Podcasts about tax attorney

New VAT rules for digital services take effect in South Africa from 1 April 2025. Tax attorney, Bronwin Richards joins Africa Melane to break down the key changes and what businesses must do to stay compliantSee omnystudio.com/listener for privacy information.

I sat down with Inland Counties Legal Services LITC attorney Jennifer Schinke at the ABA Tax Section Midyear Meeting in Los Angeles, California in February 2025.

In this episode of Veteran On the Move, Joe welcomes Hubert Johnson, a Navy veteran who transitioned from military service to a successful career as a Tax Attorney and business owner. Hubert shares his inspiring journey, detailing his experiences navigating the transition, his path through education, and the valuable lessons he's learned along the way. He offers crucial advice for veteran entrepreneurs and small business owners on managing their taxes, highlighting common pitfalls and effective strategies for financial success. Episode Resources:  Guardian Tax Law   About Our Guest Hubert Johnson served 3 years in the US Navy and has been a Tax Attorney for 16 years. He founded Guardian Tax Law and has taught tax law, lectured at seminars and conferences and has co-written a book and a tax guide   About Our Sponsors Navy Federal Credit Union   Navy Federal Credit Union has made it their mission to help people in the military community. Navy Federal Credit Union is open to all branches of the military, Veterans and their families. They have lots of flexible savings and investing options to help their members reach their financial goals. Don't miss out. The sooner you start building your finances with savings and investing options, the better off they could be in the long run.  At Navy Federal, our members are the mission.      Join the conversation on Facebook! Check out Veteran on the Move on Facebook to connect with our guests and other listeners. A place where you can network with other like-minded veterans who are transitioning to entrepreneurship and get updates on people, programs and resources to help you in YOUR transition to entrepreneurship.   Want to be our next guest? Send us an email at interview@veteranonthemove.com.  Did you love this episode? Leave us a 5-star rating and review!  Download Joe Crane's Top 7 Paths to Freedom or get it on your mobile device. Text VETERAN to 38470. Veteran On the Move podcast has published 500 episodes. Our listeners have the opportunity to hear in-depth interviews conducted by host Joe Crane. The podcast features people, programs, and resources to assist veterans in their transition to entrepreneurship.  As a result, Veteran On the Move has over 7,000,000 verified downloads through Stitcher Radio, SoundCloud, iTunes and RSS Feed Syndication making it one of the most popular Military Entrepreneur Shows on the Internet Today.

The Cumberland Law Group, a law firm in Atlanta, is offering free consults to small business owners and workers struggling with tax debt payments. Find out more at https://cumberlandlawatlanta.com/ Cumberland Law Group City: Atlanta Address: 400 Galleria Pkwy #1500 Website: https://cumberlandlawatlanta.com

Send us a textBuckle up, because in this episode of Investing RN, Colin and Josh sit down with tax attorney Sam Bruntz to uncover the sneaky ways you're probably overpaying Uncle Sam. Ever wondered what the difference is between a CPA and a tax attorney? Or if you can write off that "business" golf trip? Sam spills the beans on tax loopholes, audit nightmares, and the fine line between "gray area" and "prison".Oh, and don't even think about putting your toddler on payroll unless you want the IRS knocking at your door.

