Podcasts about record keeping

As the use of artificial intelligence accelerates across financial services and other regulated industries, businesses are facing difficult questions about when AI outputs, chatbot exchanges, and agent activity become records that must be retained. In this episode of “Tech Law Talks," Smarsh's Robert Cruz joins Reed Smith lawyers Anthony Diana, Therese Craparo, and Michael Rubayo as they discuss emerging regulatory expectations, governance strategies, third-party risk, and the growing compliance challenges posed by agentic AI.    

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https://vimeo.com/1218686012?share=copy&fl=sv&fe=ci https://www.currentfederaltaxdevelopments.com/podcasts/2026/8/16/2026-08-17-maybe-state-law-limited-partner-isnt-the-test-for-1402a13 This week we look at: Unpacking the Saver's Match: Technical Guidance and Operational Frameworks Under Notice 2026-48 Harmonizing Section 3406 Backup Withholding with Section 6050W De Minimis Reporting Thresholds The High Bar for Equitable Tolling in Tax Practice: The Eighth Circuit's Final Ruling in Boechler, P.C. Employer Contributions to Trump Accounts and Nondiscrimination Rules under REG-101355-26 The Perpetual Burden of Carryover Substantiation: AMT Credits and Recordkeeping in Beacom v. Commissioner Equitable Tolling of Tax Court Filing Deadlines: Maniktala v. Commissioner (8th Cir.) Standardizing Retirement Plan Rollovers and Trustee-to-Trustee Transfers under SECURE 2.0: Notice 2026-49 Unmasking the $70 Million Dubai Fraud: Section 165 Theft Loss Deductions in Deutsch v. Commissioner Treasury Proposes Substantive Section 987 Relief for Controlled Foreign Corporations (REG-103844-26) Rehearing Reversal: The Fifth Circuit's Management Test for the Limited Partner Exception (K Alain, L.L.L.P.) The Crucial Role of Highest and Best Use in Conservation Easement Valuations: Evans v. Commissioner

This week we look at:Unpacking the Saver's Match: Technical Guidance and Operational Frameworks Under Notice 2026-48Harmonizing Section 3406 Backup Withholding with Section 6050W De Minimis Reporting ThresholdsThe High Bar for Equitable Tolling in Tax Practice: The Eighth Circuit's Final Ruling in Boechler, P.C.Employer Contributions to Trump Accounts and Nondiscrimination Rules under REG-101355-26The Perpetual Burden of Carryover Substantiation: AMT Credits and Recordkeeping in Beacom v. CommissionerEquitable Tolling of Tax Court Filing Deadlines: Maniktala v. Commissioner (8th Cir.)Standardizing Retirement Plan Rollovers and Trustee-to-Trustee Transfers under SECURE 2.0: Notice 2026-49Unmasking the $70 Million Dubai Fraud: Section 165 Theft Loss Deductions in Deutsch v. CommissionerTreasury Proposes Substantive Section 987 Relief for Controlled Foreign Corporations (REG-103844-26)Rehearing Reversal: The Fifth Circuit's Management Test for the Limited Partner Exception (K Alain, L.L.L.P.)The Crucial Role of Highest and Best Use in Conservation Easement Valuations: Evans v. Commissioner 2026-08-17 Maybe State Law Limited Partner Isn't the Test for 1402(a)(13) Edward K. Zollars, CPA (Arizona) Download You can download PDFs with copies of this week's articles and slides below:2026-08-17 Slides2026-08-17 CFTD Articles

This week we look at: Unpacking the Saver's Match: Technical Guidance and Operational Frameworks Under Notice 2026-48 Harmonizing Section 3406 Backup Withholding with Section 6050W De Minimis Reporting Thresholds The High Bar for Equitable Tolling in Tax Practice: The Eighth Circuit's Final Ruling in Boechler, P.C. Employer Contributions to Trump Accounts and Nondiscrimination Rules under REG-101355-26 The Perpetual Burden of Carryover Substantiation: AMT Credits and Recordkeeping in Beacom v. Commissioner Equitable Tolling of Tax Court Filing Deadlines: Maniktala v. Commissioner (8th Cir.) Standardizing Retirement Plan Rollovers and Trustee-to-Trustee Transfers under SECURE 2.0: Notice 2026-49 Unmasking the $70 Million Dubai Fraud: Section 165 Theft Loss Deductions in Deutsch v. Commissioner Treasury Proposes Substantive Section 987 Relief for Controlled Foreign Corporations (REG-103844-26) Rehearing Reversal: The Fifth Circuit's Management Test for the Limited Partner Exception (K Alain, L.L.L.P.) The Crucial Role of Highest and Best Use in Conservation Easement Valuations: Evans v. Commissioner

In this episode of AgCredit Said It, host Phil Young sits down with returning guest Bruce Clevenger, associate professor and field specialist with Ohio State Extension, to dig into one of the most overlooked profit drivers on the farm: record keeping. Bruce explains why the best numbers for planning your farm's future are your own, and how to use both "windshield" (forward-looking budgets) and "rearview mirror" (historical performance) views to make better decisions in an uncertain ag economy. They walk through practical options for record systems—from paper ledgers and spreadsheets to full-featured software that integrates production and financial data—and why the "right" system is the one you'll actually use accurately. Show Notes: https://www.agcredit.net/news/ep-112-record-keeping-busy-seasons-bruce-clevenger Connect with AgCredit on Facebook, Twitter and Instagram Share questions and topic ideas with us: Email podcast@agcredit.net

Market chop got you confused? IPOs have you running home? Trader Greg Morton explains why keeping records could be the surprising antidote investors need to manage unruly markets. Our guest this week for Investor's Business Daily's “Investing with IBD” podcast, he also shares the spreadsheet he uses to track his own portfolio and inform his investing decisions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Data Discipline: Why Record-Keeping is the Key to Closing More Sales

Recorder of Deeds Michael Butler is not seeking another term in the office, which keeps vital records like birth certificates and real estate transactions. STLPR'S Rachel Lippmann takes a look at the candidates seeking to fill the job.

