Podcasts about tax changes

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Best podcasts about tax changes

Latest podcast episodes about tax changes

The Retirement and IRA Show
OBBBA Tax Changes Explained: EDU #2528

The Retirement and IRA Show

Play Episode Listen Later Jul 9, 2025 76:20


Chris's SummaryI am joined by Jake and Paul to discuss OBBBA tax changes and retiree impacts from the Inflation Reduction Act. We cover changes to brackets, deductions, personal exemptions, and estate limits. Paul explains how new SALT caps, Social Security deductions, and ACA credit rollbacks affect planning opportunities for retirees, especially those near income phaseouts […] The post OBBBA Tax Changes Explained: EDU #2528 appeared first on The Retirement and IRA Show.

The Quicky
The July 1 Changes You Need To Know & Why Your Adult Friendships Suck

The Quicky

Play Episode Listen Later Jun 30, 2025 12:53 Transcription Available


Happy new financial year to all those who celebrate! If you're not already busy preparing your tax return, take a listen for all the changes you need to be across in effect from today. Plus, if you've been wondering why adult friendships feel so much harder than they used to be, you're definitely not alone... And in headlines today Emergency crews are on standby as a 'cyclogenesis' low pressure system threatens to bring heavy rain & destructive winds to the NSW coast; The Israeli military has acknowledged civilians have been harmed while trying to access aid in Gaza, saying instructions have been issued following lessons learned; The jury in the Sean 'Diddy' Combs sex trafficking trial have begun to deliberate a verdict; Prince William's charity polo event has split with a donor who was allegedly offering a private meeting with the Prince and Princess of Wales to solicit donations Read more about the Wednesday waffle here & adult friendships here THE END BITSSupport independent women's media Check out The Quicky Instagram here GET IN TOUCHShare your story, feedback, or dilemma! Send us a voice note or email us at thequicky@mamamia.com.au CREDITS Hosts: Taylah Strano & Claire Murphy Guests: Ailish Delaney, Mamamia News WriterAudio Producer: Lu Hill Become a Mamamia subscriber: https://www.mamamia.com.au/subscribeSee omnystudio.com/listener for privacy information.

The Money To The Masses Podcast
Ep 510 - Why your first £100k is the most important, Truth about Premium Bonds & Council Tax Changes

The Money To The Masses Podcast

Play Episode Listen Later Jun 29, 2025 33:13


This week Damien explains why saving your first £100,000 is the crucial milestone if you want to be wealthy. He then looks at Premium Bonds, revealing the possible returns you can expect if you have the maximum £50,000 holding. He also explains how to improve your chances of winning a £1 million prize. Finally, Andy discusses the proposed changes to how council tax payments are collected.Check out this week's ⁠⁠⁠⁠⁠⁠⁠⁠podcast article⁠⁠⁠⁠⁠⁠⁠⁠ on the Money to the Masses website to see the full list of resources from this week's show(00:00) - Money to the Masses Podcast Episode 510(02:42) - How to Build Wealth: The Power of Compound Interest and the £100,000 Savings Milestone (15:42) - Premium Bonds Explained: Returns, Odds, and Are They Worth It in 2025? (27:04) - Council Tax Payment Changes in England: What Homeowners Need to KnowFollow Money to the Masses on social media:YouTube - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/moneytothemasses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/moneytothemasses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/moneytothemasses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Tik Tok - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@moneytothemasses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠You may already compare products and services online and make purchases but by doing so via our dedicated page you might not only save money but could also earn cashback or take advantage of exclusive offers for MTTM listeners.Every time you use a link on the page we may earn a small amount of money for our podcast. We only use affiliate links that give you an identical (or better) deal than going direct. Thank you for being an incredible part of our community. Your support means the world to us.Support the show by visiting and bookmarking our dedicated podcast page:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Money to the Masses Dedicated Podcast Page⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Click to support the showLinks referred to in the podcast:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NS&I set to cut premium bond rateWhat is the Financial Services Compensation SchemeCouncil tax payments set to changeFind your local councilCouncil tax explained and what to do if you are stuggling to paySubscribe to our NewsletterIf a link has an * beside it this means that it is an affiliated link. If you go via the link, Money to the Masses may receive a small fee which helps keep Money to the Masses free to use.

A Canadian Investing in the U.S. with Glen Sutherland
EP374 The Big Beautiful Bill What U.S. Tax Changes Mean for Canadian Investors Kristopher McEvoy

A Canadian Investing in the U.S. with Glen Sutherland

Play Episode Listen Later Jun 26, 2025 18:26


In this episode, Glen Sutherland and Kristopher McEvoy dive into the potential impact of proposed U.S. tax legislation on Canadian investors with U.S. assets. They discuss why proper investment structuring is more important than ever, the risks of increased withholding taxes, and how treaty changes could affect future returns. Kristopher shares why working with cross-border tax professionals is essential and offers practical strategies to help Canadians stay compliant, tax-efficient, and prepared for international policy shifts.

Investor Coaching Show – Paul Winkler, Inc
Tax Changes in 2025: Big Beautiful Bills and Capital Gains Exemptions for Property

Investor Coaching Show – Paul Winkler, Inc

Play Episode Listen Later Jun 23, 2025 22:33


Today, Evan shares his perspective on the changes happening to the tax code in 2025. Evan and Paul talk about how tax policy could affect regular investors and the changes you might see in your tax situation this year or the next.    For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call. 

The Bottom Line Pharmacy Podcast: Sykes & Company, P.A.
Tradeshow Series: Connect 2025 Recap, Tax Changes, and Your Financial Playbook

The Bottom Line Pharmacy Podcast: Sykes & Company, P.A.

