Podcasts about tax changes

MURFREESBORO, Tenn. - A Tennessee administrative judge has ruled that 12 Rutherford County properties should be classified as residential, not commercial, reversing retroact

Rachel Reeves announced seven policy changes outside of the normal fiscal calendar, and Claire Hancott breaks down exactly what they mean for business owners and the people running them. From the mileage rate increase that's been frozen for 15 years to the VAT cut on kids' hospitality that might never reach consumers, this episode cuts through the noise to tell you what actually changes for your business and what is just headlines. Key topics covered: The 12-month vehicle excise duty holiday for HGVs and why it will not move the dial for most transport businesses immediately Mileage rates rising from 45p to 55p per mile, backdated to April 6, and the double-edged sword for employers who pay staff mileage The fuel duty freeze and what it actually means in pounds and pence for HGV operators The VAT cut to 5% on children's hospitality and attractions, and why most businesses will not pass it on to consumers Free bus travel for children in August only, food tariff cuts on 100 products, and the limited help for farmers ⭐ Rate, Review & Share this episode with fellow business owners, and let's grow together! ⭐ Subscribe to the weekly newsletter to get Expert Advice Straight to Your Inbox: https://www.profitcashgrowth.com/subscribe ⭐ Get a Free copy of Claire's book Profit By Numbers: https://www.profitcashgrowth.com/book   VALUABLE RESOURCES Website LinkedIn YouTube Facebook ABOUT THE HOST: Claire Hancott through Profit Cash Growth helps 7 & 8 figure business owners to increase their profit, improve their cashflow and grow their business using their numbers. As a finance director & chartered management accountant, Claire has nearly 20 years' experience in finance and running businesses of her own. This gives her a unique insight into the information and support business owners need to grow a financially successful business. Claire passionately believes that every business should be run by the numbers because the numbers in your business are telling you a story about what is and isn't working and where your opportunities lie. Claire's mission is to provide insightful management accounts, reports and advice to business owners and support them to make smarter decisions.    *The content of this podcast is for entertainment purposes only and does not constitute professional advice.

Policy experts Jeff Brandes and Anders Croy discuss how Florida's proposed property tax changes could affect homeowners, renters, local governments, and public services.

Send us Fan MailThe proposed 2026 budget tax changes have generated significant concern among business owners, but most of the commentary has focused on politics rather than practical strategy. This episode cuts through the noise and addresses what small business owners should actually be thinking about before any of these changes become law.Stuart and Mena work through three areas where the proposed changes have the greatest potential impact. On trust taxation, the discussion explores how limiting income splitting to family members on lower tax rates shifts the planning focus from who receives income to when and why an interposed company structure may offer meaningful flexibility under the new rules. On capital gains tax, the episode makes the case that the biggest risk for most business owners is not future CGT changes but failing to access the generous small business CGT concessions that already exist today, many of which require years of preparation to qualify for. And on negative gearing, the discussion examines what the removal of deductions means for the economics of established residential property, and why markets often create the best buying opportunities when sentiment is at its weakest.The broader message runs through every segment: tax rules change, governments change, and business owners who build valuable businesses with clean structures and genuine flexibility consistently come out ahead, regardless of which policy environment they find themselves in.If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps us reach more incredible listeners like you. Thank you for being a part of the journey! Click here to subscribe to our weekly email. SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here. Work with Mena & Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website. Follow us: Stuart: Twitter/X and LinkedIn.  Mena: LinkedInIMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

Craig Day and Tim Sanderson answer many of the questions we have received from advisers regarding the proposed CGT, negative gearing and discretionary trust tax changes.The answers are based on both the Federal Budget papers as well as newly introduced legislation which includes the proposed amendments to implement the CGT and negative gearing changes. Hosted on Acast. See acast.com/privacy for more information.

Anthony Albanese denies he tried to hide tax changes from Australians at the last election; The Opposition demands more human involvement in the allocation of aged care packages; And in sport, the Socceroos say they're working on the little things ahead of the World Cup.

The government's tax changes pass the House of Representatives, but face a challenge in the Senate; Australian Sumud Flotilla members call for further action against Israel; And in sport, Socceroos defender Lucas Herrington boosted by his coach's public vote of confidence ahead of the World Cup.