It's tax season crunch time, so we are resharing a timely episode debunking the 1120-S tax return. In this episode, Brian will walk you through the S-Corporation income tax return to help you better understand what you're filing and hopefully catch mistakes before it's too late. He provides a section-by-section analysis of Form 1120-S and highlights key areas that business owners and tax professionals make mistakes. Episode Highlights Part 1: Heading, Income, Deductions, Tax and Payments Most of this information is drawn from your business's Profit and Loss Statement. Here's a breakdown of what's on the first page: Calendar year: The very top of the form asks for the calendar year. If the corporation has a calendar year-end, leave this blank. If a fiscal year or short year put in the appropriate dates. Address: Underneath the calendar year, the form asks for a name and address. Use the name set forth in the charter or other legal documents, such as your Employer Identification Number (EIN) letter. Item A: Located to the left of the address, Item A asks for your S election effective date. You should have a letter from the IRS (CP 261) with your S-Corp starting date. This date should stay the same every year. Item B: Your business activity code. This code shows the IRS exactly what you do. Item C: Item C only applies if you have assets of $10 million or more. Most of the time, Item C will not be checked. Item D: Put your EIN in Item D. Make sure to verify it's correct before you file your form. Item E: Your date of incorporation should match the articles of incorporation. This date may or may not be the same date as your S-election. Like the S-election date, the date of incorporation won't change. Item F: Total assets at the end of the year. Item G: If the corporation is electing to be an S-Corp beginning with the current filing tax year, check the appropriate box. If the S-Corp did not already file the S-Election, attach Form 2553 with the return. Item H: These boxes should be self-explanatory. Check the boxes that apply. Item I: Enter the number of shareholders in the firm (e.g. yourself and your partners). Item J: Most of the time, Item J will not be checked. If you believe that one of the Item J items applies, follow up with your tax accountant. Income: Report gross revenue your business has earned for the year and any additional income or interest income that you may have incurred. Only report trade or business income. Do not list rental income, portfolio income, or tax exempt income (those go on your Schedule K). Expenses: Report all deductions on your Profit and Loss statement. Pay special attention to the following lines: Line 7: Compensation of officers should have something on it. S-Corporations must pay shareholder/employee reasonable compensation for services rendered, and failing to put reasonable compensation could lead to an IRS audit. Also included on this line are fringe benefits, including employer contributions to health plans and group term life insurance, for shareholders/employees owning more than 2% of the corporation stock. If your S-Corp has total receipts of $500,000 or more, you'll need to attach Form 1125-E to explain what was paid to each officer. Line 8: Salary and wages paid to employees (other than officers) of the corporation. Line 17: An S-Corporation can deduct contributions made for its employees under a qualified pension, profit sharing, annuity, SEP plan, Simple plan, or any other retirement deferred compensation plan. This includes shareholders/employees owning more than 2% of the corporation stock. Line 18: Employee fringe benefits provided to officers and employees owning less than 2% go on this line, such as health insurance, disability insurance, and educational assistance. Line 19: Line 19 includes any other deductions. There should be an attached statement, and it should match your profit and loss. The numbers should be close to your Profit and Loss statement. Taxes and payments: In general, an S-Corporation does not pay taxes at the corporate level, so this section will be blank. Signature: It's important to sign the return only after verifying all of the information, including the following sections. Part 2: Schedule B This section is mostly self-explanatory questions. Make sure to read and understand each question. Below are two lines to pay special attention to: Box 1: This easy-to-miss box can change your entire return if you're not careful, since it's where you select whether you're a cash or accrual basis taxpayer. Once you choose an accounting method, you generally cannot change without approval from the IRS. Box 2: Here is where you explain what you do. Part B is an either/or question, so state whether you sell products or services. Also, if you hire contractors, say yes to question 14 -- and hopefully you got out your 1099 forms by January 31. Part 3: Schedules K and K-1 Schedule K reports the pro rata share items in total for the Corporation. Schedule K-1, which you receive in your personal name, reports the percentage of pro rata share items allocable to each shareholder.  Lines 1-17 on Schedule K correspond to Boxes 1-17 on Schedule K-1. Most items on Schedules K and K-1 are self-explanatory and come from other parts of the return. Part 4: Schedule L  This is where many taxpayers make a mistake. Schedule L matches your business' balance sheet and should agree with your books and records. If it doesn't, find out why before you file. The first two columns match what your accounts were at the beginning of the year and should match what the accounts were at the end of last year. If this is your first year filing an 1120-S return, these two columns should be blank. The second two columns are for what the accounts had on December 31 of the previous year and will carry over to next year's return. Some of the most common assets on Schedule L are: Line 1: Write the amount of cash in your bank account on the last day of the year. Line 7: Loans to shareholders are loans from the corporation to the shareholder. Keep in mind, these loans need to be documented and should have a repayment schedule and interest rate. Line 10a: Buildings and other depreciable assets are fixed assets that the business owns that have been depreciated, such as real estate, furniture, or machinery  Some of the most common liabilities on Schedule L are: Line 18: Other current liabilities are expenses incurred at the end of the year but not paid until January of the next year. Current expenses often include wages, state taxes, federal taxes, and payroll taxes payable at the end of the year.  Line 19: Loans from shareholders are loans from the shareholder to the corporation. As with the other loans, these loans should be documented and include a repayment schedule and interest rate. Line 22: The par value or stated value of the capital stock issued by the corporation. This amount stays the same each year unless the S-Corporation issues additional stock after incorporation. The corporate charter or minutes should identify the stock. Line 23: Enter the beginning and ending balances of additional paid-in capital. This includes the amount contributed to the S-Corp by shareholders for which the corporation did not issue stock or amounts contributed in excess of the stated or par value. Line 24: This section is especially tricky. You should base the retained earnings on the S-Corporation's books and records. Most of the time, retained earnings should match the Accumulated Adjustments Account (AAA), other adjustments account (OAA), and previously taxed income (PTI) balances on Schedule M-2. Line 27: This line represents the total liability and shareholders equity. This line must match line 15. If you answered “yes” to question 11 on Schedule B that your total receipts were less than $250,000 and total assets were less than $250,000, then you aren't required to file a Schedule L. However, it may be beneficial to file Schedule L anyway because it will be crucial for future balance sheets. Part 5: Schedules M-1 and M-2 Schedule M-1 helps explain discrepancies between the books and your tax return. This section should explain any differences you notice.  Some common items reported on Schedule M-2 include: Meal expenses (100% on books, 50% on taxes) Entertainment (100% on books, 0% on taxes) Life insurance premium expense (100% on books, 0% on taxes) Certain fines and penalties (100% on books, 0% on taxes) Political contributions (100% on books, 0% on taxes) Book depreciation expense (100% on books, 0% on taxes) Tax depreciation expense (%0 on books, 100% on taxes) Tax-exempt income (100% on books, %0 on taxes)  Schedule M-2 tracks the income and losses and separately states items that the shareholder should report on their tax return. Resources + Links  Bank Reconciliation 101 Lessons from the 1099-NEC deadline Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes About Brian and the Mission Driven Business Podcast Brian Thompson, JD/CFP, is a tax attorney and certified financial planner who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.

Melissa Broughton is a tax and accounting specialist and the founder of Busy Bee Advisors, helping business owners and entrepreneurs get savvy about complex, even frustrating, tax and bookkeeping situations. Her background in corporate accounting and auditing complements her desire to serve as a financial translator, of sorts, to sole proprietors and small business owners so that they feel confident in their financial decisions. With her husband Eric, a tax professional, Melissa co-hosts a popular podcast, The Real Buzz: Taking the Sting Out of Taxes. She is a member of Business Network International, Rotary, FU Nights, Women in Consulting, and previously served as finance chair on the Sacramento Children's Receiving Home Board of Directors.

