Podcasts about tax changes

On this episode of Retire Texas Style Podcast, Derrick delves into the recent tax changes and their implications for retirement planning, particularly focusing on social security taxes, the potential for future tax increases, and the importance of evolving retirement plans. The discussion also covers strategies for timing the annuity market and managing investment risks effectively. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.

Thanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit www.gopromotive.com.Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop The Aftermarket Radio Network: https://aftermarketradionetwork.com/Remarkable Results Radio Podcast with Carm Capriotto https://remarkableresults.biz/Diagnosing the Aftermarket A to Z with Matt Fanslow https://mattfanslow.captivate.fm/Business by the Numbers with Hunt Demarest https://huntdemarest.captivate.fm/The Auto Repair Marketing Podcast with Kim and Brian Walker https://autorepairmarketing.captivate.fm/The Weekly Blitz with Chris Cotton https://chriscotton.captivate.fm/Speak Up! Effective Communication with Craig O'Neill https://craigoneill.captivate.fm/The Show is sponsored by:Shop-Ware on the web at getshopware.comNAPA Auto Care Repair Shop of Tomorrow at https://repairshopoftomorrow.comHunt Demarest, CPAPaar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online : www.paarmelis.comEmail Hunt: podcast@paarmelis.comGet a copy of my...

Thanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit www.gopromotive.com.Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop The Aftermarket Radio Network: https://aftermarketradionetwork.com/Remarkable Results Radio Podcast with Carm Capriotto https://remarkableresults.biz/Diagnosing the Aftermarket A to Z with Matt Fanslow https://mattfanslow.captivate.fm/Business by the Numbers with Hunt Demarest https://huntdemarest.captivate.fm/The Auto Repair Marketing Podcast with Kim and Brian Walker https://autorepairmarketing.captivate.fm/The Weekly Blitz with Chris Cotton https://chriscotton.captivate.fm/Speak Up! Effective Communication with Craig O'Neill https://craigoneill.captivate.fm/The Show is sponsored by:Shop-Ware on the web at getshopware.comNAPA Auto Care Repair Shop of Tomorrow at https://repairshopoftomorrow.comHunt Demarest, CPAPaar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online : www.paarmelis.comEmail Hunt: podcast@paarmelis.comGet a copy of my...

Send us a textIn this revealing London Property podcast, Jeremy Davidson and host Farnaz Fazaipour dive deep into the seismic shifts affecting London's high-end real estate market. Explore the dramatic impact of non-dom tax regime changes, Brexit's lasting consequences, and how these factors are driving international bankers and investors away from the UK. Jeremy offers insider insights into pricing trends, buyer behaviors, and the critical challenges facing London's property landscape. Whether you're an investor, homeowner, or property enthusiast, this episode provides essential understanding of the current market dynamics and future outlook.Key Topics:Non-dom tax regime changesBrexit's impact on international property investmentLondon real estate market trendsHigh-end property pricing strategiesChallenges for international buyers and sellersPROPERTY WEALTH - Transforming challenges into opportunities with specialist knowledge and reach. Explore the complexities of the London property market with us—insights, advice, and connections at your fingertips.Join the conversation! Share your thoughts and questions in the comments below. Don't forget to follow us for the latest updates and expert advice! https://www.londonproperty.co.uk/en/link-in-bio/#PropertyWealth #LondonProperty #RealEstate #PropertyMarket #Investment #HomeBuying #HomeSelling #PropertyAdvice #RealEstateTips #PropertyInvestment #LuxuryLiving

Your correspondent reviews his recent trip to Las Vegas. Then, he discusses two new developments that are bad for poker: Will Kassouf's performance in the Main Event, and changes to US tax law.FORUM DISCUSSION: CLICK HERE 0:15 Being a tourist in Las Vegas10:50 Will Kassouf in the Main Event23:59 Big changes to the way poker players are taxedhttp://twitter.com/thirdwalkinghttp://crushlivepoker.com

In today's podcast Paul reviews the major income tax related provisions from the One Big Beautiful Bill. There is also one major gift and estate tax provision that all farmers will appreciate.See omnystudio.com/listener for privacy information.

The Honorable Peter Roskam, Federal Policy Team Leader, and Jeff Paravano, Tax Group Chair, break down the 2025 tax reconciliation legislation. They explore how the new law preserves key provisions of the Tax Cuts and Jobs Act, delivers trillions in tax cuts, and introduces a range of significant changes and tax increases—analyzing the implications for corporations, pass-through entities, tax-exempt organizations and individuals.Comments & Questions: proskam@bakerlaw.com; jparavano@bakerlaw.com