Play Episode Listen Later Jun 21, 2025 15:18


Send us a textSchedule an Rx AssessmentSubscribe to Master The MarginThe tax landscape is shifting for pharmacies...Are you ready to adapt?In this bonus episode of The Bottom Line Pharmacy Podcast, we bring you fresh insights from the trade show at Connect2025 from RedSail Technologies.Scotty Sykes, CPA, CFP® and Kathy Blanchard, Senior Pharmacy Accountant deliver a boots-on-the-ground recap of the Connect2025 Conference, diving into their CE session.Financial and Regulatory DevelopmentsNavigating 340B Accounting ComplexitiesCritical changes to Tax Law and Accounting StandardsAll of that and more in this episode. Stay connected with us:FacebookTwitterLinkedInScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP Twitter More Resources on these Topics:Podcast – The One Big, Beautiful BillPodcast – Driving Independent Pharmacy Profitability in 2025

Seeds Of Wellbeing - SOW
Ep 55. Ag Property Tax Changes on Hawaii island

Seeds Of Wellbeing - SOW

Play Episode Listen Later Jun 15, 2025 70:08 Transcription Available


In this episode we speak with folks from the Hawaii County Department of Finance, Property Tax Administration office, about recent changes to Hawaii County's property tax regulations and filing requirements that can allow agriculture producers to receive, or continue to receive, preferential property tax rates for their property on the Big Island of Hawaii. These changes have created quite a stir among agriculture producers so we wanted to get more information and some clarification about these changes.Brought to you by University of Hawaii College of Tropical Ag. and Human Resilience (CTAHR), and the Seeds of Well-being (SOW) Project. This podcast is supported by the Farm and Ranch Stress Assistance Network (FRSAN) grant from the U.S. Department of Agriculture, National Institute of Food and Agriculture and Hawaii Department of Agriculture.Resources:County of Hawaii Property Tax website County Agriculture Program FAQsCounty Agriculture Requirements & BenefitsCounty Agriculture Use ValuesCounty Rules and Regulations detailsOur podcast with Senator Tim RichardsLisa's contact information: Lisa.Miura@hawaiicounty.govKeita's contact information: Keita.Jo@hawaiicounty.govFind out more about us: Seeds Of Wellbeing website Seeds of Wellbeing Resource Hub All the SOW links

Know Your Numbers with Chris McCormack
How the Proposed Tax Changes in the Big Beautiful Bill Affect Overtime Pay and Deductions

Know Your Numbers with Chris McCormack

Play Episode Listen Later Jun 12, 2025 23:51


In this episode of the Know Your Numbers REI podcast, host Chris McCormack, a CPA and certified tax planner, dives into the latest tax news and insights that affect entrepreneurs, real estate investors, and business owners. Chris discusses the implications of the "one big beautiful bill," which is currently under consideration in the Senate, highlighting key tax provisions that could impact listeners.He emphasizes the importance of proactive tax planning to help reduce stress and improve cash flow for business owners. Tune in as Chris unpacks potential changes to federal and state income taxes, payroll taxes, and more, providing valuable information to help you make informed financial decisions.If you find value in this episode, please leave us a five-star rating and review! Don't forget to follow to our channel for more insights and updates on tax strategies that can benefit you and your business.••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe 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.

Wealthion
Hidden Massive Tax Changes Coming In The One Big Beautiful Bill!

Wealthion

Play Episode Listen Later Jun 12, 2025 25:45


Brandy Maben, Director at WindRock Wealth Management, joins Maggie Lake to unpack what's buried in the new 1,000+ page 'One Big Beautiful Bill', and why even middle-class investors and small business owners should be alarmed. From forced IRA distributions and new Roth IRA restrictions to the elimination of grantor trusts and a possible halving of the estate tax exemption, the proposals could cost Americans millions. Even Roth IRAs could face Required Minimum Distributions (RMDs) for the first time ever. What you'll learn: Who is affected by the proposed tax hikes (hint: it's not just the ultra-wealthy) The retirement and estate tools that may soon disappear What to know about inherited IRAs, Roth conversion limits, and trust changes How to use Opportunity Zones to legally avoid capital gains taxes Why timing is critical, and what to do before your options vanish Volatility got you concerned? Get a free portfolio review with WindRock's Brandy Maben at: https://bit.ly/4kWnoeK Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Taxes #RetirementPlanning #EstatePlanning #TaxReform #RothIRA #OpportunityZones #FinancialPlanning #TaxStrategy #CapitalGains #BudgetBill ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Practice of Therapy Podcast with Gordon Brewer
Julie Herres | Private Practice Tax Changes Ahead | TPOT 385

The Practice of Therapy Podcast with Gordon Brewer

Play Episode Listen Later Jun 9, 2025 39:35


Let's be honest: when someone says “Let's talk tax law,” most of us want to fake a Wi-Fi outage and run for cover. But when Julie Herres joins The Practice of Therapy Podcast, you actually want to lean in. Somehow, she manages to make the ever-shifting sands of tax policy sound (dare we say it?) friendly — like a conversation over coffee with a really smart friend who also color-codes her spreadsheets. So, what's happening with taxes in 2025? Buckle up, practice owners, because there's a whole lot of “maybe” in the air. But Julie's here to help us wade through the uncertainty without losing our minds — or our deductions. Resources Mentioned In This Episode  Watch on YouTube Use the promo code “GORDON” to get 2 months of Therapy Notes free Google Ads for Therapists Consulting with Gordon Mental Health Wear TN The PsychCraft Network ‬Trauma-Informed Yoga Basics Meet Julie Herres Julie Herres is on a mission to inspire every private practice to be profitable. Over the last several years, that dream has become reality as Julie and her team have helped hundreds of private practice owners take their profit first and gain financial freedom. As the owner of GreenOak Accounting, Julie leads her firm with this goal in mind, providing tax, accounting and Profit First consulting services to private practices across the United States. Julie is also a Certified Profit First Professional, an IRS Enrolled Agent, a speaker and the host of the Therapy For Your Money podcast. GreenOak Accounting Therapy For Your Money Profit First for Therapists

