Podcasts about tax code

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Best podcasts about tax code

Latest podcast episodes about tax code

Better Wealth with Caleb Guilliams
How to Use the Tax Code Like a Millionaire(Trump's Tax Cuts, IRS Audits, Bitcoin, Write-Offs & More)

Better Wealth with Caleb Guilliams

Play Episode Listen Later May 27, 2025 72:25


Expert Tax Strategist Karlton Dennis @karltondennis breaks down advanced write-off strategies, IRS audit protection, Trump's latest tax updates and potential tax cuts, crypto & bitcoin taxes, depreciation, and more! Karlton also reacts to some of the best and worst tax advise on the internet including responding to Jasmine DiLucci's tough criticism of him. Check out Karlton's channel: @karltondennis Want a Free Tax Strategy Review? Book a Call Here: https://betterwealth.com Chapters00:00 Intro00:10 Understanding Tax Preparation vs. Tax Planning03:03 Tax Cuts and Jobs Act06:01 Bonus Depreciation and Its Implications08:17 Evaluating Trump's First 100 Days16:16 Navigating Deductions and Credits18:41 The Importance of Tax Strategy25:36 Difference of Tax Preparation and Tax Planning27:28 Exploring Tax Credits28:50 R&D Tax Credits and Their Benefits35:00 Tax Strategies37:32 Cryptocurrency Taxation Insights40:16 Future of Cryptocurrency43:06 Government Regulation and Cryptocurrency44:06 Reacting to Viral Tax Videos51:07 Basic Tax Strategies for Young Investors56:31 Debate on 401(k) and Tax Deferral Strategies01:00:03 Responding to Jasmine DiLucci's Strong Reaction to KarltonDISCLAIMER: 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.

Rise Up. Live Free.
BONUS: How Trump's Big Bold Beautiful Tax Bill Will Multiply Your Real Estate Investment Return

Rise Up. Live Free.

Play Episode Listen Later May 27, 2025 31:32


Work with Jimmy & the Vreeland Capital Team to build a 20-Unit Portfolio that will get you the equivalent of a retirement account 3X faster with a third of the capital - - - - - - - In this episode of the podcast, Jimmy discusses the implications of Trump's Big. Bold. Beautiful. Tax Bill on the real estate market, particularly focusing on how it affects high-income earners and real estate investors. The conversation delves into the concept of bonus depreciation, the benefits of being classified as a real estate professional, and various tax strategies that can help individuals retain more of their earnings. Jimmy shares personal experiences and insights on how depreciation saved his tax butt, real estate investments and tax planning, emphasizing the importance of understanding these financial tools to build wealth and preserve it. About Jimmy Vreeland Jimmy graduated from the United States Military Academy at West Point, spent 5 years as an Army Ranger, and deployed three times twice to Iraq and once to Afghanistan. On his last deployment, he read Rich Dad Poor Dad by Robert Kiyosaki which led him down the path of real estate investing. As his own portfolio grew, eventually he started a real estate investing business.  Since 2018 his team at Vreeland Capital has supplied over 100 houses a year to high performing, passive investors who want to work with his team and his team is now managing over 800 houses. Get in touch with Jimmy and his team at www.jimmyvreeland.com/getstartedinrealestate More about Jimmy Website: www.jimmyvreeland.com Linkedin: www.linkedin.com/in/jimmy-vreeland Instagram: www.instagram.com/jimmyvreeland Facebook: www.facebook.com/JimmyVreeland Youtube: www.youtube.com/@JimmyVreelandC >>>>>>Get free access to the private Ranger Real Estate facebook group

Steve Forbes: What's Ahead
Spotlight: A New Tax Being Pushed By Republicans Should Be Sent To The Dumpster

Steve Forbes: What's Ahead

Play Episode Listen Later May 23, 2025 3:16


Steve Forbes explains why a new 3.5% levy on remittances in congressional Republicans' "Big Beautiful Bill" should be scrapped immediately—or we will see a sharp uptick in money laundering.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: Is Putin About To Win The Ukraine War By Default?

Steve Forbes: What's Ahead

Play Episode Listen Later May 22, 2025 4:05


Steve Forbes explains how U.S. fecklessness could allow Vladimir Putin to pull off a victory in Ukraine—and warns that a successful act of aggression by Russia will only embolden China's expansionist aims.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: Can A 50-Year-Old Napkin Save The Economy Again?

