Podcasts about Tax

Transitioning to Pillar Two requires multinationals to assess and understand the data structures for each jurisdiction they operate in. In part 2 of our series, Deloitte tax leaders explore the new data requirements and how multinationals should be looking at and thinking differently about their tax data and technologies.

Meb Faber, CIO and CEO of Cambira Investments returns to The Business Brew.   Bill wanted to chat with Meb about the global diversified portfolio and Meb agreed to come on.  The conversation also discusses drawdown emotions, the merits of ETS vs mutual funs, Meb's thoughts on marketing, and much more. Meb is a great thinker, entrepreneur, and podcast host. He's also one cool dude. You can find Meb's writing here. You can find his podcast on Apple here and on Spotify here. Other links mentioned: Ray Dalio Book: Principles for Dealing with a Changing World Order Bridgewater All Weather Paper. A Tweet of Meb's about Global stocks ex-US Recent Jesse Livermore tweet RE: P/Es CAPE, etc Sponsor Info: Daloopa is founded by a former hedge fund analyst to bring simplicity into the investment process. Daloopa offers an AI driven single source for all company reported data, and allows for investment teams to make the most informed decisions in the shortest amount of time. Daloopa scales the velocity of an investment team's idea gen. Analysts spend less time locating and manually inputting meaningful disclosures into Excel and more time synthesizing in the minutes after the print. Daloopa captures data from all company reported sources, including from footnotes, MD&As, and investor presentations. Our data sheets include GAAP to non-GAAP adjustments, guidance, and all company specific KPIs. Each datapoint is auditable to the source for easy verification and accuracy. Daloopa's Excel plugin can also update your existing models for the latest quarter in just a single click. Bulge-bracket banks and major multi-managers are trusting Daloopa for use in initiating coverage, building and maintaining industry dashboards, and keeping their models up to date. Visit ⁠Daloopa.com/BusinessBrew⁠ to create a free account and learn more about how Daloopa can help increase your team's speed to differentiated insight. Detailed Show Notes  Conversation starts with Berkshire weekend and Buffett discussion 4:55 – Meb's take on global diversification 7:50 – The best compliment you can give someone 10:05 – Drawdowns are like a Ricther Scale 14:00 – The single biggest investing myth right now 39:30 – Meb's thoughts on marketing 45:00 - Sell criteria 47:50 - What you need to launch an ETF 52:00 - Mutual Fund to ETF conversions 55:00 - Tax minimization 58:00 - More cases for foreign stocks 1:03:00 - The merits of private/angel investing 1:07:50 - Why Russia might not be "a zero"

Resale is the key factor Batteries require special metals Batteries store coal power 500,000 pounds to move CO2 is NOT the answer Tax credits mostly for the rich Resale value is always part of your cost A seemingly good deal might be the opposite Considered the least Around the clock Can you predict it? What determines the value? How to protect it There are many factors Brand can be big Think it through first

About Justin Stephens: https://justindcstephens.com/about America's Holding Company: https://americasholdingcompany.com/Justin Stephens LinkedIn: https://www.linkedin.com/in/justindcstephens/Join our Facebook group for business owners to get help or help other business owners!The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/

Made in China, but qualify for U.S. tax breaks? The Treasury Department's guidelines on solar panels are raising eyebrows in some sectors. The Treasury says the panels only need to be assembled stateside to make the cut, even if the parts are made elsewhere. Investors are rallying behind the news, but critics warn it will help boost China's dominance in the sector, rather than U.S. manufacturing. ⭕️ Watch in-depth videos based on Truth & Tradition at Epoch TV

We're spilling allll the tea this week y'all. We've been in the biz for 12 years and have seen and done a lot, so we're bringing you through our RD journey to where we are now as RD influencers. Our goal here is transparency- we're even telling you how much we make and where our money comes from. Listen to this episode to hear the side of being an influencer that most people don't share and how we're getting closer to figuring out our next phase of Food Heaven.   In This Episode We'll Cover: What is the difference between a dietitian and a nutritionist? Why we became dietitians How we got our start as dietitians What are the pro's and con's of being a dietitian? Why so many dietitians have side hustles How much money you can expect to make as a dietitian How much money we make as dietitians in social media How we make money as dietitians What expenses for our business are like Tax benefits of being a business owner   Our 3 simple asks to help us continue a free weekly show:   Rate on iTunes or Spotify -  it literally takes two seconds Review - if you love the show, please leave a review on iTunes Support our partners by using our unique ‘HOOKUP' codes at foodheavenmadeeasy.com/hookup   Produced by Dear Media