Heather du Plessis-Allan Drive
Sam Emery: Australian correspondent on the Government's new tax changes set to impact super

Heather du Plessis-Allan Drive

Play Episode Listen Later Jun 9, 2025 4:17 Transcription Available


The Australian Government is set to make some tax changes - and it's got people worried about the future. Labor is looking to double the levy for to 30 percent for people with at least $3 million in their superannuation, with experts claiming at least 80,000 Australians will be impacted. Australian correspondent Sam Emery says there's plenty of vocal opposition to these changes. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Know Your Numbers with Chris McCormack
Understanding the Section 199A Deduction: How the QBI Tax Changes Impact Real Estate Investors

Know Your Numbers with Chris McCormack

Play Episode Listen Later Jun 6, 2025 15:43


Welcome to the Know Your Numbers REI Podcast! In this episode, host Chris McCormack dives deep into the latest developments in tax law, specifically focusing on the Section 199A deduction, also known as the Qualified Business Income (QBI) deduction.Whether you're a seasoned business owner or just starting out, this episode is packed with valuable insights to help you navigate the complexities of tax law and make informed decisions for your financial future.Don't forget to like, follow, and share this episode with anyone who could benefit from understanding these important tax changes!••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe 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.

Brownstein Podcast Series
Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill

Brownstein Podcast Series

Play Episode Listen Later Jun 5, 2025 18:22


Before heading into the Memorial Day recess, House Republicans met their self-imposed deadline by narrowly passing the One Big Beautiful Bill Act. Now, the reconciliation package moves to the Senate, where it faces criticism from both fiscal conservatives and moderates. Our tax team breaks down the 10 most likely changes that could emerge as the Senate takes up the bill—changes that would only need GOP votes to pass.

Money Talk For ER Docs™
Ep #241: Big Tax Changes Ahead—The Beautiful Bill Passed, So Let's Talk Strategy

Money Talk For ER Docs™

Play Episode Listen Later Jun 3, 2025 31:47


The House officially passed the One Big Beautiful Bill Act—so today, we're diving into what actually made it into the bill. If you listened to our earlier episode, you know we were taking some educated guesses, but now we've got real answers.  This bill is packed with changes—some extensions, some brand-new provisions—and while it's not law yet (it still needs to clear the Senate), it's already shaping major tax and financial planning conversations. So let's break down what passed and what it could mean for your bottom line.

Associates on Fire: A Financial Podcast for the Associate Dentist
95: The Big Beautiful Bill: Proposed Tax Changes That Might Affect You

Associates on Fire: A Financial Podcast for the Associate Dentist

Play Episode Listen Later May 29, 2025 23:29


In this episode of the Dental Boardroom Podcast, Wes Read, CPA and CFP, breaks down the key elements of the newly passed House tax bill—H.R.1, also called the “One Big, Beautiful Bill Act.” While it still faces an uncertain path in the Senate, this bill aims to permanently extend many provisions of the 2017 Trump Tax Cuts and Jobs Act. Wes walks dentists through what matters most, including the preservation of lower income tax rates, an increased standard deduction, and the continuation of the SALT deduction cap and mortgage interest limits—provisions that have significant implications, especially for practice owners in high-tax states.He also explains temporary tax exemptions for overtime and tip income, a proposed auto loan interest deduction, and how these changes could affect employee expectations and HR management. Whether you're a practice owner, associate, or independent contractor, Wes shares insights to help you prepare for what's coming and highlights why staying proactive on tax strategy is more critical than ever.Key Takeaways:Overview of the "One Big, Beautiful Bill Act (H.R.1)", passed narrowly by the House on May 22, 2025.Focus on the tax policy provisions most relevant to dentists, associates, and independent contractors.Breakdown of the permanent extension of the 2017 Tax Cuts and Jobs Act, including lower tax rates, standard deduction changes, and SALT deduction caps.mWes explains how blue-state dentists may continue to feel the pinch from SALT and mortgage interest deduction limits.Commentary on temporary tax exemptions for tips and overtime pay — and how it may lead to HR challenges and enforcement complexity.Discussion on a proposed auto loan interest deduction and increased standard deduction amounts.Practical insights for dental professionals on how these tax changes could impact your bottom line.Caution on the uncertainty of final Senate approval — changes are likely.#DentalBoardroomPodcast #DentalCPA #TaxBill2025 #TrumpTaxPlan #DentalFinance #PracticeCFO #HRTaxTips #WesReadCPA #DentalPracticeOwners #DentistMoneyMatters #SALTdeduction #TaxStrategy

Spidell's California Minute
Proposed tax changes in the Governor's budget revision

Spidell's California Minute

Play Episode Listen Later May 29, 2025 4:37


This week, we're covering the tax changes in the Governor's proposed budget revision.

Know Your Numbers with Chris McCormack
Navigating Future Tax Changes: Essential Tax Planning Tips for Real Estate Investors Amidst Potential Expirations

Know Your Numbers with Chris McCormack

Play Episode Listen Later May 29, 2025 14:04


Welcome to the Know Your Numbers REI Podcast! In this episode, host Chris McCormack, CPA, Certified Tax Planner, and founder of Better Books Accounting, dives deep into the implications of the 2017 Tax Cuts and Jobs Act for real estate investors.As we approach the expiration of key provisions in this tax act, Chris discusses the potential changes in tax brackets, bonus depreciation, and capital gains tax rates that could significantly impact your bottom line. He emphasizes the importance of proactive tax planning and staying informed about current tax laws to make confident decisions regarding your investments.Whether you're considering selling a property, refinancing your rental portfolio, or simply looking to optimize your tax strategy, this episode is packed with valuable insights and actionable advice.Don't miss out on this essential information that could shape your financial future!Follow to the Know Your Numbers REI Podcast for more insights on real estate investing and tax planning!••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe 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.

