Podcasts about tax bill

Discover how you can save over 5 figures in taxes with my 3-step tax shift system in my upcoming masterclass on September 1st at 7PM ESTJoin here: https://taxsavingspodcast.com/masterclass/If your business earns between $50,000 and $750,000 in annual profit, you're probably paying thousands more in federal taxes than necessary.But filing a tax return isn't the same as tax planning. Proactive tax planning helps you make smarter decisions while there's still time to reduce your bill.On Tuesday, September 1 at 7:00 PM Eastern Time, Mike Jesowshek, CPA, is hosting a free 90-minute live masterclass on how business owners can cut their tax bills by $15,000 or more.During the training, you'll learn:

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Could capital gains taxes eventually be adjusted for inflation, and could the home sale exclusion increase from $500,000 to $1 million for married couples filing jointly? In this episode of the Tax Smart REI Podcast, Nate Sosa and Justin Shore break down the discussion around capital gains indexing, how an inflation adjustment to tax basis could work, and why changes to the Section 121 home sale exclusion could have a significant impact on homeowners and real estate investors. Plus, Nate and Justin examine another major shift happening inside the accounting industry: private equity-backed consolidation, accounting firm roll-ups, and what those changes could mean for employees and clients. Request a consultation from Hall CPA at go.therealestatecpa.com/taxsmart Register for FREE access to the 2026 Hall CPA Tax Strategy Summit: www.taxandlegalsummit.com/2026signup Join the Hall CPA Team: go.therealestatecpa.com/team Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

What if you could legally reduce your tax bill by 25–50% and put more of your hard-earned money toward building wealth?In this episode of Networking and Marketing Made Simple, I sit down with Ethan from Exponential Freedom to discuss how high-income earners and business owners can use strategic tax planning to keep more of what they earn.Ethan shares his journey from traditional financial advising into the world of tax optimization and explains why finding the right CPA or tax attorney should often come before choosing a financial advisor. We also explore how having the right team of financial, tax, and legal experts working together can completely change your approach to wealth building.During our conversation, Ethan breaks down several tax strategies, including energy credits and battery investment programs, that may help qualified individuals reduce current tax liabilities, potentially recover past tax payments, and create additional opportunities for tax-advantaged growth.Most importantly, this conversation is about being proactive rather than simply accepting your tax bill as something you cannot control. Ethan explains how Exponential Freedom approaches tax planning legally and ethically while helping clients uncover opportunities they may not have known existed.We also talk about Ethan's definition of success: creating the freedom to achieve what you truly want out of life.If you're a high-income earner, entrepreneur, or business owner looking for smarter ways to approach taxes and wealth creation, this is an episode you'll want to hear.Learn more about Ethan and Exponential Freedom at TheExponentialFreedom.com.Don't forget to take our 3-minute LinkedIn Thought Leadership Scorecard here: https://www.thetimetogrow.com/ecs-scorecard

Elliott Caldwell made $3.5 million in 2025. Without the strategy in this episode, he would have paid over $1 million in taxes. Instead, his bill was $160,000. Elliott is the CEO and co-founder of The Rise Collective, 13 businesses built starting from a single Airbnb tax loophole he found on YouTube in 2019. From BNB Turnkey (a done-for-you Airbnb investment service with a negative customer acquisition cost) to a nationwide property management company managing over 1,000 homes, he built all of it bootstrapped, with no private equity or VC money. In this episode we get into: - The short-term rental tax loophole that can wipe out your tax bill, and how much it actually saved him - Going from a $37,000 teaching salary to over $200,000 in his first year of sales - How a $220,000 tax bill in 2019 sent him down the rabbit hole that built his empire - Building 13 companies without a single acquisition, and how they all feed each other - Scaling ad spend without killing your pixel, and why he's in most of the ads himself - Why he protects a 9am to noon block every day, no meetings, no phone Subscribe for more real conversations with entrepreneurs building real businesses, and share this with someone who needs to hear it. Want the exact framework I use with business owners to unlock hidden profit and increase enterprise value? It's called the Value Clarity Roadmap, and it typically unlocks over $150,000 in profit. Comment ROADMAP and I'll send it to you personally. Connect with Elliott Caldwell: Website: https://elliottcaldwell.com/ Instagram: instagram.com/elliottcaldwell LinkedIn: https://www.linkedin.com/in/elliott-caldwell-85b234141 YouTube (Successful DNA): https://youtube.com/@elliottcaldwellpodcast Recorded at Elite Podcast Studio, Tampa Bay's premier podcast facility. Premium. Polished. Powerful. Website: elitepodcaststudio.com Email: hello@elitepodcaststudio.com Instagram: instagram.com/elitepodcaststudio YouTube: youtube.com/@ElitePodcastStudio Facebook: facebook.com/elitepodcaststudio LinkedIn: linkedin.com/company/elite-podcast-studio Everything about business. Nothing held back. All Business with Vince Perri is built for business owners who want straight talk about starting, scaling, and building something worth owning. New episodes every week. Subscribe and hit the bell so you never miss an episode. 00:00:00 - Introduction 00:02:00 - Life in Tarpon Springs & Family 00:05:22 - BNB Turnkey Explained 00:11:05 - Overcoming a Difficult Childhood 00:16:41 - Transitioning to High-Income Sales 00:23:52 - A $220k Tax Bill & Real Estate 00:28:49 - Building a Nationwide Management Company 00:35:43 - Scaling Without Outside Capital 00:40:02 - The 13 Businesses in The Rise Collective 00:48:03 - Leadership & Ad Strategies 00:53:01 - Managing $100M+ in Revenue 00:57:07 - Entrepreneurial Mindset & Mental Health 01:02:21 - Faith & Conclusion

Send us Fan MailYour NFL contract is an exit. The ultra-high-net-worth understand that - and they plan for it. Bronson spent 7 years in the NFL as a W-2 employee, got crushed on taxes his first year sitting in muni bonds at 3%, and decided to spend the rest of his career learning exactly how family offices and top operators structure their wealth. Now he's the one opening those doors for other athletes.In this episode, Bronson breaks down the exact mindset rituals he used to stay present during competition - writing 2-3 actionable words before every practice, staying out of fear (which lives in the future) and regret (which lives in the past). He shares the story of his father coming from Tonga at 8 years old with cardboard in the bottom of his shoes, and how remembering that story keeps him grounded, hungry, and humble. Family Office Club has connected capital raisers and family offices at 300+ events over 19 years - athletes like Bronson are exactly who this community was built for.What is the most costly financial mistake athletes make after signing their second contract? Bronson has the answer, and it will change how you think about your own exit. About Family Office ClubThe world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions.