Hubert Johnson has 16 years of experience as a Tax Attorney and he's the founder of Guardian Tax Law. He's taught graduate tax law and lectures and he teaches professionals how to handle tax issues. Hubert will be your Guardian against the IRS or State Tax Agencies. You don't have to go it alone! He and his team will give you peace of mind by working hard to permanently resolve your tax issues.  Connect with Hubert for expert and actionable financial and tax advice:Web: guardiantaxlaw.comFB: Guardian Tax LawIG: @guardiantaxlawLI: Guardian Tax LawYT: @guardiantaxlaw 

Featured on WGN Radio's Home Sweet Home Chicago on 03/01/25: IRS Tax Attorney Steven A. Leahy of the Law Office of Steven A. Leahy, PC with Opem Tax Advocates joins the program to discuss the firing of over 6,000 IRS employees and their shift towards using AI and other digital tools. To learn more about […]

Few things are as nerve-wracking as receiving an IRS audit notice—but how do audits really work, and what can you do to protect yourself? In this episode of Absolute Trust Talk, Kirsten Howe sits down with Anthony Kim, a former IRS Chief Counsel Attorney with 26+ years of experience, to reveal the truth behind IRS audits. Tony, who has litigated complex tax cases for the U.S. Treasury Department and represented Fortune 500 companies and high-net-worth individuals at Ernst & Young, shares insider knowledge on what triggers audits, the IRS selection process, and how to avoid common red flags. You'll learn why IRS audits are rarer than you think, the top mistakes taxpayers make, and why choosing the right representative—CPA or tax attorney?—could make or break your case. Plus, Tony drops a little-known IRS tip that could save you from missed notices and financial headaches. Don't leave your financial future to chance! Listen now to get expert advice on navigating an IRS audit with confidence.   Time-stamped Show Notes: 0:00 Introduction 0:57 Meet Anthony Kim: Former IRS Chief Counsel Attorney & tax expert 3:42 What triggers an IRS audit? Common red flags explained. 6:28 Whistleblower reports and third-party mismatches—how they lead to audits 7:46 The truth about audit risk: How rare are they, really? 8:43 Step one: How the IRS contacts you—don't fall for scams! 10:00 The one IRS form every taxpayer should file after moving 11:00 The biggest mistake taxpayers make—what NOT to say in an audit 15:32 The worst-case audit scenarios and how to avoid them 16:49 Why even a low-risk audit could turn into a criminal case 17:24 Who should represent you in an audit? CPA vs. tax attorney debate 21:38 What happens at the end of an audit—how decisions are made 22:47 How to challenge an IRS audit decision and file a protest letter

Steve Hayes Esq, Tax Attorney, Chairman of Americans for Fair Taxation FairTax.org. Trump wanting to get rid of Income Tax and IRS. Where do we go from here?

Stephen Grootes speaks to Jean-Roux van Huyssteen, Director & Tax Attorney at TRM Tax AttorneysTax about a landmark victory against SARS in the tax court, which sets a significant precedent for taxpayers, businesses, and the broader industrySee omnystudio.com/listener for privacy information.

Right About Now with Ryan AlfordJoin media personality and marketing expert Ryan Alford as he dives into dynamic conversations with top entrepreneurs, marketers, and influencers. "Right About Now" brings you actionable insights on business, marketing, and personal branding, helping you stay ahead in today's fast-paced digital world. Whether it's exploring how character and charisma can make millions or unveiling the strategies behind viral success, Ryan delivers a fresh perspective with every episode. Perfect for anyone looking to elevate their business game and unlock their full potential.Resources:Right About Now NewsletterFree Podcast Monetization CourseJoin The NetworkFollow Us On InstagramSubscribe To Our Youtube ChannelVibe Science MediaSUMMARY In this episode of "Right About Now," hosted by Ryan Alford, tax attorney Mark J. Kohler, known as the "Main Street Tax Attorney," shares actionable advice for small business owners and individuals to improve their financial situations through effective tax strategies. Kohler emphasizes the importance of understanding tax laws, treating side hustles as legitimate businesses, and taking an active role in tax planning. He discusses practical tips like documenting expenses, involving family in business activities, and leveraging tax benefits for children. The episode aims to empower listeners with knowledge to maximize financial growth and navigate tax complexities.TAKEAWAYSImportance of small businesses in the U.S. economyUnderstanding tax laws and their implications for financial successCommon tax-related challenges faced by small business ownersThe rise of side hustles and their potential for tax savingsTax strategies for maximizing financial benefits for small businessesDifferentiating between tax brackets and effective tax ratesLearning from wealthy individuals about tax engagementThe necessity of a proactive mindset in managing tax responsibilitiesPractical advice for treating side hustles as legitimate businessesThe significance of documentation and record-keeping for tax planning If you enjoyed this episode and want to learn more, join Ryan's newsletter https://ryanalford.com/newsletter/ to get Ferrari level advice daily for FREE. Learn how to build a 7 figure business from your personal brand by signing up for a FREE introduction to personal branding https://ryanalford.com/personalbranding. Learn more by visiting our website at www.ryanisright.comSubscribe to our YouTube channel www.youtube.com/@RightAboutNowwithRyanAlford.

Steve Hayes, Esq.,Tax Attorney & Chairman of Americans for Fair Taxation - FairTax.org. Trump floats eliminating U.S. income tax and replacing it with tariffs on imports