Punters Politics
Super Tax Changes Explained: Rich Punts vs Regular Punters

Punters Politics

Play Episode Listen Later May 27, 2025 52:26


Buy Punters T-shirtsSupport We the Punters on PATREON Is Labor's new super tax really the attack on retirement savings that the media claims, or are wealthy Australians trying to protect their billion-dollar tax breaks - and why should regular Australians actually be celebrating these changes? We also discuss: Qantas ControversyNational Parks Fee IncreasesTiny House DramaNational/Liberal Party Split What Punter are you? Take the Quiz! Buy Punters Stickers & T-shirts See omnystudio.com/listener for privacy information.

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action
Tax Benefits, Tax Planning and Tax Changes – Strategies for Real Estate Investors

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action

Play Episode Listen Later May 26, 2025 56:26


Taxes can be one of the biggest expenses for real estate investors … but also one of the greatest opportunities. In this episode, we welcome back tax strategist Tom Wheelwright, CPA to unpack the latest tax updates, upcoming changes, and steps investors can take now to reduce their next tax bill. As a Rich Dad Advisor, bestselling author, and CEO of WealthAbility, Tom has helped countless investors keep more of what they earn. Tune in as he and Robert dig into what's changed, what's ahead, and how you can turn taxes into a powerful wealth-building tool. Then we're headed to Lake Tahoe for our Market Spotlight! Since 1997, The Real Estate Guys™ radio show features real estate investing ideas, strategies, interviews, and all kinds of valuable resources.  Visit the Special Reports Library under Resources at RealEstateGuysRadio.com   

We The Patriots Podcast
Nightmare Spending Bill and Fake Videos | WTP #114

We The Patriots Podcast

Play Episode Listen Later May 26, 2025 49:01


Sal Assante exposes the 2025 spending bill's tax changes, entitlement cuts, and debt ceiling risks in Episode 114 of We The Patriots Podcast. Plus, he covers the murder of Israeli diplomats and AI's threat to media authenticity. Subscribe for weekly truth bombs and visit our Substack for more!

The Brian Mudd Show
Q&A – What the Income Tax Changes w/the One Big Beautiful Big Bill Mean to You

The Brian Mudd Show

Play Episode Listen Later May 22, 2025 7:14 Transcription Available


Almost all Americans benefit, most with even lower tax burdens that what they currently pay and the only people who don't benefit are upper income earners.  

Las Vegas Real Estate NOW
2025 - Episode 19 - Tax changes and tips for boosting credit score!

Las Vegas Real Estate NOW

Play Episode Listen Later May 21, 2025 45:01


New episode with Todd Cox and John Ingram! We discuss whether or not taxes on tips and social security be eliminated, smart & free tips to help improve your credit score, and more. #LasVegasRealEstate #CreditScore #Tips #RealEstateTips #LasVegasRealEstateRadio #RealEstate #Lvrealestate #LasVegas Facebook: www.facebook.com/LVRealEstateRadio Twitter: www.twitter.com/LVRERadio LinkedIn: www.linkedin.com/in/LVRealEstateRadio Instagram: www.instagram.com/lvrealestateradio/ SoundCloud: @lvrealestateradio Website: www.lvrealestateradio.com

Montana Public Radio News
Governor signs property tax changes into law

Montana Public Radio News

Play Episode Listen Later May 20, 2025 1:29


Roughly 250,000 homeowners and small businesses are projected to see a break on rising property taxes under two bills Gov. Greg Gianforte signed.

RNZ: Morning Report
Govt proposes tax changes to bring in foreign investment

RNZ: Morning Report

Play Episode Listen Later May 19, 2025 4:21


The government is proposing tax changes it says will bring in more foreign investment and make it easier for start-ups to attract and retain staff. Tax expert Geoff Nightingale spoke to Corin Dann.

Main Street Matters
The Impact of Federal Tax Changes on Families with Mattias Gugel

Main Street Matters

Play Episode Listen Later May 16, 2025 26:40


In this episode of Main Street Matters, Jordan Bruneau speaks with Mattias Gugel from the National Taxpayers Union about the current state of tax policy in the U.S. They discuss the implications of the federal Tax Cuts and Jobs Act, the importance of state-level tax developments, and the impact of payroll taxes on small businesses. The conversation also touches on the role of fees in business costs, the need for competition in the credit card industry, and the effects of local taxes and bonds on taxpayers. Throughout the discussion, the importance of taxpayer engagement and advocacy is emphasized. Main Street Matters is part of the Salem Podcast Network - new episodes debut every Wednesday & Friday. For more on the National Taxpayers Union CLICK HERE Chapters 00:00 Introduction to Tax Policy and Its Impact 02:55 The Federal Tax Cuts and Jobs Act 06:09 State-Level Tax Developments 09:10 Understanding Payroll Taxes 12:01 The Role of Fees in Business Costs 15:08 Competition in the Credit Card Industry 17:58 Local and Municipal Taxes 21:03 Bonds and Their Impact on Taxpayers #taxpolicy #TaxCutsandJobsAct #statetax #developments #payrolltaxes #smallbusiness #fees #creditcard #industry #municipaltaxes #bonds #taxpayer #engagementSee omnystudio.com/listener for privacy information.

Estate Planning Daily
Washington State Estate Tax Changes!

