Podcasts about tax bill

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.

Small business owners across Australia are facing a massive financial burden as new federal budget measures target discretionary trusts. Australian Chamber of Commerce and Industry Acting CEO David Alexander joined Gary to break down how these changes will force family operations into a costly tax "double whammy."See omnystudio.com/listener for privacy information.

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  

Governor Kim Reynolds on Monday signed a bill into law that she says will provide about 4-billion dollars in property tax savings over six years.

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.

Send us Fan MailEpisode 445 — Bob Dole: The Life That Brought Him There (Part 26)The 1981 Tax Bill, TEFRA, and Ronald ReaganIn Episode 445 of our continuing series on the life and career of Bob Dole, we examine one of the most consequential policy chapters of the early 1980s — and one that placed Dole at the center of economic policymaking in Washington.This episode focuses on two landmark pieces of legislation:• The sweeping 1981 tax cuts championed by Ronald Reagan — a cornerstone of the Reagan economic program that aimed to stimulate growth and reshape the federal tax system • And the follow-up legislation, the Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA), designed to close loopholes and address the fiscal challenges that emerged in the wake of those cutsAs Chairman of the Senate Finance Committee, Bob Dole played a critical and often underappreciated role in navigating both efforts — balancing ideological goals with the practical realities of governing.This episode explores:• How the 1981 tax bill was crafted and passed • The economic and political consequences that followed • Why TEFRA became necessary just one year later • The tension between tax reduction and fiscal responsibility • The working relationship between Dole and President Reagan — cooperation, negotiation, and occasional frictionAt the heart of the story is a fundamental question: how do you govern when policy goals collide with fiscal reality?Through these debates, we see Bob Dole not just as a political figure, but as a legislative strategist — working within the system to make ambitious policy function in the real world.From bold tax cuts… to difficult corrections… and a partnership that helped define an era.This is the story of policy, power, and pragmatism in the early Reagan years. Questions or comments at  , Randalrgw1@aol.com ,  https://twitter.com/randal_wallace   , and http://www.randalwallace.com/Please Leave us a review at wherever you get your podcastsThanks for listening!!

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!

New Zealand's $9.3 billion tax bill reveals how tax arrears, rising costs, and cashflow pressure are impacting businesses nationwide.In this episode, we break down how tax paid in arrears, rising costs, post-COVID pressure, and compounding penalties have pushed businesses into debt, why IRD is cracking down harder than ever, and what it means for the wider economy.Next steps: If you're behind on tax or want to avoid it snowballing, speak to the Lighthouse team to structure a plan, reduce penalties, and get back in control early. 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.

After you listen: Check out "Tax Basics: How to Plan Year-Round." Find more financial-planning resources on Schwab's Insights & Education site. On this episode, Mark Riepe examines why investors often approach taxes with a short-term mindset and how that can undermine long-term financial outcomes. Mark is joined by Hayden Adams, director of tax planning and wealth management research at the Schwab Center for Financial Research, to explore the difference between tax preparation and year-round tax planning. They discuss how tax aversion and loss aversion can distort decisions around investing, account selection, and retirement distributions, often leading people to prioritize minimizing today's tax bill over maximizing lifetime after-tax wealth. The conversation emphasizes the value of taking a longer view on taxes and integrating them thoughtfully into broader financial-planning decisions. Financial Decoder is an original podcast from Charles Schwab.  If you enjoy the show, please leave us a rating or review on Apple Podcasts. Reach out to Mark on X @MarkRiepe with your thoughts on the show. Follow Financial Decoder on Spotify to comment on episodes. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Schwab does not provide tax advice. Clients should consult a professional tax advisor for their tax advice needs. This information is not a specific recommendation, individualized Tax advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager, Estate Attorney) to help answer questions about specific situations or needs prior to taking any action based upon this information.  Investing involves risk, including loss of principal. ​Past performance is no guarantee of future results. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. 0426-86DA Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

It’s Tax Day — and if you just filed and got hit with sticker shock... Greg and Holly walk through what you can do if you can't pay your tax bill. Plus, what to do if you need more time to file altogether. Susan Spiers, CPA and CEO of Utah Association of Certified Public Accountants, joins with what to do.