The post Sports Betting Record Keeping – The Data You Wish You Had Kept appeared first on FTS Income.

Tyler Anbinder focuses on the establishment of Castle Garden in 1855 as a centralized reception center to protect immigrants from swindlers. Hubert Glenn, an Irish-speaking clerk, managed record-keeping there for nearly 40 years, though most of these records were tragically destroyed in an 1897 fire. Anbinder also explores the political landscape, specifically the rise of the Know-Nothing Party. This nativist movement sought to disenfranchise Irish Catholics by extending naturalization requirements to 21 years. Although the party gained significant power in the mid-1850s, its influence faded as the national debate shifted toward the issue of slavery. (6)1870 CASTLE GARDEN

In this episode: Day-One SSP, Mandatory Payrolling & the New Rules Reshaping UK Payroll | Payroll Question TimePayroll Question Time is brought to you by SD Worx. SD Worx offers smart, tailored and integrated HR and Payroll solutions, along with the local expertise, global reach and reliable service you need to grow your business today!UK payroll is facing one of its most demanding periods ever. Are your processes ready for everything landing at once?In this episode of Payroll Question Time, host Steve Yardley and our expert panel break down the most pressing payroll challenges hitting employers right now. From day-one SSP entitlement and qualifying day complexities, to mandatory payrolling of benefits in kind and the Employment Rights Act. With the Fair Work Agency now operational and April 2027 approaching fast, this is essential viewing for every payroll professional in the UK.From zero-hours SSP edge cases and holiday pay record-keeping obligations to the mileage rate increase and zero-hours contract reform, this session covers the operational, compliance, and strategic issues you need to act on today.We cover:•SSP day-one entitlement and what it means for zero-hours and casual workers•The qualifying days problem and how some employees are already exploiting the new rules•Zero-earnings SSP and the unresolved gap in the SSP1 process and what to do now•Mandatory payrolling of benefits in kind: why preparation must start before the software is ready•Overlapping taxation explained and why you must never call it double taxation•The 50% regulatory limit and why it will catch employers out in 2027Class 1A NIC individual calculations and the complexity this creates•EV salary sacrifice and the company car confusion employers are getting wrong•Mileage rate increase to 55p per mile: what has changed, what is backdated, and what is discretionary•Employment Rights Act: unfair dismissal qualifying period, zero-hours contract reform, and tipping policy changes•Employment tribunal backlogs and the Fair Work Agency's enforcement powers•Holiday pay record-keeping and the six-year obligation employers have not woken up to•Rolled-up holiday pay risks for variable and part-year workers•How the Fair Work Agency could reshape compliance enforcement the way NMW teams did•Skills shift in payroll: analytics, AI, and what the profession looks like going forwardDon't forget to subscribe and turn on notifications to stay updated with every Payroll Question Time and the latest insights on UK payroll changes 2026 and ongoing payroll legislation updates.Learn more about SD Worx Academy training courses: https://www.sdworx.com/en-en Find your ideal candidate with our job vacancy system: https://jgarecruitment.ck.page/691ee4… Steve Yardley's LinkedIn: https://www.linkedin.com/in/syardley/ Nick Day's LinkedIn: https://www.linkedin.com/in/nickday/Enjoyed this? Check out our sister podcast @thehrldpodcast for more great content!Our Panel: Simon Parsons, Director of UK Compliance Strategies, SD Worx Mathew Akrigg, Policy & Advisory Leader, CIPP Samantha Mann, Payroll Team Manager, Armstrong Watson LLP Richard George, Payroll Consultant & Industry LeaderSteve Yardley, Host, Managing Director, JGA Recruitment GroupTimestamps:(00:00) Welcome & What to Expect(03:41) SSP Day-One Rules Explained(12:13) Zero Earnings SSP & the SSP1 Gap(20:54) Qualifying Days, Risks & Automation Pain(29:02) Mandatory Payrolling of Benefits: Planning Starts Now(38:10) Mileage Rate Rise & Payroll Impact(43:55) The 50% Regulatory Limit & Employee Communications(49:18) Employment Rights Act: What Changes & When(1:04:22) Holiday Pay, Record-Keeping & the Fair Work Agency(1:16:12) Who Should Own Holiday Records? Live Poll Results(1:23:09) Skills Shift, Analytics, AI & CPD in Payroll(1:28:26) Wrap-Up & Next Session: June 18thHashtags: #PayrollQuestionTime #UKPayroll #SSPChanges #DayOneSSP #MandatoryPayrolling #PayrollingBenefits #PayrollCompliance #EmploymentRightsAct #PayrollUpdates #ZeroHoursContracts #HolidayPay #FairWorkAgency #PayrollLegislation #P11D #Class1A #MileageRates #PayrollProfessionals #PayrollTransformation #SDWorx #CIPP #JGARecruitment

The episode highlights a structural transition from software systems that record tasks to platforms that actively participate in business decisions, particularly through agentic AI in procurement. This shift is anchored in the adoption of AI-driven SaaS solutions by mid-market organizations, as seen with Procurify, which reports managing over $100 billion in organizational spend. The mechanism moves beyond basic automation, assigning software agents responsibilities that were traditionally human—such as flagging compliance breaches or routing approvals—directly within operational workflows. According to Chad Gaydos, current deployments of such agentic AI commonly automate tasks like invoice detail verification, policy enforcement, and contract compliance. These developments are most prominent in mid-market environments, where limited staffing—sometimes with no dedicated procurement analysts—drives greater reliance on platforms to perform core operational functions. The focus is not on completely replacing personnel but on supplementing constrained teams and ensuring repeatable enforcement of controls, with organizations leveraging these systems to gain efficiency in both cost and process governance. Additional points discussed reinforce the central shift, such as the distinctive pace of adoption among mid-market firms compared to enterprises. He identifies that smaller organizations often approach these technologies with greater agility and willingness to accept risk, while also displaying heightened dependency on system trust and governance frameworks. The episode also references "frontier firms" co-defined by Microsoft and Procurify, characterized by their forward-leaning adoption of AI and structured standards for technological governance. Variability in governance, auditability, and trust across different organization sizes underlines the operational diversity in adopting agentic platforms. For MSPs and IT leaders, these shifts raise practical concerns around governance design, accountability for software-driven actions, and operational dependency on vendor platforms. Effective risk mitigation requires establishing audit trails, clear standards for automation versus human oversight, and robust compliance controls. Providers supporting mid-market clients should anticipate requests for prescriptive guidance on data and process governance, while also preparing for greater operational reliance on systems that automate, not merely record, business decisions.