Estate Planning Daily

Play Episode Listen Later May 12, 2025 0:43


Washington State Estate Tax Changes! Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

Northern Ag Network On Demand
Digging Into Property Tax Changes and the Effects on Ag Producers

Northern Ag Network On Demand

Play Episode Listen Later May 9, 2025 16:23


Some significant changes made to property taxes in Montana in the legislative session. While the legislature was able to offer some relief on residential property taxes, Nicole Rolf with the Montana Farm Bureau says that tax burden is shifted over to other classes including agriculture.See omnystudio.com/listener for privacy information.

WealthTalk
Unlocking Exclusive Deals for Landlords: Anthony Bailey-Grice on LNPG's Secret to Saving Thousands

WealthTalk

Play Episode Listen Later May 7, 2025 38:50


In this episode of WealthTalk, Christian Rodwell is joined by Anthony Bailey-Grice, Managing Director of LNPG, the UK's largest buying group exclusively for private landlords. Anthony shares the origin story of LNPG, born from the challenges private landlords face when trying to secure fair pricing and high-quality products, and how the company has grown into a powerful resource for landlords seeking better margins and stronger supplier relationships.Anthony explains how LNPG leverages contract pricing to unlock exclusive savings, why a tiered membership model supports landlords at every stage, and the importance of recurring income in building a sustainable business. He also highlights how onboarding and education—through monthly webinars and a thriving Facebook community—play a crucial role in helping members maximise the value of their membership.Whether you're a seasoned landlord or just starting out, this episode offers a behind-the-scenes look at how LNPG empowers its members with access, knowledge, and a supportive community—ultimately helping landlords save money, improve their properties, and grow their portfolios with confidence.Tune in to discover how LNPG is reshaping the landlord experience through collaboration, quality, and smarter buying power.Resources Mentioned In This Episode: >> LNPG [WEBSITE]>> LNPG [FACEBOOK GROUP]>> LNPG's monthly Non-Members Webinar>> Recommended PaintNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

PROPERTY LEGENDS with novak properties
EP. 1407 - MASSIVE LAND TAX CHANGES FOR NSW... SECRETLY RELEASED

PROPERTY LEGENDS with novak properties

Play Episode Listen Later Apr 28, 2025 16:31 Transcription Available


Are you losing thousands in unnecessary land tax payments every year? This eye-opening discussion reveals the hidden tax burden that's crushing property investors' returns across New South Wales.We dive deep into the mechanics of land tax, demonstrating how this seemingly small 1.6% levy can drain up to $10,000 annually from a typical Northern Beaches investment property. More importantly, we unveil the strategic difference between houses and units that could save you a quarter-million dollars over ten years of investing. Through clear examples, we demonstrate how owning three units can result in zero land tax while a single house of equivalent value triggers a $10,000 annual bill.The government's recent freezing of thresholds has created massive bracket creep, silently increasing investor tax burdens by approximately 30% annually as property values rise but thresholds remain static. This isn't just theoretical - we walk you through the exact steps to research any property's land tax liability using the NSW Valuer General's website, empowering you with crucial knowledge before your next purchase.Property investing success increasingly depends on understanding these hidden costs. Whether you're a seasoned investor or just starting out, mastering these land tax principles will dramatically improve your investment outcomes. Text LAND TAX to 0460 111 111 now to receive our calculations and search instructions, and transform yourself into a true land tax ninja.

Las Vegas Real Estate NOW
2025 - Episode 16 - Home warranty limits, NV property tax changes, and more!

Las Vegas Real Estate NOW

Play Episode Listen Later Apr 23, 2025 44:11


WealthTalk
Defining Your ONE THING to Transform Your Daily Productivity w/ Jay Papasan

WealthTalk

Play Episode Listen Later Apr 23, 2025 40:37


In this episode of WealthTalk, we're joined by Jay Papasan, bestselling co-author of The One Thing, who reveals how mastering focus and embracing fear can be powerful drivers of success in business and life. With host Christian Rodwell, Jay shares his journey from being a book editor to building wealth as an entrepreneur, and how shifting his mindset was the first step towards lasting transformation.Jay explains how fear is often a signal pointing us toward growth and opportunity, and why learning to focus on just “one thing” can create extraordinary results. He dives into the core concepts behind his book, including the importance of clarity, daily discipline, and aligning your actions with your highest priority. Along the way, he opens up about the real challenges of entrepreneurship, the role of willpower and habit-building, and how integrity and mentorship played pivotal roles in his own success.This episode is packed with practical advice for anyone on the entrepreneurial path—whether you're feeling overwhelmed by too many choices, unsure where to start, or struggling to maintain momentum. Jay's insights will help you cut through the noise, take focused action, and build a business and life with purpose.Tune in now to discover how fear, when met with clarity and courage, can become your greatest ally on the journey to wealth and fulfilment.Resources Mentioned In This Episode: Next Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

The Bottom Line Pharmacy Podcast: Sykes & Company, P.A.
Tradeshow Series: APC, Tax Compliance, Tax Changes, Methylene Blue

The Bottom Line Pharmacy Podcast: Sykes & Company, P.A.