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

On the KMOJ Morning Show, Freddie Bell speaks with Rep. Esther Agbaje about urgent legislative efforts to support Hennepin County Medical Center (HCMC), a critical safety net hospital serving the Upper Midwest. She discusses her upcoming “Ball Park” tax bill and the need for bipartisan cooperation as the legislative session winds down. Rep. Agbaje emphasizes that the future of HCMC impacts all Minnesotans, from urban communities to rural areas, making it a statewide concern. The conversation highlights the importance of securing sustainable funding to ensure continued access to essential healthcare services.

Tax season brings more than just filing deadlines. It can reveal gaps in planning that may impact your financial picture over time. In this episode, Laura and Jeremiah explore the difference between tax preparation and proactive tax planning, and why many individuals and business owners find themselves reacting to tax bills instead of anticipating them. From unexpected tax liabilities to common planning gaps, Laura and Jeremiah break down general scenarios and key considerations individuals may encounter, including: • Why year to year tax planning can create unnecessary financial stress. • Common reasons behind surprise tax bills. • How multi-year tax strategies may provide greater visibility over time. • The importance of aligning your CPA and financial advisor. • Considerations for business owners, high-income earners, and retirees. • How account diversification and timing decisions may impact long-term tax outcomes. They also discuss planning concepts such as retirement account strategies, charitable giving approaches, and considerations when preparing for major financial events like a business sale. The key takeaway: thoughtful, forward-looking planning can help create more clarity and flexibility over time. If you've ever felt surprised by your tax bill or unsure about what's ahead, this episode offers a framework to begin thinking more proactively. #TaxPlanning #TaxStrategy #FinancialPlanning #WealthPlanning #BusinessOwners #WealthManagement #Entrepreneurs #RetirementPlanning --- Information and ideas discussed are general in nature and should not be considered specific financial, legal, or tax advice. This content is for informational purposes only and does not create an advisory, fiduciary, or attorney-client relationship. All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results. Examples discussed are hypothetical and for illustrative purposes only. Individual situations will vary. You should consult your own financial advisor, tax professional, or attorney before making any decisions. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Adviser. Jeremiah Lee is a California licensed attorney. Randy Barkley is a life insurance agent (CA License #0518567).

Most retirees focus on how much they've saved but overlook the hidden tax bill that can quietly drain their income for decades. In this episode of Upticks, Jake and Cory break down reasons two people with the same net worth can have wildly different retirements, all because of how, and when, they pay taxes. From required minimum distributions (RMDs) and Social Security taxation to Medicare IRMAA surcharges, they explain ways poor tax planning can turn the IRS into your biggest retirement expense. Checkout Upticks 379: https://youtu.be/i6IqYOMt1Zg ---------------

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.

In this episode of Dollars & Sense with Joel Garris, CERTIFIED FINANCIAL PLANNER® at Nelson Financial Planning, we tackle some of the hottest financial topics of the week: IRS Interest & Penalties: Did you pay extra on your tax bill? Discover why IRS penalties are on the rise, how interest rates affect what you owe, and actionable steps you can take to avoid unnecessary costs. Market Corrections Explained: With markets sliding into correction territory, Joel breaks down what a 10%+ decline means, why volatility is normal, and how headline-driven market drops often recover faster than you think. Inflation & Real-World Impact: Are rising gas prices hurting your wallet, or is it mostly psychological? Learn how inflation affects different households and why financial planning should focus on your numbers—not the headlines. The Power of Diversification: Ever wonder why your investments don't all perform the same? Joel answers common questions about diversification, the risks of concentration (even in index funds), and how to build a portfolio that weathers market ups and downs. Global Economics & the Dollar: Get an update on the U.S. dollar's strength, China's shrinking share of the global economy, and why America's economic position remains unique and strong. Federal Reserve & Interest Rates: Find out how shifting expectations around rate cuts are impacting markets—and why you shouldn't build your investment strategy around Fed predictions. Election Year Volatility: Learn historical stats on market swings during midterm election years and why volatility is usually temporary. Whether you're a taxpayer, investor, or retiree, this epi

0000019d-2f0c-d18f-abbf-ef6f03c10000https://www.wvik.org/podcast/good-morning-from-wvik-news/2026-03-27/east-moline-mayor-reggie-freeman-lays-out-progress-at-annual-state-of-the-city-address-iowa-gov-reynolds-signs-hmo-tax-bill-into-lawBrady JohnsonEast Moline Mayor Reggie Freeman lays out progress at annual state of the