Don't stress about creating report cards or transcripts!  You may not even need them.  If your state requires them, if your student athlete needs them, if the college admission board requests them,  or if you have no idea if you even want them, then make sure you listen to this week's episode.  Keeping record of your child's learning, recording your child's progress,  and creating a report card or transcript can be a very simple and easy process.  Let Carrie walk you through the process.  Pour yourself a cup of coffee, get your notebook, put your feet up, and take a little coffee break with Carrie this week.Support the showSupport the ShowPurchase A Home Education Handbook: 9 Questions to Ask for Simple & Balanced Home-Based LearningPurchase Homeschool High School:  A Handbook for Christian EducationPurchase Just Breathe (and Take a Sip of Coffee):  Homeschool Simply & Enjoyably.  Schedule a Coffee Date (One-on-One Personalized Coaching Session:  Coffee With Carrie Subscribe to Coffee With Carrie email newsletter for FREE Morning Time Plans and monthly tips  https://coffeewithcarrie.org Follow on Instagram @coffeewithcarrieconsultant.

Welcome to RealAg on the Weekend with host Shaun Haney! On this week's edition of the show: Haney discusses farm record-keeping and best practises; Jeffrey Kukura of Black Earth discusses fertilizer concerns; Matthew Coulter of Syngenta joins Lyndsey Smith for a product spotlight; and, Kristjan Hebert and Evan Shout join the show in a Truth... Read More

Welcome to RealAg on the Weekend with host Shaun Haney! On this week's edition of the show: Haney discusses farm record-keeping and best practises; Jeffrey Kukura of Black Earth discusses fertilizer concerns; Matthew Coulter of Syngenta joins Lyndsey Smith for a product spotlight; and, Kristjan Hebert and Evan Shout join the show in a Truth... Read More

SPCC plans are one of the most common - and most misunderstood - regulatory requirements in the bulk fuel industry. While the plan itself may seem straightforward, proving compliance is where things get complicated. In this episode, we kick off a new SPCC Basics series by breaking down one of the biggest pain points for facility operators: recordkeeping. From routine inspections to “as-needed” documentation, understanding what needs to be recorded - and when - is critical to staying compliant. We walk through how recordkeeping is typically structured by frequency (daily, monthly, annual), where facilities commonly miss the mark, and why simply having a checklist isn't always enough. We also cover the often-overlooked records that don't fall neatly into a form but are still expected during an audit. If you're responsible for implementing an SPCC plan, this episode will help you better understand your role, reduce uncertainty, and avoid getting caught off guard when it's time to prove compliance. 

In this episode of Facts Over Feelings, Kevin Thompson, Enrolled Agent, breaks down the real differences between tax preparers—CPAs, Enrolled Agents, and PTIN holders—and why it matters who's handling your return.He draws a clear line between tax preparation and tax planning, calling out the risk of cheap services that offer no real strategy. Kevin shares what he's seeing firsthand—basis errors, unsubstantiated credits, and poorly structured “businesses” that can trigger IRS issues.The message is simple: ask better questions, understand who you're working with, and make sure your preparer can stand with you if something goes wrong.Because when it comes to taxes, accuracy matters more than convenience.Types of Tax Preparers (00:01:10)Responsibility & Risk (00:04:13)Common Tax Return Errors (00:05:21)Recordkeeping & IRS Scrutiny (00:07:27)Red Flags in Tax Preparation (00:09:37)Final Advice & Conclusion (00:12:43)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

#ThisMorning | Selecting the Right #Technology #Partner(s) for Your #Retirement #Recordkeeping #Platform | Scott Parry, Wealth & Fintech Executive | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness

Daniel Barnett's Employment Rights Act Service: https://www.danielbarnett.com/employmentrightsactSI 2026/323 — ERA 2025 (Commencement No. 2 and Transitional and Saving Provisions) (Amendment) Regulations 2026: https://www.legislation.gov.uk/uksi/2026/323/contents/madeLewis Silkin ERA 2025 tracker (updated 24 March 2026): https://www.lewissilkin.com/insights/2026/03/24/whats-in-the-employment-rights-actBaker McKenzie ERA 2025 Summary and Next Steps (March 2026): https://www.bakermckenzie.com/en/insight/publications/2026/03/united-kingdom-employment-rights-act-2025-summary-and-next-steps

In this episode, Cathy Love speaks with Chris Smith, CEO of Happy HR, about the rapidly evolving HR and Fair Work landscape and what it means for Allied Health Business Owners. With increasing regulatory pressure, shifting compliance expectations, and new attention on psychosocial safety, keeping up is becoming more complex than ever. Chris brings a practical perspective from working across industries, unpacking key changes around record keeping, time tracking, worker classification, and pay transparency. Together, they explore why even well-intentioned business owners can fall out of compliance, and what systems, tools, and thinking are required to stay on track. Topics covered on HR compliance, Fair Work changes, and workforce management: Fair Work & Regulatory Pressure – The growing complexity of workplace laws, increased enforcement, and why directors are carrying more responsibility than ever. Record Keeping & Time Tracking – Why accurate timesheets are no longer optional, how awards and penalties interact, and the risks of getting payroll wrong. Worker Classification & Pay Transparency – The tightening rules around employee vs contractor arrangements and the push for clearer, fairer pay structures. P.S. If this episode is hitting on pain points you're facing, let's chat. We can support you. Book a 20-minute complimentary call with us, and let's talk about how we can help you achieve your vision for your Allied Health business. Midroll Message: Register for Foundational Supports for Thriving Providers Masterclass Connect with Nacre Consulting: Let's connect on Instagram Follow us on Facebook Let's connect on LinkedIn Join our Facebook Group online community More about The Allied Health Business Brilliance Podcast: The Allied Health Business Brilliance podcast (previously known as Private Practice Made Perfect) powered by Nacre Consulting features authentic conversations that offer real-life stories and expert perspectives for Australian Allied Health Business Owners. Cathy Love, our engaging host, gathers wisdom from Allied Health professionals and industry supporters alike. We dive into the real experiences of running and growing Allied Health businesses in Australia, revealing both the rewards and the inevitable challenges along the way. It's raw, sometimes vulnerable, but always valuable. Join us and stay tuned to keep up with every inspiring story and lesson shared.

“This might be the most important tax year of your life.”In this powerful episode of Inside the Vault, Ash Cash sits down with Billionaire Barbie — tax strategist, entrepreneur, author of Felon Fortune, and founder of Rich Off Taxes University.From running away at 14… to prison… to building a seven-figure empire teaching tax strategy and wealth creation — Barbie shares the blueprint for legally lowering tax liability, leveraging credit, and turning refunds into generational wealth.Inside this episode:• What the new “Big Beautiful Bill” means for taxpayers• Why this could be the biggest refund year in history• The difference between tax avoidance vs tax evasion• How to legally lower your tax liability• No tax on tips & overtime explained• SALT cap increase & new deductions• How to use tax refunds to build business credit• Why credit + taxes = wealth acceleration• Trusts, assets & playing the wealthy person's game• Why execution beats information every timeThis episode isn't about hustling harder.It's about moving smarter.If you don't come from money… money has to come from you.⏱ TIMESTAMPS00:00 – “Pull Out Your GPT & Learn the Tax Code”00:14 – Two Things That Create Wealth: OPM & Taxes00:34 – Stop Blowing Life-Changing Money01:04 – Ash Cash Book CTA02:06 – Welcome to Inside the Vault03:05 – Introducing Billionaire Barbie04:04 – Who Is Billionaire Barbie?05:10 – Why This Tax Year Could Change Everything05:18 – The “Big Beautiful Bill” Explained06:14 – Emotional Politics vs Smart Money Moves07:06 – Taxes = A Loan to the Government08:24 – Record Keeping & Self-Employed Game10:27 – Use GPT to Understand the Tax Code11:00 – Tax Avoidance vs Tax Evasion12:04 – How She Got Into Taxes (COVID Era Credit)13:08 – $5,000 Course → Million Dollar Skill14:31 – Taxes Are a Year-Round Business15:27 – $1,000 Per Day Strategy16:14 – Tax Planning & Charging on Savings17:09 – Why She Built Rich Off Taxes University19:14 – Success Stories: Millionaire Tax Preparers20:23 – Taking Women Out the Strip Club Into Six Figures21:37 – Felon Fortune & Her Reinvention Story23:08 – Running Away at 14 & Prison24:39 – Moving to Hawaii Changed Everything26:29 – $15,000 Grand Opening Day27:27 – Credit & Funding Changed Her Life28:38 – OPM + Taxes = Wealth Blueprint29:18 – How to Turn a Refund Into Funding31:24 – Stop Balling. Start Building.33:26 – Make, Manage & Multiply Money34:32 – Clean Up Your Social Media Habits35:43 – Trusts & Wealth Strategy36:34 – Own Nothing, Control Everything38:00 – Why Mentors Matter41:46 – Information vs Execution43:23 – Success Loves Speed44:18 – No Tax on Tips & Overtime44:34 – SALT Cap Increased to $40,00045:45 – Car Interest Write-Off Explained46:22 – Invest Refunds Into Assets47:41 – “We Print Money” – Options Trading48:14 – Everything Is a Write-Off If Structured Properly49:49 – Spending Smart vs Spending to Impress50:36 – How to Join Rich Off Taxes University51:28 – Leave the Broke Mindset Behind52:22 – Final Words: Change It52:51 – Closing Out the VaultAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Today on the Casual Cattle Conversations podcast, Shaye sits down with Wyoming rancher and CattleMax team member Jacqueline Lewis to talk about why herd records matter, especially for family and multi-generational ranches. Jacqueline explains how simple, goal-driven recordkeeping helps ranchers make better decisions, improve herd performance, and support long-term ranch success. She also shares practical advice for getting started, overcoming common challenges like time and technology concerns, and choosing a system that works, whether that's paper, spreadsheets, or software. Listeners will walk away with simple steps to begin organizing herd records and using data to strengthen their operation. Learn more about CattleMax here: https://bit.ly/4aG7K5q  Links & Resources Learn more about Red Angus here: https://bit.ly/4iaU6bb  Learn more about At the Yards here: https://bit.ly/400T7mF  Catch more conversations like this one and learn more at https://www.casualcattleconversations.com/. 00:24 Meet Jacqueline Lewis 01:43 Goals Drive Data 03:18 Generational Ranch Benefits 05:19 What Organized Looks Like 07:11 Common Recordkeeping Challenges 10:48 Simple Starting Steps 12:23 Choosing Your Method 15:02 Team Approach on Family Ranches 15:54 Switching Platforms Without Overwhelm 19:19 Beyond Cattle Inventory 20:21 Key Takeaways and Next Steps 21:41 CattleMax Resources and Wrap-Up

Record Keeping with AI, Tracking Flight Paths of Bees, Sweeping Gadget for Honey Harvesting, Local Hive Report, Closing Comments

Profitability in the cattle business often hinges on understanding the real cost of production, something that can be difficult to pin down when labour, land, and opportunity costs aren’t always clearly accounted for. For many producers, taking a closer look at the numbers behind everyday decisions can reveal insights that influence everything from heifer retention... Read More

This week, Lisa and Amy turn to the record keeping rule and talk about some workfile essentials.