Steve Forbes: What's Ahead

Play Episode Listen Later May 21, 2025 4:34


Steve Forbes urges President Trump and his team to go back to following the Laffer Curve, economist Art Laffer's economic formula which fueled the American comeback of the 1980s and 1990s, in order to unleash today's economy and make a brighter future.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Money To The Masses Podcast
Ep 504 - Holiday Scams, Tax Code Checks & Direct Debit Warning

The Money To The Masses Podcast

Play Episode Listen Later May 18, 2025 31:20


On this week's show, Andy highlights seven of the most prevalent holiday scams to watch out for as summer approaches. Next, Damien takes a look at UK tax codes, explaining how they work, what the letters and numbers mean (eg. 1257L), why they can often be incorrect and the steps you can take if you think your code is wrong. Finally, Damien shares a critical warning for those who diligently pay off their credit card in full each month after he discovered a little-known issue that could inadvertently harm your credit score.This episode is sponsored by Coinbase - Visit Coinbase* to learn more. Crypto comes with unique risks, take 2 minutes to learn moreCheck 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) - Episode 504 of The Money to the Masses podcast(04:45) - Holiday Scams: Seven Ways Fraudsters Target Your Getaway(13:26) - Decoding Your Tax Code: Are You Paying the Right Amount?(21:12) - A Word of Warning for Those Who Clear Their Credit Card in FullFollow 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:⁠Best travel insurance providers in the UKEpisode 477 - Ghost BrokersMore information on Tax Codes and how to get them resolvedTake out a free trial of 80 20 investorIf 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.

Steve Forbes: What's Ahead
Spotlight: Here's Why The Courts Might Kill President Trump's Tariffs

Steve Forbes: What's Ahead

Play Episode Listen Later May 16, 2025 3:58


Steve Forbes explains how lawsuits against President Trump's tariffs will probably end up in the Supreme Court—and if modern history is instructive, the nation's highest court might end them sooner than anyone thinks.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: The Trump-Engineered India And Pakistan Ceasefire Demonstrates Why The U.S. Must Not Go Isolationist

Steve Forbes: What's Ahead

Play Episode Listen Later May 15, 2025 4:43


Steve Forbes explains how the nearly catastrophic escalation in the conflict between India and Pakistan—thankfully averted due to a ceasefire engineered by the Trump Administration—demonstrates why the world is safer when the U.S. does not bend toward isolationism.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: President Trump Is Visiting The Mideast—Why Is He Ignoring Israel?

Steve Forbes: What's Ahead

Play Episode Listen Later May 14, 2025 4:10


As President Trump visits the Middle East, Steve Forbes urges his administration not to cool relations with Israel, and to green light an assault on all of Iran's nuclear facilities as soon as possible in order to bring about a more stable world.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: Here's What The Federal Reserve Must Do To Help Our Vulnerable Economy

Steve Forbes: What's Ahead

Play Episode Listen Later May 6, 2025 4:20


Steve Forbes offers some much-needed advice to Federal Reserve Chair Jerome Powell and the Board of Governors to bring some stability to the U.S. economy, including issuing some bonds backed by gold and ditching a lavish revamp of its Washington headquarters.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Federal Tax Updates
Tax Season Aftermath

Federal Tax Updates

Play Episode Listen Later May 5, 2025 54:08


Roger and Annie discuss important tax updates that occurred during the busy tax season, including new IRS guidance on Employee Retention Credits and the current status of Beneficial Ownership Information reporting requirements. They explore the significant staffing challenges and leadership turnover at the IRS, with insights from Roger's recent visit to Washington DC. The hosts then shift focus to post-tax season priorities for practitioners, offering advice on evaluating software, optimizing client relationships, and implementing strategies to improve profitability and efficiency for the next filing season.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome Back to Federal Tax Updates (02:02) - Post-Tax Season Reflections (03:18) - Employee Retention Credit Updates (12:20) - Beneficial Ownership Information Reporting (18:55) - Current Legislative Landscape in DC (25:34) - IRS Staffing and Morale Issues (31:37) - Challenges Facing the IRS (37:27) - Post-Tax Season Business Strategies (42:08) - Client Management and Pricing Strategies (47:11) - Maximizing Client Relationships and Billing Opportunities (51:07) - Preparing for the Next Tax Season (52:46) - Summer Plans and Final Thoughts Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Steve Forbes: What's Ahead
Spotlight: Why President Trump's Second 100 Days Will Define His Presidency