Property tax budget hearing statement season is here — and if you flipped that mailer over, stared at confusing percentages, and had no idea what you were looking at, this episode was made for you. Chris Hagenow and ITR Foundation Policy Director Dr. Sarah Curry break down exactly how to read the statement that arrived in the mail: what to focus on (dollar amounts, not the levy rate), what to ignore (the back side full of hypothetical calculations), and where to go for real information. As Sarah puts it simply: if the dollars collected are going up, your taxes are going up. The levy rate simply won't tell you that story — but the dollars will.ITR has built a free property tax calculator at itrlocal.org that cuts through the noise. Enter your assessed value from last year and this year, then the current and proposed levy rates from your statement, and it will tell you exactly how many more — or fewer — dollars you will pay. The calculator doesn't require an accounting degree — it requires knowing two numbers. A companion guide on the website walks you through finding those numbers on your county auditor's site.Sarah also shares takeaways from a recent community visit to Rockwell City, where she walked taxpayers through property tax statements and found real hunger for these tools. If the numbers send you to a public budget hearing, her strategic advice is clear: don't try to argue the details of their budget back at officials — they know more about it than you, and you'll lose that argument. Instead, talk about your own budget. Your mortgage, your medical bills, your family's reality. They cannot argue against your lived experience. That philosophy runs parallel to what's moving at the Iowa Capitol: a proposal to cap local government property tax growth at 2% per year. Sarah previews the 2026 ITR Local Government Symposium. New this year are dedicated breakout sessions for city and county officials, school board members, and community advocates, with a 30-year school finance veteran leading the school session and a legal update from Alan Ostergren. The ITR Tax Day Luncheon is coming up April 1st — register now at taxrelief.org.00:00 Welcome & Intro01:39 Icebreaker: Women's Pro Tackle Football03:34 Reading Your Property Tax Statement07:38 The itrlocal.org Tax Calculator12:25 Taxpayer Questions Across Iowa15:41 How to Talk at Budget Hearings18:18 The 2% Property Tax Cap23:08 Local Government Symposium July 1627:55 Tax Day Luncheon & Announcements28:53 Closing Thoughts

Buying down property taxes with one-time money comes with the risk of creating a spike the following cycle. But Gov. Phil Scott has indicated he'll pressure Democrats to use even more one-time cash to lower next year's property taxes.

The bill cleared both chambers after the longest floor debate in state history; if signed, Seattle's combined top rate would reach 18%, the highest in the US.View the full article here.Subscribe to the IMI Daily newsletter here. 

Carleen Johnson hosts The Washington in Focus Daily, a review of some of the top headlines concerning taxpayers in Washington State. On today's show, the new income tax has still not been signed into law by Gov. Bob Ferguson, a new home energy ordinance in Thurston County is facing backlash, and gas prices are soaring in Washington. Read more at TheCenterSquare.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Senators have made substantial progress on crypto market structure legislation. But one lawmaker said time is running out to pass the bill. Meanwhile, The SEC and CFTC issued a joint 68-page interpretation on March 17 explicitly naming 16 crypto assets as digital commodities.~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCC00:00 Intro00:10 Sponsor: BTCC00:30 DC Summit01:00 House Rep. Dusty Johnson sounds alarm02:00 Bernie Moreno: “May or its Dead”02:50 Cynthia Lummis possibly curses CLARITY odds04:20 Tim Scott gives us real hope of passage06:10 Tax Bill is ready to attach to CLARITY08:00 Paul Atkins back CLARITY08:45 CLARITY Odds09:15 Paul Atkins: introduces token taxonomy10:40 ETH SOL XRP not a security11:50 Hail Mary12:10 KRAKEN freezes IPO#Crypto #Ethereum #XRP~

A strong market can create a new problem. A single stock or ETF grows to represent a large portion of your net worth. Now you face a difficult tradeoff: diversify and trigger a large tax bill, or hold the position and accept concentrated risk. In this episode, Tyler Emrick, CFP®, CFA®, walks through practical strategies for managing concentrated stock positions in a tax-efficient way. You will learn: How a Section 351 exchange into an ETF can provide diversification while deferring capital gains How tax-aware long-short strategies can help create ongoing tax offsets while gradually reducing a concentrated position When Net Unrealized Appreciation may apply to company stock inside a 401k How donor-advised funds and charitable planning can reduce capital gains on appreciated shares Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/  Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