The Federal Budget has delivered some of the mostsignificant tax and property policy changes Australia has seen in decades.In this episode of Property & Finance, Theo Chamberssits down with economist Martin Lakos to discuss what the changes mean forinvestors, business owners, first-home buyers and everyday Australians.This episode covers:• Capital Gains Tax reforms• Negative gearing changes• Trust taxation updates• The impact on housing affordability• Rental market implications• Borrowing capacity and lending considerations• SMSF investment opportunities• The future of property investing in AustraliaMartin and Theo also discuss the broader economicconsequences of the reforms, including their potential impact on housingsupply, investment activity and long-term wealth creation.If you're an investor, homeowner, business owner or simplytrying to understand how the Budget may affect your financial future, thisepisode is essential listening.

In this in-depth podcast, Chartered Accountants Shesh Mani Dahal and Sandesh Paudyal break down Nepal Budget 2083 and discuss its potential impact on taxpayers, investors, businesses, and the overall Nepal economy. The conversation begins with a comprehensive Nepal Budget Analysis, exploring the government's fiscal priorities, budget allocation strategy, and the economic direction reflected in Budget 2082. The discussion then moves into Income Tax Nepal, examining recent tax changes, tax relief measures, and how the revised tax structure could affect different income groups. The podcast further explores whether increased disposable income can encourage greater Nepal investment and capital formation. Shesh Mani Dahal and Sandesh Paudyal analyze investment models, economic incentives, and the relationship between taxation and long-term economic growth. A major segment focuses on VAT Nepal, including the possibility of a multi-VAT system, its implementation challenges, and potential implications for businesses and consumers. The discussion also covers procurement process reforms, government spending efficiency, project prioritization, and why several housing and infrastructure projects remain stalled despite budget allocations. In additional segments, the guests discuss the right way to announce a national budget, positive aspects of the current budget distribution, the standard of budget formulation, Nepal's currency peg with India, and the potential impact of global conflicts such as the Iran war on Nepal's economy. Whether you're interested in Nepal Economic Policy, Nepal Fiscal Policy, Nepal Government Budget decisions, taxation, investment opportunities, or broader economic trends, this episode provides valuable insights from two experienced Chartered Accountants. GET CONNECTED WITH Shesh Mani Dahal (CA) Facebook - https://www.facebook.com/smdahal LinkedIn - https://np.linkedin.com/in/smdahal Sandesh Paudyal (CA) Instagram - https://www.instagram.com/sanpaudyal/ Facebook - https://www.facebook.com/sandeshpp/ LinkedIn - https://np.linkedin.com/in/sandesh-paudyal88  

The Federal Treasurer, Jim Chalmers, says rising interest rates and global uncertainty are factors in the property price and clearance slump, not just his proposed tax changes.

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 29 May 2026. The topic is: Tax Budget changes – What does it mean for your situation? As promised in previous episodes, Luke is joined by Rhys Kyburz to talk about tax matters. Rhys is a Partner and Accountant […]

Tax changes, interest rate hikes, wars and volatility have created the perfect housing market storm. So will prices tumble and what will happen to supply?

Bradford Teal MP Nicolette Boele has criticised the tax changes made by the Treasurer, .See omnystudio.com/listener for privacy information.

A tax expert says it's good to draw a line under recent changes to charity rules. This year's Budget tweaks the Research and Development Tax Incentive, simplifies the fringe benefit tax, and expands the Foreign Investment Fund rules to all taxpayers. It also caps the tax credits that can be received on not-for-profit donations. Deloitte tax partner Robyn Walker says it's still very generous by international standards. She says you can still donate $100,000 and get a $33,333 tax credit - and only a small number of people donate above that. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Most agents are still trying to win listings like it's 2021, but in today's softer market, they're losing ground fast. Vendors are getting pickier, and they're choosing agents who show up as trusted advisors armed with data, strategy, and certainty, not just a confident handshake. On the REB Podcast, deputy editor Emilie Lauer sits down with PRD chief economist Dr Diaswati Mardiasmo to break down how agents can stay competitive as market conditions tighten and investor sentiment shifts. Mardiasmo explains how rising rates, global uncertainty, and the latest federal budget changes have reshaped buyer and seller behaviour, putting increased pressure on agents to move beyond transactional selling and become trusted advisors. The discussion highlights why agents who understand both macroeconomic trends and hyper-local market data are outperforming competitors, particularly as listings become harder to secure and clients demand deeper insights. The episode also explores why Brisbane has remained more resilient than Sydney and Melbourne, with infrastructure demand and Olympic-driven supply constraints continuing to support the Queensland market. Mardiasmo also points to the growing trend of residential investors shifting into commercial assets like strip retail and industrial property as they search for stronger returns and greater stability. In a market filled with uncertainty, the duo urges agents to know their numbers if they want to win the listings. Did you like this episode? Show your support by rating us or leaving a review on Apple Podcasts (REB Podcast Network) and by liking and following Real Estate Business on social media: Facebook, X and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you'd like to lend a voice to the show, email editor@realestatebusiness.com.au for more insights.