Steve Forbes: What's Ahead

Play Episode Listen Later May 2, 2025 4:25


Steve Forbes explains why President Trump's second 100 days will ultimately define his presidency, hinging on how painful the impact of tariffs will be felt, whether Republicans will pass their "one big beautiful bill," and how an increasingly volatile geopolitics will either get better or worse.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: The Dreadful Deal The U.S. Is Pushing On Ukraine Is Dire News For The Free World

Steve Forbes: What's Ahead

Play Episode Listen Later Apr 25, 2025 4:13


Steve Forbes: What's Ahead
Spotlight: This Is Why The New U.S. Talks With Iran Are A Very Dangerous Undertaking

Steve Forbes: What's Ahead

Play Episode Listen Later Apr 22, 2025 3:35


Steve Forbes explains why the Trump Administration needs to remember that the mullahs cannot be trusted as it undertakes new U.S.-Iran nuclear talks—and why if the Iranians actually figure how to get out an upper hand, Israel will ultimately take action to prevent Iran from getting a nuclear bomb. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Federal Tax Updates
Inside the IRS: A Conversation with Terry Lemons

Federal Tax Updates

Play Episode Listen Later Apr 21, 2025 54:31


For our milestone 50th episode, Roger Harris and Annie Schwab welcome Terry Lemons, who spent 26 years at the IRS including 11 years as Chief of Communications and Liaison. Terry shares insights from working with six different IRS commissioners, preparing officials for congressional testimony, and navigating public perceptions of the agency. The conversation explores the critical role of the tax professional community, challenges facing the IRS today, and lessons from past filing season successes and failures.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:44) - Celebrating the 50th Podcast with Special Guest Terry Lemons (03:23) - Terry Lemons' Journey to the IRS (06:47) - The Role and Influence of IRS Commissioners (11:33) - Preparing a Commissioner to Testify Before Congress (22:28) - Challenges and Perceptions of Working at the IRS (28:43) - Debunking IRS Agent Myths (30:57) - IRS Efficiency and Transformation (32:24) - Challenges and Improvements at the IRS (33:46) - Reflecting on Filing Seasons (36:04) - Historical IRS Challenges (40:24) - Future Tax Law Changes and Implications (44:31) - Terry's Retirement Plans (46:07) - The Importance of Tax Professionals Community (52:15) - Final Thoughts and Farewell Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Terry Lemonshttps://www.linkedin.com/in/terry-lemons-77b3641a9Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!

Steve Forbes: What's Ahead
Spotlight: Medicaid Is The Most Expensive And Inefficient Health Insurance Plan—What Can The GOP Do To Fix It?

Steve Forbes: What's Ahead

Play Episode Listen Later Apr 17, 2025 4:55


Steve Forbes discusses the massive expenses and inefficiencies within Medicaid that are costing the U.S. taxpayer enormously, and advises the GOP to take this generational opportunity to employ some much-needed, but politically difficult, fixes.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: This Is Why Trade Deficits And Surpluses Are Meaningless Statistical Data Points Signifying Nothing

Steve Forbes: What's Ahead

Play Episode Listen Later Apr 15, 2025 4:56


Steve Forbes explains why focusing on trade deficits and surpluses completely ignores the key questions of economic health—and why the focus on that could lead to serious and avoidable economic turbulence.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: How Much Longer Should We Subsidize Drug Prices For Other Countries?

Steve Forbes: What's Ahead

Play Episode Listen Later Apr 11, 2025 3:49


Steve Forbes calls out the unfair trade practices that sees U.S. citizens subsidizing the pharmaceutical bills of other countries—and lays out the desperately needed reforms to make things right.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: It's A True Emergency—Our Navy Is Falling Dangerously Behind China's

Steve Forbes: What's Ahead

Play Episode Listen Later Apr 10, 2025 4:16


Steve Forbes: What's Ahead
Spotlight: Will The Tariff Shock Send Us Into Recession Here And Overseas?