In this episode of Canadian Investing in the US, Glen Sutherland sits down with returning guest Tim Miron, founder and president of Pursuit CPA, to discuss what investors should do when they receive an unexpected tax bill. Tim explains that the most important step is to file your taxes on time, even if you cannot immediately pay the balance. Filing late can trigger significant penalties—such as Canada's 5% late filing penalty plus additional monthly interest—which can quickly increase the amount owed. Instead of avoiding the issue, Tim encourages investors to determine the exact amount owed as early as possible so they can create a plan to deal with it. The conversation also explores practical strategies for managing a surprise tax bill, including using lower-interest financing (such as a line of credit or refinancing), negotiating payment arrangements with tax authorities, and exploring taxpayer relief programs if extraordinary circumstances caused the issue. Tim emphasizes the importance of proactive tax planning, recommending that investors review their tax strategy in mid-year so there's still time to make adjustments before year-end. Glen and Tim also highlight the value of communicating with your accountant before making major financial decisions—like buying vehicles or structuring business expenses—so that investors can deploy their money in the most tax-efficient way possible.

After more than 24 hours of floor debate on Senate Bill 6346, Reps. Kevin Waters and David Stuebe say House Democrats pushed through a new state income tax that ignores Washington's regressive tax structure and affordability crisis. Hear why they argue the bill lacks taxpayer safeguards, sends revenue into the general fund without real reform, and could eventually grow into an income tax that touches every family. https://www.clarkcountytoday.com/news/17th-district-lawmakers-kevin-waters-and-david-stuebe-decry-passage-of-state-income-tax-bill-after-marathon-floor-debate/ #WashingtonState #KevinWaters #DavidStuebe #IncomeTax #WALeg #TaxPolicy #WorkingFamilies #GeneralFund #AffordabilityCrisis #WAPolitics

What do the 2025 Trump tax bill changes mean for your law firm? In this episode, tax attorney Megan Robin returns to break down the significant changes in the tax landscape. Megan explains how the Tax Cuts and Jobs Act (TCJA) provisions that have been made permanent and the new rules in tax law will impact law firm owners, both small and large.   They dive into everything from qualified business income (QBI) deductions to new opportunities for deductions on office equipment, and even how tax strategies should adapt for firms in high-tax states. Megan also shares the key strategies law firm owners should consider to take advantage of these changes.   Whether you're trying to save money, plan for growth, or simply understand what these new provisions mean for your bottom line, this episode gives you the expert insight to understand these changes and consider how they might apply to your firm's planning and strategy.   Let's talk! If you are a law firm owner looking to talk with us about partnering on your personal and professional growth, book a short, free, no-pressure call with Melissa here: https://velocitywork.com/calendar      Get full show notes, transcript, and more information here: https://www.velocitywork.com/352       Watch this episode on YouTube: https://youtube.com/@velocitywork       Monday Map / Friday Wrap: https://www.velocitywork.com/monday-map

  The ultimate main character energy has arrived! ✨ Whether you're a bean queen or a tea enthusiast, our Books & Brews subscriptions are the high-key flex your lifestyle needs.

Featuring: Matthew Holt, Associate at Taft Law FirmHost: Landis Barber, Safran Law Offices.In this episode of Highlight Reel Headlines, host Landis Barber is joined by Matt Holt of Taft Law to break down the notable sports law stories from February 21–March 6, 2026. The duo examines Mississippi's proposal to exempt NIL compensation from state income tax and what it could mean for recruiting in the SEC. They also dive into the University of Cincinnati's lawsuit against former quarterback Brendan Sorsby over a $1 million NIL liquidated damages clause and touch on the decision in Aguilar v. NCAA. On the professional side, they discuss a Nevada judge allowing discovery to proceed in Jon Gruden's lawsuit against the NFL and the Chicago Bears' potential move to Indiana. The episode closes with a look at Rutgers' athletic department deficit and the financial future of college athletics. Join us as we roll through the headlines!