A tax expert says it's good to draw a line under recent changes to charity rules. This year's Budget tweaks the Research and Development Tax Incentive, simplifies the fringe benefit tax, and expands the Foreign Investment Fund rules to all taxpayers. It also caps the tax credits that can be received on not-for-profit donations. Deloitte tax partner Robyn Walker says it's still very generous by international standards. She says you can still donate $100,000 and get a $33,333 tax credit - and only a small number of people donate above that. LISTEN ABOVESee omnystudio.com/listener for privacy information.

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Inheritance tax is a tricky topic. Taboos around speaking about money and the emotion that comes with thinking about death create a perfect storm for misunderstanding it. But with such complex rules around inheritance, it is a topic well worth talking about – and sooner rather than later.Lisa Conway Hughes, a certified financial adviser and founder of LCH Wealth, speaks to MoneyWeek's Kalpana Fitzpatrick about how the inheritance tax regime is changing from April 2027, the quirks of the new system, and why it could be a good idea to visit a financial adviser.

Memes featuring an AI-generated Prime Minister Anthony Albanese claim he's effectively taking a 47 per cent stake in businesses. But what's the reality of the government's budget tax changes? Today, we speak with a small business owner who's concerned about the economic realities of doing business in Australia. We also speak with an economist about the implications of the changes for how Australians build wealth. Featured: Sarcha Thurston, Owner of Yogahub Susan Stone, Credit Union SA Chair of Economics at Adelaide University

Geoff Wilson from Wilson Asset Management joins James Willis to discuss the petition launched against Labor’s plan to scrap the 50% CGT discount.See omnystudio.com/listener for privacy information.

This year's Federal Budget proposed changes to negative gearing, capital gains tax and trust income, all of which will impact millions of Australians. So what is it all likely to mean? Nab Group Tax specialist Fred Law joins the podcast to break down: What the impacts are, and aren't, likely to be What is known, and what isn't, about the changes Why small business owners have always had CGT exemptions and still do The possible implications for asset owners and investors, and Why we need to wait for the final legislation to really know the outcomes. You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth. If you're short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won't just reduce your listening time; it has also been shown to improve knowledge retention.

This week we're covering the tax changes in the Governor's revised budget proposal.

We’re officially in our budget backlash era, with claims of death taxes, of aspirations killed, and the outraged cries of crypto bros across the nation. Not to mention, of course, the genuine anxiety from regular small business owners and shareholders who are unsure of how all of these changes will affect them. Our guest this week is former Labor opposition leader Bill Shorten, who is now the vice chancellor of the University of Canberra. Shorten knows a thing or two about such backlash, having taken changes to negative gearing and the capital gains tax to not one, but two elections — 2016 and 2019. Hosting today’s conversation is Jacqueline Maley, alongside chief political correspondent Paul Sakkal.Subscribe to The Age & SMH: https://subscribe.smh.com.au/See omnystudio.com/listener for privacy information.

We’re officially in our budget backlash era, with claims of death taxes, of aspirations killed, and the outraged cries of crypto bros across the nation. Not to mention, of course, the genuine anxiety from regular small business owners and shareholders who are unsure of how all of these changes will affect them. Our guest this week is former Labor opposition leader Bill Shorten, who is now the vice chancellor of the University of Canberra. Shorten knows a thing or two about such backlash, having taken changes to negative gearing and the capital gains tax to not one, but two elections — 2016 and 2019. Hosting today’s conversation is Jacqueline Maley, alongside chief political correspondent Paul Sakkal.Subscribe to The Age & SMH: https://subscribe.smh.com.au/See omnystudio.com/listener for privacy information.

Small business owners say they're reassessing their financial plans as the potential impacts of the Federal Government's tax overhaul sink in.

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Entrepreneurs and small business owners warning tax changes will stifle innovation and drive capital investment out of Australia.