In this episode of Cattle Chat, the team discusses what it takes to get into veterinary school, including prerequisites, gaining diverse experience, standing out in the application process, and preparing for interviews. They also explore ways to encourage interest in rural and livestock veterinary practice. The team answers a listener’s question for a 125-cow producer, highlighting simple metrics like pregnancy rate, pounds of calves sold, and winter feed use to measure progress over time. 4:38 Veterinary School Application Process   16:36 Simple Record Keeping Metrics  For more on BCI Cattle Chat, follow us on X at @ksubci, Facebook, and Instagram at @ksubci. Check out our website, ksubci.org. If you have any comments/questions/topic ideas, please send them to bci@ksu.edu. You can also email us to sign up for our weekly news blast! Don't forget, if you enjoy the show, please go give us a rating!

uest: Tyler Anbinder. Anbinder describes Hubert Glynn's record-keeping at Castle Garden and the political challenges posed by the nativist Know-Nothing Party seeking to disenfranchise Irish Catholic immigrants.

Key Topics Covered: 1. Why the Family Wealth Fortress, Why Now Inheritance tax on pensions from April 2027 is forcing families to rethink legacy planning. “High net worth” is now effectively £1m plus once pensions are included, meaning far more families are exposed. Many people have a patchwork of advice and products that is hard to coordinate, hard to optimise, and hard for executors to manage. 2. From Patchwork Quilt to Fortress Thinking The goal is to make wealth transfer elegant, organised, and resilient for the next generation. Kevin frames this as moving from wealth abundance into legacy, with a clear process rather than “hinting” at legacy planning. WealthBuilders positions itself as the central coordinator, like a “wealth GP”, bringing specialists in when needed. 3. The Seven Integrations (The Fortress Framework) Tax: proactive “event led” planning, especially inheritance tax, not just annual returns. Legal: wills, powers of attorney, protection, and avoiding disputes such as contentious probate. Financial: building wealth is not enough, families need planning for protection and perpetuation too. Structures: holding companies, family investment companies, trusts, share classes, and intergenerational planning. SSAS and pensions: using family pension structures, earmarking, and cascading to reduce future inheritance tax impact. Recurring income: inheritance tax is on capital not income, so understanding income enables smarter gifting. Legacy: involving the next generation early through trusteeship, shareholding, and participation in the family plan. 4. Record Keeping, Gifting, and the Digital Vault Families need clear documentation to avoid confusion, delays, and challenges after death. Kevin highlights using intention and execution records (for example IHT documentation) to reduce HMRC risk. A digital vault brings tax, legal, financial, structures, and gifting records into one accessible place for executors. 5. Who It's For and How to Take the First Step This is application based, limited capacity, and aimed at families typically 55 plus with estates around £1m plus. It is designed to be implemented over 3 to 5 years, still broken down into manageable steps. A practical first move is using the free inheritance tax calculator to understand your current exposure.   Actionable Takeaways: Don't assume your current advice is joined up, check how tax, legal, financial and structures connect. Start planning for inheritance tax now, especially with pensions being included from April 2027. Move from reactive planning to proactive “event led” planning for key life events. Get your documentation organised and accessible, so executors are not left guessing. Involve the next generation earlier, so wealth transfer includes wisdom, not just money. Take the first step by using the IHT calculator and booking a conversation if the fortress approach fits your situation.   Resources & Next Steps: WealthBuilders 'The Family Wealth Fortress' Download our FREE Pensions and Inheritance Tax Guide WealthBuilders Membership: Free access to guides, webinars, and community   Connect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.   Next Steps On Your WealthBuilding Journey:   Join the WealthBuilders Facebook Community Schedule a 1:1 call with one of our team Become a member of WealthBuilders If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

In this episode of the Jon Sanchez Show, hosts Jon G. Sanchez and Cory Edge reflect on the recent college football championship and its implications for their Saturdays, transitioning into a discussion about the stock market's tumultuous day following President Trump's announcement of new tariffs. They delve into the impact of these tariffs on global markets and the importance of being prepared for economic fluctuations. The conversation shifts to real estate, focusing on the critical need for landlords to maintain accurate records to avoid costly mistakes. They outline ten essential record-keeping practices that can protect landlords from audits, disputes, and financial losses, emphasizing the importance of documentation in managing rental properties effectively.The Jon Sanchez Show is a service of Sanchez Gaunt Capital Management, LLC in Reno, Nevada.Learn more about our services: https://www.sanchezgaunt.com/our-processChapters00:00 College Football Reflections03:49 Market Volatility and Geopolitical Events10:09 The Importance of Record Keeping for Landlords18:59 Understanding Tax Deductions in Real Estate20:20 The Importance of Income Tracking23:22 Expense Documentation Equals Tax Savings24:37 Repairs vs. Capital Improvements28:02 The Significance of Depreciation Records29:03 Tenant Records You Should Never Lose32:52 Disclaimer

Following up on our 2026 employment law update, employment attorney Brian Koegle is back with a highly practical breakdown of the top three legal compliance issues that continue to trip up HR teams—even experienced ones.In this episode, we cover:Recordkeeping do's, don'ts, and common pitfallsKey compliance beats around leave lawsPro tips for avoiding wage & hour mistakesThis isn't theory—it's real-world guidance drawn from what Brian sees employers getting wrong every day. Clear, actionable, and incredibly relevant for HR leaders, managers, and business owners alike.If you haven't watched Part 1 yet, be sure to check it out for the full legal landscape—this episode builds right on top of it.

SummaryIn this episode of Whistle Talk, host Michael D'Ambrosio welcomes tax expert Jeff Conrad to discuss the intricacies of tax reporting for football officials. They cover topics such as income reporting, the importance of 1099 forms, allowable deductions, self-employment tax, and the significance of meticulous record-keeping. Jeff shares insights on navigating tax season, avoiding common pitfalls, and understanding the implications of hobby loss rules. The conversation emphasizes the need for officials to stay organized and informed as they prepare for the upcoming season and tax obligations.Chapters00:00 Introduction to Whistle Talk03:16 Meet Jeff Conrad: The Tax Expert04:12 Understanding Officiating Income06:48 Navigating 1099s and Tax Reporting10:40 Expenses and Deductions for Officials14:15 Self-Employment Tax and Hobby Loss Rules20:39 Record Keeping and Audit Preparedness27:28 Multiple Sports and Deductions34:54 Home Office Deductions and LLCs39:31 State vs. Federal Tax Considerations40:04 Avoiding Gray Areas in Tax Reporting44:19 Final Thoughts and RecommendationsAbout Jeff ConradProfessional:Tax Partner at FGMK, LLP Licensed attorney and CPA for 30 yearswww.fgmk.comFootball Officiating:- Licensed 38 years- 91 playoff games, including 6 state finals- IHSA Football Clinician 20 years- Illinois - 2023 NFHS Football Official of the Year - Southwest Prairie Conference Football Assigner- Athletic Officials Association - football division president & Executive Board Vice  President- Joliet Football Officials Association - Board Member- IACO Football Clinic - Past Chairman- Referee Magazine - 2 articles publishedIn addition, for the last 8 years, I have prepared video based training for all IL associations, and I have assisted Sam Knox with a training video series - Football Focus -  you can find on Youtube.  I also speak/present at 10 to 12 football clinics each year.