Divorce is already complicated, but when you add taxes into the mix, things can get even trickier. In this episode, we're diving into the essential tax considerations for anyone navigating a divorce. Whether you're in the early stages, right in the middle, or finalizing the process, understanding how taxes factor into your divorce is critical to protecting your financial future. Our special guest is Hubert Johnson, a seasoned tax attorney with 15 years of experience, founder of Guardian Tax Law, co-author of two influential books, and host of the TV show Taxes Made Easy on SmartMoneyCulture.tv. Not only is Hubert an expert in tax law, but he also has personal experience with divorce, giving him unique insight into the challenges men face during this time. In this conversation, Hubert shares invaluable advice, emphasizing the importance of getting informed, taking control of your finances, and working with professionals to avoid costly mistakes. He covers the often-overlooked but crucial details about taxes during and after divorce, offering practical insights to help you stay one step ahead. In this episode, we discuss: ✅ Hubert's personal experience with divorce ✅ Why ignoring your finances isn't an option ✅ Is alimony taxable? ✅ Dealing with dependency deductions and child tax credit ✅ Refundable vs non-refundable tax credits ✅ Filing status changes ✅ Safeguarding yourself — What you should include in your settlement agreement ✅ The importance of record-keeping and digitalization to avoid future financial complications ✅ A glimpse into divorce and bankruptcy ✅ Things to know before legally changing your name ✅ And much more! This episode is packed with actionable advice to help you avoid tax pitfalls during divorce. Whether you're wondering how to handle dependency deductions, unsure about filing statuses, or concerned about your ex's financial behavior, Hubert will guide you on how to protect yourself and set the stage for financial security post-divorce. To learn more about Hubert and his services, go to https://www.guardiantaxlaw.com Check out Hubert's Youtube channel: https://www.youtube.com/@guardiantaxlaw Follow Hubert on Instagram: @guardiantaxlaw https://www.instagram.com/guardiantaxlaw

Do you find it tough to talk about money with your partner? In this episode, we explore the challenges of financial conversations in relationships, focusing on the importance of mutual understanding, confidence, and emotional awareness. We discuss how emotional factors, like the mental load of managing finances, can impact these talks and share ways to help both partners feel involved and informed. Our guest, Adam Kol of The Couples Financial Coach, brings valuable insights on how to navigate these conversations. Tune in to discover how empowering both partners with financial knowledge can transform your relationship and finances. Meet Adam! Adam Kol is The Couples Financial Coach. He helps couples go from financial overwhelm or fighting to clarity, teamwork, and peace of mind. Adam is a Certified Financial Therapist-I™, Certified Mediator, and Tax Attorney with a Duke Law degree and a Master's in Tax Law from NYU. He is a husband, dad, and musician, as well. Adam's wisdom has been shared with The Wall Street Journal, the Baltimore Ravens, CNBC, NewsNation, and more. “Your partner wants to connect with you about finances. It may seem like they don't, and you might convince yourself that they don't. They do. They may not realize that they're avoiding it or why, but they do because it has such a profound effect on the lives that we live. I mean, it really touches every aspect, from how we raise our families to what we do for jobs, to the kind of food we eat, to the kind of things we have, etc. So your partner does want to feel like they can connect with you. It's just that people don't feel confident in that a lot of times, partly because it is true that money is still a taboo. But keep in mind that this is something where you both will feel a lot better if you're on the same page.” - Adam Kol Book Recommendation: * Financial Intimacy for Couples: How to Achieve Clarity, Teamwork, and Peace of Mind With Your Money, by Adam Kol. Download his book on Amazon-> (Affiliate link) https://amzn.to/3AClDC1 Resources and Links Mentioned: * Check out the previous episode with Adam - #3 Getting On The Same Page With Your Spouse About Money with Adam H. Kol, J.D. https://www.themoneymindsetpodcast.com/3 Connect with Ashley: * Instagram: www.instagram.com/budgetsmadeeasy Connect with Adam: * Website: https://CouplesFinancialCoach.com * Instagram: @CouplesFinancialCoach * Facebook: @CouplesFinancialCoach * LinkedIn: Adam Kol, The Couples Financial Coach * YouTube: The Couples Financial Coach Special Guest: Adam H. Kol, J.D. .

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We Chat Divorce Hosts: Catherine Shanahan and Karen Chellew Special Guest: Hubert Johnson, Tax Attorney, Law Professor, and Founder of Guardian Tax Law In this insightful episode of We Chat Divorce, hosts Catherine and Karen welcome tax attorney and law professor Hubert Johnson to discuss the complexities of taxes in divorce. With over a decade of experience, Hubert shares valuable insights on managing tax issues before, during, and after divorce. They cover essential topics, including filing statuses, innocent spouse relief, shared custody tax claims, and how to protect yourself from unexpected liabilities. Topics Covered: Common tax pitfalls to avoid in divorce The importance of reviewing tax liabilities before finalizing settlements Navigating innocent spouse relief and shared custody tax claims The financial implications of filing statuses and potential liabilities How Guardian Tax Law and My Divorce Solution can provide resources to support clients through these challenges Key Takeaways: Plan Ahead: Understanding tax implications early on can prevent costly mistakes. Innocent Spouse Relief: Know the requirements and limitations before assuming it applies. Protect Your Financial Standing: Consider the impacts of joint filings and tax settlements on long-term finances. Get Informed: Resources like My Divorce Solution's preparation platform and Guardian Tax Law's consultations are crucial for smart financial decisions. Resources Mentioned: Guardian Tax Law https://guardiantaxlaw.com/ Smart Money Culture https://smartmoneyculture.tv/ My Divorce Solution's Financial Portrait https://mydivorcesolution.com/financial-portrait/ Listen to the full episode for more expert tips and insights to help you navigate the often-overlooked tax implications of divorce. Subscribe & Listen: Apple Podcasts Spotify Google Podcasts Follow Us: Instagram: @mydivorcesolution Facebook: @mydivorcesolution Disclaimer: The information provided in this podcast is for educational and informational purposes only and should not be considered financial or legal advice. Please consult with professionals in the relevant fields for personalized guidance. The WeChat Divorce podcast (hereinafter referred to as the “WCD”) represents the opinions of Catherine Shanahan, Karen Chellew, and their guests to the show. WCD should not be considered professional or legal advice. The content here is for informational purposes only. Views and opinions expressed on WCD are our own and do not represent that of our places of work. WCD should not be used in any legal capacity whatsoever. Listeners should contact their attorney to obtain advice with respect to any particular legal matter. No listener should act or refrain from acting on the basis of information on WCD without first seeking legal advice from counsel in the relevant jurisdiction. No guarantee is given regarding the accuracy of any statements or opinions made on WCD. Unless specifically stated otherwise, Catherine Shanahan and Karen Chellew do not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned on WCD, and information from this podcast should not be referenced in any way to imply such approval or endorsement. The third-party materials or content of any third-party site referenced on WCD do not necessarily reflect the opinions, standards or policies of Catherine Shanahan or Karen Chellew. WCD, CATHERINE SHANAHAN, AND KAREN CHELLEW EXPRESSLY DISCLAIM ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. If you would like to obtain a typed transcript of this podcast episode, please email us at hello@mydivorcesolution.com. Please be sure to include the episode name in the transcript email request. Thank you! Learn more about your ad choices. Visit megaphone.fm/adchoices