Entrepreneurs and small business owners warning tax changes will stifle innovation and drive capital investment out of Australia.

The contest continues over the future of Australia's tax system following last week's Federal Budget. The Coalition has flagged its own bold policies on tax and housing, while the Treasurer is working to sell a trio of changes affecting negative gearing, capital gains and trusts. Two new opinion polls suggest his federal budget has been poorly received by voters - but Jim Chalmers has declared the long-term gains from controversial housing tax changes are worth the short-term political pain. - गत साता सार्वजनिक गरिएको सङ्घीय बजेटमा समावेश आवास कर सम्बन्धी परिवर्तनहरू मतदाताहरूलाई खासै चित्त नबुझेको सर्वेक्षणहरूले देखाएको छ। तर ट्रेजरर जिम चाल्मर्सले यसबाट तत्काल पार्टीलाई हानी हुने देखिए पनि यसको फाइदा दीर्घकालीन हुने भन्दै परिवर्तनहरूको बचाउ गरेका छन्। थप यस रिपोर्टमा।

Small business owners say they're reassessing their financial plans as the potential impacts of the Federal Government's tax overhaul sink in.

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Real Estate guru Tom Panos weighs in on property prices cooling and auction volume dropping off the back of the federal budget last week. See omnystudio.com/listener for privacy information.

Small business owners say they're reassessing their financial plans as the potential impacts of the Federal Government's tax overhaul sink in.

Today we're going to talk about equipment purchases in 2026. And don't think that this has to be gigantic industrial equipment. This could be a computer, a camera. I mean, I'm going to give you a whole list of stuff. And because of all these tax changes, you really get a big advantage. Launch Team - https://www.ScrewTheCommute.com/launchteam Please watch this short trailer to the end and leave a comment - https://www.facebook.com/AmericanEntrepreneurFilm/videos/558575401181955 AI Hacks - https://www.ScrewTheCommute.com/aihacks Screw The Commute Podcast Show Notes Episode 1121 How To Automate Your Business - https://screwthecommute.com/automatefree/ Internet Marketing Training Center - https://imtcva.org/ Higher Education Webinar – https://screwthecommute.com/webinars See Tom's Stuff – https://linktr.ee/antionandassociates 00:23 Tom's introduction to Equipment Purchases 2026 01:51 Expensing and Bonus Depreciation 04:29 New deduction limits for 2026 07:15 Changes started in 2017 and extended now Entrepreneurial Resources Mentioned in This Podcast Higher Education Webinar - https://screwthecommute.com/webinars Screw The Commute - https://screwthecommute.com/ Screw The Commute Podcast App - https://screwthecommute.com/app/ Screw The Commute Podcast Producer - https://screwthecommute.com/larryguerrera/ College Ripoff Quiz - https://imtcva.org/quiz Know a young person for our Youth Episode Series? Send an email to Tom! - orders@antion.com Have a Roku box? Find Tom's Public Speaking Channel there! - https://channelstore.roku.com/details/267358/the-public-speaking-channel How To Automate Your Business - https://screwthecommute.com/automatefree/ Internet Marketing Retreat and Joint Venture Program - https://greatinternetmarketingtraining.com/ This is the shopping cart system Tom uses! Kartra - https://screwthecommute.com/kartra/ Copywriting901 - https://copywriting901.com/ Become a Great Podcast Guest - https://screwthecommute.com/greatpodcastguest Training - https://screwthecommute.com/training Disabilities Page - https://imtcva.org/disabilities/ Tom's Patreon Page - https://screwthecommute.com/patreon/ Tom on TikTok - https://tiktok.com/@digitalmultimillionaire/ Email Tom: Tom@ScrewTheCommute.com Internet Marketing Training Center - https://imtcva.org/ Related Episodes Phone Tips - https://screwthecommute.com/1120/ More Entrepreneurial Resources for Home Based Business, Lifestyle Business, Passive Income, Professional Speaking and Online Business I discovered a great new headline / subject line / subheading generator that will actually analyze which headlines and subject lines are best for your market. I negotiated a deal with the developer of this revolutionary and inexpensive software. Oh, and it's good on Mac and PC. Go here: http://jvz1.com/c/41743/183906 The Wordpress Ecourse. Learn how to Make World Class Websites for $20 or less. https://screwthecommute.com/wordpressecourse/

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The contest continues over the future of Australia's tax system following last week's Federal Budget. The Coalition has flagged its own bold policies on tax and housing, while the Treasurer is working to sell a trio of changes affecting negative gearing, capital gains and trusts. Two new opinion polls suggest his federal budget has been poorly received by voters - but Jim Chalmers has declared the long-term gains from controversial housing tax changes are worth the short-term political pain.

