Podcasts about tax code

Steve Forbes responds to the election victory for Argentinian President Javier Milei's party by pointing out that now world leaders have to finally understand the nature of inflation, and solve it before it leads to more social and economic destruction.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this Money Talks: Emily Peck and Felix Salmon are joined by legal scholar Ray D. Madoff to discuss her new book The Second Estate: How the Tax Code Made an American Aristocracy. Ray lays out how the US tax code favors the wealthy to an unbelievable degree, helping them to essentially opt out of the system altogether.  Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Money Talks: Emily Peck and Felix Salmon are joined by legal scholar Ray D. Madoff to discuss her new book The Second Estate: How the Tax Code Made an American Aristocracy. Ray lays out how the US tax code favors the wealthy to an unbelievable degree, helping them to essentially opt out of the system altogether.  Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Steve Forbes praises the Thatcheresque inclinations of Japan's new prime minister, Sanae Takaichi, which could help her nation dig out of its economic rut—but Forbes warns that she is still pursuing the same plans as before, which could ensure an economic crisis.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this Money Talks: Emily Peck and Felix Salmon are joined by legal scholar Ray D. Madoff to discuss her new book The Second Estate: How the Tax Code Made an American Aristocracy. Ray lays out how the US tax code favors the wealthy to an unbelievable degree, helping them to essentially opt out of the system altogether.  Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Money Talks: Emily Peck and Felix Salmon are joined by legal scholar Ray D. Madoff to discuss her new book The Second Estate: How the Tax Code Made an American Aristocracy. Ray lays out how the US tax code favors the wealthy to an unbelievable degree, helping them to essentially opt out of the system altogether.  Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Roger and Annie welcome Alan Pinck, EA and moderator of Tax Talk Today, for a wide-ranging conversation about his transition from hospitality management to tax representation work. Alan shares war stories from the days of preparing returns by hand, explains why treating IRS auditors with respect yields better outcomes than adversarial tactics, and discusses the critical differences between examination and collections work. The conversation covers everything from ghost preparers and ERC problems to building a year-round practice, teaching strategies, and why the most important day of tax season is April 16th.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsConnect with Alanhttps://www.linkedin.com/in/alan-pinck-ea-1b29b66https://apincktax.com/ Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Introduction and Welcome (01:05) - Special Guest Introduction: Alan Pink (02:13) - Alan's Journey into Tax Profession (04:57) - Challenges and Anecdotes in Tax Preparation (13:09) - Representation and Audits (22:28) - Collections vs. Examination (29:12) - Current Issues and Credits (30:06) - Taxpayer Liability and Rule Changes (31:11) - Understanding Captive Insurance (33:35) - Advice for New Tax Professionals (34:33) - NAEA and Educational Programs (38:21) - Becoming a Tax Talk Moderator (41:36) - Challenges and Rewards of Live Shows (51:12) - Upcoming Speaking Engagements (53:19) - Final Thoughts and Farewell Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect 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 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 warns that President Trump appears to be pushing a settlement with Russia that would jeopardize Ukraine's viability, and would jeopardize the free world—and urges the administration to change course and protect Ukraine's sovereignty.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Ray Madoff, author of The Second Estate, breaks down how the U.S. tax code has enabled the wealthiest Americans to avoid paying their fair share, creating a modern aristocracy. She explains why understanding taxes is essential for every citizen and highlights the strategies the wealthy use to minimize their tax burden. The conversation explores the role of inheritance, the shortcomings of the estate tax, and how complex tax rules disproportionately benefit the rich. Madoff also discusses potential reforms aimed at creating a fairer system, including treating inheritances as ordinary income. This episode is a must-listen for anyone interested in wealth inequality, tax policy, and the societal implications of a system that favors the ultra-wealthy. Make sure to check out Ray Madoff's book: The Second Estate