Washington in Focus Daily | Friday Mar. 6, 2026 Carleen Johnson hosts The Washington in Focus Daily, a review of some of the top headlines concerning taxpayers in Washington State. On today's show, Democrats are making changes to the new income tax bill, the sheriff decertification bill passes, and a conversation surrounding a city's ability to restrict federal law enforcement from operating in their jurisdictions. Read more at TheCenterSquare.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we break down how the new law revived Qualified Opportunity Zones and why timing matters more than ever. You'll learn how this tax strategy can defer or even eliminate capital gains taxes when used correctly. We explain the “dead zone” in 2025 and 2026, the 180-day investment rule, and how installment sales can protect your tax savings. You'll also hear what to look for in a Qualified Opportunity Fund and why planning ahead is critical. If you're selling a business, real estate, or investments, this episode gives you the tax planning insight you need to make smart money decisions and build long-term wealth.   ➡️ Overpaying your CPA and the IRS? Learn how to stop it in this free training: https://go.phillipsbusinessgroup.com/registration

Washington in Focus Daily | Tuesday Mar. 3, 2026 Carleen Johnson hosts The Washington in Focus Daily, a review of some of the top headlines concerning taxpayers in Washington State. On today's show, the Supreme Court rules in favor of parental rights, the impact of SCOTUS' decision in Washington, and the latest on the new income tax bill. Read more at TheCenterSquare.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Vice President JD Vance told a crowd in central Wisconsin to re-elect Republican Derrick Van Orden. The state's 3rd Congressional District is a top target for Democrats. Wisconsin voters tell a pollster they're unlikely to support new school referendums.  And, Wisconsin Assembly Speaker Robin Vos says negotiations with the governor on a tax deal are still in the early stages. But he's optimistic.

How a CPA Built a 7-Figure Firm and Helped Clients Save $15M+ in Taxes | Michael Uadiale on Strategic Tax Planning Host Manny Torres interviews Michael Uadiale , a CPA and tax advisor with over 25 years of experience who founded a seven-figure firm and has helped clients collectively save over $15 million in taxes. Michael shares how moving to the U.S., earning a high-paying Silicon Valley job, and receiving a six-figure tax bill with no real planning from a hired CPA pushed him into tax advisory. He explains that tax outcomes can be shaped legally, ethically, and morally by using the tax code strategically, and describes challenges building his firm, including skeptical clients and CPAs resistant to planning. Michael emphasizes investing heavily in ongoing education due to constant law changes, hiring team members who value learning, and “changing your facts” through restructuring to fit the tax code. He cites mentor Tom Wheelwright, author of Tax-Free Wealth and Robert Kiyosaki's CPA, and urges advisors to act as client advocates by planning ahead rather than delivering surprise tax bills. Contact: taxes@smithcpa.com. 00:00 Welcome and Guest Intro 00:44 Name Pronunciation and Warmup 01:21 Origin Story Becoming a Tax Advisor 04:53 Early Client and Team Resistance 08:12 Investing in Mastery and Strategy 11:39 Mentors and Tax Free Wealth 13:02 Advisory Mindset Put Clients First 15:36 How to Connect and Final Takeaways

Our weekly segment of Ricki-Leaks is back. And Sydney just gets juicier and juicier.See omnystudio.com/listener for privacy information.

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!

Fernando Angelucci explains how tax-advantaged self storage, solar infrastructure, and AI-driven pricing are reshaping modern real estate returns.Full description: In this episode of RealDealChat, Fernando Angelucci, founder of Self Storage Syndicated Equities, breaks down why self storage continues to outperform—and how investors can use it to reduce taxes while building long-term wealth.Fernando explains how cost segregation, bonus depreciation, Section 179 (via solar installations), and partial asset disposition can potentially offset 50–90% of taxable income for qualifying investors. We also unpack why self storage laws differ dramatically from residential real estate, how consolidation is creating long-term opportunity, and why 65% of the industry is still owned by mom-and-pop operators.On the operational side, Fernando dives into AI-driven dynamic pricing, “good-better-best” unit positioning, rent increase optimization, and how tech upgrades can double asset value within a few years. We also discuss seller financing in tight credit markets, building portfolios for institutional exits, and why raising capital today requires storytelling—not spreadsheets.If you're exploring tax-efficient investing, passive income, or modern self storage operations, this episode delivers both strategy and tactical execution.

It's Tuesday, which means it's time for another Ask Rob & Rob!   (0:45) AJ purchased his first two buy-to-lets using bridging finance and is now remortgaging onto longer-term deals. As part of the process, his lender required him to take independent legal advice – something he found surprisingly intimidating. He asks Rob & Rob whether it's normal for these meetings to feel so daunting, or if it's just him.  (05:34) John bought a property for £60K, which is now worth £120K, with no mortgage attached. He wants to move it into a limited company to be more tax efficient. His estate agent suggested he sell it to himself at the original price to avoid capital gains, but his accountant has warned that HMRC may see this as tax avoidance. He asks Rob & Rob whether this strategy stacks up – or if it's a red flag waiting to happen.  Enjoy the show?  Leave us a review on Apple Podcasts - it really helps others find us!  Sign up for our free weekly newsletter, Property Pulse  Send us your question here – just hit record!.  Find out more about Property Hub Invest 