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Today's headlines include: Treasurer Jim Chalmers has defended Labor’s tax changes against backlash, saying the party breaking its election promise was worthwhile because it will fix the “broken status quo in housing”. A group of six people quarantining in Perth, including four Australians, have tested negative for hantavirus after a deadly outbreak on the MV Hondius cruise ship. North Korean leader Kim Jong-un has announced plans to strengthen his country’s military presence on the border with South Korea. And today’s good news! Tunisia has become the 31st country worldwide to eliminate trachoma, an infectious disease that can lead to blindness. Hosts: Emma Gillespie and Lucy TassellProducer: Rosa Bowden Want to support The Daily Aus? That's so kind! The best way to do that is to click ‘follow’ on Spotify or Apple and to leave us a five-star review. We would be so grateful. The Daily Aus is a media company focused on delivering accessible and digestible news to young people. We are completely independent. Want more from TDA?Subscribe to The Daily Aus newsletterSubscribe to The Daily Aus’ YouTube Channel Have feedback for us?We’re always looking for new ways to improve what we do. If you’ve got feedback, we’re all ears. Tell us here.See omnystudio.com/listener for privacy information.

Former New South Wales Police Commissioner Karen Webb will lead a review of child protection in the Northern Territory, following the alleged abduction and murder of Kumanjayi Little Baby. Plus, Ivan Cleary quits the Panthers and Triguboff issues a warning on tax changes. Read more: Former NSW police commissioner Karen Webb to lead NT child protection review Four-time premiership-winning coach Ivan Cleary to leave Penrith Panthers Property developer Harry Triguboff slams tax changes as ‘very bad’ for AustraliaSee omnystudio.com/listener for privacy information.

In this episode of Know Your Numbers REI Podcast, Chris McCormack shares 5 bold changes he would make to the tax code, from flat taxes and eliminating property tax to removing Social Security and capital gains taxes.One of the biggest takeaways? Many people paying into Social Security today may never see the benefits they expect and that raises serious questions about how we plan for the future. Inside this episode:Why a flat income tax could boost the economyThe case against property taxes on your homeHow self-employment tax hurts small business ownersThe truth about Social Security's sustainabilityWhy removing capital gains tax could unlock more investmentThis isn't just theory, it's about rethinking how money flows, grows, and impacts your future.Like, follow, and share if you want smarter conversations around taxes, wealth, and financial freedom.••••••••••••••••••••••••••••••••••••••••••••➤➤➤ 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.

Founder of Wilson Management, Geoff Wilson, joins James Willis to investigate what changes could be made to Capital Gains Tax in the upcoming budget.See omnystudio.com/listener for privacy information.

The finance journalist says changes to capital gains tax concessions and negative gearing are only likely to have a 'symbolic effect' on housing affordability.Mentioned in this episode:The Making of One NationSearch for "The Making of One Nation" - new episodes out weekly.The Making of One Nation

Millions of people in their sixties will now wait up a year longer before they can claim their state pension. From Easter Monday the current state pension age of 66 will gradually increase over the next two years until it reaches 67 affecting everyone born on 6th April 1960 or later. How will it work for those affected?Rent arrears, council tax debt and unpaid utility bills are the main reason more than 400,000 people in Britain are homeless. A new report by the Centre for Homelessness Impact published next week sets out ways to reduce or even end homelessness. What does it recommend?Millions of drivers are in line for hundreds of pounds of compensation for mis-sold finance deals. We'll have 5 top tips on who gets what and how to claim.And there are some tax changes from Monday as well, we'll round up what's happening to dividends and inheritance tax.Presenter: Paul Lewis Reporters: Dan Whitworth and Sarah Rogers Researchers: Catherine Lund and Jo Krasner Editor: Jess Quayle(First broadcast 12pm on Saturday 4th April 2026)

Listen to the top News of 01/05/2026 from Australia in Hindi.