Roger and Annie sit down with Blake Oliver, founder of Earmark, to cut through the AI confusion. Blake explains why AI is more like a brilliant Harvard-trained intern with amnesia than a tax professional replacement, sharing practical applications from document organization to quality control that can work in firms today. The conversation explores which AI tools are worth trying, why voice mode changes everything, and why tax professionals who start experimenting now are still early adopters, not late to the party.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Welcome to Federal Tax Updates (01:19) - Guest Introduction: Blake Oliver (03:27) - Diving into AI: Initial Thoughts and Comparisons (07:58) - Understanding AI and Its Limitations (15:47) - Effective Use of AI in Accounting (21:41) - Choosing the Right AI Tools (24:49) - Security and Cost Considerations (30:46) - Best Practices and Pitfalls in AI Usage (33:17) - AI Struggles with Tax Complexity (34:34) - Human Verification in Tax Analysis (35:01) - AI's Limitations and Cost (36:29) - Misconceptions About AI in Tax (40:25) - AI's Role in Administrative Tasks (41:47) - AI in Quality Control and Research (43:26) - AI in Radiology and Tax (50:10) - Future of AI in Transportation (53:05) - AI in Manufacturing and Economy (56:17) - Adapting to AI in the Accounting Industry (57:21) - Conclusion and Final Thoughts Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with Blake Oliver https://www.linkedin.com/in/blaketoliverConnect 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 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 explains how Puerto Rico can once again become a pharmaceutical powerhouse and help achieve the much-needed goal of reshoring U.S. drug manufacturing.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes explains how Germany is an economic mess of its own making due to terrible energy policies, a massive welfare system, and a collapse in its work ethic—but if Chancellor Friedrich Merz looks to the example of legendary economist Ludwig Erhard, the nation could be put back on track.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes breaks down why Argentina's economic turmoil, and the shocking political crises facing its President Javier Milei, could spell serious trouble for the United States—and explains what President Trump must do fast. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mock and Daisy sit down with Zach Abraham from Bulwark Capital Management to talk about taxes, wealth, and the economy. Should middle-class families get the same tax write-offs as corporations? Is a flat tax really fair—or just another burden on working Americans? And the big question: is taxation theft? From subsidies to loopholes to China's […]

Drawing from insights gathered at five IRS tax forums this year, Roger and Annie are joined by Jeff, Amanda, and Katarina to tackle the three most pressing challenges facing small accounting firms. From remote hiring strategies to why 90% of clients accept fee increases to essential marketing basics, this episode shows how hiring, pricing, and marketing work together to create a thriving, sellable practice. Whether you're drowning in capacity issues or preparing for eventual retirement, these proven strategies offer a roadmap out of the daily grind.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:10) - Overview of Today's Podcast (01:27) - Insights from IRS Forums (02:43) - Key Challenges in the Industry (04:20) - Deep Dive into Hiring Issues Pricing Strategies and Challenges (07:38) - Introducing Jeff Phillips on Hiring (08:53) - Remote Work and Hiring (28:41) - Introduction and Struggles with Pricing (29:10) - Linking Pricing to Hiring Challenges (30:08) - Consequences of Poor Pricing (31:55) - Implementing a Pricing System (33:35) - Client Reactions to Price Increases (36:16) - Timing and Strategy for Raising Fees (46:31) - Marketing and Growth Strategies (48:07) - Importance of Online Presence (50:52) - Leveraging Reviews and Referrals (01:01:33) - Concluding Thoughts and Future Plans 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 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.

Mock and Daisy sit down with Zach Abraham from Bulwark Capital Management to talk about taxes, wealth, and the economy. Should middle-class families get the same tax write-offs as corporations? Is a flat tax really fair—or just another burden on working Americans? And the big question: is taxation theft? From subsidies to loopholes to China's rise in EVs, we cover it all. Hear directly from Zach Abraham in the free “Back To Basics” webinar, October 2nd at 3:30 Pacific. Register now at https://KnowYourRiskPodcast.com and get back to the basics of your retirement portfolio today!