Safe harbor protects you from an IRS penalty, but it doesn't protect you from a bigger tax bill when your business grows. This episode of CEO Numbers Network explains the difference, and what to do about it before next April. I explain safe harbor, the IRS rule that protects business owners from an underpayment penalty, and why it's often mistaken for a complete tax plan. I walk through the exact math the IRS uses to calculate what you owe throughout the year, and I share two real client stories, one who paid faithfully and still got a surprise bill, and one who had never paid estimated taxes at all. I also break down the tax reserve, a separate number based on this year's income that safe harbor alone doesn't cover, and I give you three concrete steps to close that gap before your next tax season. You will learn what safe harbor actually protects you from and how the tax reserve closes the gap it leaves behind. If you have ever paid every estimated tax payment on time and still gotten a bill you didn't expect, this episode will show you exactly why, and what to do differently before next April.

Safe harbor protects you from an IRS penalty, but it doesn't protect you from a bigger tax bill when your business grows. This episode of CEO Numbers Network explains the difference, and what to do about it before next April. I explain safe harbor, the IRS rule that protects business owners from an underpayment penalty, and why it's often mistaken for a complete tax plan. I walk through the exact math the IRS uses to calculate what you owe throughout the year, and I share two real client stories, one who paid faithfully and still got a surprise bill, and one who had never paid estimated taxes at all. I also break down the tax reserve, a separate number based on this year's income that safe harbor alone doesn't cover, and I give you three concrete steps to close that gap before your next tax season. You will learn what safe harbor actually protects you from and how the tax reserve closes the gap it leaves behind. If you have ever paid every estimated tax payment on time and still gotten a bill you didn't expect, this episode will show you exactly why, and what to do differently before next April.

You saved diligently for decades. But the tax bill waiting inside your IRA may be larger than you think, and it can grow every year.Ready to take your next step in retirement planning? Schedule a RetireReady Call at https://bit.ly/3Sy2vxlWant to go deeper? Download the Tax Strategies for Retirement guide at MerkleTaxGuide.comIn this episode, Loren Merkle, Molly Nelson, and Chawn Honkomp break down why taxes catch so many retirees off guard and what you can do about it now. They cover why money sitting in a 401(k) or traditional IRA is not yours to keep in full.They also walk through Required Minimum Distributions (RMDs), which force you to take money out of your accounts whether you need it or not, and what that does to your tax bill over time. Loren walks through an illustrated example showing how one intentional Roth conversion strategy saved a pre-retiree over $110,000 in retirement taxes.The episode also covers what the national debt could mean for future tax rates, why Social Security timing affects your taxes more than most people realize, and how looking at your retirement accounts in three separate buckets gives you real choices about what you pay in taxes each year.--Loren Merkle, CFP®, RICP®, Certified Financial Fiduciary®https://merkleretirementplanning.com/staff-members/loren-merkle/Chawn Honkomp, CFP®, RICP®, Certified Financial Fiduciary®, CPA® https://merkleretirementplanning.com/staff-members/chawn-honkomp/Molly Nelson, Host of Retiring Today with Loren Merklehttps://merkleretirementplanning.com/staff-members/molly-nelson/--This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation. Medicare services provided through MRP Insurance, LLC. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Elite Retirement Planning, LLC. MRP Insurance, LLC, is not affiliated with or endorsed by any government agency. This is an advertisement for insurance. By responding to the ad, you will be put in contact with a licensed insurance agent offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. We do not offer every plan available in your area. Currently we represent [5] organizations which offer [22] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

MAMDANI: NYC Voters Hit with 5 Figure Tax Bill.

Think you're on track with your taxes? You might be headed for a surprise bill. Before the year slips away, there are a few simple things you can do to catch potential tax issues early, improve your cash flow, and avoid unpleasant surprises at tax time. In this episode of the Wealth Game Podcast, Brent shares the midyear tax checkup he recommends to clients. You'll learn how to review your year-to-date income, evaluate your tax withholding, and project where you'll likely end up by year end.

Multiple media reports say that U.S. President Donald Trump has agreed to an ethics provision in the Clarity Act, moving the cryptocurrency legislation a step closer to becoming law.  ~This episode is sponsored by Uphold~ Uphold Exa Credit Card ➜ https://bit.ly/UpholdExa GUEST: Kristin Smith, President at Solana Policy Institute Follow Solana Policy on X ➜ https://x.com/SolanaInstitute Follow Kristen on X ➜ https://x.com/KristinSmith 00:10 Sponsor: Uphold  01:00 Countdown 01:45 Odds jump 04:30 Unserious offer? 06:15 Bessent one yard line? 08:00 What will democrats whine about? 10:00 Will Elizabeth Warren vote for it if it includes ethics rule? 10:30 Patrick Witt Returns + Harry Jung leaves 12:30 ABA lost the stablecoin argument officially? 15:10 Why have Banks been quiet this week? 16:40 Carol returns to FUD CLARITY 18:15 July 22 FUD Hearing 20:00 Fincen Hearing was useless 25:00 Genius Deadline missed 26:40 Is a Tax Bill a lost cause? #Crypto #Ethereum #Solana ~Trump Strikes CLARITY Deal!

Roth conversions before 59½ and Roth conversions inside your TSP get mentioned in the same breath for one reason: they share the same drawback. Withhold taxes on a conversion before 59½, and the government treats it as an early withdrawal — adding a 10% penalty on top. Inside the TSP, they won't let you withhold at all. Either way, you need a plan for the tax money.━━━━━━━━━━━━━━━START HERE━━━━━━━━━━━━━━━Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=Get the Digital Federal Retirement Guidebook:https://cdfinancial.org/being-a-federal-employee-book/Subscribe for Weekly Federal Retirement Planning Content:https://cdfinancial.com/newsletter━━━━━━━━━━━━━━━IN THIS VIDEO YOU CAN LEARN━━━━━━━━━━━━━━━- Why withholding taxes on a Roth conversion before 59½ triggers a 10% early-withdrawal penalty- How a 31% tax cost can quietly become 41%- Why the TSP won't let you withhold taxes on an in-plan conversion- Why you need cash OUTSIDE the account to pay the April tax bill- Smart places that tax money can come from — and the capital-gains trap to check first━━━━━━━━━━━━━━━TIMESTAMPS (after the intro is trimmed — confirm on final cut)━━━━━━━━━━━━━━━0:00 Roth Conversions Before 59½ or Inside the TSP0:05 The $50K Example (and the Tax Bill)1:05 The 10% Early-Withdrawal Penalty1:57 How 31% Becomes 41%2:25 Inside the TSP: They Won't Withhold at All2:45 The April Tax Bill You Must Plan For3:55 Where the Tax Money Comes From4:50 Check for Capital Gains First5:05 Watch Next: Roth Conversions & Tax BracketsNeed help? Text 949-359-5100 with your first and last name and your email.━━━━━━━━━━━━━━━WHO WE ARE━━━━━━━━━━━━━━━CD Financial helps federal employees and retirees make smarter retirement decisions around FERS, TSP, taxes, Roth, and retirement income planning — where health meets wealth.━━━━━━━━━━━━━━━IMPORTANT DISCLAIMER━━━━━━━━━━━━━━━Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Educational only; not financial, legal, tax, or investment advice. Tax rates and penalty rules depend on your individual situation; the percentages used are illustrative examples. Always consult a qualified tax professional before doing a Roth conversion.#RothConversion #TSP #FederalRetirement #TaxPlanning #FERS #CDFinancialSupport the show