Play Episode Listen Later Apr 17, 2025 16:57


Send us a textAre you shipping GLPs and other compounded medications out of state? You may have a tax compliance issue.  From constant GLP changes to multi-state taxes, we're coming to you post-APC Owner's Summit to bring you the 411 on the compounding world! In this episode of The Bottom Line Pharmacy Podcast, Scotty Sykes, CPA, CFP® and Austin Murray share key insights from the APC Summit. Tune in to learn more about: The growing role of wellness in patient care Navigating multi-state tax complexities and IRS modernization What the expiration of the Tax Cuts and Jobs Act could mean for you Stay up to date on new episodes by liking and subscribing! Click here for the transcriptStay connected with us:  Facebook Twitter (X) LinkedInInstagram Scotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter More resources about this topic:Podcast – Compounding Comeback Podcast – Navigating GLP-1 Growth Podcast – Driving Independent Pharmacy Profitability in 2025 

WealthTalk
How to Make Your Property Portfolio Work Harder with LHA Strategies

WealthTalk

Play Episode Listen Later Apr 16, 2025 55:12


In this episode of WealthTalk, we're joined by Raj Beri, a former scientist turned full-time property investor, who reveals how he built a successful portfolio using innovative strategies—including the Local Housing Allowance (LHA) model) to maximise rental income. With hosts Christian Rodwell and Kevin Whelan, Raj unpacks the complexities of navigating housing benefit tenants, government regulations, and tenant relationships, while debunking common myths that deter many investors from exploring this path.Raj shares the ups and downs of leaving behind a stable career, the importance of having a financial safety net, and how mentorship and community support have been key pillars in his property journey. He speaks candidly about the challenges of tenant management, the need for adaptability in an ever-changing market, and how leveraging his corporate skills helped him become a more effective landlord and investor.The episode also highlights Raj's belief that anyone can succeed in property with the right mindset, education, and support. Whether you're just getting started or looking to expand your strategy, this conversation offers practical insights into achieving long-term wealth through property.This episode is essential listening for aspiring and experienced property investors alike—especially those curious about high-cashflow models, buy-to-let, HMOs, and building resilience in the face of regulatory change.Tune in now to learn how Raj Beri transformed his life through property investment—and how you can too.Resources Mentioned In This Episode: >> Raj Beri [LinkedIn]>> Raj Beri [Website]>> Brand New! Wheel of WealthNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

Generational Wealth MD
2025 Tax Changes & Paying $0 in Taxes (Feat. Thomas Castelli CPA)

Generational Wealth MD

Play Episode Listen Later Apr 11, 2025 30:20


With President Trump's Tariffs wreaking havoc on the stock market, there's a lot of uncertainty amid investors - Is this still a good time to invest in real estate? Can investing in real estate still help me lower my taxes? What other big changes to the tax code can I expect ?Join me and Thomas Castelli CPA as we dive deep into: 1. Tax optimization strategies in 2025 for real estate investors2. What's happening with 100% bonus depreciation? 3. Potential tax changes for 2025So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

WealthTalk
1 Product, 2 Customers: Donnie's Blueprint to a Multi-Million Pound Business with Minimal Hours

WealthTalk

Play Episode Listen Later Apr 9, 2025 60:05


In this episode of WealthTalk, we're joined by Donnie Maclean, the founder of Eat Balanced, a company committed to creating healthier pizzas that don't compromise on taste—developed in collaboration with a professor of nutrition. Donnie takes us through his entrepreneurial journey, highlighting the challenges of building a food brand from scratch, getting into supermarkets, and the even harder task of staying on the shelves.He shares his philosophy of "health by stealth", aiming to improve nutrition without forcing radical changes in consumer habits. Throughout the conversation, Donnie speaks openly about the emotional roller coaster of business ownership, the importance of accountability, and the lessons he's learned from years in the industry. His story is one of resilience, innovation, and the constant pursuit of improvement.The episode also explores Donnie's transition into the world of business acquisitions and sales, as he discusses the flawed nature of the current system and the emotional toll it can take on business owners. His new venture, Sell to Retire, is focused on supporting entrepreneurs who are ready to exit, by bridging the gap between sellers and buyers with empathy and understanding. Donnie reflects on the essential role of trust and communication in business relationships and shares his belief that financial independence is achievable with the right planning, especially as retirement approaches.This episode is a must-listen for anyone passionate about entrepreneurship, nutrition, business growth, or preparing for a successful business exit.Tune in now to hear Donnie's incredible journey and gain valuable insights that could transform your own business path.Resources Mentioned In This Episode: >> Donnie Maclean [LinkedIn]>> Health by Stealth [Website]>> Take the quiz to see if your business is ready to sellNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

WealthTalk
Communicate with Confidence: Mastering Public Speaking w/ Andy Haynes

WealthTalk

Play Episode Listen Later Apr 2, 2025 40:34


Stepping onto a stage or speaking in front of an audience can be intimidating, but mastering public speaking is a game-changer for building confidence, authority, and wealth. For Andy Haynes—award-winning property investor, former BBC presenter, and founder of Speaking Success—effective communication has opened doors to new opportunities and lasting connections.In this episode, Chris Rodwell and Andy explore the key strategies for becoming a confident speaker, including storytelling techniques, maintaining audience engagement, and using public speaking to elevate your brand. They also discuss how to turn nerves into a powerful asset, the importance of preparation, and why positioning yourself as a speaker can unlock joint ventures and business growth.If you're looking to improve your communication skills, build your personal brand, or use public speaking as a tool for wealth creation, this episode is packed with actionable insights to help you take the stage with confidence.Tune in now and start mastering the art of public speaking!Resources Mentioned In This Episode: >> Andy Haynes [LinkedIn]>> No More Rent: The First Time Buyer's Key to Unlocking Home Ownership [Amazon]>> Speaking Success w/ Andy HaynesNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