Dave Ramsey contends that the IUL is a ripoff primarily because of two reasons: high fees and surrender charges He also recommends that if you have an IUL to surrender it immediately, thereby incurring those surrender charges immediately. The reason companies have surrender charges is to cover the costs of getting the program off the ground. They start off high and reduce gradually over the first fifteen years or so. The question is, ‘Is the surrender schedule something that should weigh on your decision to do an IUL?' The answer in most cases is no, as long as you plan on keeping the plan until death do you part. An IUL is like getting married. You have to investigate the alternatives before choosing the one that's right for you. If Dave Ramsey adopted the same approach with the taxes and penalties in your 401(k), he would be singing a different tune. If you were to take $100,000 out of your 401(k) at the age of 40, you'd end up paying the penalty and taxes at your current tax bracket, likely resulting in $40,000 in penalties. The penalty schedule also doesn't reduce over time when you consider that you're likely to bump up into higher tax brackets. The first fifteen years of your IUL, 401(k), or IRA are the years you should least want to access that money. Like traditional retirement plans, IULs are generally long-term propositions. Don't start an IUL if your plan is to take the money out in the first ten to twenty years. If Dave Ramsey has a problem with the IUL surrender charges, he should likewise have a problem with all the taxes and penalties you will pay on your traditional retirement accounts over a much longer period of time. The IUL only really works as part of a comprehensive approach to retirement and getting to the zero-percent tax bracket.     Mentioned in this episode: David's books: Power of Zero, Look Before You LIRP, The Volatility Shield, Tax-Free Income for Life and The Infinity Code DavidMcKnight.com DavidMcKnightBooks.com PowerOfZero.com (free video series) @mcknightandco on Twitter  @davidcmcknight on Instagram David McKnight on YouTube Get David's Tax-free Tool Kit at taxfreetoolkit.com

In this episode Joe Boot discusses the Ninth Commandment about bearing false witness, times where it is godly to withold the truth, and draws out the implications for law and society, as well as the ever-present question of who is my neighbour. We also look at the move by the Trudeau government to replace the crown on Canada’s coat of arms with a new version bereft of Christian symbols. Get your tickets to the Mission of God conference in Bonaire, Georgia, May 20. Apply to the Worldview Leadership Academy USA. Tax-deductible giving is now available for American supporters!

In this episode, Michael Saylor joins me to discuss the nature of energy, the history of human power projection, the source of anxiety in today's world, and the necessity for Bitcoin adoption in cyberspace.Michael Saylor is an American entrepreneur, executive, inventor, author, and philanthropist.// GUEST // Twitter: https://twitter.com/saylorWebsite: https://hope.com/Free Education: https://www.saylor.org/// SPONSORS // In Wolf's Clothing: https://wolfnyc.com/iCoin Hardware Wallet (use discount code BITCOIN23): https://www.icointechnology.com/Gold Investment Letter: https://www.goldinvestmentletter.com/CrowdHealth: https://www.joincrowdhealth.com/breedloveWasabi Wallet: https://wasabiwallet.io/Join Me At Bitcoin 2023 in Miami (use discount code BREEDLOVE): https://b.tc/conference/Casa (use discount code BREEDLOVE): https://keys.casa/Bitcoin Apparel (use discount code BREEDLOVE): https://thebitcoinclothingcompany.com/ Feel Free Tonics (use discount code BREEDLOVE): https://botanictonics.comCarnivore Bar (use discount code BREEDLOVE): https://carnivorebar.com/// OUTLINE // 00:00:00 - Coming up 00:01:24 - Intro 00:02:57 - Helping Lightning Startups with In Wolf's Clothing 00:03:44 - Introducing Michael Saylor 00:04:14 - What is the Nature of Energy? 00:08:53 - The Universal Source of Life 00:09:44 - Energy in the World of Engineering 00:14:24 - How Humans have been Projecting Power Throughout History 00:21:32 - Bitcoin Mining is Digital Power 00:22:59 - How to Generate 200 Mega Watts of Power Continuously 00:25:45 - The Most Powerful are the Most Energy Efficient 00:29:52 - Channeling the Energy Prior to the Revolutionary War 00:32:24 - The Importance of Nutritional Energy 00:36:14 - The Low Energy Culture vs. the High Energy Culture 00:38:27 - Manufacturing as a Way to Channel the Energy 00:39:09 - The Concentration of Power in Banking 00:42:05 - Constructing Centralized Political Authority 00:46:02 - "You May Not Be Interested in War, but the War is Interested in You" 00:47:26 - The Conundrum of Decentralized Vs. Centralized Societies 00:49:47 - Maximize Your Profits with Gold Investment Letter 00:50:43 - Secure Your Bitcoin Stash with the iCoin Hardware Wallet 00:51:41 - Take Control of Your Healthcare with CrowdHealth 00:52:42 - A Bitcoin Wallet with Privacy Built-In: Wasabi Wallet 00:53:34 - The Vectors of Vice 00:56:10 - The Monopoly on Bread, Hats, and the Hudson River 00:59:56 - The Tax on the Free Market 01:02:44- The Pendulum Swings of Power 01:07:20 - The Source of Anxiety and Instability in Today's World 01:10:07 - The Shift of Power during the 20th Century 01:11:49 - What Will Determine the Wars in the 21st Century 01:15:07 - The Swarm of Bionic Hornets 01:17:32 - What Could Change the Eternal Fight over Property? 01:18:50 - The Never-Ending Struggle 01:20:30 - The Swarm Cybernetic Warfare 01:23:06 - Who Controls Cyberspace? 01:24:35 - The Problem with Filtering Out the Truth 01:30:31 - How to Secure Cyberspace 01:32:26 - The Problem with Nostr 01:33:53 - The Orange Check 01:36:14 - The Fragility of the Current Cyberspace Verification Tools 01:39:35 - The Need for Real-World Consequences in Cyberspace 01:40:35 - The Most Powerful Cybernetwork 01:41:06 - What to Put Behind the Wall of Encrypted Energy 01:43:09 - The Anti-Counterfeit Technology 01:43:58 - The Infiltration of Cybersecurity Systems 01:45:12 - Who's Securing the Security Update? 01:47:28 - The Necessity for Bitcoin Adoption in the Cyberspace 01:51:57 - A Chance to Win Discounted Tickets to the Bitcoin 2023 Conference and 10M SATS 01:52:52 - Hold Bitcoin in the Most Secure Custody Model with Casa 01:53:40 - Will the Nation States Adopt Bitcoin? 01:54:21 - It Takes a While for the Military to Modernize 01:59:29 - The Need for an Open Standard of Digital Authentication 02:05:19 - Bitcoin is a Cyber Defense System 02:07:21 - The Superhero Theory 02:08:36 - The Biggest Strategic Advantage of the U.S. 02:10:10 - An Autoimmune Disease in the Cyberspace 02:10:56 - The Only Successful Cyber Security System 02:11:31 - You Don't Want a Cyber System Based Upon Human Virtue 02:15:49 - What it Takes to Attack Bitcoin 02:18:08 - Why Proof of Stake Doesn't Work 02:18:56 - "There is Only One Way to Play the Game" 02:21:57 - How the U.S. Could Make 100 Billion Dollars Overnight 02:24:00 - "If You Don't Have Power, There is No Hope for You" 02:25:58 - Bitcoin Solved the Problem of Truth and Integrity 02:27:24 - Are Ordinals Good or Bad for Bitcoin? 02:29:13 - The Public Key Cryptography in The Ancient World 02:31:52 - The World Needs Bitcoin 02:36:37 - Where to Find Saylor's Work // PODCAST //Podcast Website: https://whatismoneypodcast.com/Apple Podcast: https://podcasts.apple.com/us/podcast...Spotify: https://open.spotify.com/show/25LPvm8...RSS Feed: https://feeds.simplecast.com/MLdpYXYI// SUPPORT THIS CHANNEL // Bitcoin: 3D1gfxKZKMtfWaD1bkwiR6JsDzu6e9bZQ7 Sats via Strike: https://strike.me/breedlove22Sats via Tippin.me: https://tippin.me/@Breedlove22Dollars via Paypal: https://www.paypal.com/paypalme/RBreedloveDollars via Venmo: https://account.venmo.com/u/Robert-Breedlove-2The "What is Money?" Show Patreon Page: https://www.patreon.com/user?u=32843101// WRITTEN WORK // Medium: https://breedlove22.medium.com/ Substack: https://breedlove22.substack.com/ // SOCIAL // Breedlove Twitter: https://twitter.com/Breedlove22WiM? Twitter: https://twitter.com/WhatisMoneyShowLinkedIn: https://www.linkedin.com/in/breedlove22/Instagram: https://www.instagram.com/breedlove_22/TikTok: https://www.tiktok.com/@breedlove22All My Current Work: https://vida.page/breedlove22