Most business owners fear the tax code. But what if almost all of it was written to help you keep more of your money? In this episode, Tiffany Phillips shares the shocking truth: 99.5% of tax laws are incentives, not penalties. Learn how smart tax strategies can put thousands back in your pocket and why your CPA may not be telling you the full story. Stop overpaying and start using tax planning to build wealth. Don't wait—your biggest tax savings opportunities are hiding in plain sight.   Next Steps:

Steve Forbes breaks down why California's endless high speed rail boondoggle is even worse than people think, and why it needs to be scrapped yesterday.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes calls out the disgraceful educational practice known as "equity grading" which is contributing to the dumbing down of schools and students, and calls to restore teachers' power to control the classroom without fear of intimidating lawsuits, while making school administrators personally responsible for how well their schools perform.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sarah and Zack talk about Business After Hours and Ribbon Cutting events, a Tax Code update virtual meeting for businesses, and the groundbreaking of Project T in Benton Harbor. Get details and register to attend at SMRChamber.com!See omnystudio.com/listener for privacy information.

Sarah and Zack talk about Business After Hours and Ribbon Cutting events, a Tax Code update virtual meeting for businesses, and the groundbreaking of Project T in Benton Harbor. Get details and register to attend at SMRChamber.com!See omnystudio.com/listener for privacy information.

Roger and Annie break down the preliminary list of occupations qualifying for tax-free tips, including some unexpected entries like plumbers and digital creators. They discuss the compliance headaches ahead with retroactive implementation but no updated forms until 2026. The conversation shifts to serious concerns about proposed IRS budget cuts and workforce reductions that could undermine tax enforcement when it's needed most.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Introduction and Greetings (01:25) - Upcoming Tax Deadlines (02:41) - No Tax on Tips: New Guidelines (04:16) - Industries and Occupations Affected (12:25) - Compliance and Documentation Challenges (16:24) - W-4 and W-2 Form Changes (26:04) - Call to Action: Comment on Proposed Forms (30:27) - Upcoming Changes to W2 Forms (31:16) - New Codes for Tips and Overtime (33:38) - IRS Budget Cuts and Workforce Reduction (36:42) - Impact of Budget Cuts on IRS Operations (39:29) - Challenges in IRS Enforcement and Compliance (48:12) - The Role of Practitioners and IRS Communication (55:00) - Future of IRS and Tax Law Changes (56:40) - Conclusion and Listener Engagement 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 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 calls for a major overhaul in how GDP data is interpreted and released, urging the Trump Administration to make a crucial change as it reforms the BLS job growth statistical gathering.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes calls out the ugly crackdown on speech in Great Britain, pointing out the shocking arrests and convictions of people based on what they say online, and urges the U.K. to reverse course and take some inspiration from the U.S.'s First Amendment.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes slams the new guidance in Florida that ends all vaccine requirements for schoolchildren, warning of the crippling and lethal consequences to kids who don't get immunized for polio, measles, mumps, rubella, and more diseases.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

teve Forbes explains that in order to win peace in Ukraine and end Russia's war of aggression, the Trump Administration must supply Ukraine with greater while imposing tougher sanctions on Russia.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Roger and Annie break down the aftermath of Commissioner Billy Long's abrupt departure to become Ambassador to Iceland, leaving Treasury Secretary Scott Bessent as acting commissioner amid widespread IRS staff cuts and uncertainty. They also explore the massive 900+ page "Big Beautiful Bill" (2025 Act), covering everything from permanent individual tax rate changes and Trump savings accounts for children to the new tip and overtime tax exclusions that expire in 2028. The discussion also covers significant business provisions like permanent QBI deductions, higher 1099 thresholds, and the systematic elimination of energy credits through 2028.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome o Federal Tax Updates (01:03) - Recap of Previous Podcast with IRS Stakeholder Liaison (01:53) - Discussion on IRS Forums and Observations (06:14) - Changes in IRS Leadership (09:19) - Impact of IRS Leadership Changes on Operations (19:08) - Big Beautiful Bill Overview (28:05) - Individual Tax Changes in the 2025 Act (31:28) - Changes to Standard Deductions and Itemization (33:26) - Paid Leave and Adoption Credits (35:26) - New Trump Accounts and Education Savings (39:50) - Tax Benefits for Workers: Tips and Overtime (46:31) - Senior Tax Benefits and Auto Loan Interest Deduction (47:57) - Business Tax Provisions: QBI Deduction and Depreciation (52:44) - Energy Credits and Their Phase-Out (56:42) - Political Implications and Conclusion 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 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.