WealthTalk
Smart Strategies for Commercial Property Success w/ Suzi Carter

WealthTalk

Play Episode Listen Later Mar 26, 2025 41:28


Leaving behind the familiarity of residential property investment can feel like a big leap, but for Suzi Carter, transitioning to commercial real estate has opened the door to higher returns, greater financial security, and long-term wealth-building opportunities. As a seasoned commercial property expert and founder of The Commercial Property Academy, Suzi has helped countless investors leverage SSAS pensions, navigate economic shifts, and uncover high-yield commercial deals.In this episode, Chris Rodwell and Suzi dive into the key strategies for succeeding in commercial property, including identifying undervalued properties, understanding tenant demand, and using creative deal structures like lease purchase options. They also explore the latest UK budget changes and how investors can adapt to new tax policies while capitalising on current market opportunities.If you're looking to diversify your portfolio, unlock new funding strategies, or build wealth through commercial property, this episode is packed with practical insights to help you take action.Tune in now and take control of your financial future!Resources Mentioned In This Episode: >> Suzi Carter [LinkedIn]>> Suzi Carter [Website]Next Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

The Real Estate CPA Podcast
317. Crush Break-Even: Pricing and Occupancy Hacks for your STR with Avery Carl

The Real Estate CPA Podcast

Play Episode Listen Later Mar 19, 2025 35:47


In this episode of the Tax Smart REI Podcast, Thomas and Ryan talk with short-term rental investor Avery Carl, founder of the Short Term Shop and author of Smarter Short-Term Rentals, about how she grew one cabin purchase into a portfolio of over 250 units. Avery shares the blueprint for choosing the right vacation markets, designing systems for self-management, and avoiding costly pitfalls in today's higher-rate environment. Tune in to learn: - Why buying where you've actually vacationed can give you a guest-focused edge. - How strategic pricing and technology keep your calendar booked—even off-season. - The real scoop on “mega-theming” and the simple design approach that still earns five-star reviews. - Tips for building a reliable local team when you're investing from afar. - How Avery leverages the short-term rental tax strategy to keep more cash in her pocket. This episode will help you spot the right deals and scale sustainably. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli Connect with Avery: The Short Term Shop: theshorttermshop.com Avery Carl on Instagram: @theaverycarl and @theshorttermshop 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.

WealthTalk
How I Built My Own AI Property Power Team w/ Ian Bluck

WealthTalk

Play Episode Listen Later Mar 19, 2025 50:10


Leaving behind a stable corporate career is a big step, but for Ian Bluck, it was the best decision he ever made. After spending 24 years climbing the corporate ladder, he replaced his salary with just one property deal and transformed his approach to wealth building. In this episode, Ian shares how he leveraged property investment, networking, and technology to break free from the constraints of a traditional job and create a life of financial freedom.We explore the key mindset shifts required to transition from employment to entrepreneurship, the role of recurring income in long-term wealth building, and why surrounding yourself with the right community can accelerate your success. Ian also reveals how AI and automation are changing the game for property investors and business owners, making wealth-building strategies more efficient and scalable.If you've ever wondered what it takes to achieve true financial independence, this episode is packed with valuable insights and practical steps to help you take control of your future. Whether you're looking to grow your property portfolio, integrate smarter technology into your business, or develop the right wealth-building habits, Ian's journey offers inspiration and actionable advice.Tune in now and take control of your financial future!Resources Mentioned In This Episode: >> Ian Bluck [LinkedIn]>> Get Your Free AI Property Freedom Blueprint>> Watch "Can You Have A Lifestyle Business And Create Wealth? w/ John Lamerton"Next Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

The Wellness Revolution Podcast with Amber Shaw
361. How Tax Changes After Divorce: Filing Status, Child Credits, and Hidden Costs

The Wellness Revolution Podcast with Amber Shaw

Play Episode Listen Later Mar 17, 2025 15:02


Staring at your tax forms with dread after divorce?   In this episode of The Divorce Revolution Podcast, I break down the tax implications of divorce that no one warns you about. I explain how your filing status changes immediately after your divorce is finalized, who gets to claim the kids on taxes, and the different tax treatments for alimony and child support. I also share some hidden costs of divorce you might not be thinking about, including potential tax penalties on splitting assets like retirement accounts and capital gains taxes on selling your marital home.    As someone who's been through this myself, I understand how overwhelming financial stability can feel post-divorce, which is why I'm giving you practical advice on how to stay ahead of the game—from hiring your own CPA (especially if your ex handled the taxes before) to adjusting your withholdings to avoid surprises next year.   Resources Mentioned: TurboTax Qualified Domestic Relations Order (QDRO) for retirement account transfers Sign up for ReNewU waitlist to get early access: https://products.ambershaw.com/signature-waitlist Nail Your Niche: https://ambershaw.samcart.com/products/nail-your-niche   What I Discuss: How your filing status changes after divorce (single vs. head of household) Tax implications for claiming children as dependents Alimony and child support tax considerations Hidden tax costs: retirement accounts, home sales, and capital gains Why your tax refund might shrink (or disappear) after divorce Practical steps to prepare for your first post-divorce tax season   Key Takeaways: "If your ex was handling all of the taxes before, please get a CPA and have them review everything." "Remember divorce isn't the end. It's your fucking launch pad, girl."   Find more from Amber: Instagram: @msambershaw Website: ambershaw.com  Youtube: https://www.youtube.com/@msambershaw

The Real Estate CPA Podcast
316. Tiny Homes, Huge Returns: How Rob Abasolo Built a Winning STR Portfolio

The Real Estate CPA Podcast

Play Episode Listen Later Mar 10, 2025 43:53


In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with short-term rental investor Rob Abasolo—the mind behind the “Robuilt” YouTube channel—to discuss how he transformed his copywriting background into a thriving short-term rental empire. Rob reveals how he maximizes ROI through unique stays, eye-catching design, and strategic tax planning. Tune in to learn: - Why tiny homes and unique spaces can command premium nightly rates. - How reinvesting in a property's outdoor amenities can boost revenue—and profit—dramatically. - Practical tips on professional photography, design, and marketing that set listings apart. - Key strategies for leveraging the short-term rental loophole and bonus depreciation. - Rob's blueprint for scaling a short-term rental portfolio, including his biggest upcoming deal. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli Connect with Rob: https://www.instagram.com/robuilt/ https://www.hostcamp.com/ 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.