Could a simple tax strategy create unexpected consequences if it's done incorrectly? On this episode from this past weekend’s radio show, Mike Douglas discusses Roth conversions, backdoor Roth strategies, and the often-overlooked IRS rules that can catch retirees by surprise. He explains how tax planning fits into a broader retirement strategy, why today’s tax environment matters, and how long-term care planning can impact families and retirement savings. The conversation highlights the importance of coordinating tax, income, and legacy planning to help avoid costly mistakes and prepare for the future. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

A growing business can create more opportunity, more momentum, and more income. But it can also create one of the least welcome surprises for business owners: a tax bill they did not see coming. In this episode of Building Wealthy Habits, we talk about why tax planning should not wait until April and why a strong year in business can quickly become stressful when cash flow, estimates, and planning are not aligned. For many entrepreneurs, the issue is not just the tax bill itself. It is the pressure it creates at home, the questions it raises about the business, and the feeling of wondering what everyone else knows that you do not. This conversation explores how business owners can move from reactive tax conversations to a more proactive, coordinated planning approach From quarterly check-ins to aligning your CPA, advisor, attorney, and broader financial team, the goal is to create more clarity before the surprise arrives. Because the more your business grows, the more important it becomes to have a plan that grows with it. #TaxPlanning #BusinessOwners #Entrepreneurship #FinancialPlanning #BusinessGrowth #WealthManagement Connect with Jeremiah:    LinkedIn: https://www.linkedin.com/in/jeremiahjlee/    Email: Jeremiah@tricordadvisors.com    Connect with Laura:    LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/   Email: Laura@tricordadvisors.com   ---    Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.  

The planned visit of Harry, Meghan and the children changed by the day, with a Guardian report that the government declined a police-protection request throwing the trip into doubt; the family was later reported holidaying somewhere in Europe. Speculation continued around Althorp, Diana's burial place. Catherine, Princess of Wales, became the first royal to complete the National Three Peaks Challenge in 24 hours, sharing a personal message about "life beyond diagnosis" and raising funds for the Royal Marsden. For the first time, King Charles disclosed his tax bill — £12.9M — as the Sovereign Grant nears £100M. Plus: Charles won't live at Buckingham Palace, and Andrew holidays in Brittany.Palace Intrigue is a daily British royal family podcast covering King Charles, Meghan Markle, Prince Harry, Kate Middleton and the House of Windsor. New episodes every day. Follow on Apple Podcasts, Spotify, or wherever you listen. Part of the Caloroga Shark Media network.

Many property investors are paying more tax than they need to.Matt Harris and Mike Vincent explain how debt structuring, ownership structures, lending strategies and tax planning can reduce unnecessary tax, improve cash flow, and help investors make the most of today's property market.Next Steps: Whether you need advice on property structures, trusts and tax planning, or you'd like to review your lending and mortgage strategy, the Lighthouse Accounting and Mortgage teams are here to help.For more money tips follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.

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This week marks one year since Congress passed the Republican tax and spending bill, also known as the “One Big Beautiful Bill Act.” Today, we'll delve into how individuals, small businesses, and corporations have taken advantage of tax cuts and what it all means for the revenue the federal government is bringing in. Also, we'll unpack the drop in unemployment. And, a July 1 deadline to renew the U.S.-Mexico-Canada trade agreement has passed. What comes next?Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories featured in this episode:What happens after a missed North American trade deal deadlineTrump's tax and spending law, one year on

This week marks one year since Congress passed the Republican tax and spending bill, also known as the “One Big Beautiful Bill Act.” Today, we'll delve into how individuals, small businesses, and corporations have taken advantage of tax cuts and what it all means for the revenue the federal government is bringing in. Also, we'll unpack the drop in unemployment. And, a July 1 deadline to renew the U.S.-Mexico-Canada trade agreement has passed. What comes next?Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories featured in this episode:What happens after a missed North American trade deal deadlineTrump's tax and spending law, one year on

A routine sales tax audit turned into a six-figure nightmare that consumed ten months of Heather's life. In this episode, we walk through exactly what happened, what it cost, and the systems every photographer needs before the government comes knocking.What to Listen For:Why your state's taxable rules change constantlyThe records every photographer needs right nowHow one auditor taxed every dollar in and outThe plea bargain that saved five figuresWhy fighting the appeal wasn't worth itHow Profit First covered the entire billThe case for collecting every client's addressWhat a tax controversy attorney actually costsTurning a horrible audit into a family vacationWhy distance makes everything look luckyWhether you're worried about an audit or just want your business buttoned up, this conversation is full of takeaways you can use today. Give it a listen and start building the records and savings habits that protect you.CONNECT + LEARN MORE:Explore all things photography education at nicolebegleyedu.comReady to build a profitable photography business? Visit freedomfocusformula.comMaster the craft of pet photography at hairofthedogacademy.comFollow along on Instagram - @nicolebegleyofficial 

It's the June and probably many of you are still complaining about how much you paid in taxes and vow to never do that again. What if you had six things to do today to legally reduce your taxes? Mike Milligan Certified Financial Planner and , founder of 1. Oak Financial gives you some strategies that can help you now. Free P&L Statement and Balance Sheet https://tinyurl.com/2rjd6wxu Ruth King Facebook - https://www.facebook.com/ruthking1650 LinkedIn - https://www.linkedin.com/in/ruthking1/   Podcast Produced by Nick Uttam https://www.linkedin.com/in/nick-uttam-4b33a1147