In this video, I show you the obscene legal tricks and gimmicks the government employs in the Tax Code to keep the American people from learning the truth, that the income tax doesn't apply to them. It is a nefarious scheme to deceive an entire nation. See for yourself! My books are available at https://drreality.news/store/ To get FREE SHIPPING on any order containing "Income Tax: Shattering The Myths”, use coupon code 'tariffs' at checkout.   TD 8734 - https://www.irs.gov/pub/irs-irbs/irb97-44.pdf TD 8881 - https://www.irs.gov/pub/irs-regs/td8881.pdf

When Congress passed the One Big Beautiful Bill in July 2025, the Federal legislation brought significant changes for business and individual taxpayers.On this week's Mind Your Business, we continue our examination of the bill and it's impact on tax law for business and individual filers, highlighting key changes that will resonate with High Country businesses and their employees. We are joined by Ralph Polk, CPA and Senior Manager with DMJPS, PLLC, who will break down the legislation and provide insight on topics like depreciation, research & development expenses, and 1099 reporting for businesses. He'll also explain the final legislative language related to major campaign talking points like no tax on tips, while also highlighting changes to charitable contribution allowances for certain individual taxpayers.Mind Your Business is written and produced weekly by the Boone Area Chamber of Commerce. This podcast is made possible thanks to the sponsorship support of Appalachian Commercial Real Estate.Catch the show each Thursday afternoon at 5PM on WATA (1450AM & 96.5FM) in Boone.Support the show

Artificial intelligence isn't just a buzzword anymore. It's driving market highs, reshaping industries, and sparking debate about whether it's a bubble or a lasting revolution. In this week's Money Hour, Jeremiah and Nic talk about how AI could impact investments, jobs, and even wages. They explore where AI already outperforms humans and why emotional intelligence may be the skill that keeps you relevant in the workplace. The guys also unpack the latest updates on Social Security, clarifies common misconceptions about spousal and survivor benefits, and explains why relying on the SSA for advice could cost you. Plus, they highlight big changes coming out of the “Big Beautiful Bill,” including new opportunities with 529s, the rollout of “Trump Accounts” for kids, and tax code updates that could save retirees thousands.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Host: Jeremiah Bates & Nic Daniels