Steve Forbes: What's Ahead

Play Episode Listen Later Apr 8, 2025 4:48


Steve Forbes warns that the longer President Trump's tariffs stay in place, the longer will be the recovery time and the probability of a severe economic downturn—and urges the President to offer a 90-day delay to any nation willing to negotiate a deal.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Federal Tax Updates
Replay: Surviving a Cyber Attack

Federal Tax Updates

Play Episode Listen Later Apr 7, 2025 50:42


In this episode, Roger sits down with Catharine Madeley, a tax practitioner who recently experienced a data breach at her firm. Catherine shares her firsthand account of how the breach unfolded, the steps she took to respond, and the lessons she learned along the way. She offers valuable insights into the importance of having a robust cybersecurity plan, the critical role of communication with clients, and the need to be proactive in protecting sensitive client information.*This is a replay of an episode that originally aired in March, 2024. (00:00) - Welcome to the Federal Tax Updates Podcast (01:30) - Introducing Our Guest: Catharine Madeley (03:26) - The Harrowing Tale of a Data Breach (04:29) - The Initial Discovery and Immediate Response (14:36) - Navigating the Aftermath: Investigation and Recovery (23:42) - Reflections and Lessons Learned from the Cybersecurity Incident (25:58) - The Aftermath of a Data Breach: A Personal Account (26:45) - Law Enforcement's Response to Small Scale Breaches (28:36) - Navigating IRS Procedures After a Breach (29:51) - The IRS Practitioner Relief Opt-In Program: A Lifeline (32:42) - Client Communication and Response to the Breach (42:55) - Lessons Learned and Moving Forward (49:28) - Final Thoughts and Advice Connect with Catharine MadeleyLinkedIn: https://www.linkedin.com/in/catharine-drake-madeleyWebsite: https://www.sallingcpa.comGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Steve Forbes: What's Ahead
Spotlight: Here's What Must Be Done Now In The Aftermath Of The Tariff Shock

Steve Forbes: What's Ahead

Play Episode Listen Later Apr 4, 2025 3:44


Steve Forbes details the most important immediate steps the U.S. must take after President Trump's tariff rollout and the massive aftershock that continues to roil the domestic and global economy.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: Trump's New Executive Order Will Shake Federal Workforce To Its Core And Enormously Help The Country

Steve Forbes: What's Ahead

Play Episode Listen Later Apr 3, 2025 4:12


Steve Forbes praises a new executive order from President Trump that ends collective bargaining for most federal employees, and urges Congress to pass the Federal Workforce Freedom Act to lock in Trump's action.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: Can Senate Republicans Save President Trump's Tax Cuts?

Steve Forbes: What's Ahead

Play Episode Listen Later Apr 1, 2025 4:00


Steve Forbes warns that the GOP tax legislation, crucial to bolstering and improving the U.S. economy, is in deep peril—and explains how Senate Republicans can pull it back from the brink.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: President Trump Is Right—We Should Junk The Debt Limit

Steve Forbes: What's Ahead

Play Episode Listen Later Mar 28, 2025 3:14


Steve Forbes explains why President Trump is right to say it's time to get rid of the debt limit—and all the political drama and economic turmoil that comes with it—once and for all.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: Parents Across The Country Should Be Warned About Illinois's New Education Scheme

Steve Forbes: What's Ahead

Play Episode Listen Later Mar 26, 2025 4:24


Steve Forbes warns that Illinois's government has set its sights on homeschooling and unveiled new efforts to regulate and probe the educational decisions of parents—with penalties that could even lead to jail time.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The IDEAL Investor Show: The Path to Early Retirement
Best Tax-Efficient Advice to Reduce your Tax in 30 Minutes | Tax Expert Interviews