King Charles has paid a £12.9 million tax bill, but is the royal tax system really fair? In this episode of Mark and Pete, we examine the King's personal tax payment, royal finances, the Duchy of Lancaster, the Sovereign Grant and the rather peculiar constitutional arrangement whereby the monarch pays tax voluntarily, rather than because HMRC has sent a brown envelope marked, in effect, “Your Majesty, kindly cough up.”King Charles reportedly paid £12.9 million in personal tax for 2024–25, up from £11.7 million the previous year, placing him among Britain's largest individual taxpayers. On the face of it, that is an enormous contribution. Most of us would consider it a fairly robust tax bill, possibly requiring a sit-down and a restorative biscuit. Yet the monarch is not legally required to pay income tax or capital gains tax. The payment is voluntary, following arrangements introduced by Queen Elizabeth II in 1993.So is this admirable royal transparency, or does it merely expose how unusual the monarchy's financial privileges remain?We look at the Duchy of Lancaster, the historic estate that provides the King with private income, and ask how royal earnings differ from the publicly funded Sovereign Grant. We also examine the cost of maintaining royal palaces, the refurbishment of Buckingham Palace, royal engagements, official duties and the argument that the monarchy provides Britain with tourism, diplomacy, continuity and national identity.But there are awkward questions. The published tax figure does not reveal King Charles's entire income, total wealth or effective tax rate. Nor does it show exactly what deductions were made for official expenditure. We know the size of the cheque, then, but not the whole calculation behind it. Transparency has opened the curtains, though perhaps not yet the windows.Should the King be taxed under exactly the same laws as every other citizen? Is voluntary taxation sufficient in a modern democracy? Does the monarchy cost Britain too much, or does it deliver value that cannot be measured simply in pounds and pence?Mark and Pete discuss King Charles's £12.9 million tax bill, royal wealth, constitutional privilege, public funding, fairness and whether the Crown has genuinely rendered unto Caesar, despite being Caesar's nearest surviving British relative.

King Charles has become the first monarch in modern times to reveal how much tax he pays on his private income: £24.6m over the last two years. The move comes after years of calls for the monarch to be more open with the public about the royal finances. Some are heralding this as a new era of transparency – but just how open has the revelation been? Lucy Hough speaks to our European financial affairs editor, Juliette Garside – watch on YouTube. Help support our independent journalism at theguardian.com/infocus

King Charles has become the first monarch to reveal their tax bill, disclosing figures which show he paid £12.9m in tax for 2024-2025. Nick speaks with May Hayat who survived the 7th October terrorist attacks at the Nova Music Festival and, as parts of the UK remain under a red weather warning, we hear how you're managing to beat the heat as some weekend respite is on the horizon.

Accredited Investors: Catalina Island deal closes soon. Join waitlist: somerscapital.com/investIn this episode, Rich sits down with Nico Molino to break down how high-income earners can use short-term rentals to dramatically reduce taxes while still building long-term wealth. Nico explains why Airbnb investing can outperform traditional real estate when done correctly, how bonus depreciation and cost segregation create massive tax savings, and the key differences between buying a property for tax benefits versus buying a property that is actually a great investment.The conversation also covers how Nico's team has analyzed hundreds of markets to identify the best Airbnb opportunities, what makes a market attractive, the importance of regulations, and the three drivers of Airbnb returns: cash flow, appreciation, and tax benefits. One of the biggest takeaways is that investors should never buy a short-term rental solely for the tax write-off. The best deals are properties that generate strong cash flow, appreciate over time, and provide significant tax advantages.Connect with Rich on Instagram: @rich_somersInterested in investing with Somers Capital? Visit www.somerscapital.com/invest to learn more.Interested in joining The 7 Figure Creator Mastermind? Visit www.the7figurecreator.com to book a free intro call.Interested in joining our Boutique Hotel Mastermind? Visit www.somerscapital.com/mastermind to book a free call.Connect with Rich on Instagram: @rich_somersInterested in joining The 7 Figure Creator Mastermind? Visit www.the7figurecreator.com to book a free intro call.Interested in joining our Boutique Hotel Mastermind? Visit www.somerscapital.com/mastermind to book a free call.

Discover how cost segregation and bonus depreciation can unlock massive first-year tax savings for short-term rental owners. Learn the critical participation rules and strategies to maximize deductions and cash flow today. VIk Randhawa, CPA City: Newark Address: 35111 Newark Boulevard Website: https://www.vikprocpa.com/ Phone: +1 510 258 4495 Email: Info@vikprocpa.com

Financial Assessment (Meet with an experienced professional):https://bit.ly/PureFreeAssessment11 rapid-fire spitballs today from Joe Anderson, CFP®, and Big Al Clopine, CPA, on Your Money, Your Wealth® podcast number 587, on everything from Roth conversions and RMDs to whether a guy named Wayne can finally treat himself to a seventy-five-thousand-dollar Audi. Aaron in Syracuse just hit a million bucks in his 401(k) and realizes he needs a spitball on keeping his RMDs low. Do new Roth conversions restart the 5-year clock? 72-year-old Mike in Texas wants to know. Marion inherited a not-yet-five-year-old Roth, and an IRMAA problem along with it. Lu and Stephen each argue that the fellas' conversion and retirement spitball math might be misleading. Teachers Tony and his wife have pensions that cover everything, so should they even keep saving? John and Peggy need a retirement spitball, Rajesh wonders if he should pay off his mortgage or convert to Roth, and Mike in San Marcos asks about funding a Roth with pension money.Free Financial Resources in This Episode: https://bit.ly/ymyw-587 (full show notes & episode transcript)Retirement Accounts Guide - free download:https://purefinancial.com/white-papers/retirement-accounts-guide/?utm_source=captivate&utm_medium=podcast&utm_campaign=whitepaper-retirement-accounts-guide&utm_content=ymyw-pod-ep587-description-whitepaper401(k) vs. IRA vs. Equity Compensation: The Real Math - YMYW TV:https://purefinancial.com/ymyw/episodes/recipe-for-retirement-retirement-plans-explained/?utm_source=captivate&utm_medium=podcast&utm_campaign=ymyw-tv&utm_content=ymyw-pod-ep587-description-tv-s10e12Financial Blueprint (free, self-guided):https://purefinancial.com/financialblueprint/?utm_source=captivate&utm_medium=podcast&utm_campaign=financial-blueprint&utm_content=ymyw-pod-ep587-description-blueprintREQUEST your Retirement Spitball Analysis:https://bit.ly/AskJoeAndAlDOWNLOAD more free guides:https://bit.ly/PureGuidesREAD financial blogs:https://bit.ly/PureFinBlogWATCH educational videos:https://bit.ly/PureEdVideosSUBSCRIBE to the YMYW Newsletter:https://bit.ly/YMYWNewsletterConnect With Us:Subscribe on YouTube and join the conversation in the comments:https://bit.ly/YMYW-YTSubscribe or follow YMYW in your favorite podcast app:https://lnk.to/ymywLeave your honest reviews and ratings in Apple Podcasts:https://podcasts.apple.com/us/podcast/your-money-your-wealth/id312900254Chapters: 00:00 - Intro: This Week on the YMYW Podcast01:32 - $1.1 Million in My 401(k) at 56: Should I Do Roth Conversions Before RMDs Hit? (Aaron, Syracuse, NY04:51 - Can You Fund a Roth IRA With Pension Money? (Mike, San Marcos, CA)06:14 - Can You Roll an UTMA Into a 529 for Tax-Free Education Savings? (Bob the Builder, Westchester, NY)10:29 - I'm 72 With a 25-Year-Old Roth. Do New Conversions Trigger the 5-Year Clock for Roth Withdrawals? (Mike, TX)11:43 - Inherited a Roth Less Than 5 Years Old: Are the Earnings Taxable? Can IRMAA Be Avoided? (Marion)15:59 - You Ignore Future Income! How to Spitball Spending When a Pension and Social Security Are Coming (Stephen)21:02 - Are Your Roth Conversion Calculations Misleading? Why Future RMDs Need an Inflation Check (Lu)24:57 - We're Teachers With Pensions That Cover Everything. Should We Stop Saving and Fund the 529s? (Tony, NY28:23 - $4 Million and Ready to Exit the Rat Race at 61. Do the Numbers Work? (John and Peggy, San Jose, CA34:37 - $4 Million 401(k) and a 6.5% Rental Mortgage: Pay It Off or Convert to Roth? (Rajesh)38:42 - We're 62 With $1 Million. Can I Finally Buy the $75K Audi, or Should I Lease? (Wayne, Long Beach, NY)43:17 - Outro: Next Week on the YMYW Podcast