Tax season may be over, but we aren’t done talking about taxes. Will free tax filing ever become a reality? We’ll get into the upcoming fight over free filing along with what taxes have to do with the debt ceiling debate and an unusual political fundraising operation. Plus, the daring plan to rescue a “Great Observatory” in space makes us smile. Here’s everything we talked about today: “Tax Prep Company Intuit Ramps Up Lobbying Ahead Of Free File Fight” from Huffpost Debt limit letter from Treasury Secretary Janet Yellen Tweet from @davidmwessel about Treasury cash balance projections “How to Raise $89 Million in Small Donations, and Make It Disappear” from The New York Times “IRS tests free e-filing system that could compete with tax-prep giants” from The Washington Post “What to Know About TurboTax Before You File Your Taxes This Year” from ProPublica “A private company has an audacious plan to rescue NASA's last ‘Great Observatory'” from ArsTechnica Mastodon thread from @thomasconnor on the Spitzer telescope “Ahead of next Starship launch, SpaceX hires key NASA human spaceflight head” from TechCrunch Is there something that you want to know about the debt limit? Call us with your questions. We’re at 508-UB-SMART or email makemesmart@marketplace.org. Today is Match Monday! All gifts will be matched up to $20,000, today only. Give now.

Tax season may be over, but we aren’t done talking about taxes. Will free tax filing ever become a reality? We’ll get into the upcoming fight over free filing along with what taxes have to do with the debt ceiling debate and an unusual political fundraising operation. Plus, the daring plan to rescue a “Great Observatory” in space makes us smile. Here’s everything we talked about today: “Tax Prep Company Intuit Ramps Up Lobbying Ahead Of Free File Fight” from Huffpost Debt limit letter from Treasury Secretary Janet Yellen Tweet from @davidmwessel about Treasury cash balance projections “How to Raise $89 Million in Small Donations, and Make It Disappear” from The New York Times “IRS tests free e-filing system that could compete with tax-prep giants” from The Washington Post “What to Know About TurboTax Before You File Your Taxes This Year” from ProPublica “A private company has an audacious plan to rescue NASA's last ‘Great Observatory'” from ArsTechnica Mastodon thread from @thomasconnor on the Spitzer telescope “Ahead of next Starship launch, SpaceX hires key NASA human spaceflight head” from TechCrunch Is there something that you want to know about the debt limit? Call us with your questions. We’re at 508-UB-SMART or email makemesmart@marketplace.org. Today is Match Monday! All gifts will be matched up to $20,000, today only. Give now.