I don't to be known as a great tax attorney. Small business owner looking for bookkeeping and tax strategy? We can help. Free strategy session -> https://bigbirdaccounting.com/contact #smallbusiness #taxes #bookkeeping #accounting

Alex Mitchell, a distinguished NC Tax Lawyer with Cumberland Law Group, has been named Chair-Elect for the National Bar Association Young Lawyers Division. This prestigious appointment highlights Mitchell's exceptional contributions and dedication to the legal community in Charlotte and Raleigh. Cumberland Law Group, LLC City: Charlotte Address: 6201 Fairview Rd Suite 200 Website: https://cumberlandlawatlanta.com/tax-attorney-charlotte-nc/ Phone: +1 980 202 4010 Email: info@cumberlandlawatlanta.com

Keith A. Cothroll is a seasoned tax attorney with over fifteen years of experience, specializing in defending individuals and corporations in IRS audits and collection procedures. A native of El Paso, Texas, he earned his Political Science degree from the University of Texas at Arlington and his Doctorate of Jurisprudence from South Texas College of […]

Follow Jasmine: youtube.com/@taxleverage instagram.com/taxleveragejd taxleverage.com

In this informative episode, Cameron and Anthony are joined by Anthony Brister, a highly-regarded business and tax attorney, to shed light on various wealth management strategies. The discussion delves into estate planning intricacies, offering guidance on wills, trusts, and asset protection. Key topics include the advantages and processes of establishing trusts, attorneys' methods for proactive planning, and practical advice on tax deductions and business structuring. Brister also shares his expirience with the Infinite Banking Concept, explaining how he uses his policy and stressing the need for a comprehensive and ongoing financial advisory relationship. This episode is a must-listen for anyone interested in securing their financial legacy and leveraging intelligent tax and legal strategies. Resources: Anthony Brister – Business and Tax Attorney : https://www.bristertaxlaw.com/  Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

GUEST 1 OVERVIEW: Cheryl Chumley is an accomplished journalist and author known for her work as the Online Opinion Editor for The Washington Times. She is also the host of the "Bold and Blunt" podcast, where she shares her insights on various national issues, including politics and current events. Cheryl is recognized for her bold and outspoken opinions and has authored several books, including "Lockdown: The Socialist Plan To Take Away Your Freedom," and "Socialists Don't Sleep: Christians Must Rise or America Will Fall." In addition to her journalistic endeavors, she is also a private investigator, licensed in the state of Virginia. You can follow her on X at @ckchumley and subscribe to her substack at: cherylchumley.substack.com   GUEST 2 OVERVIEW: Kelly Victory, MD is a board-certified trauma and emergency specialist with over 30 years of clinical experience. She is an expert in disaster preparedness and response and medical management of mass casualties. Dr. Victory has worked with a range of public and private organizations including Fortune 500 companies, hospitals, schools, churches and municipalities on public health issues including disaster and pandemic preparedness and response. She holds a BS from Duke University and her MD from the University of North Carolina. you can follow her on X at @DrKellyVictory   GUEST 3 OVERVIEW: Rebecca Walser is the Founder and CEO of Walser Wealth Management. She received her undergraduate degree in Finance from the University of South Florida, summa cum laude, her law degree from The University of Florida, magna cum laude, and her advanced law degree in taxation from NYU. Rebecca is a Wealth Strategist, Tax Attorney, and has her Global MBA from The London School of Economics.             

Visit: RadioLawTalk.com for information & full episodes! Follow us on Facebook: bit.ly/RLTFacebook Follow us on Twitter: bit.ly/RLTTwitter Follow us on Instagram: bit.ly/RLTInstagram Subscribe to our YouTube channel: www.youtube.com/channel/UC3Owf1BEB-klmtD_92-uqzg Your Radio Law Talk hosts are exceptional attorneys and love what they do! They take breaks from their day jobs and make time for Radio Law Talk so that the rest of the country can enjoy the law like they do. Follow Radio Law Talk on Youtube, Facebook, Twitter & Instagram!