In this episode of the Know Your Numbers Podcast, CPA and Certified Tax Planner Chris McCormack walks business owners, entrepreneurs, and investors through a step-by-step guide to running a mid-year tax projection so you can estimate your tax bill, avoid costly surprises, and uncover opportunities to legally reduce your taxes before year-end.Many business owners wait until tax season to find out what they owe, but by then, most tax-saving opportunities are gone. Chris breaks down the exact process used by professional tax planners to project taxes, calculate taxable income, understand tax brackets, apply deductions and credits, and make strategic decisions before December 31st.Whether you're a small business owner, real estate investor, self-employed professional, freelancer, or entrepreneur, this episode will help you gain clarity on your tax situation and identify potential opportunities to keep more of your hard-earned money.If you're looking to reduce your tax burden, improve cash flow, and make smarter financial decisions, this episode is for you.If you found this episode valuable, please LIKE, FOLLOW, and SHARE it with another business owner who wants to pay less in taxes and gain confidence in their financial future.••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/booking-calendar/better-books-consultation••••••••••••••••••••••••••••••••••••••••••••Connect with Better Books on Social MediaFacebook: https://www.facebook.com/betterbooksaccounting.coInstagram: https://www.instagram.com/betterbooksaccounting.co→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@betterbooksaccountingThe Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Most business owners think tax strategy ends in April. It doesn't. It's just getting started! In this episode, we walk through the 5 most important 64 tax planning moves to make before September, including how to run a mid-year projection, the family payroll strategy that works best in summer, the Augusta Rule timing window, equipment purchase planning under Section 179 and Bonus Depreciation, and the August Reset framework used by high-earning entrepreneurs. Next Steps:

There are two ways to get your student loans forgiven — and the one nobody talks about could leave you with a six-figure tax bill. Most physicians know PSLF. Far fewer understand taxable forgiveness — the IDR path that hands you a massive tax bill 20 years down the road. Jimmy and Justin break down a real listener question (anesthesiologist + dentist, $400K in loans at 7%) to show why "married filing separately" math isn't as clean as it looks, and why your repayment plan now hinges on a looming July 2026 deadline. Resources mentioned: Looking for a CPA that does more than just file taxes each year? Check out Gelt, the proactive tax strategy partner that Jimmy personally uses, and receive 10% off the first year through the MMM link. Get $100 off a Student Loan Consult with Student Loan Planner: moneymeetsmedicine.com/loans Looking to refinance your private student loans? Click here to learn how to find the lowest interest rates out there. Every physician must get disability insurance before leaving training! Get a disability insurance quote from Money Meets Medicine Disability. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A couple had done everything right — dual income, debt-free, millions saved in tax-deferred accounts — and they were on track to hand $10 million to the IRS. Not because they made bad decisions, but because nobody had ever shown them what "doing everything right" actually costs without proactive planning.In this episode, Gabe sits down with Rob Bedinghaus, Ph.D., CFP® — founder of Bedinghaus Wealth Planning and author of Beyond the Numbers — to dig into the retirement planning conversations most advisors never have. Rob brings a teacher's instinct to every client meeting, and this episode reflects that: clear frameworks, real scenarios, and a perspective on legacy that goes well beyond the balance sheet.Listeners will walk away with a clearer picture of the income gaps retirees face, a practical mental model for surviving market volatility, and a compelling case for why tax planning and retirement planning are the same conversation.About Rob BedinghausRob Bedinghaus, Ph.D., CFP® is the founder of Bedinghaus Wealth Planning, an independent practice in Lebanon, Ohio affiliated with Raymond James. A second-generation financial advisor, Rob spent six years in higher education at Indiana University before joining his father's practice in 2015. He has worked with hundreds of families navigating retirement transitions, previously overseeing more than $130 million in client assets at Edward Jones before building his own independent firm. He is the author of Beyond the Numbers: Your Smart Guide to Retirement Income, Tax Efficiency, and Lasting Legacy.What We CoverWhy the shift from saving to spending is harder than most retirees expect — and how Rob helps clients break a 30-year saving mindsetThe bucket framework: how organizing money by time horizon keeps clients from panic-selling during market downturnsHow one couple's disciplined 401(k) savings had them on track for $700,000 in annual required minimum distributions and a projected $10 million lifetime tax billThe Roth conversion strategy that cut one couple's projected tax bill from $10 million to $2 millionWhat "living a legacy" means: giving while you're alive, seeing the impact, and passing values alongside wealthWhy qualified charitable distributions are one of the most underused tax tools for charitably-minded retireesResources MentionedBeyond the Numbers: Your Smart Guide to Retirement Income, Tax Efficiency, and Lasting Legacy by Rob Bedinghaus, Ph.D., CFP® — free e-copy available at beyondnumbersbook.comConnect withWebsite: bedinghauswealth.comBook website: beyondnumbersbook.comLinkedIn: linkedin.com/in/robbedinghausSupport the show

This episode of the Mo Money Podcast is a recording of a live event we did on how to cut your tax bill. In the session, we get into the top tax strategies that you can use to reduce your annual ATO donation, as well as some of the mistakes that people make when it comes to trying to save tax so that you can avoid them. This episode is perfect for anyone that doesn't want to pay any more tax than they have to.   Smarter money moves start here. Learn how to cut through the noise, avoid expensive mistakes, and get ahead faster. Helpful links:  Book a no-strings call to get more out of your money here: www.pivotwealth.com.au/booking  Upcoming events: www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697  Ben's books: www.pivotwealth.com.au/books  More about Pivot Wealth: www.pivotwealth.com.au Follow us on socials: Instagram: https://www.instagram.com/pivotben TikTok: https://www.tiktok.com/@bentalksmoney  YouTube: https://www.youtube.com/c/BenNashPivot  Facebook: https://www.facebook.com/pivotwealth/  Book a chat: calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth     Disclaimer This podcast is for education only and doesn't take into account your personal circumstances. It's not financial advice. If you buy a financial product, read the PDS and TMD, and seek advice tailored to your situation. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055.