Chris Holman welcomes Trey Williams, CPA and Principal Director, Maner Costerisan, Lansing, MI. Trey Williams, CPA and Principal Director of Maner Costerisan — a full-service public accounting and business advisory firm headquartered in Lansing, Michigan since 1906 — appeared on Michigan Business Beat to discuss the firm's recent recognition. The company received four awards, including being named a Best Place to Work by both *Accounting Today* (for the ninth year) and *Crain's Detroit*, as well as being selected among the top firms in Inside Public Accounting's survey of companies with over $10 million in revenue. Williams attributed these honors to the firm's culture of investing in employee well-being and career development, which in turn drives strong client service and low turnover. The firm's stated mission is "enabling others to reach their potential" — encompassing both their team and their clients, as well as giving back to the community. Williams also briefly noted that significant IRS and tax changes are expected, promising to return to the show to walk clients and listeners through the details. » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Explore the biggest tax planning changes of 2026, the One Big Beautiful Act, Roth conversion pitfalls, and how AI is reshaping wealth management, with Wealth.com Senior Tax Strategist Shane Ball. 00:00 Introduction 08:28 The Role of Technology in Tax Planning 17:08 Common Tax Mistakes and Best Practices 17:56 Navigating State and Federal Tax Provisions 18:28 Understanding Roth Conversions 25:09 Integrating Estate and Tax Planning 27:17 The Future of Tax Policy 31:46 Investment Trends and Insights 34:24 Trend or Fad?

Starting in 2026, new rules will change how charitable tax deductions work. In this episode, we break down key provisions from the One Big Beautiful Bill Act and what they mean for your charitable giving strategy.You'll learn how the new $1,000 deduction for standard deduction filers ($2,000 for married couples) works, why itemized charitable deductions now have a 0.5% AGI floor, and how a new cap on itemized deductions may affect high-income taxpayers.We also discuss strategies like bunching donations, donating appreciated assets, and using Qualified Charitable Distributions (QCDs) to give in a more tax-efficient way.Even though the tax rules are changing, the goal of charitable giving stays the same: supporting causes that matter to you while being intentional about your finances.Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakesIf you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbookDr. Elisa Chiang is  a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching .You can learn more about Elisa at her website or follow her on social media.Website: https://ww.GrowYourWealthyMindset.comInstagram https://www.instagram.com/GrowYourWealthyMindsetFacebook https://www.facebook.com/ElisaChianghttps://www.facebook.com/GrowYourWealthyMindsetYouTube: https://www.youtube.com/c/WealthyMindsetMDLinked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mindset Podcast...

Do you actually understand how recent tax changes could impact your financial plan? In this episode, we break down several important tax topics, including Trump accounts, Virginia tax changes, Net Investment Income Tax (NIIT), and estimated tax payments. Tax laws are constantly changing, and what seems permanent today may change with the next administration, which is why tax planning should always be part of a long-term financial strategy. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Mason & Associates: LinkedIn  Tommy Blackburn: LinkedIn  Ben Raikes: LinkedIn

In this episode of Your Investment Partners, hosts Paul and Garrett discuss the expiration of the Tax Cuts and Jobs Act and the transition to new legislation often referred to as the “One Big Beautiful Bill.” They examine what changes and what remains in place for federal tax brackets, estate tax limits, and state and local tax deductions. The conversation also covers planning opportunities that arise from this clarity, including capital gain strategies and Roth conversions. Paul and Garrett walk through scenarios where Roth conversions may make sense—such as early retirement, down market periods, or lower-income years—and explain how these decisions can affect long-term tax planning and estate outcomes. Key Points From This Episode ● Introduction to the expiration of the Tax Cuts and Jobs Act and the transition to new legislation.● Overview of how the new bill attempts to extend many existing tax provisions.● Discussion of federal tax brackets and why planning around bracket thresholds matters.● Estate tax exemption levels and why higher limits matter for families and landowners.● Planning opportunities created by clarity in future tax rules.● How capital gains strategies can take advantage of lower or zero percent tax brackets.● Why Roth conversions must be evaluated carefully alongside capital gains planning.● Ideal timing for Roth conversions, particularly during early retirement before required minimum distributions.● Benefits of paying Roth conversion taxes from outside funds rather than the IRA itself.● How Roth accounts can reduce tax burdens for heirs inheriting retirement assets.● Additional Roth conversion opportunities during low-income years, market downturns, or slow business cycles.● Updates to state and local tax (SALT) deduction limits and how the changes may affect taxpayers. Want to learn more? Contact us hereUseful Links Garrett on LinkedIn Paul on LinkedIn Ascend Investment Partners