The IDEAL Investor Show: The Path to Early Retirement

Play Episode Listen Later Mar 26, 2025 32:18


Trouble with taxes as a foreigner with business in the US? Or how can you legally reduce your tax to $0? Adam Bergman is a 9-time author, former tax and ERISA attorney, and the founder of IRA Financial - an industry leader in self-directed retirement solutions. Adam is a leading voice in the self-directed retirement industry and has been interviewed on CBS News and quoted in over one hundred and thirty major news publications in retirement tax planning - listen to one of the best tax interviews this season.***DON'T KNOW WHERE TO START WITH FRANCHISING? Grab Bob Bernotas' free course for a limited time only at edu.franchisewithbob.com/ideal***WHY LISTEN TO OUR INTERVIEW WITH ADAM BERGMAN:[00:00-04:40] It all started with IRAs[04:41-07:25] Real Estate Investments with IRA and 401k[07:26-15:02] Leverage saving accounts BETTER I[15:03-16:12] Sponsor: Franchising made easy[16:03-20:48] Leverage saving accounts BETTER II[20:49-26:44] International Investments and Tax Implications[26:45-29:37] Get the best tax advice to your door[29:38-32:18] Sometimes it's all luckReach out to Adam at  https://www.irafinancial.comAny questions?*** Interested in our $10k/month passive strategy? Just sign up for our newsletter at https://bit.ly/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We'd love to build a community of like-minded people like YOU!

Federal Tax Updates
Circular 230 Changes: What Practitioners Need to Know

Federal Tax Updates

Play Episode Listen Later Mar 24, 2025 60:55


SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsRoger and Annie welcome guest Bob Kerr to discuss proposed changes to Circular 230, the regulations governing practice before the IRS. They explore contentious issues including contingent fees being classified as "disreputable conduct," expanded rights for non-credentialed preparers, and new requirements for reporting client errors. Bob shares insights from the recent hearing and explains why practitioners shouldn't expect final regulations until at least 2026.campaign_start}}(00:00) - Welcome to Federal Tax Updates (02:20) - Introducing Special Guest Bob Kerr (03:32) - Overview of Circular 230 (04:59) - Proposed Changes to Circular 230 (15:17) - Contingent Fees Debate (30:30) - Limited Practice Discussion (36:22) - Voluntary IRS Programs and Their Impact (38:10) - Competency and Practitioner Requirements (39:33) - Knowledge of Errors and Omissions (42:31) - Proposed IRS Regulations and Practitioner Responsibilities (49:41) - Best Practices and Circular 230 (57:30) - Conclusion and Future Expectations Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Bob Kerrhttps://kerr.tax/about-us/https://www.linkedin.com/in/kerr-robertConnect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Steve Forbes: What's Ahead
Spotlight: Warning To Trump Administration—Do Not Dismantle Voice Of America

Steve Forbes: What's Ahead

Play Episode Listen Later Mar 21, 2025 4:12


Steve Forbes explains why the Trump Administration must not end Radio Free Europe/Radio Liberty and the Voice of America networks and thus surrender the U.S.'s crucial place in the global battle of ideas.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: Gold Has Hit $3,000 An Ounce—And The Fed Has No Clue The Trouble This Spells For The Economy

Steve Forbes: What's Ahead

Play Episode Listen Later Mar 20, 2025 3:51


Steve Forbes: What's Ahead
Spotlight: Why Trump's Goal Of Annexing Canada Would Actually Lead To The Canadian Takeover Of The U.S.

Steve Forbes: What's Ahead

Play Episode Listen Later Mar 18, 2025 3:54


STR Like The Best
55. Pay $17 to the IRS leveraging this tax code (Learn The #1 RE Investor Tax Hack from an Actual CPA!)

STR Like The Best

Play Episode Listen Later Mar 15, 2025 42:17


In this episode, Michael Chang and Thomas Castelli, CPA, break down essential tax strategies for short-term rental investors. Learn how to leverage the "short-term rental tax loophole" to offset W-2 income, maximize depreciation benefits, and avoid common tax pitfalls. They also discuss material participation rules, bookkeeping best practices, and key deductions to optimize your financial outcomes. Don't miss these expert insights to grow your wealth through smart tax planning!

Steve Forbes: What's Ahead
Spotlight: This Is How Putin Thinks He'll Outfox The U.S. In Ukraine Ceasefire Negotiations

Steve Forbes: What's Ahead

Play Episode Listen Later Mar 14, 2025 4:14


Steve Forbes: What's Ahead
Spotlight: These Are The Questions Jerome Powell Must Be Asked After Federal Reserve Board Meeting Next Week

Steve Forbes: What's Ahead

Play Episode Listen Later Mar 13, 2025 3:05


Steve Forbes: What's Ahead
The World Is Unraveling—Can The U.S. Stop Possible Nuclear Warfare?