In this episode, we dive into the essentials of record keeping in agriculture and farm management!

Host: Annik Sobing Guest: Pete Mento Published: November 17, 2025 Length: ~34 minutes Presented by: Global Training Center   In this week's News Roundup, host Annik Sobing is joined by global trade expert Pete Mento for a fast-paced and deeply insightful conversation about how U.S. Customs and Border Protection is using AI-based targeting to detect valuation fraud, origin manipulation, and transshipment schemes. Pete explains why AI represents a new era of enforcement — where anomalies, false declarations, forced labor indicators, and risky supplier networks can be identified in seconds. He also warns that companies who think they're “getting away with” origin washing or transshipment are likely to be caught. The two also dive into the coming Supreme Court decision on IEEPA tariffs, possible refund scenarios, the political landscape, and why proper recordkeeping may determine who survives the next wave of enforcement. A high-energy, no-nonsense episode packed with real-world examples every importer needs to hear. KEY TAKEAWAYS

For cow-calf producers, keeping herds efficient and profitable often comes down to adopting practical management practices that make sense on the ground. Whether it’s testing feed, improving records, or using pain control at branding, small changes can have a big impact. To better understand how these practices are being used, the Beef Cattle Research Council... Read More

Whether it be local elections or picking a new president, election season seems to always be lurking around the corner, so on today's episode we're unpacking what it means for 501(c)(3)s to remain nonpartisan and how these nonprofits can safely engage in several different types of advocacy during election season.    Attorneys for this episode  Monika Graham  Melissa Marichal Zayas  Sarah Efthymiou    Remaining Nonpartisan:  The rule is clear: 501(c)(3) organizations cannot engage in any activity or make statements that suggest support or opposition to political parties, candidates, or groups of candidates running for public office, including those not affiliated with a specific political party.   However, the definition of what counts as "nonpartisan" remains somewhat unclear. The IRS uses a "facts and circumstances" test to determine whether a charity's communication and/or activity is truly nonpartisan or a disguised attempt to influence an election. The IRS considers whether the communication and/or activity:   identifies candidates  compares a candidate's position on issues important to the organization with the organization's positions on those same issues  expresses approval or disapproval of a candidate's position or actions  is delivered close to an election, references voting, focuses on issues that distinguish candidates  is part of an ongoing series of communications independent of election timing  or coincides with non-electoral events like legislative hearings on pending bills  DO:   Keep your focus on issues, not elections. Continue mission-related issue advocacy but avoid suggesting how people should vote.  Educate voters. Provide nonpartisan facts, resources, and information about voting without mentioning or implying support for candidates or parties  Host candidate forums or publish questionnaires:  Invite all viable candidates and give each candidate an equal opportunity to participate  Ensure questions are neutral, related to your charitable purpose, and cover a broad range of issues  Share responses verbatim and without commentary  Register voters and encourage turnout (GOTV) in a nonpartisan manner — serve everyone equally, regardless of political affiliation. Remember, there are special rules for private foundations  Document everything. Keep records showing how you designed and implemented your activities to avoid partisanship. Develop a track record of similar advocacy in non-election years  Train staff and volunteers they understand what's allowed and what's off-limits during election season  Separate personal and organizational activities. Staff and board members may support candidates on their own time, but not using organizational resources (e.g., name, email, office space, social media)  Engage in ballot measure advocacy but remember to track and report this activity as lobbying if expressing a view on the measure and trying to influence the vote  Meet with the candidates, educate them about your organization's work, and try to influence their platforms, while ensuring that you provide the same or equivalent information to every candidate    DON'T:   Endorse, oppose, or rate candidates — directly or indirectly  Use "code words" (e.g., "vote pro-life," "support progressive values," "throw out the incumbents") that imply candidate support or opposition  Time issue advocacy communications to coincide with elections if the message could be seen as favoring one candidate's position.  Publish or share candidate statements selectively or with commentary that signals approval or disapproval  Use organization funds, staff time, or materials for any partisan campaign activity  Let candidates use your events, publications, or platforms for campaign purposes.  Coordinate messaging with a candidate or you could also trigger campaign contribution restrictions under federal election law    Resources:   Rules of the Game: A Guide to Election-Related Activities for 501(c)(3) Organizations  Seize the Initiative: A Legal Guide on Ballot Measures for Nonprofits and Foundations  Being a Player: A Guide to the IRS Regulations for Advocacy Charities  Keeping Track: A Guide to Recordkeeping for Advocacy Charities  Running the Advocacy Race: Bolder Advocacy's Top Resources for an Impactful 2024 Election Season 

⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom: http://coachcarson.com/rpm   