Have you ever heard of a mistake SO BIG?! Don't let this happen to you. Listen to this episode to learn about the resources you need to protect your money. Are you facing significant tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/Mentioned Video Link:-IRS Notice CP504: What It Is, What To Do:    • CP504 Notice ?! What It Is, What To Do 

GUEST 1 OVERVIEW: Rebecca Walser is the Founder and CEO of Walser Wealth Management. She received her undergraduate degree in Finance from the University of South Florida, summa cum laude, her law degree from The University of Florida, magna cum laude, and her advanced law degree in taxation from NYU. Rebecca is a Wealth Strategist, Tax Attorney, and has her Global MBA from The London School of Economics.    GUEST 2 OVERVIEW: Joe Bastardi is a weather forecaster and climate change skeptic. He worked for AccuWeather from 1978 until 2011 when he joined WeatherBELL Analytics LLC where he now works as Chief Forecaster with Joseph D'Aleo, the climate change skeptic who founded Icecap.us    

I Don't Give Two Chits About You Meeple. You're Dead, Go Sit In The Corner. Diamond Pants Babies. Showy McShowFace. The Smell Of The Irish. Sorry, It's A Long One. Donny the slack jawed yokel. Bull Scrotum Dice Cup. Grubby Fingered Chiclet. No time for timer. Doing the Top Hat. I thought about tweezers once. Brian Ibbott, Tax Attorney. I don't like cryptocurrenceeeeeeee, with Tom. Book Him Dano, Recommentals with Nicole and Randy and more on this episode of The Morning Stream. Hosted on Acast. See acast.com/privacy for more information.

I Don't Give Two Chits About You Meeple. You're Dead, Go Sit In The Corner. Diamond Pants Babies. Showy McShowFace. The Smell Of The Irish. Sorry, It's A Long One. Donny the slack jawed yokel. Bull Scrotum Dice Cup. Grubby Fingered Chiclet. No time for timer. Doing the Top Hat. I thought about tweezers once. Brian Ibbott, Tax Attorney. I don't like cryptocurrenceeeeeeee, with Tom. Book Him Dano, Recommentals with Nicole and Randy and more on this episode of The Morning Stream. Hosted on Acast. See acast.com/privacy for more information.

GUEST 1 OVERVIEW: Rebecca Walser is the Founder and CEO of Walser Wealth Management. She received her undergraduate degree in Finance from the University of South Florida, summa cum laude, her law degree from The University of Florida, magna cum laude, and her advanced law degree in taxation from NYU. Rebecca is a Wealth Strategist, Tax Attorney, and has her Global MBA from The London School of Economics. GUEST 2 OVERVIEW: Gabriela Berrospi, Forbes columnist and cp-founder and CEO of Latino Wall Street, the number one platform in financial education for the Spanish-speaking community. A NYU graduate from Lima, Peru, Gabriela has become a trailblazer in financial media, advocating for the economic empowerment of Latinos. Through her dynamic seminars and appearances on networks like Univision and Telemundo, she has significantly influenced the Latino community's approach to financial literacy. Gabriela's work has earned her accolades such as the 2 Comma Club award and a spot among Yahoo Finance's Top 10 Women Entrepreneurs. Her impactful TEDx talk challenges financial industry stereotypes, showcasing her dedication to eradicating poverty and fostering generational wealth among Latinos. GUEST 3 OVERVIEW: Craig Rucker is the co-founder and executive director of the Committee for a Constructive Tomorrow (CFACT), which was founded in 1985 to “promote a positive voice on environment and development issues.”

Tax season is upon us and there are lots of questions surrounding filing, returns and more.  To answer those questions, tax attorney Steve Moskowitz talks to Jack Armstrong!  You can contact Steve Moskowitz HERE. See omnystudio.com/listener for privacy information.

On today's show, Lembit joins James live from Dallas, Texas from an exclusive Eclipse Party. GUEST OVERVIEW: Rebecca Walser is a renowned figure in the financial industry, boasting a multitude of credentials including being a Top 100 US Financial Advisor, Tax Attorney, Wealth Strategist, and Certified Financial Planner. Her expertise spans various domains, culminating in her #1 Bestselling Author status for her book "Wealth Unbroken: Growing Wealth Uninterrupted By Market Crashes, Taxes, And Even Death". Rebecca's approach to wealth management integrates years of financial experience with her tax law proficiency, offering insights that many conventional advisors overlook. She identified fundamental flaws in wealth accumulation, particularly the threats posed by market volatility and potential changes in tax laws. Leveraging her background, she has established a national advisory wealth practice focused on understanding forthcoming taxation and optimal wealth-building strategies. Rebecca has garnered widespread recognition, having been featured in prestigious publications such as the Wall Street Journal, Fox Business, CNBC, US News & World Report, and many others.

Featured on WGN Radio's Home Sweet Home Chicago on 03/30/24: IRS Tax Attorney Steven A. Leahy of the Law Office of Steven A. Leahy, PC with Opem Tax Advocates joins the program to discuss filing for bankruptcy, when to do it, when not to do it, and more. To learn more about Steven A. Leahy, […]

Steve Moskowitz, LLM – Founding partner and Tax Attorney at Moskowitz LLP breaks down how to prepare for the approach of April 15th, where to start when you're unsure of how to minimize your liabilities, and how often even the simplest returns miss out on the advantages routinely employed by the 1%   Find Steve and his team at https://moskowitzllp.com or call 1-888-TAX DEAL (888-829-3325)   Air Date: March 27th, 2024   --   KMJ's Afternoon Drive with Philip Teresi & E. Curtis Johnson  Weekdays 2-6PM Pacific on News/Talk 580 & 105.9 KMJ    Follow us on Facebook, Instagram, and X  Listen to past episodes at kmjnow.com  Subscribe to the show on Apple, Spotify, or Amazon Music    Contact   See omnystudio.com/listener for privacy information.

Steve Moskowitz, LLM – Founding partner and Tax Attorney at Moskowitz LLP breaks down how to prepare for the approach of April 15th, where to start when you're unsure of how to minimize your liabilities, and how often even the simplest returns miss out on the advantages routinely employed by the 1%   Find Steve and his team at https://moskowitzllp.com or call 1-888-TAX DEAL (888-829-3325)   Air Date: March 27th, 2024   --   KMJ's Afternoon Drive with Philip Teresi & E. Curtis Johnson  Weekdays 2-6PM Pacific on News/Talk 580 & 105.9 KMJ    Follow us on Facebook, Instagram, and X  Listen to past episodes at kmjnow.com  Subscribe to the show on Apple, Spotify, or Amazon Music    Contact   See omnystudio.com/listener for privacy information.