When you're trying to execute a clean backdoor Roth IRA, having a completely empty Traditional IRA account feels like a green light. But does the IRS see it that way? Kyle Hoelzle and Chelsea Jones answer a critical question from a Pediatric Endocrinologist: “If I fund and convert an empty IRA, why does my separate rollover IRA balance still matter?” Kyle breaks down the IRS Pro Rata Rule using a simple analogy we can all relate to, coffee and cream. Your pre-tax rollover dollars are the bitter coffee, and your new after-tax contributions are the cream. You might keep them in separate accounts, but the IRS views all your IRAs as one giant mug. When you convert the "cream" from your empty account, the IRS forces you to take a proportional spoonful of the entire mixed mug—triggering an unexpected tax bill on your old rollover balance. Listen in to learn how to spot this trap, use Form 8606 to prevent double taxation, and safely "clean" your accounts for a tax-free backdoor Roth. We also answer your colleagues' questions. Neurosurgeon in Connecticut says, “I have been reading up a little bit more on Trump accounts. Initially, I thought this was only for newborns, but now I understand that it is eligible for children less than 18 years of age, and we can contribute up to $5000 per year, starting July 5 this year. Our older son is turning 18 on July 17. Are we able to open an account for him? I saw some IRS website fine print implying that children are eligible as long as they do not turn 18 in the calendar year of the election, so it's a bit confusing. Do you have any guidance?” Spouse of a Dermapathologist in Pennsylvania asks, “I want to take a withdrawal from my taxable investment account to buy a car, but I only want to sell my bonds to minimize my tax bill, but doing so will liquidate all of my bonds. Is this OK?” A Double Doc Family in Illinois is thinking about starting Social Security for the retired spouse this year on their 66th birthday. The wonder “Does that make sense to do, or should we wait?” Are you ready to turn worries about taxes and investing into a plan for college and retirement? If you're evaluating your options and want to learn more, visit physicianfamily.com and click 'Get Started' or you can ask a question of your own by emailing podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures

Think real estate is the only way to slash your taxes? Think again. In this segment, Greg Taylor breaks down the massive difference between a tax deduction and a tax credit, specifically focusing on the heavily underutilized Research and Development (R&D) credit. The guys discuss how testing new processes or building proprietary software can return hundreds of thousands of dollars directly to your pocket, and how to look at short-term rentals like AirBNBs through a commercial lens to unlock advanced wealth-building strategies.

Forty percent of the land in this country is expected to change hands by 2035. Most of the people holding it have no idea how much of that wealth they are about to hand to the IRS. Joe Michaletz and Mike O'Toole, CEO and principal at Discipline Advisors, have spent decades helping farmers, ranchers and land owners exit their real estate in the most tax-efficient way possible. In this conversation they break down the full toolkit, starting with 1031 exchanges and the most common mistakes people make going into them, including the debt replacement test that catches landowners off guard more than almost anything else. They walk through Delaware Statutory Trusts in real depth, how they differ from REITs, why diversification inside a DST portfolio matters as much as it does anywhere else, and what the 721 UPREIT path actually means and when it is and is not a good idea. The conversation also covers charitable remainder unitrusts, a tax elimination strategy for farm equipment, livestock and grain that most landowners have never heard of, and how one dairy farmer moved 6.5 million dollars of cattle and equipment into a CRUT, sold it with zero tax, and funded a lifetime income stream in the process. For anyone aging out of land ownership, planning a farm transition, or sitting on decades of appreciation with no exit plan, this episode is the conversation to have before you sign anything.   Visit Discipline Advisors! https://www.disciplineadvisors.com/   Visit National Land Realty to see our listings!  https://www.nationalland.com 

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode of Dentist Money's Two Cents, Matt, Will, and Jake discuss whether crypto has officially "lost the plot," why investors should be cautious about following billionaire advice, and what today's AI boom could mean for speculative investing. They also talk about retirement planning, where they break down how Social Security taxes work, why many dentists will likely pay taxes on their benefits, and how strategies like Roth conversions can help create more tax-efficient retirement income over time. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

This week on Talking Royals, Chris and Lizzie discuss all things Prince and Princess of Wales..As the Prince of Wales announces significant changes to his financial portfolio, we investigate how rich William and Kate really are, how many houses they have, whether they pay tax...And what is their vision for the future of the monarchy's finances?Plus, we analyse a rare personal interview with Prince William, in which he reveals how chaotic the family's school run can be, George's schooling arrangements and his pride at his wife's work into early years.