Recorded live from the New Orleans Tax Forum, Roger and Annie sit down with Maggie Romaniello from IRS Stakeholder Liaison to discuss this often overlooked but crucial IRS department. Maggie explains how Stakeholder Liaison serves as an advocate for tax professionals and their clients, handling everything from systemic issues like erroneous extension letters to data breach incidents and disaster response. The conversation reveals how practitioners can access this free resource directly through the IRS website and highlights the department's role in pushing for technological improvements like online accounts and streamlined processes.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Introduction and Setting the Scene (01:02) - Overview of IRS Tax Forums (01:37) - Special Guest: Maggie Romaniello from Stakeholder Liaison (03:07) - History and Evolution of Stakeholder Liaison (04:57) - Current Challenges and Changes in Stakeholder Liaison (05:53) - Addressing Practitioner Issues and Communication (16:05) - How to Contact Stakeholder Liaison (19:55) - Introduction to Data Safetys (22:07) - Steps to Take After a Data Breach (24:00) - IRS Support and Resources (25:12) - State-Specific Requirements for Data Breaches (27:11) - The Importance of Online Accounts (28:45) - Setting Up and Using IRS Online Accounts (37:28) - Power of Attorney and Tax Pro Accounts (42:31) - Handling Disasters and IRS Outreach Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Maggie LinkedIn:  https://www.linkedin.com/in/margaret-romaniello-5189758aConnect 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 looks to the historical example of "X"—the pseudonym of George F. Kennan, who advanced the policy of containment that helped serve as a North Star for U.S. foreign policy for decades—to argue that we now need a new guiding principle to take us safely through our present confused, dangerous times.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes explains why having a strong dollar is crucial for keeping the U.S. the most powerful nation in the world, and warns that those taken in by the siren call of a "weak dollar" are stoking real dangers.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes calls for Stephen Miran, President Trump's nominee for Federal Reserve Governor, to be asked how important he thinks i it is to have a dollar stable in value, and whether he believes that prosperity causes inflation—his answers could determine the future of the U.S. economy.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jeff Levine joins us to break down one of the most surprising features of the new tax law: a brand-new type of deduction that could significantly change the way we think about AGI thresholds, phaseouts, and entity planning. In this episode, we unpack how the latest changes in the tax code are opening up advanced strategies for clients, and where financial planners need to stay sharp to avoid stealth cliffs and missed opportunities. Key Topics Covered: The new above-the-line deduction and who can benefit Planning around AGI phaseouts and stealth tax cliffs Leveraging non-grantor trusts for charitable and income planning Avoiding estate planning complacency amid exemption increases Rethinking entity structure in light of expanded QSBS rules Resources: Planning after tax changes Podcast: BBB Crossover Special A summary for tax planning This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

On today's show we are looking at what might become another tectonic force in the world of real estate investing. The White House provides a steady stream of topics that are worthy of discussing on any real estate podcast. This week is no exception. On Tuesday of this week, the President floated the idea that maybe houses will be exempted from capital gains tax. The thinking is that this would stimulate the real estate market. A change like this to the tax code would require Congressional and Senate involvement. The final definition of what type of property would qualify to achieve the tax exempt status has not been articulated. So on today's show we are going to dive into the dangerous realm of speculation for what that might be the consequences of such a change. ------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Steve Forbes explains that President Trump is hardly the first Commander in Chief to battle the Federal Reserve, and until the central bank abandons its profoundly wrong philosophy, history is doomed to repeat itself.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Washington DC tax expert Thad Inge joins the show again for a deep dive into the Big Beautiful Bill.  He breaks down the tax legislation that extends TCJA provisions and introduces new benefits like tax-free tips and overtime. Together with Annie and Roger, they explore the surprising speed of the political process, the complex implementation challenges ahead, and what small business owners and individuals need to know right now. From ERC changes to new car loan deductions, this comprehensive breakdown separates the reality from the hype surrounding one of the most significant tax bills in recent years.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (02:14) - Overview of the Big Beautiful Bill (02:43) - The Legislative Process and Political Dynamics (06:53) - Key Provisions and Extensions in the Bill (09:33) - Tax Policy vs. Political Strategy (11:33) - State and Local Tax (SALT) Debate (17:25) - Cost and Budget Considerations (26:24) - New Tax Provisions: Tips and Overtime (29:07) - Implementation Challenges and Guidance (34:18) - Transition Relief and State Standards (37:16) - Overtime and Salary Dynamics (38:17) - IRS Withholding Rules (42:24) - Employee Retention Credit (ERC) Updates (48:17) - Business Deductions and Expensing (52:22) - New Tax Provisions for Seniors and Car Loans (54:59) - Energy Credits and Legislative Negotiations (56:35) - Final Thoughts and Future Outlook Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Thad IngeLinkedIn: https://www.linkedin.com/in/thad-inge-9342155Website: https://www.vsadc.com/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 calls out Fed Chair Jerome Powell for "playing politics" on refusing to cut interest rates, which not only damages the economy but hurts the U.S. dollar.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes warns Republicans and policymakers in general that the failure to confront the immigration crisis through a measured approach that protects Americans and bolsters the economy could cause far-reaching irrevocable damage.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes warns that lost in the endless conversation about tariffs is the issue of the tax wedge, a calculation that shows the real distance between a consumer and the ability to purchase a product, and how the new levies imposed by President Trump will create barriers to business.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Sunlight Tax Podcast, I'm discussing the critical role of ownership in building wealth, particularly in the context of personal finance and the tax code. I'm sharing my personal journey of negotiating ownership of my work while writing a book, emphasizing the importance of recognizing one's value in collaborative projects and the benefits of investing. This episode encourages listeners to reflect on their own ownership and value in various aspects of life. Also mentioned in today's episode:  00:00  The Importance of Ownership in Wealth Building 03:01  Creating Visuals: The Work Behind Ownership 08:47  Personal Reflections on Ownership and Generosity 10:17  Recognizing Your Value in Collaborative Projects 13:04  Investing: A Path to Ownership and Financial Freedom   If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences. Links: Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. Link to pre-order my workbook, Taxes for Humans: The Workbook Get your free visual guide to tax deductions Check out my program, Money Bootcamp  