Steve Forbes: What's Ahead

Play Episode Listen Later Mar 11, 2025 4:15


Steve Forbes warns that the shocking interest in multiple nations to acquire their own nuclear arsenals, coupled with a volatile global economy, is pushing the world to the brink—but strong and assertive U.S. leadership can help ease some tensions and avert disaster.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Federal Tax Updates
BOI Relief, Tax Reform, and IRS Restructuring

Federal Tax Updates

Play Episode Listen Later Mar 11, 2025 53:09


SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsRoger and Annie provide critical updates on the Treasury Department's decision to halt Corporate Transparency Act penalties and enforcement requirements, bringing relief to tax practitioners and their clients. They break down the six-step reconciliation process for tax reform, offering clarity on where current legislation stands and what might be coming. The hosts also discuss concerns about potential IRS workforce reductions, upcoming technology improvements, and preview changes to Circular 230 regulations that will impact tax practice management.{campaign_start}}(00:00) - Introduction and Welcome (02:04) - BOI Reporting Updates (02:50) - Corporate Transparency Act Penalties (05:46) - Guidance for Clients on BOI Compliance (11:03) - Government Shutdown Concerns (15:27) - Reconciliation and Tax Reform Process (26:15) - Debating the Impact of Tariffs (26:57) - Abolishing the IRS: Feasible or Fantasy? (29:08) - IRS Workforce Cuts: Immediate Implications (29:54) - Challenges of Tax Season Amid Workforce Reductions (32:39) - Potential Tax Reforms and Technological Advancements (45:31) - Common Tax Filing Mistakes to Avoid (47:58) - Upcoming Changes to Circular 230 (51:19) - Wrapping Up and Final Thoughts Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Steve Forbes: What's Ahead
Spotlight: Here Is How Medicaid Can Be Made Great And Less Costly

Steve Forbes: What's Ahead

Play Episode Listen Later Mar 7, 2025 4:06


Steve Forbes lays out the simple steps to lower the cost of Medicaid while enhancing services, to help save taxpayer dollars and provide excellent care to those who need it.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: This Is Why Daylight Saving Time Should Not Be Scrapped

Steve Forbes: What's Ahead

Play Episode Listen Later Mar 6, 2025 2:57


While the notion of ending Daylight Saving Time has gained a great deal of popularity, Steve Forbes explains why jettisoning the practice would be deleterious to both business and health.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: Is Humanity Headed For Extinction? Why We Need To Get Birthrates Up And Fast

Steve Forbes: What's Ahead

Play Episode Listen Later Mar 4, 2025 4:07


Steve Forbes: What's Ahead
Spotlight: Credit Card Holders—Especially Those With Lower Incomes—Could Be In For A Nasty Shock

Steve Forbes: What's Ahead

Play Episode Listen Later Feb 27, 2025 3:16


Steve Forbes warns of a new bipartisan bill that would cap credit card interest at ten percent, explaining that while the idea sounds good the unintended effect would be the denial of credit cards to those with lower incomes.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Devotional Anarchy with Isha Vela
5.3 | To LLC Or To S Corp, That Is The Question with Brandon Trammell

Devotional Anarchy with Isha Vela

Play Episode Listen Later Feb 27, 2025 47:06


Should I form an LLC?  What are the pros and cons of an S Corp?  Or C Corp? How does that affect how I pay taxes? I get this question from so many entrepreneurs. And to answer the question property, you first have to consider your business goals. Secondly, you have to differentiate between a corporate structure (LLC) and a tax entity (S Corp). To make this all much clearer, I invited Brandon Trammell--author, podcast host and financial advisor/insurance agent--to speak on the pros and cons of each. Brandon's career in financial services has spanned 15+ years. His firm, Purpose Financial & Insurance Services, was born in 2018 out of a desire to serve in a way that seemed to be missing from the industry; empowering community members with critical knowledge so they may take charge of their financial lives.  in this episode, Brandon walks you through: What a pass-through entity is and why it's important; The questions to ask yourself when choosing a corporate structure; The value of understanding the difference between ordinary and necessary business expenses when adding up your deductions. There's no better time that to dive into this than during tax season, {{contact.first_name}}.  Follow Brandon on YouTube or to his website. Access his book, Leave It Better - A Financial Blueprint: How Savvy Business Owners Use the Tax Code to Grow Wealth And Leave a Lasting Legacy. Download my 3-session money magnetism activation, PROSPER, to increase your financial confidence and cash flow:  https://ishavela.com    Apply to book your free financial strategy session: https://vortex-financial.ck.page/71853aa421   Apply to join our team of wealthy witches empowering conscious wealth: https://docs.google.com/forms/d/e/1FAIpQLScjU5QXtEnJiBA6kNK46JB4C9M5zJGOHhY2RsZJXwK66gYqjQ/viewform   Access free content on my YouTube channel: https://www.youtube.com/@isha_vela   Follow me on IG:  https://www.instagram.com/isha_vela