You wake up, check your portfolio, and realize one stock has quietly become your entire retirement plan. Maybe it came from an employee stock purchase plan. Maybe Grandma left you a pile of Apple shares. Maybe you bought NVIDIA in 2012 because you liked the graphics card and forgot about it. However you got here, the problem is the same: one company now owns you. Joe and OG walk through exactly how to unwind it -- slowly, tax-efficiently, and without making the emotional decisions that cost people the most money.What You'll Walk Away WithThe four ways people end up with concentrated stock -- and which one has the easiest fix that most people skip entirelyWhy inheriting stock is actually the best time to diversify -- and the step-up in basis rule that eliminates most of the tax billThe conveyor belt strategy for employee stock purchase plans that keeps you collecting the discount without piling up company riskWhy "I'll just grow around it" almost never works -- and the math behind why your stock tends to outpace your ability to diversify around itThe question Joe asked every client in this situation: which outcome would upset you least -- and why that's the right starting pointRSUs as a paycheck, not a loyalty pledge -- and the mental reframe that makes it easier to sellWhat the Merck/Vioxx story teaches about why the tax bill is almost never the real reason to hold concentrated stockWhen a slow systematic sell makes sense versus ripping the Band-Aid -- and how to decide which one you can actually live withThe estate planning mistake that turns a free inheritance into a massive capital gains bill -- and why the $1 trick backfires every timeThe insurance planning framework OG and Anna walk through: life, disability, long-term care, and property/casualty -- including the umbrella policy most people skipWhy This Matters NowIf you've spent years building something -- through your career, through conviction, through an inheritance -- the last thing you want is to lose it all because one company had a bad quarter. The diversification conversation feels complicated, but the framework is simpler than most people think. The hard part isn't knowing what to do. It's making the decision when the stock is moving and your emotions are loud.From the BasementJoe and OG dig into concentrated stock risk -- how people get there, what it actually costs them, and the five strategies for getting out without making it worse. OG and Anna return for episode two of their financial basics series with a full insurance planning walkthrough -- including the disability insurance gap most people don't know they have. Doug arrives with Mount St. Helens trivia and a dryer situation that may or may not involve auto parts. Stacker Molly's car repair HSA story gets a full investigation and a satisfying resolution.Resources MentionedStacking Benjamins Basics Guide -- season one and season two workbooks free at stackingbenjamins.com/basicsguideStacking Benjamins Newsletter (The 201) -- stackingbenjamins.com/201Stacking Benjamins Vault -- stackingbenjamins.com/vaultStacking Benjamins Community -- stackingbenjamins.com/basementYahoo Finance / CNBC insider trading tracker -- referenced for monitoring executive stock salesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Holding a significant portion of your wealth in one or a handful of individual stocks can be both exhilarating and nerve-wracking. While the rewards of watching a single company's meteoric rise can be life-changing, the risks of a lack of diversification are just as great. The problem is that liquidating these positions often means getting hit with daunting tax bills. We walk through practical solutions and the new tools now available to investors seeking diversification without immediate tax consequences.  The Real Risk of Concentration It's tempting to simply hang onto a winning stock, postponing taxes until you're in a lower bracket or retired. But over 90% of stocks underperform the market long term. Individual company fortunes can change abruptly—think Enron, Lehman Brothers, or stock collapses from $50 to $0.50. Banking your whole plan on one company's continued success is a risk that can jeopardize even the soundest of financial plans. Taking calculated steps to shift your assets, even if taxes are due eventually, is often essential for long-term stability. Modern Options for Tackling Concentrated Stock Technology and innovation in the investment industry are opening doors once reserved for the ultra-wealthy. Here are four tax-deferral solutions we discuss: 1. Exchange Funds Exchange funds allow investors to pool their highly appreciated stocks with others, resulting in a diversified basket—often 20–30 stocks. You maintain your original cost basis, and after a 7-year lock-up period, you can access a more diversified portfolio. There are usually high entry minimums ($250,000–$500,000) and the investor must be an accredited. It requires a long holding period and comes with added complexity, costs, and delayed K-1 tax forms. At the end, you still owe taxes if you sell, but you've reduced single-stock risk. 2. Section 351 Funds If you hold several different stocks or even ETFs that no longer fit your strategy, Section 351 exchanges allow you to transfer them into a new, broadly diversified fund with tax deferral. This is similar in spirit to a 1031 real estate exchange but designed for securities. This option gives you flexibility, but it only works with publicly traded investments in taxable (not retirement) accounts 3. Separately Managed Accounts (SMAs) SMAs have become popular for allowing greater customization. In an SMA, instead of owning an index fund, you hold the constituent stocks directly—allowing for tax loss harvesting and the exclusion of specific stocks. This offers personalized values-based investing but creates more complex tax reporting and can create complications for you and your CPA. 4. Tax Aware Long/Short Strategies Recently popular but highly complex, these leverage SMAs and add a long/short overlay, aiming to maximize loss harvesting regardless of overall market conditions. This uses leverage and shorting, increasing risk and management costs. It gives greater potential for tax loss harvesting, but introduces tracking error and liquidity constraints. This is best for specific, high-need scenarios.    Keep Your Broader Plan in Mind Always return to your broader financial plan. Look at that accumulated stock position in the context of your overall financial plan and everything else that's happening in your goals and life. These tactics are tools, not silver bullets. Sometimes, the simplest (if less glamorous) move—selling, paying taxes, and reinvesting—might be your best decision. Concentrated stock positions can be both an opportunity and a source of anxiety. Before chasing the latest "shiny object," evaluate your situation with the help of an advisor. Find the approach that aligns with your risk, liquidity needs, and long-term goals. Sometimes, boring really is better—for both your taxes and your sleep. Outline of This Episode 00:00 Discussing tax deferral options 03:42 Risks of relying on stocks 09:14 Evaluating stock donation options 12:49 Explaining Section 351 funds 14:29 Using ETFs for tax deferral 18:24 Considering life changes for tax planning 21:57 Evaluating investment advice sources   Resources & People Mentioned The Retirement Podcast Network   Connect With Chad and Mike https://www.financialsymmetry.com/podcast-archive/  Connect on Twitter @csmithraleigh @TeamFSINC Follow Financial Symmetry on Facebook   Subscribe To This Podcast   Apple Podcasts Stitcher Google Play  

Charlotte Mayor Vi Lyles announces her resignation, the state Senate votes to pause property tax assessments for a year, Wake County delays a vote on the merger of Atrium Health with WakeMed, and the PGA is back in town.

Bryce, Ren and Simon unpack how Amazon, Google and Meta are shifting billions offshore while keeping tax bills low in Australia, why the Elon Musk v Sam Altman courtroom battle matters far beyond tech gossip, and whether Mr Beat Up's 65% "catalyst" stock is a buying opportunity or a fair reflection of deeper structural risks.In this episode:00:00 Welcome & Special Co-Host01:06 Big Tech Tax Loopholes04:25 Musk vs Altman Goes to Court07:25 Strong US Earnings Q1 Results11:05 Mr Beat Up is Back12:11 Stock Breakdown13:42 Why the Stock Is Down 65%18:04 Four-Step Stock Checklist Analysis24:53 FIFA World Cup Catalyst27:26 Final Investment VerdictStocks & ETFs mentioned: Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT), Apple (NASDAQ: AAPL), Spotify (NYSE: SPOT), Eli Lilly (NYSE: LLY), TransMedics Group (NASDAQ: TMDX), Axon Enterprise (NASDAQ: AXON), Coinbase Global (NASDAQ: COIN), Flutter Entertainment (NYSE: FLUT)*This episode contains a discussion about gambling. If you or someone you know is experiencing harm from gambling, free and confidential support is available 24/7.Contact the National Gambling Helpline at gamblinghelponline.org.au or call 1800 858 858———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Republican Senator Thom Tillis is conditioning his vote on the Senate Clarity Act bill on inclusion of ethics language that restricts White House officials from promoting or issuing digital assets, and without him, the math does not work.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!GUEST: Kevin Wysocki, Head of Policy, Anchorage DigitalFollow Kevin on X ➜ https://x.com/KevWysocki00:00 Intro00:10 Sponsor: Tangem00:45 Odds collapsed01:20 Attendance02:00 Bitcoin Conference recap03:30 Kevin is optimistic04:30 Cynthia Lummis fail?06:45 Current status of CLARITY10:50 Ethics redline... compromise?13:30 WLFI Secret compromise?15:30 May 25th the final cutoff deadline?16:15 Patrick Witt: Strategic Reserve announcement17:15 Signal CLARITY isn't passing?19:00 Odds of passing after midterms?20:00 How many dems do you need?20:50 Perianne Boring SEC Clarity Example21:45 Market explosion after markup?24:15 SEC lock-in DeFi Rules?26:40 One Yard line for Tax Bill?27:45 Is Fairshake rebranding?28:40 Gensler joining anti-Prediction market army#Crypto #bitcoin #ethereum~CLARITY Doomsday Approaches!