Have you ever wondered what it takes to invest in real estate?  This episode features an in-depth conversation with Brian Penn, a seasoned real estate investor since 1995. He shares his strategies for success and the importance of adapting to the ever-changing market. He provides insight into the challenges and opportunities available today in real estate investments and advises on how to get started. He suggests ways to invest without money and recommends looking for rundown properties and networking at real estate investment clubs. Tune in for a detailed conversation packed with valuable advice on how to start or grow your real estate investments! [00:01 - 07:18] Opening Segment • Brian's background in real estate investing • The markets are constantly changing, so education is critical to success • The importance of adapting, improvising, and overcoming obstacles in real estate investing [07:19 - 13:57] Unlocking the Possibilities of Real Estate Investing • The Real Estate Investing for Beginners book Understanding the different ways one can invest in real estate • Two types of investing: hands-on and hands-off • Join real estate investment clubs to meet other investors and learn more about it [13:58 - 21:01] Discovering Your Motivation • How self-awareness can help you succeed in real estate investing • Most real estate is talking to people and understanding their problems to find a solution • Self-awareness is essential to determine which direction you take in real estate investing • Land investing provides an intriguing space with less competition than other verticals [21:02 - 33:32] Closing Segment • The impact of China Evergrande collapse on US investors and how to respond • Tax liens and bird-dogging are two ways to invest in real estate without having a lot of money • What will have an impact on the world's economy, and US investors need to respond accordingly   Connect with Brian: Website: Real Estate Success 4 U   Key Quotes: “The more self-aware of what your motivations are, the easier it is for you to choose a path." - Brian Penn "You adapt to the environment, and then you improvise whatever you need to do or learn, and then overcome the obstacles that are in your way.” - Brian Penn “You have to be really honest with yourself, and that'll determine what direction you take off or go in real estate investing.” - Brian Penn   WANT TO LEARN MORE? Connect with me through LinkedIn. Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel. Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tax season is now behind us, but that doesn't mean we move on and think about it later when it comes back. Don't leave tax planning for the next season. Start doing it now! In this episode, we look ahead to plan for the next tax season, so we're better equipped to facilitate the changes in our business. Joining Michelle Weinstein is a nationally recognized speaker and educator on federal tax law matters, Thomas A. Gorczynski, EA, USTCP. Among the titles under his belt, Tom is the editor-in-chief of EA Journal, co-author of the PassKey Learning Systems EA Review Series, and co-owner of Compass Tax Educators. He brings his expertise and insights to today's show to prepare us for the next tax season with a list of the top ten areas to assess in your firm. What are the common mistakes people make? What is the future of the accounting profession? What client metrics should you consider? Tom answers these and more. So tune in to learn and hopefully skip past the tears and anxiety of the tax season when it arrives.

Jason invites his friend Julia on the show to discuss tax sale investing, which is a form of direct real estate investing where one maintains control. He explains that direct investing can be more profitable, but requires more responsibility. He recommends utilizing the support network and resources available on JasonHartman.com to make the process easier. Julia explains that it involves buying properties for pennies on the dollar for outstanding taxes. The taxes become unpaid when people default on them, and as a result, their properties are auctioned off. She believes that this is a great investment opportunity, as it allows people to purchase properties at a low cost. Julia also notes that there are many different nuances to tax sale investing, so it's important to be aware of them. Contact Julia today at https://www.juliamspencer.com/ Key Takeaways: 0:55 What is “tax sale investing” 2:16 3 main types of of vehicles under which to purchase properties 6:55 Beware: misleading infomercials 8:51 Two elements of Liens 13:36 Tax liens certificates   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

While this podcast aims to provide valuable insights into tax strategies for business owners, it does not replace the guidance of a qualified tax professional. Tax planning is complex, and requires you to seek professional advice tailored to your unique circumstances.Attention, business owners! Are you ready to unlock some secrets to maximizing your profits? Tune into this episode of The Agent of Wealth Podcast, where host Marc Bautis is joined by John Briggs, Founder of Incite Tax, a CPA firm focused on serving business owners, and the author of Profit First for Microgyms: A Simple System for Healthy Cashflow. Through his 12+ years of entrepreneurship, he has helped business owners combat IRS bullying, improve cash flow management, and manage stress and burn out.In this episode, you will learn:The greatest challenge business owners face concerning finances.Simple tips for business owners who feel overwhelmed with their financial situation.Why a business owner should review their entity structure.What business owners need to know about business expenses/write-offs.What the corporate rent rule is, and how business owners can use it to their advantage.And more!Resources:Episode Transcript & Blog | Incitetax.com | profitfirstformicrogyms.com | Profit First for Microgyms: A Simple System for Healthy Cashflow | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Steve Forbes details the reason for New York's decline and eventual fall, ranging from absurd spending policies to a failing transportation systems to dysfunctional crime and policing reforms.Steve Forbes shares his What's Ahead Spotlights each Tuesday, Thursday and Friday.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Channing Hamlet is the Co-Owner and Managing Director of Objective Capital Partners, a prestigious investment banking and valuation firm with an impressive track record of executing over 500 M&A transactions worth $1 billion and more than 1,000 business valuations. With over 25 years of experience, Channing has built a solid reputation for his expertise in management advice, transaction execution, and business valuation. This has earned him multiple accolades, including three consecutive years as a Leader of Influence: Investment Bankers by the Los Angeles Business Journal (2020-2022). SELLING AT A PREMIUM As an investment banker, Channing stresses the importance of companies understanding what drives value in their sector, building predictability into their business, and having a clear differentiation or unique selling proposition. Understanding the value drivers in your sector is paramount to preparing a sale. Every industry has different value drivers, and companies need to do their research and figure out what drives value in their industry. They should also be aware of who their potential buyers are and what they are looking for. Building predictability into a business and having recurring revenue streams and systematizing operations are also a vital step in preparing for sale. This makes the business more attractive to potential buyers, as they can see that the business is predictable and has a solid foundation for growth. There is also an increasing importance of having clean accounting and financial projections that are believable and achievable. Buyers are raising their standards, and companies need to be well-prepared to successfully sell their business at a premium. CHANGING MARKET CIRCUMSTANCES In an ever-growing market, the impact of fluctuating market conditions on company valuations cannot be overstated. As industries and sectors experience growth, disruption, and transformation, businesses must continually adapt to maintain their competitiveness and relevance. These dynamic market forces have a direct bearing on the valuation of companies, necessitating that they stay vigilant and responsive to shifts in consumer preferences, technological advancements, and regulatory changes. Channing explains that Objective Capital Partners provides valuation services in three areas: Financial reporting Tax compliance Advisory valuation When embarking on advisory valuations, the key to success lies in actively listening to business owners and thoroughly comprehending their objectives. By establishing a strong rapport and fostering open communication, Channing and his team can effectively tailor their approach to meet the unique goals of each client. To ensure optimal decision-making, the team employs a rigorous methodology that involves modeling multiple scenarios and stress-testing financial projections. This comprehensive approach allows them to identify potential risks, opportunities, and growth drivers, providing business owners with the necessary insights to make well-informed decisions. Their unwavering commitment to understanding client needs and delivering accurate, actionable advice allows them to remain consistent and trustworthy resources for businesses seeking to maximize their potential. The market for mergers and acquisitions can be impacted by changing circumstances, such as rising interest rates, but Channing believes that the market will eventually adjust and stabilize. He also notes that there may be opportunities for estate planning in the current market environment. • • • For my full discussion with Channing Hamlet, and more on this topic and others discussed:Listen to the Full DealQuest Podcast Episode Here• • • FOR MORE ON CHANNING HAMLET:https://objectivecp.com/https://www.linkedin.com/in/channinghamlet/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. If you want to find out how deal-ready you are, take the Deal-Ready Assessment today!

3pm - Shari had internet issues; she joins the show in hour 2 // WA campaign aims to address rising overdose rates among young people // Tax the Drug That Plays a Role in More Than 140,000 Deaths a Year // Robert De Niro, 79, reveals he welcomed baby No. 7 // Lost woman survives 5 days in the wild on a bottle of wineSee omnystudio.com/listener for privacy information.

Steve Forbes slams a recent speech from President Biden's National Security Advisor, Jake Sullivan, full of off-base attacks on free markets, and portraying a dystopian vision for the future.Steve Forbes shares his What's Ahead Spotlights each Tuesday, Thursday and Friday.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode with Greg Goff, let's dive into different insurance choices and what might work for you. Listen to how Greg's friend lost a large sum of his retirement savings on taxes. If you don't want to make the same mistake, tune in and start planning your finances today!   Key takeaways to listen for The advantage of diversified long-term investments under economic volatility How much emergency fund should you save More reasons to reach out and work with a financial professional Roth IRA: What it is and how it can benefit your kids How a background knowledge in investment can lead you to best decisions   Resources mentioned in this episode Jim Cramer Roth IRA   About Greg Goff Greg is a CERTIFIED FINANCIAL PLANNER™. Greg learned the value of comprehensive financial planning while working as a Financial Advisor at a Fortune 500 firm. Knowing there was a disconnect between financial planning and entrepreneurship, Greg founded Sound Wealth Management, a financial planning firm focused on serving business owners. Greg is also a Certified Investment Management Analyst®, Chartered Financial Consultant®, and a Chartered Life Underwriter®. Greg enjoys spending time with his wife, Kinsley, their daughter, and their two rescue pups, Marlow and Cooper. They enjoy exploring all Greenville, SC, offers and visiting family in Hilton Head and Charlotte.   Connect with Greg Website: Sound Wealth Management  LinkedIn: Gregory Goff, CFP® Facebook Page: Sound Wealth Management Instagram: @soundwealthmanagement  YouTube: Sound Wealth Management  Email: greg@soundwealthm.com   Connect with Leigh Please subscribe to this podcast on iTunes or the Podcasts App on your phone, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram @ LeighThomasBrown.  Subscribe to Leigh's other podcast Real Estate From The Rooftops   Sponsors Leigh Brown University – New On-Demand Training How to Dominate During This Recession! Enroll Now to get ahead of the curve and learn how to manage changing markets, the action steps for what to do, and most importantly, what to say so that you can secure listings, assist more buyers, and grow your business no matter what the market is doing. Link: http://dominatethisrecession.com