In this week's WealthTalk episode, Christian and Kevin dive deep into the major changes coming to inheritance tax on pensions from April 2027. They explain how these changes impact UK pension holders, why awareness and action are critical, and practical steps to protect your legacy. The discussion covers the basics of inheritance tax, the new rules for pensions, the benefits of consolidating pensions, and how SSAS pensions can offer unique advantages for business owners and families. The episode is packed with actionable advice, real-life scenarios, and essential tips to help listeners safeguard their wealth for future generations. Key Takeaways:1. What's Changing: From April 2027, pension assets will be included in your estate for inheritance tax purposes, potentially increasing tax bills for families.2. How Inheritance Tax Works: Understanding nil rate bands, residence nil rate bands, and how thresholds apply to individuals and couples.3. Why Consolidate Pensions: Multiple pensions can mean multiple fees and administrative headaches—consolidation can simplify estate planning and reduce costs.4. SSAS Pensions: How Small Self-Administered Schemes can offer flexibility, family involvement, and strategies to mitigate inheritance tax.5. Gifting Strategies: The difference between gifting from capital (subject to seven-year rule) and gifting from income (no seven-year rule).6. The Role of Wills & Trusts: Why pensions usually sit outside your will, and the importance of using trusts for life insurance and asset protection. Action Steps:Check your state pension status.Locate and consolidate your pensions.Learn about SSAS and its benefits for business owners.Review your estate planning, including wills, trusts, and powers of attorney. Building a Family Wealth Legacy: Involving the next generation, sharing financial wisdom, and using family wealth structures to maintain and grow assets. Practical Tips:1. Don't wait until 2027—start reviewing and organising your pensions now.2. Put life insurance policies in trust to avoid unnecessary inheritance tax.3. Use SSAS pension features like loanback and earmarking to support family wealth and business growth.4. Download the Guide - Click here to join the waitlist for the upcoming step-by-step guide on inheritance tax and pensions.  Resources mentioned in this episodeDownload the Guide: Click here to join the waitlist for the upcoming step-by-step guide on inheritance tax and pensions.Connect with WealthBuildersListen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

Thanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit www.gopromotive.com.Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop The Aftermarket Radio Network: https://aftermarketradionetwork.com/Remarkable Results Radio Podcast with Carm Capriotto https://remarkableresults.biz/Diagnosing the Aftermarket A to Z with Matt Fanslow https://mattfanslow.captivate.fm/Business by the Numbers with Hunt Demarest https://huntdemarest.captivate.fm/The Auto Repair Marketing Podcast with Kim and Brian Walker https://autorepairmarketing.captivate.fm/The Weekly Blitz with Chris Cotton https://chriscotton.captivate.fm/Speak Up! Effective Communication with Craig O'Neill https://craigoneill.captivate.fm/

Thanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit www.gopromotive.com.Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop The Aftermarket Radio Network: https://aftermarketradionetwork.com/Remarkable Results Radio Podcast with Carm Capriotto https://remarkableresults.biz/Diagnosing the Aftermarket A to Z with Matt Fanslow https://mattfanslow.captivate.fm/Business by the Numbers with Hunt Demarest https://huntdemarest.captivate.fm/The Auto Repair Marketing Podcast with Kim and Brian Walker https://autorepairmarketing.captivate.fm/The Weekly Blitz with Chris Cotton https://chriscotton.captivate.fm/Speak Up! Effective Communication with Craig O'Neill https://craigoneill.captivate.fm/

Karen Perry from Brown Paindiris and Scott discusses how the Big Beautiful Bill and estate tax changes could mean for CT Residents.

The Finance Minister eyes up the major banks for a tax increase, announces changes to the FamilyBoost scheme, Inland Revenue releases submissions on the taxation of not-for-proftis and a major report on climate adaptation ducks a key issue.

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.

Some of the most sweeping tax changes on the horizon will impact the estate you leave to your heirs. Beginning in 2026, the amount of assets you can pass to your heirs without paying estate tax will fall. These changes, if allowed to take effect, could significantly alter how you manage your estate plan. In this episode, we'll discuss those changes and how they might impact you. Later, we share some simple strategies for maximizing your rental property income as the summer rental season heats up.

Send us a textIn this episode, Mena and Stuart unpack the latest tax updates for the 2025–26 financial year, helping listeners navigate changes that could impact their personal finances and business planning. They kick off with the Super Guarantee (SG) increase to 12%, highlighting what this means for employers and employees alike. Next, they discuss the end of deductions for ATO interest charges, a significant shift that removes tax relief on General Interest Charges (GIC) and Shortfall Interest Charges (SIC) from 1 July.Listeners will learn about the $150 energy rebate, a 30% home battery discount, and the extended $20,000 instant asset write-off, with a caution that this may drop to $1,000 next year. Mena and Stuart also cover PAYG withholding cycle adjustments, Victorian payroll tax threshold increases, and changes to luxury car tax for fuel-efficient vehicles.With the Transfer Balance Cap (TBC) rising to $2 million, the duo explains opportunities for superannuation strategy ahead of retirement. They also remind businesses of upcoming reporting deadlines, including Single Touch Payroll (STP) finalisation by 14 July and PAYG variations. It's a must-listen for staying informed and proactive with your 2025–26 tax strategyIf 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.

In this punchy FY26 kickoff episode, Daniel McPherson outlines why investors, business owners, and wealth builders must take action now. With the Labor government's majority unlocking bold tax reforms—think super tax hikes, trust crackdown, Div 7A changes and more—it's time to re-evaluate your strategies. Learn the three critical tax levers (personal, structural, super) and how to use them to stay compliant, optimise tax outcomes, and build resilient wealth.

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.

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.

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.

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. 

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

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

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.

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

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

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.

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.

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.

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.

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

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

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.

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.

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   

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.  

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

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

Ready for some

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.

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.

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

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.

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! 

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! 

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! 

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.

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.

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.