GUEST 1 OVERVIEW: Mark Powell is a Real Estate Broker and Owner of Discovery Property Group also the 2024 President-Elect for the San Diego Association of Realtors. GUEST 2 OVERVIEW: Martin Sieff is the author of “The Politically Incorrect Guide to the Middle East” (Regnery, 2008), “Shifting Superpowers: The U.S.-China-India Relationship in the 21st Century” (Cato, 2009) and the upcoming “Cycles of Change: The Eras of U.S. Political History” and “War and Peace in the 21st Century.” GUEST 3 OVERVIEW: Rebecca Walser is the Founder and CEO of Walser Wealth Management. She received her undergraduate degree in Finance from the University of South Florida, summa cum laude, her law degree from The University of Florida, magna cum laude, and her advanced law degree in taxation from NYU. Rebecca is a Wealth Strategist, Tax Attorney, and has her Global MBA from The London School of Economics. 

Host John Crossman interviews Nehemiah Jefferson who is an attorney, pastor and philanthropist. Jefferson and John discuss the impact of mental health, the importance of faith and staying true to your principles.

IRS tax attorney Steven A. Leahy of the Law Office of Steven A. Leahy, PC with Opem Tax Advocates, joins the show to talk about 1099’s and side hustles that have become a main income. Plus, estate planning, losing previous records, and where to begin if you haven’t filed in a long time. To learn more about […]

It's been said there are only two things in life that are certain: death and taxes. Guest Anthony DeRiso can help with one of them. He's a tax attorney. It may sound like a daunting career path, but it really isn't, DeRiso says. It's about helping people chart a course to a desired outcome. Being a transactional tax attorney makes you the “coach,” drawing up plans as teams of attorneys deal with contractual issues. Then, there are opportunities to help clients untangle IRS-related civil and criminal matters. And there are even opportunities to serve charitable, tax-exempt organizations. From individual clients to corporations to charities, it's about solving puzzles and finding solutions. If you've never considered tax law as a specialty, what you hear from DeRiso might surprise you. Get some tips on how to get started, whether you're in law school now or are already practicing. Carneil Wilson served as the associate producer on this episode of Young Lawyer Rising. RESOURCES: United States Tax Court circuit schedule Have You Considered a Career in Tax Law? Do You Need Specialized Training to Practice Tax Law? The Advanced Degrees and Certifications That Help New Lawyers Move Their Careers Forward Tax Dispute Survival Guide American Bar Association Section of Taxation American Bar Association American Bar Association Young Lawyers Division

Dive into strategic insights on the "Tax Tips" podcast with Brian Sussman and tax attorney Steve Moskowitz as they unravel the advantages of hiring a tax attorney over a CPA. In this episode, Steve shares expert perspectives, shedding light on the unique benefits that come with choosing a tax attorney for your financial needs.See omnystudio.com/listener for privacy information.

Hubert Johnson a Tax Attorney with Guardian Tax Law talks about how he got into tax law and why he decided to stay in this lane. Hubert discusses tax liens and what realtors need to know on this topic. Hubert also talks about property seizure and how important it is to get valid information in […]

Get more insights on the "News and Views You Won't Hear Anywhere Else" podcast, as host Brian Sussman teams up with renowned tax attorney Steve Moskowitz. In this episode, Steve offers expert guidance for effectively navigating rental properties and explains the importance of using an LLC.This is a must-listen for anyone with rental properties! See omnystudio.com/listener for privacy information.

Get more insights on the "News and Views You Won't Hear Anywhere Else" podcast, as host Brian Sussman teams up with renowned tax attorney Steve Moskowitz. In this episode, Steve offers expert guidance for effectively navigating the Employee Retention Credit. This is a must-listen for anyone who runs a business, don't miss out on money that is not a loan.See omnystudio.com/listener for privacy information.

    In this episode of the Road to Growth podcast, we are pleased to introduce you to Attorney Lee R. Phillips. Attorney Lee R. Phillips is a Counselor of the United States Supreme Court. He has three university degrees and has held licenses in real estate, mortgage brokering, securities, and life insurance, as well as being a registered investment advisor. Lee is nationally recognized in the fields of business structure, asset protection, financial planning and estate planning. He is the founder of LegaLees Corp., a company specializing in solving asset protection and tax problems for high net worth individuals. After graduating, he practiced law as a patent attorney. He spent 5 years in the dual position of Assistant General Counsel and Associate Director of Research at the nation's largest private university. Author of 19 books, Lee serves on the editorial boards of several professional publications.         At age 27, Lee spent 5 months in a university hospital ICU, and watched the legal system take everything he and his young family had. He understands first hand the importance of asset protection, and he wants to help others avoid personal disasters. As one of the nation's most engaging, dynamic speakers, he has given over 3000 event presentations throughout the US, Canada, and the Pacific Rim. He has helped over a million people understand the law and how to use it to make more money and protect their assets.   Learn more and connect with Attorney Lee R. Phillips by visiting him on   Facebook : https://www.facebook.com/LegaLeesINC/ Twitter : https://twitter.com/legaLees Youtube : https://www.youtube.com/LeeRPhillips Website: https://legalees.com/     Be sure to follow us on Twitter: Twitter.com/to_growth on Facebook: facebook.com/Road2Growth   Subscribe to our podcast across the web: https://www.theenriquezgroup.com/blog Spotify: https://spoti.fi/2Cdmacc iTunes: https://apple.co/2F4zAcn Castbox: http://bit.ly/2F4NfQq Google Play: http://bit.ly/2TxUYQ2 Youtube: https://www.youtube.com/channel/UCKnzMRkl-PurAb32mCLCMeA?view_as=subscriber   If you are looking to be a Guest on Podcasts please click below  https://kitcaster.com/rtg/  For any San Diego Real Estate Questions Please Follow Us at web: www.TheEnriquezGroup.com Youtube: https://www.youtube.com/channel/UCKnzMRkl-PurAb32mCLCMeA or Call : 858 -345 - 7829 Recently reduced properties in San Diego County * Click **** bit.ly/3cbT65C **** Here* ****************************************************************************