The Real Estate CPA Podcast
315. The Future of Bonus Depreciation and SALT: 2025 Tax Updates with Nathan Sosa, CPA, MST

The Real Estate CPA Podcast

Play Episode Listen Later Mar 4, 2025 28:37


In this episode, Thomas and Nathan Sosa take a deep dive into the potential 2025 tax changes that could reshape the landscape for real estate investors. They outline what may happen if the Tax Cuts and Jobs Act expires, how bonus depreciation could come back (or not), and what you need to do to prepare now so you're not caught off-guard. They discuss: - Tax Brackets & QBI: How rates could shift in 2025—and why that matters for your business income. - 100% Bonus Depreciation: Whether it might return, why it's a hot-button issue, and how to plan for different outcomes. - SALT Deduction & Carried Interest: Why these provisions make headlines, what reforms might occur, and how changes could affect you. - Legislative Timing: The critical milestones for budget reconciliation and what to expect from Congress in 2025. - Survival Strategies: Extending your returns, tracking key bills, and taking advantage of planning opportunities to minimize taxes. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli 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.

The Real Estate CPA Podcast
314. Depreciation 101: How to Use It the Right Way to Save Thousands in Taxes

The Real Estate CPA Podcast

Play Episode Listen Later Feb 25, 2025 27:55


In this episode, Ryan and Thomas take a deep dive into depreciation, one of the most powerful tax-saving tools available to real estate investors. They break down how depreciation works, how to accelerate it, and strategies to minimize depreciation recapture when selling your properties. They discuss: - Depreciation 101 – What it is, how it works, and why it matters for investors. - Cost Segregation & Bonus Depreciation – How to front-load tax savings and boost cash flow. - Depreciation Recapture – The “dark side” of depreciation and how to avoid unnecessary tax hits. - Strategic Planning – When a cost segregation study makes sense and how to use depreciation to offset W-2 or passive income. - The Lazy 1031 Exchange – A little-known strategy to defer taxes without doing a full 1031 exchange. - And more! To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli 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.

The Real Estate CPA Podcast
312. From Wall Street to Short-Term Rentals: How to Build a 38-Property Empire with Michael Chang

The Real Estate CPA Podcast

Play Episode Listen Later Feb 13, 2025 30:38


In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with short-term rental investor Michael Chang to discuss how he went from Wall Street investment banker to building a 38-property short-term rental empire. Michael shares how he leveraged rental arbitrage, short-term rental tax strategies, and automation to achieve financial freedom. Tune in to learn: - How Michael transitioned from a high-pressure Wall Street career to full-time real estate investor. - The basics of rental arbitrage and why it's an ideal starting point for new investors. - How Michael scaled his short-term rental business to 38 properties while optimizing for tax efficiency. - The key technology and AI tools that help him manage his portfolio remotely. - Strategies for reducing taxes and maximizing cash flow as a short-term rental investor. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli Connect with Michael: https://www.strlikethebest.com/ 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.

The Real Estate CPA Podcast
313. Do I Need To Do A Cost Segregation Study?

The Real Estate CPA Podcast

Play Episode Listen Later Feb 12, 2025 22:01


In our first monthly Q&A episode, Ryan and Thomas answer the most pressing tax questions from listeners. They tackle a variety of hot-button topics, including when flipping property income is considered “active” (and why that matters if you have a W-2), how partial asset dispositions really work, and whether or not a cost segregation study has to be performed in the first year. They discuss: - Flips & W-2 Incomes – Why these profits generally count as active, even if you're not a real estate professional. - Partial Asset Dispositions – Deducting the cost of replaced components (like an old roof) to save on taxes. - Cost Seg Timing – Is it necessary to perform a cost segregation study in Year 1, or can you do it later? - Short-Term Rentals vs. REPS – Understanding when you do (and don't) need real estate professional status. - Bonus Depreciation Updates – What investors need to know about the potential return of 100% bonus depreciation. Remember to submit your questions at contact@therealestatecpa.com or the Tax Smart Investors Facebook group. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli 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.

The Real Estate CPA Podcast
311. LLC Myth-Busters: Is Your Real Estate Really Protected?

The Real Estate CPA Podcast

Play Episode Listen Later Feb 7, 2025 23:41


In this episode, Ryan and Thomas pull back the curtain on LLCs, busting the biggest myths that trip up real estate investors—and revealing how to truly protect your rental portfolio. They discuss: - Asset Protection vs. Tax Savings—understanding what LLCs really do (and don't do). - The Right Structure—single-member, multi-member, or holding company? - Pitfalls to Avoid—from the “due on sale” clause to S corp mix-ups. - And more! If you're eager to make sure your LLC is set up the right way—or wondering if you even need one—this episode is for you. Tune in and discover how to keep your real estate assets safe and sound. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli 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.

Better Wealth with Caleb Guilliams
"Trump Is a Mob Boss" CPA Decodes Trump's Economic Agenda - Tariffs, Doge, Tax Changes, & Crypto

Better Wealth with Caleb Guilliams

Play Episode Listen Later Feb 6, 2025 57:00


CPA & Wealth Expert, Tom Wheelwright delves into President Trump's economic agenda, tax changes, and analyzing the implications of new tariffs on Canada, Mexico, and China, as well as what we should expect from cryptocurrency over the next 4 years. He provides expert commentary on how these policies may affect both the national economy and individual financial strategies. Check out Tom's Youtube: @TomWheelwrightCPA Buy Tom's Book: https://a.co/d/24riaht ______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.