Remembering Cattle Market Fundamentals What Records to Keep Raccoon Distemper   00:01:05 – Remembering Cattle Market Fundamentals: A cattle market update with Oklahoma State University livestock economist Derrell Peel starts today's show as he reinforces the fundamentals and how they are looking in our current market. Cow-Calf Corner Newsletter Derrell.peel@okstate.edu    00:12:05 – What Records to Keep: Keeping the show rolling is the Beef Cattle Institute's Brad White and Bob Larson as they discuss research that looked into record keeping for cattle herds on a recent Bovine Science episode. Herd Health: Value of Records ksubci.org   00:23:05 – Raccoon Distemper: Drew Ricketts, K-State wildlife specialist, concludes the show as he explains distemper in raccoons and where it is likely most prevalent.      Send comments, questions or requests for copies of past programs to ksrenews@ksu.edu.   Agriculture Today is a daily program featuring Kansas State University agricultural specialists and other experts examining ag issues facing Kansas and the nation. It is hosted by Shelby Varner and distributed to radio stations throughout Kansas and as a daily podcast.   K‑State Research and Extension is a short name for the Kansas State University Agricultural Experiment Station and Cooperative Extension Service, a program designed to generate and distribute useful knowledge for the well‑being of Kansans. Supported by county, state, federal and private funds, the program has county Extension offices, experiment fields, area Extension offices and regional research centers statewide. Its headquarters is on the K‑State campus in Manhattan

Today: The Village of Shiloh is approaching a critical deadline, now nearly halfway through a 90-day window to correct financial records that the Ohio Auditor of State’s Office deemed insufficient for a proper audit.Support the show: https://richlandsource.com/membersSee omnystudio.com/listener for privacy information.

SP says that there may be nothing more predictive of whether someone is a winning bettor than how diligently they track their bets.Is tracking your bets a magic pill that makes anyone profitable? It's not magic - but there are a lot of alpha generating benefits of tracking that go along with the important accounting hygiene and performance measuring.   00:00 – Why Track Your Bets? 05:00 – Taxes & Record Keeping 07:00 – Performance Measurement 16:00 – Alpha Generation & Model Insights 33:00 – Exchanges & DFS Use Cases 44:00 – News Roundup 1:09:00 – Listener QuestionsWelcome to The Risk Takers Podcast, hosted by professional sports bettor John Shilling (GoldenPants13) and SportsProjections. This podcast is the best betting education available - PERIOD. And it's free - please share and subscribe if you like it.My website: https://www.goldenpants.com/ Follow SportsProjections on Twitter: https://x.com/Sports__ProjWant to work with my betting group?: john@goldenpants.comWant 100s of +EV picks a day?: https://www.goldenpants.com/gp-picks

Today on the Free Outside Podcast, I'm joined by world record-holding ultra legend and Wisconsin's third-best export (according to me), Zach Bitter. We dive into everything from the logistics of setting a 100-mile world record to the absurdity of explaining our jobs to boomers ("I'm an influencer" = conversation over). Zach explains the appeal of fixed-time races, what he'd do differently in his record run (spoiler: shoes, fuel, and maybe a time machine), and whether doping is as prevalent in ultrarunning as EPO-fueled Reddit threads make it seem.We also go deep on the evolution of the sport—tech, talent development, brand dynamics, super shoes, sock science, and what the heck the future might look like if Nike and cooling towels keep having a baby. Zach even dishes on why he stepped away from a long-term brand partnership and how he's finding freedom—and a better shoe rotation—on his own.Find Zach online: https://zachbitter.com/https://www.instagram.com/zachbitterhttps://zachbitter.com/hpoChapters00:00 Introduction to Zach Bitter and His Achievements03:04 The Importance of Fixed Time Races05:57 Zach's World Record Experience08:51 The Evolution of Ultra Running Technology12:08 The Challenges of Record Keeping in Ultra Running15:00 Doping in Ultra Running: A Complex Issue18:07 The Future of Ultra Running and Accessibility21:03 The Role of Coaching and Development in Running23:55 Cultural Shifts in Ultra Running27:05 Conclusion and Final Thoughts38:16 The Future of Talent Development in Ultra Running41:39 Brand Building and Athlete Sponsorship Dynamics44:45 The Evolution of Trail Running Sponsorships47:58 Nike's Strategic Interest in Trail Running51:16 The Role of Athlete Managers in Brand Partnerships55:47 Exploring Authenticity in Product Reviews01:01:11 Innovations in Running Technology and Future TrendsSubscribe to Substack: http://freeoutside.substack.comSupport this content on patreon: HTTP://patreon.com/freeoutsideBuy my book "Free Outside" on Amazon: https://amzn.to/39LpoSFEmail me to buy a signed copy of my book, "Free Outside" at jeff@freeoutside.comWatch the movie about setting the record on the Colorado Trail: https://tubitv.com/movies/100019916/free-outsideWebsite: www.Freeoutside.comInstagram: thefreeoutsidefacebook: www.facebook.com/freeoutside

In this solo episode, Patrick McKenzie reads his classic essay "Seeing Like a Bank," exploring why financial institutions often appear to have no memory of previous customer interactions despite being excellent at tracking money itself. He breaks down the complex web of legacy systems, tiered support structures, and regulatory constraints that create Kafka-esque experiences for bank customers. Using the lens of institutional legibility borrowed from "Seeing Like a State," Patrick explains how banks' technical architecture and organizational design choices—from core processing systems to customer service tiers—systematically generate the dysfunction that customers experience when things go wrong.–Full transcript available here: www.complexsystemspodcast.com/how-banks-actually-work/–Recommended in this episode:Patrick's Bits about Money essay, Seeing like a bank: https://www.bitsaboutmoney.com/archive/seeing-like-a-bank/–Timestamps:(00:00) Intro(03:52) Recordkeeping systems(10:20) Sponsor: Safebase(11:50) Human accountability and its malcontents(22:57) Two embedded surprises about bank staffing(27:47) Society has goals which conflict with banks being good at banking(30:52) So what can be done about this?