In this episode we hear from RJon's personal and business tax strategist, Larry Brown. As a CPA and Tax Attorney, Larry has a deep understanding of tax laws and a knack for strategic planning. This episode will reshape the way you think about your law firm's tax strategy. RJon in the Studio RJon challenges the age-old belief that expenses are always a negative. He unveils how, with the right tax strategy, these expenses can be transformed into investments for your business and savings on your tax bill. He emphasizes the importance of proactive tax planning and why it's vital for every law firm. Tax Strategy Tips: Have a Tax Strategy: Larry emphasizes that most people operate without any tax strategy, and this is their biggest mistake.  Stop Fearing the IRS: Many live in fear of the IRS, which stops them from taking advantage of tax cuts and credits allowed by law.  Implement Your Strategy: Larry stresses that merely having a strategy isn't enough. It's essential to put it in place and follow through for it to be effective. You can take the first step right now by attending the next Tax Strategy Workshop: https://profitfirstforlawyers.com/taxes Connect and Engage Subscribe to the podcast Watch episodes on YouTube Follow Profit First For Lawyers on social media: LinkedIn | Instagram | Facebook Email us your feedback to podcast@profitfirstforlawyers.com And most importantly, order your copy of Profit First for Lawyers today! https://a.co/d/e9KCTrr Your future self will thank you!

Steve Hayes, Esq., Tax Attorney and Chairman of FairTax.org. Taxes, Fed, jobs, economy, markets. Biden. Economy.

Steve Hayes, Esq., Tax Attorney and Chairman of FairTax.org. American jobs lost. Illegal hires up. Bidenomics. Real Estate Industry is in panic mode. 

Steve Hayes, Esq., Tax Attorney and Chairman of FairTax.org. CPI, Bidenomics, taxes, interest rates, etc.

On this encore episode of the Passive Income Attorney Podcast, Seth is joined by tax attorney Steve Moskowitz as they talk about how creating more wealth will actually allow you to pay less taxes. Inside this episode, you'll learn how to bulletproof your taxes so you'll no longer fear the IRS or an audit. Steve will show you why having a great accountant on your team might not be enough - you need a great tax attorney. You'll learn how to take advantage of every dollar that you deserve to keep, but nothing that you don't. Steve is a tax attorney with over 30 years of experience and the founder of the tax law firm, Moskowitz LLP. Enjoy the episode!   “Most people cheat on their taxes. . .they cheat themselves.”   HIGHLIGHTS: Here's a breakdown of what to expect in this episode: A CPA who stumbled upon law school Why you need more than just a great accountant on your team Why are you cheating on your taxes? Four big benefits of having a pension Taking everything you deserve, but nothing that you don't Should you fear the IRS? How to sleep easy during an audit What actually happens when you get audited by the IRS And so much more!   ABOUT | STEVE MOSKOWITZ: As a tax attorney for more than 30 years, Steve knows that clients' lives – and livelihoods – can be upended or even destroyed when tax trouble arises. With extensive knowledge of tax law, a desire for swift and vigorous defense, and decades of experience with tax authorities and in the courts, he is unusually perceptive in assessing the best way forward and the right resources to achieve resolution. Steve started Moskowitz LLP because he saw that while big corporations were consistently navigating the tax code to their advantage, smaller businesses and individuals were not. With prior experience as a CPA at a national accounting firm and extensive experience in the corporate world, Steve knew he could help smaller businesses and individuals by applying what he knew. He wanted to make a critical difference in businesses and individual lives that protected them from the powerful government and enabled them to keep and enjoy the fruits of a lifetime of work that otherwise could be taken away from clients by the government in just one action. Today – together with a full team of tax attorneys, CPAs, enrolled agents, and other professional staff – Moskowitz LLP helps business and individual clients across the country and overseas to resolve a wide variety of tax matters. The Moskowitz LLP team also creates strategies to utilize the tax code and relevant treaties to clients' benefit and provides ongoing tax support and tax return preparation. Unlike most firms, Moskowitz LLP clients pay a flat fee and are not subject to hourly rates.   FIND | STEVE MOSKOWITZ: Website: https://moskowitzllp.com/  

It might not sound sexy, but one of the best parts of owning real estate is the amount of money you can save on taxes. There are several amazing deductions you can take as a real estate investor that many CPAs don't even know about. Some of the tax strategies covered in this interview include cost segregation, carryover loss, and creative ways to depreciate properties. There's also the 1031 exchange, and you'll hear about all of them and more in this interview with one of our highly recommended tax attorneys. Toby knows how to “talk taxes” in a way that is so interesting, you'll probably be as excited as I was by the end of the interview. You can take your enthusiasm to the next level by checking in with Toby or another one of our recommended tax experts, at realwealthshow.com. You need to join RealWealth to access our Investor Portal, but it's free and easy to join. Once you're logged in, you'll find Toby's company listed under the Resources tab in the Asset Protection and CPA/Accounting/Bookkeeping categories. Please remember to subscribe to the podcast and leave us a review! Thanks for listening! Kathy