On today's episode of the Shopify Ecommerce Podcast, I had the pleasure of interviewing Henrik Müller-Hansen from Gelato.Discover valuable insights from the latest Shopify podcast to boost your store's profits and optimize revenue. Access the mentioned resources today and take your store's success to the next level.Reach out to us! We welcome any comments or questions you may have about our latest episode. Connect with us here or through our social media channels — your feedback is always welcome.TwitterLinkedInFacebookFor more ecommerce, marketing, and business knowledge, check out the eCommerce Fastlane Insights Blog for the most up-to-date strategies and tactics.TOPICS INCLUDE: Advertising, Affiliate Marketing, Amazon, Attribution, Automation, B2B, Brand, Customer Retention, Customer Support, Data + Analytics, Data Trust + Security, Dropshipping, Ecommerce SEO, Email Marketing, Entrepreneurship, Founder Stories, Influencer Marketing, Legal, Logistics, Shipping, Loyalty, Rewards, Retention Marketing, Marketing, Sales, Conversion, Money From Home, Operations, Payments, Finance, Tax, People, Personalization, Post Purchase Experience, Print On Demand, Product Development, Retail, Shopify POS, Reviews, Search, SMS Marketing, Social Commerce, Social Media, Live Shopping, Startup Ideas, Store Design, Mobile Apps, Sustainability, TikTok, Trends, Ultimate Guides, Web3, best Shopify apps, and more. Hosted on Acast. See acast.com/privacy for more information.

In this episode Joe Boot reflects on the recent coronation of King Charles III, focusing on the nature of national oaths and covenants, and the proper place of the monarch in a role of delegated authority, living under God’s law. It’s a heavy responsibility and Scripture enjoins us to pray for our civil rulers. Get your tickets to the Mission of God conference in Bonaire, Georgia, May 20. Apply to the Worldview Leadership Academy USA. Tax-deductible giving is now available for American supporters!

In this episode of the podcast, we explore important topics related to taxes. We discuss the difference between tax avoidance and tax evasion, highlighting the need to understand the distinction between the two to avoid legal complications. We also examined the reasons why your accountant might be giving you bad advice, emphasizing the importance of identifying and addressing any issues with your accountant's advice. Lastly, we explored strategies for legally avoiding capital gains taxes, which can significantly impact investment returns. By utilizing these approaches, you can reduce your tax liability while still complying with tax laws. Episode Highlights: Difference between Tax avoidance & Tax Evasion Why your accountant might be giving you bad advice? How to legally avoid capital gains taxes! Links: HOME OFFICE DEDUCTION TEMPLATE Save Taxes: Free Consultation  Follow me: https://www.instagram.com/thepatdarby

BIO: Julian Klymochko is the CEO and Chief Investment Officer of Accelerate, a leading provider of alternative investment solutions.STORY: Julian got into an M&A trade where the acquirer had to stage a shareholders' vote. This led to a hostile acquisition where the target company was bought by another acquirer that was not part of the deal. Julian made a significant loss in this trade.LEARNING: Never put on an M&A trade that has the buy side vote. Arbitrage doesn't always mean a riskless trade. “The best way to learn is to practice by doing. So, try it out yourself, and don't risk more than you can lose.”Julian Klymochko Guest profileJulian Klymochko is the CEO and Chief Investment Officer of Accelerate, a leading provider of alternative investment solutions. Accelerate helps investment advisors, institutions, and individual investors diversify their investment portfolios, manage risk, and improve their portfolio's risk-adjusted returns. Prior to founding Accelerate in 2018, he was the Chief Investment Officer of Ross Smith Asset Management. He started his career as an Analyst at BMO Capital Markets. Currently, Julian is a Director of the CFA Society Calgary.He has been featured in some of the world's top financial and business media, including Bloomberg, CNBC, The Wall Street Journal, BNN, Business Insider, and The Globe and Mail.Worst investment everJulian started out in the mid-2000s as a young investment banking analyst working 100 hours weekly. He was handling mergers and acquisitions (M&A) and advising. During that period, Julian worked on some exciting deals. He got excellent insights into the inner workings of M&A, equity offerings, and capital markets. It was a great place to start a career.From that, Julian went to a startup hedge fund. He cut his teeth doing closed-end fund arbitrage, which was a fantastic trade, specifically during the great financial crisis of 2008. He could generate nearly risk-free returns that, at one point, were yielding 50% to 100% annualized returns because there was very low liquidity in the market, and people were desperate to sell. So arbitrage spreads were extensive. After that, Julian got into different arbitrage strategies; volatility arbitrage, convertible arbitrage, and one of his and Warren Buffett's favorites, risk arbitrage.In 2012, Julian launched a standalone risk arbitrage strategy. He started with a $5 million investment from a handful of wealthy investors to conduct this risk arbitrage investment strategy. Risk arbitrage aims to generate high returns consistently—ideally, double-digit annualized returns and no down years.For the first four months, Julian put a lot of pressure on himself and was sick to his stomach every morning. But he still had a terrific first year with low volatility. Julian produced a double-digit return with low volatility and minimal drawdown. So investors were happy. The fund continued with that excellent trend for the first three years and grew significantly.2015 was an interesting environment in the M&A business. It was open season for pharmaceutical mergers. There was this popular trend called tax inversion. Tax inversion was where pharmaceutical companies would take over a foreign company to re-domicile offshore to lower their tax bill significantly. That trend buoyed M&A activity as domestic US pharmaceutical companies rapidly sought to conduct tax inversions by acquiring non-domestic competitors.At the time, a company called Valeant...

Tax specialist David Perez joins us today to discuss ways to minimize tax payments and build your own economy. His book, "Build Your Own Economy," emphasizes the importance of retaining control over your money and making informed decisions about its usage. Working with the right tax professional, such as a proactive accountant or tax strategist, is crucial. While a tax attorney helps with IRS issues, a tax strategist focuses on navigating changing tax laws, seeking opportunities within rules and loopholes. If you've faced an audit, it may be time to find a new accountant or consider working with a tax strategist. Planning for taxes should be done throughout the year for best results, not just in April. Book a call with David's team here - https://taxplanexperts.com/Check out David's book, "Building Your Own Economy" here - https://www.amazon.com/Building-Your-Own-Economy-INDEPENDENCE/dp/B0997T2Z4QAre you living The Wealthy Way? Take my free quiz with the link below and get FREE access to my new course “Business Builder Academy” where I go over all the fundamentals of building a 7-figure business. https://www.wealthyway.com/______________________________________________________Here's how my businesses can help you:Want to be coached by me on real estate investing? Apply at http://www.wealthyinvestor.com/case-study/ytLooking to grow in your faith and business? Join the premiere community for Christian entrepreneurs and business people. Develop your leadership, discipleship, and your faith at https://wealthykingdom.com/Are you an entrepreneur who wants to build their personal brand on social media? Go to https://wealthycreator.ioWant to utilize a full service social media agency? At Pineda Media, we film, edit, post, and personally coach you to create top level content and build your personal brand. Apply now! https://www.pinedamedia.com/Want to partner with me to supercharge your business? Apply at https://www.pinedapartners.com/You can invest in my real estate deals! Go to https://pinedacapital.comNeed tax and accounting help? Contact my CPA Firm! https://TrueBooksCPA.com/For a free consultation with my team go to https://RyanPineda.com______________________________________________________My other social media channels:Subscribe to my real estate only channel "Wealthy Investor" https://www.youtube.com/c/futureflipper1Follow me on Social Media: https://www.instagram.com/ryanpinedahttps://www.tiktok.com/@ryanpinedahttps://www.twitter.com/ryanpineda______________________________________________________Follow David! Instagram - @iamdavidperezFacebook - https://www.facebook.com/iamdavidaperez?mibextid=LQQJ4dRyan and David also discuss how real estate investments offer benefits that other assets lack, like appreciation and tax advantages. They both agree that these outweigh cash flow considerations. Retirement accounts can also be utilized in tax planning. Invest only in what you understand to minimize risks. If you're starting your wealth-building journey and seeking tax-saving strategies, focus on mastering sales, marketing, and communication first. Once you have a solid foundation, you can address tax planning. Remember, if you have nothing, there's nothing to be sued for! Explore TaxPlanExperts.com for personalized help today!

If you have the lion's share of your wealth in a tax-deferred bucket, you have actually played your cards perfectly. You probably allocated that money at a time when tax rates were likely higher, and right now tax rates are at historic lows. This is the perfect time to move things into the tax-free bucket. The question is ‘How long will these historically low tax rates last?' Traditional thinking says tax rates will revert to higher rates in 2026, but that seems pretty unlikely to happen. No politician wants to be the one that raises taxes on the largest voting block in America. The most likely scenario is that Congress will extend the Trump tax cuts at some point between now and 2026 for another eight years. This may be the most important eight-year window in your life, given where tax rates will have to go into 2030 and beyond. Citing out-of-control spending on Social Security, MediCare, MediCaid, and interest on the debt, former Comptroller General David Walker has predicted that tax rates will have to double in or before the year 2030. Slowly shift your tax-deferred bucket into the tax-free bucket now while there is still time. The 24% tax bracket is the greatest sweet spot of all sweet spots. It's only 2% more than you're likely paying right now and it allows you to shift an additional $170,000 a year to tax-free. The 24% tax bracket is better than the future version of the 22% tax bracket, which is 25%. Every year that goes by where you fail to take advantage of the 22% and 24% tax brackets is potentially a year beyond 2030 where you could be forced to pay the highest tax rates you're likely to see in your lifetime. Take advantage of the next 8 years to preemptively pay taxes on your retirement assets so that by the time tax rates potentially double, you've done all the heavy lifting and can withdraw those assets tax-free. Mentioned in this episode: David's books: Power of Zero, Look Before You LIRP, The Volatility Shield, Tax-Free Income for Life and The Infinity Code DavidMcKnight.com DavidMcKnightBooks.com PowerOfZero.com (free video series) @mcknightandco on Twitter  @davidcmcknight on Instagram David McKnight on YouTube Get David's Tax-free Tool Kit at taxfreetoolkit.com

Do the wealthy pay their fair share of tax? Three recent reports have come to very different conclusions. An Inland Revenue investigation has found New Zealand's wealthiest families pay less than half the amount of tax, across all forms of income, than most other New Zealanders. But a different report by consulting firm Sapere Research finds the wealthy pay their fair share. And a report from Treasury found that a third of all households receive more in tax credits and benefits than they pay in tax. So why is it so hard to determine who's paying what? Robin Oliver is the former Deputy Commissioner of Policy at Inland Revenue. He was previously on the United Nations Committee of Experts on International Cooperation in Tax Matters, and represented New Zealand on the OECD' Committee on Fiscal Affairs. He now runs the tax consultancy OliverShaw - which commissioned the Sapere Report.

Jason Hartman is getting close to his 2000th show and is thinking of ways to make it unique. He invites his friend Julia on the show to discuss tax sale investing, which is a form of direct real estate investing where one maintains control. He explains that direct investing can be more profitable, but requires more responsibility. He recommends utilizing the support network and resources available on JasonHartman.com to make the process easier.  Jason also talks about the fear felt by half of Americans regarding their bank holdings being at risk and shares an article by Jan Swanson which explains how the inventory woes are pushing home prices up. He then shares two insights from an upcoming interview with Rick Charga, that show how different areas of the US are being affected. The high end, cyclical markets such as San Francisco, San Jose, and Seattle are suffering major price declines, while Florida markets such as Orlando and Miami are experiencing tremendous growth. And make sure to join our mailing list to get our amazing offers. Just go to https://www.jasonhartman.com/contact/ today! Jason then talks to Julia Spencer about tax sale investing. Julia explains that it involves buying properties for pennies on the dollar for outstanding taxes. The taxes become unpaid when people default on them, and as a result, their properties are auctioned off. She believes that this is a great investment opportunity, as it allows people to purchase properties at a low cost. Julia also notes that there are many different nuances to tax sale investing, so it's important to be aware of them. Contact Julia today at https://www.juliamspencer.com/ Key Takeaways: Jason's editorial 1:31 Jason's Commandment #3 in Investing 4:18 Half of Americans fear for their bank holdings 6:08 Inventory woes help boost home prices in March 7:00 Map: Change in home prices from January 2022 to January 2023 11:34 Housing Affordability Index and the dogs that don't bark 17:45 Join our mailing list to receive our amazing offers! Julia Spencer interview 19:17 What is "tax sale investing" 20:36 3 main types of of vehicles under which to purchase properties 25:15 Beware: misleading infomercials 27:11 Two elements of Liens 31:56 Tax liens certificates   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com    

Steve Forbes warns that European powers, and perhaps even U.S. foreign policy officials, are getting ready to urge a deal between Ukraine and Russia, which would only empower despots and tyrants like Vladimir Putin and Xi Jinping.Steve Forbes shares his What's Ahead Spotlights each Tuesday, Thursday and Friday.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Are you looking to better understand your credit score and take steps to improve it?  In this episode, Melissa Fradenburg, CDFA®️, AIF® discusses credit scores and how they impact your financial health. We cover the history of credit scores and why they matter, the five factors that determine your credit score, and tips to improve your score over time. We also discuss why it's important to regularly check your credit report and the best resources to do so. Taking control of your credit score is an important step towards financial health and stability.Resources:Find contact information to dispute errors on your credit report at Consumer Financial Protection Bureau.Get your free annual credit report.  More credit resources to check or monitor your credit score:   https://www.creditkarma.com/ or https://www.creditsesame.com/ Learn more about Pearl Planning. Listen to Episode 163: Mortgage Rates and the Unlikelihood of a 2008 Repeat with Nathan Steiner.Listen to Episode 137: Paying Down Debt  with Melissa Fradenburg.Listen to Episode 102: All About Emergency Reserves with Melissa Joy, CFP®, CDFA® Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional. Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.  It should not be assumed that your Pearl Planning account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Pearl Planning accounts; and, (3) a description of each comparative benchmark/index is available upon request.

Mary McDonald joins Randy Crabtree on Episode 104 of The Unique CPA to talk about #TaxTwitter. When Mary, Dan Heron, and Allison McLeod started planning the TaxTwitter Retreat, they had no idea that it would far exceed their expectations, potentially bringing together professionals from various areas of the tax industry in an environment of camaraderie, learning, and even wine and beer tastings—the latter, thanks to Randy! Who knew that the power of community and networking could lead to such unexpected results? Get the full show notes and more resources at TheUniqueCPA.com

On today's episode of the Shopify Ecommerce Podcast, I had the pleasure of interviewing Marcin Stoll, the Chief Product Officer at Tidio.We discuss how their platform helps businesses grow sales through excellent customer service. According to Marto, live chat is the most convenient way to communicate with customers and can often result in sales.Tidio's platform focuses on two main areas: providing excellent customer support and creating and leveraging sales opportunities—their product development centers on understanding visitors' intent and providing proactive communication. Tidio can give context for engagement and personalized experiences by tracking a visitor's journey on a website.But Tidio doesn't stop there. They also help businesses understand where their website traffic is coming from and recognize returning visitors. And while they use AI to automate some repetitive questions and improve response times, they emphasize the importance of maintaining a personalized customer experience.Discover valuable insights from the latest Shopify podcast to boost your store's profits and optimize revenue. Access the mentioned resources today and take your store's success to the next level.Reach out to us! We welcome any comments or questions you may have about our latest episode. Connect with us here or through our social media channels — your feedback is always welcome.TwitterLinkedInFacebookFor more ecommerce, marketing, and business knowledge, check out the eCommerce Fastlane Insights Blog for the most up-to-date strategies and tactics.TOPICS INCLUDE: Advertising, Affiliate Marketing, Amazon, Attribution, Automation, B2B, Brand, Customer Retention, Customer Support, Data + Analytics, Data Trust + Security, Dropshipping, Ecommerce SEO, Email Marketing, Entrepreneurship, Founder Stories, Influencer Marketing, Legal, Logistics, Shipping, Loyalty, Rewards, Retention Marketing, Marketing, Sales, Conversion, Money From Home, Operations, Payments, Finance, Tax, People, Personalization, Post Purchase Experience, Print On Demand, Product Development, Retail, Shopify POS, Reviews, Search, SMS Marketing, Social Commerce, Social Media, Live Shopping, Startup Ideas, Store Design, Mobile Apps, Sustainability, TikTok, Trends, Ultimate Guides, Web3, best Shopify apps, and more. Hosted on Acast. See acast.com/privacy for more information.