Steve Forbes: What's Ahead
Spotlight: One Way To Fight High Prices Would Be To Torpedo The Destructive Jones Act

Steve Forbes: What's Ahead

Play Episode Listen Later Feb 25, 2025 4:01


Steve Forbes seconds Connecticut Governor Ned Lamont's call to repeal the Jones Act, a misbegotten law also known as the Merchant Marine Act passed over a century ago, which presently increases the costs of goods and serves no arguable purpose in modern times.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Federal Tax Updates
IRS Upheaval: Staff Cuts, BOI Updates, and Filing Season Insights

Federal Tax Updates

Play Episode Listen Later Feb 24, 2025 55:53


SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsRoger and Annie explore major changes affecting tax professionals in early 2024, including significant staffing changes at the IRS and ongoing uncertainty around Beneficial Ownership Information (BOI) reporting requirements. They break down the new 1099-K reporting thresholds and explain how to handle various transaction types, from business payments to personal item sales. The hosts also discuss current legislative proposals and share practical insights for handling common client questions about taxable income and deductions during tax season.{campaign_start}}(00:00) - Welcome to Federal Tax Updates (02:30) - Tax Reform and Legislative Updates (07:05) - IRS Hiring and Workforce Changes (13:12) - Beneficial Ownership Reporting Updates (20:34) - Employer Retention Credit Updates (23:42) - 1099K Reporting Changes (30:15) - Understanding Ticket Transactions (31:39) - Client Misconceptions and IRS Blame (33:27) - Filing Season Insights (38:46) - Common Tax Questions (49:32) - Proposed Tax Legislation (54:03) - Conclusion and Final Thoughts Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Steve Forbes: What's Ahead
Spotlight: In Upcoming Elections Can Germany Save Itself And Thereby Help Save The Free World?

Steve Forbes: What's Ahead

Play Episode Listen Later Feb 21, 2025 4:12


Steve Forbes gives his frank take on Sunday's German parliamentary elections, explaining why a victory for conservative leader Friedrich Merz would stem the international forces of authoritarianism, and why AfD winning would spell disaster for Germany and Europe.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes: What's Ahead
Spotlight: Hit Series 'Landman' Shows How Government Ownership Is A Dead Weight

Steve Forbes: What's Ahead

Play Episode Listen Later Feb 7, 2025 3:34


Steve Forbes: What's Ahead
Spotlight: This Is How Trump Must Deal With Iran To Protect The U.S.—And His Own Life

Steve Forbes: What's Ahead

Play Episode Listen Later Feb 6, 2025 3:45


Steve Forbes: What's Ahead
Spotlight: Memo To The FAA—These Reforms To Air Traffic Control Could Prevent Future Disasters

Steve Forbes: What's Ahead

Play Episode Listen Later Feb 4, 2025 3:50


Steve Forbes: What's Ahead
Spotlight: Are The Los Angeles Dodgers The New Evil Empire Of Baseball?

Steve Forbes: What's Ahead

Play Episode Listen Later Jan 31, 2025 3:56


Steve Forbes: What's Ahead
Spotlight: It's Time To Shutter The Consumer Financial Protection Bureau

Steve Forbes: What's Ahead

Play Episode Listen Later Jan 30, 2025 3:50


Steve Forbes: What's Ahead
Spotlight: The FDA's Proposed Ban On Cigarettes Will Fail Just As 1920s Prohibition Did

Steve Forbes: What's Ahead

Play Episode Listen Later Jan 28, 2025 4:15