After a long career as a wildlife manager and educator, David Kleven turned his zoological expertise and attention to improving animal welfare through better electronic recordkeeping. As President of Animal Care Software, he works with a range of animal facilities to use the power of smart phones to track animal behavior and health in the field and in real time. Recently, the cloud-based platform has been enhanced to include more than a dozen languages to better ensure accurate and detailed by staff members whose first language may not be english.  Animal Care Software

SPONSORS: 1) Huel: Get Huel today with this exclusive offer for New Customers of 15% OFF with code JULIAN at https://huel.com/JULIAN (Minimum $75 purchase) PATREON: https://www.patreon.com/JulianDorey (***TIMESTAMPS in Description Below) ~ Hyun-seung Lee is a former DPRK businessman and chair of the Kim Il Sung Socialist Youth League branch in Dalian, China. A series of purges by Kim Jong Un forced him and his entire family to defect in late 2014, making their way first to South Korea then to the United States. Lee now works as a director for One Korea Network and a fellow of North Korean studies at the Global Peace Foundation, and he has interned with the Foundation for Defense of Democracies. HYUN-SEUNG'S LINKS:HYUN-SEUNG'S LINKS: YT: https://www.youtube.com/c/Pyonghattan FB: https://www.facebook.com/MrNorthKorea X: https://x.com/LeeHyunSeung85 IG: https://www.instagram.com/mr.northkorea/ WEBSITE: https://give.globalpeace.org/campaign/695826/donate FOLLOW JULIAN DOREY INSTAGRAM (Podcast): https://www.instagram.com/juliandoreypodcast/ INSTAGRAM (Personal): https://www.instagram.com/julianddorey/ X: https://twitter.com/julianddorey JULIAN YT CHANNELS - SUBSCRIBE to Julian Dorey Clips YT: https://www.youtube.com/@juliandoreyclips - SUBSCRIBE to Julian Dorey Daily YT: https://www.youtube.com/@JulianDoreyDaily - SUBSCRIBE to Best of JDP: https://www.youtube.com/@bestofJDP ****TIMESTAMPS**** 00:00 – Indoctrination, Anti-West, Kim Jong Un, Juche, Childhood Brainwashing 08:23 – No Ownership, Rare Foods, Japan Trade Ban, US Defectors, Forced Labor 20:53 – Community Control, Caste System, Military, Regime Worship, Family Life 30:51 – Bible Ban, Dual Lives, Political Identity, Child Labor, Moral Indoctrination 40:04 – Limited Electricity, Food Inequality, Family Reunion, Pyongyang Christianity 51:07 – Religion Ban, Poverty, Illegal Income, Bribery, Soviet Support, Exports 01:02:16 – Labor Exports, Spies, Hidden Dissent, Artist School 01:14:14 – Self-Criticism, No Privacy, Peer Surveillance 01:23:41 – MP3 Ban, Rural Punishment, American Music 01:34:31 – Rodman Visit, Record-Keeping, Cheap Sports, South Park 01:43:02 – Golf Ban, Border Traps, Prison Babies, Embassy Torture 01:55:29 – China Support, Internet Censorship, Event Control 02:05:32 – Coup Impossible, Outside Info, Subversion, Capitalism Exposure 02:15:12 – Anti-Capitalist TV, Kim Propaganda, Lies About Un 02:24:27 – Power Struggle, Economic Study, Human Rights Atrocities 02:37:20 – Starvation, Bugged Homes, U.S. Currency 02:45:45 – Songun, Military-First Policy 02:52:45 - Next phase of story CREDITS: - Host, Editor & Producer: Julian Dorey - COO, Producer & Editor: Alessi Allaman - https://www.youtube.com/@UCyLKzv5fKxGmVQg3cMJJzyQ - In-Studio Producer: Joey Deef - https://www.instagram.com/joeydeef/ Julian Dorey Podcast Episode 317 - Hyunseung Lee Music by Artlist.io Learn more about your ad choices. Visit podcastchoices.com/adchoices

Message From Susan Hey everyone, it's Susan, and you're about to hear one of my training tips and tidbits. These are quick, actionable strategies to help you and your dog in everyday life or for dog sport. Often our short videos with tips are created from your most popular segments of podcast episodes. So, let's dive in!   The Best Way To Talk To Your Dog Trainer When Things Aren't Working I'm sharing the best way to talk to your dog trainer when things aren't working. This simple shift opens the door to better conversations, clearer feedback, and real progress in your training so you and your coach are working together to help your dog succeed. Watch the full video at https://www.youtube.com/watch?v=2Y8lomnqt7Y 

Sherry Peel Jackson is a retired IRS agent, CPA, and Certified Fraud Examiner who now dedicates her work to helping everyday people understand how to reduce their taxes, protect their income, and build wealth. With over 35 years of experience and a mission to educate the middle class, Sherry teaches strategies used by the wealthy to keep more of what they earn—including how to legally avoid taxes, structure businesses wisely, and protect assets.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Sherry exposes the disparity in how the IRS treats mom-and-pop businesses versus large corporations. Starting a home-based business opens up powerful tax deductions not available to W-2 employees. Keeping thorough records, especially receipts, is essential for audit protection—credit card statements alone won't cut it. The KPG system (Keep, Protect, Grow) is Sherry's core framework for achieving financial independence. Protecting assets through proper legal structuring, including out-of-state LLCs and foundations, shields wealth from lawsuits and unnecessary taxes.     Topics From IRS Agent to Advocate Worked for the IRS from 1988–1995 before launching her own CPA firm. Witnessed firsthand how small businesses were targeted while corporations often negotiated huge tax reductions. Left the IRS to empower middle-class earners with insider knowledge the wealthy use every day. Home-Based Businesses and Tax Deductions Employees are severely limited in tax deductions—no mileage, phone, or home internet write-offs. By launching a simple home-based business, individuals gain access to numerous write-offs. Sherry encourages clients to start a business they enjoy to unlock these tax benefits without burnout. Recordkeeping and Audit Preparedness Debit and credit card statements are NOT valid proof during audits—receipts are required. Recommends either scanning receipts into apps or making photocopies to preserve them. Supports clients during IRS audits and often helps them overturn excessive assessments. The KPG System: Keep, Protect, Grow Keep: Slash unnecessary expenses, eliminate debt, and live frugally while building income. Protect: Use legal structures (e.g., LLCs in Wyoming, NM) to shield assets and ensure anonymity. Grow: Reinvest profits into physical gold/silver and real estate—not depreciating assets like TVs or cars. Advanced Wealth Strategies Uses infinite banking policies to store wealth and acquire real estate tax-efficiently. Leverages the Augusta Rule—renting her home to her business for up to 14 days tax-free. Teaches the use of trusts and foundations to legally reduce taxes and protect generational wealth.