Join host Scott Bursey as he interviews Shauna, The Tax Goddess, a top-tier CPA and tax strategist, to uncover expert insights on real estate tax planning, multi-state issues, deductions, and compliance strategies. Perfect for real estate investors looking to optimize their tax strategies and avoid pitfalls.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWant a smarter way to use corporate retained earnings without triggering a massive personal tax hit?If you're a successful incorporated business owner in Canada, you've probably felt the tension between leaving profits trapped in the corporation or pulling them out and losing a huge chunk to tax. This episode explores a different path: using a permanent insurance policy as a strategic pass-through structure so your money can keep working, give you more flexibility, and support both current cash-flow goals and long-term planning.In this episode, you'll learn how to:Turn retained earnings into a tax-efficient asset that can grow inside your corporate structure instead of sitting in taxable passive investments.Create a strategy where the same dollars can support future investing opportunities through leverage, helping your money work in more than one place at once.Build in long-term upside through tax-free death benefit planning and greater flexibility for personal cash flow, estate planning, and eventual extraction strategies.Press play to hear how this corporate strategy can help you keep more of what you've built while expanding your options for the future.

Would it be a surprise if we told you the rich don't actually live in the same tax system as everyone else? Tomorrow is Tax Day, when millions of Americans will be filing their taxes or applying for extensions, so Nick and Goldy sit down with Ray D. Madoff, Professor of Tax Law at Boston College, and author of The Second Estate, to pull back the curtain on how wealth really moves—and why so much of it never gets taxed at all. Because here's the twist: The system wasn't supposed to work this way. But over time, something changed. Now, the people who live off paychecks carry the tax burden… while the people living off wealth often don't have to play the game at all. Professor Madoff explains what happened and what it would take to fix it.  Ray Madoff is a professor at Boston College Law School and director of the Forum on Philanthropy and the Public Good. She is a leading expert on tax policy, wealth, and philanthropy, and author of The Second Estate: How the Tax Code Made an American Aristocracy. Social Media: @raymadoff Further reading:  The Second Estate: How the Tax Code Made an American Aristocracy. The Atlantic - How to Tax Billionaires CNBC - Lawsuit over $21 million donor-advised fund highlights risks of DAF giving Washington Post - A Signature GOP Issue Is Omitted From Trump's ‘Big' Tax Bill. Weird New York Times - America Builds an Aristocracy Website: http://pitchforkeconomics.com Facebook: Pitchfork Economics Podcast Bluesky: @pitchforkeconomics.bsky.social Instagram: @pitchforkeconomics Threads: pitchforkeconomics TikTok: @pitchfork_econ YouTube: @pitchforkeconomics LinkedIn: Pitchfork Economics Twitter: @PitchforkEcon, @NickHanauer Substack: ⁠The Pitch⁠

LOUNGE LIZARDS PRESENTED BY FABRICA5 - Brilliant Honduran Cigars - Visit Fabrica005.com and use code LIZARDPOD at checkout for 10% off THE ENTIRE STORE! Free worldwide shipping from Miami on all orders over $125. See website for more information and terms.SMALL BATCH CIGAR - SAVE 15% - Exclusive Cigar Retail Partner of the Lizards - Visit SmallBatchCigar.com and use code LIZARD15 for 15% off your order. Free shipping and 5% rewards back always. Standard exclusions apply. Simple. Fast. Small Batch Cigar.Recorded at Ten86 Cigars in Hawthorne, New Jersey, the Lizards pair Partagás Serie P No. 2 (TUA JUN 21) with Santa Teresa 1796 Ron de Solera. The guys discuss a tobacco tax bill Gizmo got from the state of New Jersey, they review their first product from Venezuela and they reveal podcast-reviewed cigars that ended up as one hit wonders.PLUS: One Hit Wonder Cigars on Pod, Importance of Hospitality at Retail, Lacquer Aroma Affecting Cigars, Storing In/Out of Cellophane, What is different about PCA and ProCigar?, PCA's Hospitality Effort for Retailers, Perdomo Father and Son Announced, Avo's 100th, New Juan López Cuban Regional, Cuba Offers to Pay U.S. Cubans for Nationalized Property, Project Alcatraz, Captain Kirk is 95 & MoreJoin the Lounge Lizards for a weekly discussion on all things cigars (both Cuban and non-Cuban), whiskey, food, travel, life and work. This is your formal invitation to join us in a relaxing discussion amongst friends and become a card-carrying Lounge Lizard yourself. This is not your typical cigar podcast. We're a group of friends who love sharing cigars, whiskey and a good laugh.website/merch/rating archive: loungelizardspod.comemail: hello@loungelizardspod.com to join the conversation and be featured on an upcoming episode!instagram: @loungelizardspodGizmo HQ: LizardGizmo.com

It's Bobby's birthday!!! We celebrate in Bobby Bones Show fashion with a trivia game. Bobby reads descriptions of celebrities who share his birthday to see if Amy or Eddie can identify them. Bobby also talks about how he was almost late today and he opened his gifts from the show on the air. We have so many listener questions about Lunchbox's time on The Price Is Right and he reveals how much he owes in taxes on the prizes he won. In the Anonymous Inbox, Bobby helps a listener whose boyfriend is demanding they share all of their passwords with one another.See omnystudio.com/listener for privacy information.

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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Matthew Dominic Sercely is an attorney and tax planner who helps you set up your business to save tens of thousands of dollars in future taxes. Top 3 Value Bombs 1. You're always a work in progress. Success comes from embracing that. 2. If you're not making money yet, focus on earning, not taxes. 3. Start planning for taxes as soon as you earn enough—it takes time to save and prepare. Schedule a free consultation with Matthew today - Agorist Tax Advice Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Thrivetime Show - Make 2026 your best year yet! Start your transformation by attending the world's highest rated business growth workshop taught personally by Clay Clark, featuring Football Star and Entrepreneur, Tim Tebow, and President Trump's Son, Eric Trump, at ThrivetimeShow.com/eofire!