create massive shifts in the economy, investment markets, and your personal tax planning. Whether you're a CPA, financial strategist, or business owner, this episode dives into tax minimization tactics, investment immigration, and why now is the time to upgrade your financial mindset before the wealth wave hits. Tune in to learn the opportunities—and the threats—you need to prepare for.   Next Steps:

Most business owners are overpaying the IRS—because they don't know the rules. In this episode, you'll learn how the wealthiest Americans use legal tax strategies to save tens of thousands every year. Discover the Trifecta System, the power of the S corporation, and real estate tax strategies that can turn rent into equity and vacations into deductions. Whether you're a consultant, real estate investor, or small business owner, these smart strategies will help you cut your tax bill, grow wealth, and take control of your financial future. If you want clear, no-fluff cpa advice on tax savings and business finance, this episode breaks it down in plain English.   Next Steps:

Welcome to Day 22 of the Double Your Profit SeriesThe go-to series for contractors, home service owners, and small business entrepreneurs. Today, we're diving into one of the fastest ways to improve margins without cutting jobs, service quality, or growth: Vendor Negotiations. If you had to find 10% savings in your business today, where would you look first?That's right — your vendors.

Are you paying more taxes than you should?Chances are, yes and it's costing you tens of thousands of dollars every year.In this exclusive audiobook series, you'll discover how business owners like you can legally slash their tax bills, stop overpaying the IRS, and keep more of the money you've worked so hard to earn.Inside, I'll expose the traps lazy CPAs never tell you about, reveal powerful strategies to zero out taxable income, and show you how to turn tax savings into real wealth and freedom.This isn't theory. It's a playbook. And if you're a business owner tired of funding Washington instead of your family and future, this audiobook is for you.

In this episode, Tiffany tackles the real reason so many business owners feel lost—because they don't know which numbers actually matter. If you're tired of flying blind in your business, this one's for you. Learn the 5 essential KPIs that go beyond vanity metrics to reveal your true business performance. From your current ratio to customer lifetime value, Tiffany breaks down each metric, why it matters, and how it ties directly to tax savings and wealth planning. This is about building a real business—not an expensive hobby. Whether you're a seasoned entrepreneur or just getting serious about business strategy, this episode will help you make smarter money decisions and reduce your tax burden.   Next Steps:

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:

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:

Discover why most entrepreneurs fail before they even get started, and how to avoid the biggest pitfalls holding you back. In this video, we break down the real reasons businesses collapse and the mindset shifts you need to win in 2025 and beyond.================================ 

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:

Hey there! I'm Kate from Hello Funnels, and in this episode of Doing Your Online Business podcast, I'm dishing out the juicy details on ditching SamCart's crazy price hikes for better checkout tools in 2025. After years of navigating online course tech (and yeah, plenty of headaches), I've uncovered the best alternatives that save me money and keep my business running smooth. I'll break down why SamCart's switch to a percentage model hit me with a $900 bill and reveal my top picks like Spiffy and ThriveCart as game-changing checkout solutions. Trust me, it's a total relief! Plus, I'll give you a peek at my tech stack guide where you can grab all the resources to switch to affordable checkout tools for your courses. Let's jump in and find the perfect checkout solution to boost your online course game in 2025! 00:00 SamCart's Shocking Price Hike 01:23 SamCart's Pricing Controversy 03:05 Criteria for Choosing a Checkout Solution 05:50 ThriveCart: Pros and Cons 07:20 Discovering Spiffy 09:01 Pricing and Budget Options 09:59 Warning for SamCart Users 12:01 Final Thoughts on Checkout Solutions  

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:

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:

08/06 Hour 3: Is There A Silver Lining For The Nationals - 1:00 Commanders Can't Afford To Overpay McLaurin - 17:00 Callers React To Terry's Contract Negotiations - 28:00

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:

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:

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:

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:

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:

Many taxpayers unknowingly pay more than they owe, with big tax refunds, incorrect filing status, missed deductions, and poor withholding adjustments. Today's Stocks & Topics: LEG - Leggett & Platt Inc., Market Wrap, MSTR - MicroStrategy Inc., 6 Clear Signs You're Overpaying on Your Taxes (And How to Stop), ZIM - ZIM Integrated Shipping Services Ltd., KPP Newsletter, Who's Paying the Tariffs USA, ALE - Allete Inc., ZBRA - Zebra Technologies Corp. Cl A, Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

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:

Send us a textShownotes can be found at https://www.profitwithlaw.com/491.Think your firm's 401(k) plan is “set it and forget it”? Think again. The retirement plan you've set up for your employees could be quietly draining thousands of dollars—hurting your staff's long-term savings and eating into your firm's profits.In this episode of the Profit with Law Podcast, host Moshe Amsel sits down with 401(k) forensic  consultant Paul Sippil to reveal the hidden costs, bad assumptions, and missed opportunities that most small firm owners don't even realize exist.Even if your employees aren't complaining, you could be overpaying for fees, letting participants absorb unfair costs, and missing easy ways to make your plan more attractive and affordable.If you're offering a 401(k) to your team, you can't afford to ignore this. A few smart adjustments could save your firm and your employees thousands every year.Chapters:[00:00] Why every law firm owner needs to know all about 401k plans[03:18] Paul Sippil: the 401k forensic consultant- helping firm owners understand 401ks[06:58] 401k for beginners: where to start and what to know[07:28] Example- How a law firm can overpay tens of thousands in 401k fees[10:26] Employer vs employee: why should I care if my employee loses money (unknowingly)[16:34] Employees mismanaging money in a brokerage account for their 401ks[19:30] Are employer contributions (dollar-for-dollar matching) affected by the 401k conversation[22:26] How to look at your firm's tax form and determine your 401k costs (or this simpler way)[25:33] When to use a financial advisor and when to figure out the 401k on your own[27:03] Defining the roles: what is the difference between an advisor, broker, administrator, record keeper, and the custodian?[31:08] The advisor's role in providing your firm with 401k advice and knowledge[33:20] Step by step: setting up a 401k the right way for maximum profitability[37:38] What if I have more questions on 401ks?[38:02] Connect with Paul Sippil- contact informationResources mentioned:Book your FREE strategy session today!: profitwithlaw.com/strategysessionTake the Law Firm Growth Assessment and find out how you rate as a law firm owner! Check out our Profit with Law YouTube channel!Learn more about the Profit with Law Elite Coaching Program hereConnect with Paul Sippil: Website | YouTube | LinkedInFreeERISA Benefits ProLearn about Forms 5500 Series - EFastJoin our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com

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:

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:

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:

The travel industry makes billions from travelers overpaying.  Today we're exposing the traps that drain your wallet—and how to avoid them.  Many of us overspend on travel without even realizing it, falling prey to shiny marketing tactics or getting caught off guard by hidden fees we didn't see coming. Pauline Frommer knows exactly how the travel industry works and ways the industry gets you to spend more than you should. She's pulling back the curtain on the travel industry's pricing tactics, shares how to spot real value, and gives us a smarter game plan for booking great trips on any budget.   Connect with Pauline Frommer   Pauline is the host of The Frommer's Travel Show, president of Frommer Media LLC, which is the publisher of the iconic Frommer's guidebooks, a series that has sold over 75 million copies worldwide.  Website: www.frommers.com Instagram: @frommers Podcast: The Frommer's Travel Show   Read Pauline's Guidebook: Frommer's New York City day by day: https://amzn.to/3IHyqXd    Other Episodes You'll Enjoy:  How To Save Money On Cruises - Episode 164 How To Book Free Airline Stopovers and Visit Two Countries For the Price of One - Episode 196 CardPointers Review: Best App To Manage Credit Cards - Episode 180 How To Find Mistake Fares Like a Pro - Episode 152  

Send us a textMixing active and passive income in one entity could be costing you thousands. In this episode, we break down why separating your income streams is essential. You'll learn how to structure your business the right way using S Corps, LLCs, holding companies, and even C Corps to unlock advanced tax strategies. From hiring your kids to slashing self-employment tax, this is the blueprint smart business owners use to keep more of what they earn.

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:

That tax refund you're celebrating? It might not be the win you think it is. In this episode, CPA Steven Jarvis breaks down common tax misconceptions and steps you can take to avoid overpaying the IRS. He shares tax planning strategies and tips to make smarter decisions all year long, from how withdrawals can impact your tax bill to where the true amount you're paying in taxes each year can be found. Plus, find out why free tax software might be costing you more than it saves and how recent legislation is changing the rules around inherited money. Tune in to learn how a little strategy can save you a lot of stress and money come tax time! Topics discussed: The biggest tax misconception How to plan for taxes year-round How withdrawals impact your taxes Long-term tax planning and retirement Traditional vs. Roth IRAs and their impact on taxes Working with tax and money professionals How the SECURE Act has impacted inherited IRAs The pitfalls of using free tax software The most common tax mistakes Resources: Mitlin Financial: https://www.mitlinfinancial.com/ The JOY and Productivity Journal by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the Couple's JOYful Money Guide: https://mitlin.us/CouplesJOY Connect with Larry Sprung:  LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Steven Jarvis: LinkedIn: https://www.linkedin.com/in/stevenajarvis Retirement Tax Services Website: https://retirementtaxservices.com About our Guest: Steven Jarvis, CPA is the CEO and Head CPA at Retirement Tax Services, a tax firm focused on working with financial advisors to change the world one tax return at a time. In this role Jarvis spends his time working with real financial advisors and taxpayers to help find opportunities to not tip the IRS. Afterall, there are no patriotic awards for overpaying taxes. With over 10 years of experience (and counting) as a CPA, Jarvis has the hands-on experience to create actionable content for his audience. He has been featured in industry publications including Advisor Perspectives and regularly produces content for financial advisors through the Retirement Tax Services website and the Retirement Tax Services Podcast. His experience covers written content, public speaking at leading industry conferences and 3 years as an adjunct professor in the graduate business school at Whitworth University. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

The Royals have wrapped up their 2025 MLB Draft. How did they do?Rany Jazayerli (Co-Founder Baseball Prospectus/@Jazayerli) and Soren Petro (Sports Radio 810-WHB, 810whb.com/@SorenPetro) break down the Royals Draft and look ahead to the second half of the season.- Is Rany on board with the Royals Draft? - What did KC get in Sean Gamble? - Is Josh Hammond the best talent?- Overpaying for Cameron Millar?- Is drafting upside the best approach?- Michael Lorenzen to the IL.- Second half plan is…

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:

Learn how to automate tasks, save time, and increase your profit. No Coding required!