Tax professional data breaches have exploded in 2025, with 327 reported incidents affecting over 342,000 taxpayers in just half a year. Glenn Gizzy, a 36-year IRS veteran now specializing in data breach prevention, reveals the sophisticated tactics criminals use to infiltrate tax practices. From phishing emails disguised as client referrals, to hackers who wait until returns are filed before changing bank account information. This conversation covers essential protection measures including Written Information Security Plans (WISP), IP PINs, proper cyber insurance coverage, and the critical steps to take immediately after discovering a breach.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Introduction and Greetings (02:21) - Today's Guest and Topic: Scams and Data Breaches (02:56) - IRS Statistics on Data Breaches (05:33) - Common Scams and How They Work (09:48) - Phishing Emails and Ransomware (14:51) - Fake Charities and Donation Scams (17:30) - Refund Thefts and Data Breaches (21:28) - IRS Communication and Taxpayer Awareness (30:10) - Signs of a Data Breach for Practitioners (32:42) - Immediate Steps After a Data Breach (34:32) - Multi-Step Process and Insurance Involvement (37:42) - Filing Returns After a Breach (40:54) - Identity Protection PIN (IP PIN) (48:10) - Written Information Security Plan (WISP) (53:06) - Protecting EFIN, PTIN, and CAF Numbers (55:25) - Final Thoughts and Conclusion Connect with Glennhttps://www.linkedin.com/in/glenn-gizzi-4b6ab5205Get 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 explains that President Trump can take on the Federal Reserve in its intransigent refusal to cut rates: have the Treasury issue bonds in gold, which would provide a simple, everyday metric as to whether Washington is undermining the dollar's integrity or maintaining its value.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes lays out a tough set of proposals President Trump should immediately employ against Russia—including hardline sanctions, sending Ukraine major weapons, and freezing Russian assets—to finally end the invasion of Ukraine.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes calls out the Federal Reserve for its refusal to reduce interest rates due to its animus against President Trump, who attacks Chair Jerome Powell routinely—and explains why DOGE-like massive reforms are required to put the central bank back on course.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes shares his unvarnished reaction to the Federal Reserve's continued refusal to cut interest rates due to its absurd belief in the patently false premise that to control inflation, it must deliberately try to stimulate or depress economic activity.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes explains that in this extremely precarious geopolitical situation, President Trump must stay firm by backing Israel against Iran and Ukraine against Russia.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes makes the case to abolish or at least substantially reform the Congressional Budget Office, calling out the agency's consistent patterns of error that have consistently misled policymakers and thrown a wet blanket on economy-boosting tax cuts.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Steve Forbes makes the case for privatizing Fannie Mae and Freddie Mac, a move that has just been proposed by President Trump.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.