After hours of heated debate, the Washington Senate passed Senate Bill 6346, a proposal to impose a 9.9% tax on personal income over $1 million, with amendments on diapers, the marriage penalty, and constitutional changes rejected before a 27-22 final vote. https://www.clarkcountytoday.com/news/video-income-tax-bill-passes-wa-senate-after-hours-of-heated-debate/ #WashingtonState #SB6346 #MillionairesTax #WALegislature #JohnBraun #IncomeTax #StatePolitics

The struggle of brick-and-mortar real estate has extended into investment portfolios. Elevated inflation and high interest rates have weighed on the real estate sector over the past few years. Real estate investment trusts or REIT ETFs have not been spared. Yet these exchange-traded funds are popular among income investors. They generate cash and can help diversify a portfolio. So, where do they fit in yours? And which REIT ETFs do Morningstar analysts consider top picks? Dan Sotiroff is the associate director of US Passive Strategies for Morningstar. Dan is also the editor of Morningstar's ETFInvestor newsletter.Subscribe to Morningstar's ETFInvestor newsletter. https://newsletters.morningstar.com/On this episode:00:00:00 Welcome00:01:26 Basics of REIT ETFs 00:04:34 Active vs. Passive REIT ETFs00:06:03 REIT ETFs' Performance vs US Stock Market00:09:20 Cutting the Tax Bill on REIT ETF income  00:10:06 Top REIT ETFs From Vanguard & Schwab00:13:48 Key Takeaways for Income Investors Watch more from Morningstar:How to Make the Most of Your IRA in 20263 Winners and 3 Losers from Emerging-Market Funds' Big RallyHow New Retirees Can Spend More Without Risking Their Savings Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week on the Sunlight Tax Podcast, I'm breaking down the real danger of ending up with a massive tax bill and why bookkeeping and quarterly taxes are the key to avoiding it. I explain how estimated taxes actually work, the common mistakes self-employed people make, and why I created Money Bootcamp to help freelancers, creators, and small business owners stay organized and protected. Inside the program, you'll get practical tools, clear systems, and built-in accountability to reduce tax stress and stop feeling perpetually behind. If taxes have been a constant source of anxiety, this episode is for you.   Also mentioned in today's episode:  00:13 Introduction to Tax Awareness 02:36 The Importance of Quarterly Taxes 05:44 Understanding the Pain of Tax Bills 08:11 Who Money Bootcamp Serves 10:53 The Difference Between the Book and the Program 14:55 Accountability in Money Bootcamp 18:31 Invitation to Money Bootcamp Open House    If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.   Links: Check out my program, Money Bootcamp Join my Open House Today (2/10) at 3PM EST Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed Get your free visual guide to tax deductions  

Washington Democrats fought for college athletes just so they could tax them. Bill Gates responds to the recent Epstein controversy surrounding him. // Border Czar Tom Homan announced the withdrawal of about 700 federal agents from Minnesota in exchange for a major concession from local leaders. Senator Patty Murray is trying to stay relevant by bashing DHS agents. // Be wary of scammers this tax season, warns the Better Business Bureau.

Governor Ferguson says he doesn’t support the Democrats’ income tax bill as its currently written. Are we going to fall for this again? Rantz Exclusive: UW Seattle faculty meltdown, debate if whistles ‘retraumatize’ illegal immigrants. // A well-known doctor gets caught up in the Epstein scandal. Melinda Gates speaks out about her ex-husband’s ties to Epstein. // NFL Commissioner Roger Goodell is doing damage control ahead of Bad Bunny’s halftime performance.

Many business owners want to help their kids, but some moves can backfire. In this episode, you'll learn why giving your home to your children while you're still alive can cause huge tax problems. You'll hear real stories from women entrepreneurs who meant well but ended up creating big tax bills for their families. We break down how the step-up in basis works, why timing matters, and what smart strategies can protect your legacy. You'll also learn how tools like trusts can keep your home safe and help with tax planning. This is simple, clear finance advice any business owner can use right away. If you want to make better money decisions and protect the future you're building, this episode will help you understand what to do next. Listen now so you don't make a mistake that could cost your family thousands.   Next Steps: