Podcasts about tax compliance

In this episode, Tiffany talks with Kevin Akeroyd, the CEO of Sovos, about how taxes are changing fast for small business owners. They cover new rules that could lead to big fines—even for simple mistakes. Kevin shares how smart software can help business owners stay out of trouble, avoid audits, and even grow into new markets. From selling online to crossing borders, the world of tax is more complex than ever. But with the right tools, staying safe (and stress-free) is possible. You'll learn how to keep things simple, save time, and protect your business from costly problems. If you're a small business owner who wants to stay ahead of the game, this episode is for you!   Next Steps: ✅ Learn More About Sovos

Apple Podcast Description: In this episode of the Inner Edison Podcast, host Ed Parcaut sits down with Jeff Trapp, an experienced tax strategist and founder of Tax Planning Pros. Jeff clarifies the differences between an Enrolled Agent (EA) and a CPA, shares candid stories about his path into the tax field, and offers practical advice for business owners on proactive tax planning. Listen in as Jeff reveals common tax mistakes, the importance of building your personal brand, and key tips for keeping your books in order. Whether you're a solo entrepreneur or a seasoned business owner, this episode is packed with timely insights on saving money, building wealth, and navigating the complex world of taxes. Plus, discover how Jeff overcame setbacks to launch his own successful firm and what you should be asking your accountant to maximize your financial legacy. Learn more about Jeff at taxplanningpros.com and get inspired to take control of your business—and your taxes—today! **Contact Ed Parcaut:** -

Lester Kiewit speaks to Nicolas Botha, Tax Team Compliance Manager at Tax Consulting SA, on how to ensure you are tax compliant when you have multiple jobs or sources of income or when you want to do part time work after retirement. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Carlos Samaniego is a recognized tax resolution expert, dynamic speaker, and founder of Tax Debt Consultants, LLC. Licensed by the U.S. Department of Treasury as an Enrolled Agent (EA), he specializes in resolving complex IRS and state tax issues for self-employed professionals and small business owners. Carlos is a best-selling author who co-authored Never Give Up with sports commentator Dick Vitale and wrote How to Make the IRS an Offer They Can't Refuse, sharing his personal journey and strategies for overcoming tax troubles. His upcoming book, The FTB Taxpayer Survival Guide, offers essential advice for handling tax disputes with the California Franchise Tax Board. Carlos has received the Quilly Award and the Expy Award, recognizing his contributions to tax resolution. He has been featured on major media outlets such as Fox, NBC, CBS, ABC, and USA Today, and in a PBS documentary hosted by Dennis Quaid. As host of the Tax Debt Consultant Podcast—ranked among the Top 10 Small Business Tax Podcasts by Feedspot—Carlos provides invaluable tax advice to a global audience. Additionally, Carlos mentors CPAs, EAs, and attorneys nationwide, helping them develop successful practices. His dedication to education and client service earned him the 2020 Tax Professional of the Year title What You Will Learn: Who is Carlos Samaniego EA? What is Carlos Samaniego's background and how did he get into tax consulting? What pivotal moment in Carlos's early career led him to realize the importance of proper tax withholding? How did Carlos navigate his tax issues over the eight years he didn't file? How does Carlos's experience shape his approach to helping clients with tax issues? What changes occurred in IRS collection practices during and after the COVID-19 pandemic? What is the significance of the "final notice before levy" that the IRS sends to taxpayers? How does Carlos engage with clients from different parts of the world, including expats? What should clients expect during the initial consultation with Carlos regarding their tax issues? How does Carlos address the fear and stigma associated with dealing with tax problems? What is the hardest part for clients when they first reach out to Carlos regarding their tax problems? What information can Carlos access once he files the power of attorney? How does Carlos compare his investigative process to a doctor's examination? What does the compliance step entail in dealing with tax issues? What options does Carlos offer for resolving tax debts based on their size? How does Carlos help clients who owe large tax balances through programs like currently not collectible status or offer in compromise? What common misconceptions do people have about tax resolution companies? How does Carlos engage with clients from different parts of the world, including expats? What advice does Carlos give regarding the importance of separating personal and business finances? How can real estate agents and self-employed individuals better manage their records to avoid tax issues? Carlos shares how everyone can contact him. Additional Resources from Carlos Samaniego EA: Website:https://www.taxdebtconsultant.com/, http://carlossamaniego.com/ LinkedIn: https://www.linkedin.com/in/carlossamaniego/ Facebook: https://www.facebook.com/taxdebtconsultant/ X: https://x.com/carlossamaniego Instagram: https://www.instagram.com/jcarlossamaniego/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

If you're searching for expert help with South African tax, this episode with Andre Bothma delivers essential insights for small business owners and digital entrepreneurs.Andre Bothma, founder of Rafu, is a seasoned tax strategist who helps entrepreneurs simplify their structure, pay less tax, and make more money — especially in the evolving digital and global economy. Whether you're a solopreneur, digital nomad, or international startup founder, this conversation covers strategies that directly address the questions and challenges you're searching to solve.Andre breaks down the tax benefits of setting up a business in South Africa, how to navigate global tax optimization, and what financial services for small business actually look like in practice. He also shares how to legally reduce your tax burden using systems like the Small Business Corporation scheme and how to leverage AI for entrepreneurs to increase efficiency and drive decision-making.This episode is packed with real, relatable advice for those who want to stay compliant while optimizing profits — whether you're in Canada, the US, the UK, or South Africa itself. You'll also hear about AI tools like Grok and how Andre uses them daily to help clients make smart financial decisions.

In this conversation, Brett McCollum interviews Cathi Korelin, an enrolled agent with over 20 years of experience in the tax industry, particularly focusing on real estate investors. Cathi shares her journey into the tax world, the importance of proper bookkeeping, and various tax strategies that can help real estate investors save money. She emphasizes the need for a collaborative team of professionals to navigate the complexities of taxes and offers insights into common mistakes made by investors. Cathi also discusses her upcoming book on creative real estate finance and tax strategies, aiming to educate investors on maximizing their financial outcomes.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

“The US system of tax reporting and FBAR reporting is exceedingly complex, and materially differs from the reporting requirements in most other countries in the Western world.” So says Dan Price, my guest on this week's Ask An Expert show. That's why there's a high chance of non-compliance if you're an expat in the US, and why you need to hear this week's episode. Dan is a distinguished tax attorney, two years into running his own firm but with almost 20 years of experience at the IRS Office of Chief Counsel. While there he established programs designed to aid individuals in becoming tax compliant, and covered both criminal and civil IRS audits. He knows his stuff, so it's a privilege to have him on the show to take us behind the scenes at the IRS and give you expert advice on staying tax compliant. We talk about:·      The cost of compliance for middle-class tax payers. What qualifies as middle-class? And what are the costs of being in non-compliance? Hint: they're significant.·      How to streamline your filing with the IRS. As Dan explains, there are myriad systems and procedures in place to catch wilful non-compliance. You can't beat the algorithm, so don't try.·      The difference between true ignorance, or wilful blindness, and knowingly ignoring tax obligations. if you're an expat or an immigrant and you came here mid-career, there's a very good chance you're in some form of non-compliance. Don't bury your head in the sand. It's very possible the IRS already has information about you and it might one day catch up with you. There are solutions, palatable solutions, as you'll hear in this episode.For more information on Daniel N Price LLC, visit pricetaxlaw.comWe're the Brits in America is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.

This Day in Legal History: Brady v. MarylandOn May 13, 1963, the U.S. Supreme Court issued its landmark ruling in Brady v. Maryland, fundamentally reshaping criminal procedure and the obligations of prosecutors. The case involved John Brady, who was convicted of murder in Maryland state court. Although he admitted involvement, he claimed he did not commit the actual killing. During the trial, the prosecution withheld a statement from Brady's co-defendant that supported this claim. After Brady was sentenced to death, his attorneys discovered the statement and appealed, arguing that suppression of such exculpatory evidence violated his constitutional rights.The Supreme Court agreed, holding in a 7–2 decision that suppression by the prosecution of evidence favorable to an accused who has requested it violates due process, regardless of whether the prosecution acted in good faith or bad faith. This principle became known as the Brady Rule, and it remains one of the cornerstones of a fair trial in American criminal justice. The Court emphasized that the goal of a trial is not to win a case but to ensure justice is done.The Brady decision led to a broader understanding of prosecutorial obligations and placed enforceable limits on government discretion. Over time, it has been extended and clarified through subsequent cases, shaping what material must be disclosed and when. Still, Brady violations continue to arise in courts, often forming the basis for appeals or post-conviction relief. The ruling reflects a deep constitutional commitment to due process and underscores the state's duty to act not only as an advocate but also as a guardian of fairness.President Donald Trump abruptly fired Shira Perlmutter, the Register of Copyrights, on May 10, 2025, just two days after also dismissing Librarian of Congress Carla Hayden, who had appointed Perlmutter in 2020. The U.S. Copyright Office confirmed the termination via a statement, noting that Perlmutter received an email from the White House informing her that her role was ended “effective immediately.” The administration has not publicly explained the firing, and Perlmutter has not commented.The move came shortly after the Copyright Office released a report addressing how generative AI models interact with copyright law. The report urged caution on government intervention and emphasized the importance of voluntary licensing systems. It drew a line between research-related uses of AI, which are unlikely to harm copyright holders, and commercial uses that replicate copyrighted content, especially when done through unauthorized access—arguing the latter may exceed fair use.Rep. Joe Morelle (D-N.Y.) condemned the dismissal, calling it an "unprecedented power grab" and linking it to Perlmutter's refusal to support Elon Musk's push to use copyrighted material for AI training. The timing of her removal, coming one day after the report's release, has intensified speculation about political motives behind the firing.Trump Terminates US Copyright Office Director in New Shakeup (1)Everything is bigger in Texas, including policy failures. The latest—an expensive exercise in public policy theater that trades taxpayer dollars for ideological victory laps. With Governor Greg Abbott poised to sign Senate Bill 2 into law, Texas is now on track to funnel $1 billion away from public education and into private schools, starting in the 2026-27 school year. And make no mistake: this isn't about "school choice"—it's about abandoning public schools under the rhetorical cover of parental empowerment.Supporters say it's about letting families choose the education that “fits their child's path,” but the real fit here is between a regressive policy and a Republican donor wishlist. Up to 20% of the funds will be available to families earning over $160,000—so yes, the state is subsidizing private tuition for households that already have the means. Meanwhile, the public schools left behind are told to make do with less.Texas already ranks 38th in the nation in per-student funding, and public schools are still reeling from the $7.6 billion lawmakers withheld last session to hold them hostage for this very proposal. Districts have been cutting staff, closing campuses, and hiring uncertified teachers to stay afloat. Now they're being told they can have their crumbs—so long as a chunk of the loaf goes to private institutions that aren't accountable to the same standards, can't be compelled to admit students, and won't have to administer the same state tests used to judge public schools.This is a policy that spends public money without public accountability. It privileges private choice over public obligation. And it's being sold with the same warmed-over talking points that ignore what the data keeps telling us: vouchers don't reliably improve academic outcomes, especially not for the low-income students lawmakers claim to be championing.But the most corrosive effect isn't just fiscal—it's philosophical. When a state government diverts taxpayer dollars to schools that don't have to serve every child, it's not expanding opportunity. It's signaling that public education is optional, a backup plan, a place for the kids who didn't win the voucher lottery.Texas isn't innovating—it's retreating. And when the dust settles, it won't be the parents cashing the checks who pay the highest price. It'll be the millions of Texas students left in schools that the state funded just enough to fail.Private school vouchers head to Abbott's desk to become lawMy column for Bloomberg this week focuses on the quiet but dangerous implications of President Donald Trump's plan to reassign IRS criminal investigators from pursuing tax crimes to enforcing immigration law. This isn't just bureaucratic tinkering—it's a direct hit to the fragile deterrence model at the heart of our voluntary tax system. That system relies on the perception that the IRS is always watching, even if the chance of an audit is low. When that perception erodes, so does compliance.I argue that this shift weakens a key psychological pillar of tax law: the belief that evading taxes carries real consequences. Without the looming presence of tax enforcement, some taxpayers begin to wonder—sometimes out loud—whether they still need to play by the rules. I've seen this firsthand in conversations with clients and students. The risk of noncompliance starts to look more like a gamble than a crime.Public, high-profile enforcement has always served a broader messaging purpose: make examples of a few to deter many. But moving agents away from tax cases undermines that strategy and signals that enforcement is now a political tool, not a consistent application of law. Once that belief spreads, taxpayers may stop viewing payment as a civic duty and start viewing it as optional—especially if they believe others are getting away with cheating.I close by warning that this perception shift, once embedded, is hard to undo. Tax compliance is held together by trust as much as enforcement. Undermining one weakens the whole system. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

In addition to the actual taxes collected, the income/payroll tax system imposes an almost unimaginable additional burden on American taxpayers. This week, AFFT president Steve Hayes highlights a Tax Foundation study that shows how bad the current tax system really is.

In this episode, panelists discuss planning for tax year 2024 and beyond.

This episode is sponsored by Avalara. The complexities and challenges of use tax compliance only seem to grow as a business expands its operations and customer base. Our guest, Avalara use tax product solution consultant Myles Metzger, explains some of the most common misconceptions about use tax and why it is so tricky for finance teams to comply. Myles also explains some of the common challenges that Dynamics ERP customers face and how Avalara's latest integrations with Dynamics GP, D365 Business Central, and D365 Finance improve tax accuracy and reduce the risks of under- or overpayment. More from Avalara: See how Avalara's integrations with Microsoft Dynamics GP, BC, and Finance help improve accuracy, reduce manual effort, and minimize audit risk:

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

What happens when tax enforcement weakens? With 17% of millennials considering skipping their tax filing altogether, Blake and David dig into how IRS budget cuts might impact compliance and revenue. They analyze fascinating survey data revealing what taxpayers truly value when choosing between professional preparation and free options like Direct File. Plus, discover the accounting scandal forcing Financial Times to retract its Tesla analysis, exposing how GAAP complexity confounds even financial experts. You'll also learn why three major US cities face billion-dollar budget holes and the disturbing revelation that duplicate Medicaid payments are costing taxpayers billions—all while Tether still can't produce an audit after ten years of promises.Sponsors Bluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.)    RightWorks- http://accountingpodcast.promo/rightnow2025Chapters(00:00) - Introduction and Podcast Overview (00:42) - Top Stories of the Week (02:27) - Sponsor Messages and Event Announcements (04:52) - Interview with Christina Ho on PCAOB (07:57) - Discussion on IRS Cuts and Tax Compliance (19:44) - Survey on IRS Direct File (28:21) - AI's Impact on Tax Professionals (29:14) - Discrepancies in Tax Software Results (30:08) - Public Opinion on Tax Filing Services (31:23) - Challenges for Tax Professionals (32:39) - LA's Budget Crisis (36:24) - Federal Government Spending Issues (37:28) - Medicaid Duplicate Payments Scandal (45:55) - Tether's Audit Controversy (50:38) - Tesla's Financial Discrepancies (56:16) - Big Four Transparency Rankings (58:07) - Conclusion and Farewell  Show NotesTax Revenue Could Drop by 10 Percent Amid Turmoil at IRShttps://www.washingtonpost.com/business/2025/03/22/irs-tax-revenue-loss-federal-budget/ Survey: Some Americans Might Roll the Dice on Not Filing Their Taxes This Year Due to IRS Job Cutshttps://www.cpapracticeadvisor.com/2025/03/26/survey-some-americans-might-roll-the-dice-on-not-filing-their-taxes-this-year-due-to-irs-job-cuts/157877/ Most Americans Are Interested in Using IRS Direct File to Prepare and File Their Taxeshttps://taxpolicycenter.org/briefs/most-americans-are-interested-using-irs-direct-file-prepare-and-file-their-taxes TurboTax vs Free Tax USA: A Shocking Price Comparison https://www.tiktok.com/@carolinesadventure/video/7482613418801859870 Survey: 91% of Americans Think Filing Taxes Should Be Freehttps://www.cpapracticeadvisor.com/2025/03/11/survey-91-of-americans-think-filing-taxes-should-be-free/157176/ Why you should think twice before claiming an income-tax extension. ‘This is not the year to do your normal procrastinating.'https://www.marketwatch.com/story/why-you-should-think-twice-before-claiming-an-income-tax-extension-this-is-not-the-year-to-do-your-normal-procrastinating-89937e0d LA Faces $1 Billion Budget Hole, Warns of Thousands of Layoffshttps://www.bloomberg.com/news/articles/2025-03-20/la-faces-1-billion-budget-hole-warning-thousands-of-layoffs WSJ investigation: Medicaid paid health insurers billions by covering the same patients twicehttps://www.risehealth.org/insights-articles/wsj-investigation-medicaid-paid-health-insurers-billions-by-covering-the-same-patients-twice/ Tether seeks Big Four firm for its first full financial audit — Reporthttps://cointelegraph.com/news/stablecoin-issuer-tether-big-four-firm-full-reserve-audit-report Financial Times retracts report on Tesla's alleged shady accountinghttps://www.teslarati.com/financial-times-retracts-report-tesla-shady-accounting/ The Big 4 Transparency Accounting Awardshttps://big4transparency.beehiiv.com/p/the-big-4-transparency-accounting-awards Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify:

Is the U.S. heading toward a financial cliff? In this eye-opening episode, Blake and David unpack the Government Accountability Office's sobering projection that federal debt will double the size of the economy by 2047. While exploring recent DOGE initiatives and IRS layoffs, they examine whether drastic government spending cuts are inevitable—and necessary.Meanwhile, Virginia and Tennessee join the growing movement to reform CPA licensure requirements by offering pathways that don't require 150 credit hours. Could these changes be the key to increasing diversity more effectively than corporate DEI programs?You'll also discover why the $400 million PCAOB budget might be on the chopping block, how AI research tools like Perplexity Deep Research are revolutionizing tax research, and get the latest update on the ever-shifting BOI reporting deadlines. Whether you lean left, right, or stay strictly in the debits and credits, this episode offers practical insights for navigating the changing professional landscape.SponsorsOnPay - http://accountingpodcast.promo/onpayCPA.com - http://accountingpodcast.promo/cpaBluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.)Chapters(02:16) - Apologies and Clarifications (04:37) - IRS Layoffs and Government Spending (05:32) - Live Stream Interactions and Sponsorships (06:47) - Federal Debt and Fiscal Health (16:58) - BOI Reporting Deadline Extension (19:05) - Deloitte's DEI Changes (23:26) - CPA Licensure Pathways (28:37) - DOGE Dividend Proposal (33:14) - Social Security and Medicare Funding Challenges (35:40) - Impact of IRS Layoffs (38:13) - Audit Rates and Tax Compliance (42:16) - Regulatory Burdens and Economic Growth (50:09) - PCAOB and Audit Quality (59:54) - AI in Tax Research (01:05:38) - Listener Engagement and Final Thoughts  Show NotesGAO-24-106987, The Nation's Fiscal Healthhttps://www.gao.gov/assets/d24106987.pdf Corporate Transparency Act Enforcement Injunction Stayed, FinCEN Extends the Beneficial Ownership Information Reporting Deadline to March 21, 2025, and Announces Intention to Revise the Reporting Rulehttps://www.sidley.com/en/insights/newsupdates/2025/02/corporate-transparency-act-enforcement-injunction-stayed Trump Demands Apple Ditch DEI After It Rejects Proposal: Here Are All The Companies Cutting Diversity Programshttps://www.forbes.com/sites/conormurray/2025/02/26/trump-demands-apple-ditch-dei-after-it-rejects-proposal-here-are-all-the-companies-cutting-diversity-programs/ Breaking down Virginia's new CPA requirements: What you need to knowhttps://www.blakeoliver.com/blog/breaking-down-virginias-new-cpa-requirements-what-you-need-to-know Virginia General Assembly passes legislation widening pathways to CPA licensure effective Jan. 1, 2026https://boa.virginia.gov/2025/02/virginia-general-assembly-passes-legislation-widening-pathways-to-cpa-licensure-effective-jan-1-2026/ Bridging the Gap: New CPA Licensure Legislation To Address the CPA Shortagehttps://www.tscpa.com/news/1490-bridging-the-gap-new-cpa-licensure-legislation-to-address-the-cpa-shortage $5,000 DOGE check? Trump backs idea to send some savings to Americanshttps://www.fox9.com/news/5000-doge-dividend-check-trump-backs-savings-americans IRS plans to lay off 7,000 probationary workers beginning Thursday, AP source sayshttps://apnews.com/article/irs-layoffs-trump-elon-musk-doge-df2b3c8d53ff9f2d276c8b29f8004dde AICPA CEO Mark Koziel on the Future of Accounting Under the Trump Administrationhttps://www.nysscpa.org/news/publications/the-trusted-professional/article/aicpa-ceo-mark-koziel-on-the-future-of-accounting-under-the-trump-administration-021225 Perplexity Unveils Deep Research: AI-Powered Tool for Advanced Analysishttps://www.infoq.com/news/2025/02/perplexity-deep-research/ TaxGPT Raises $4.6M to Build the First AI Tax Co-Pilot for Accounting and Tax Firmshttps://www.taxgpt.com/blog/taxgpt-raises-4-6m-to-build-the-first-ai-tax-co-pilot-for-accounting-and-tax-firms DeepSeek on par with GPT, Claude, Llama for accountinghttps://www.accountingtoday.com/news/deepseek-on-par-with-gpt-claude-llama-for-accounting Secure your Intuit Account and prevent lockout with extra verification methodshttps://quickbooks.intuit.com/learn-support/en-us/help-article/security-risk/verify-account-multi-factor-authentication/L2Xp0GNiT_US_en_US Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and ...

Few things are as nerve-wracking as receiving an IRS audit notice—but how do audits really work, and what can you do to protect yourself? In this episode of Absolute Trust Talk, Kirsten Howe sits down with Anthony Kim, a former IRS Chief Counsel Attorney with 26+ years of experience, to reveal the truth behind IRS audits. Tony, who has litigated complex tax cases for the U.S. Treasury Department and represented Fortune 500 companies and high-net-worth individuals at Ernst & Young, shares insider knowledge on what triggers audits, the IRS selection process, and how to avoid common red flags. You'll learn why IRS audits are rarer than you think, the top mistakes taxpayers make, and why choosing the right representative—CPA or tax attorney?—could make or break your case. Plus, Tony drops a little-known IRS tip that could save you from missed notices and financial headaches. Don't leave your financial future to chance! Listen now to get expert advice on navigating an IRS audit with confidence.   Time-stamped Show Notes: 0:00 Introduction 0:57 Meet Anthony Kim: Former IRS Chief Counsel Attorney & tax expert 3:42 What triggers an IRS audit? Common red flags explained. 6:28 Whistleblower reports and third-party mismatches—how they lead to audits 7:46 The truth about audit risk: How rare are they, really? 8:43 Step one: How the IRS contacts you—don't fall for scams! 10:00 The one IRS form every taxpayer should file after moving 11:00 The biggest mistake taxpayers make—what NOT to say in an audit 15:32 The worst-case audit scenarios and how to avoid them 16:49 Why even a low-risk audit could turn into a criminal case 17:24 Who should represent you in an audit? CPA vs. tax attorney debate 21:38 What happens at the end of an audit—how decisions are made 22:47 How to challenge an IRS audit decision and file a protest letter

The Moneywise Radio Show and Podcast Tuesday, February 18th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guest: Chad Hathaway, President/CEO of Hathaway LLC. www.hathawayllc.com  

What are the terms and conditions of being in an offer in compromise? You have to stay in tax compliance! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube:    / @loganallec  -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit: u/Logan_Allec

Send Haley a suggestion or request via text HERE!Today's episode is about all things nonprofit finance and accounting with LaMichelle Hecht. These are such important topics that a lot of people do not understand, which is why I wanted to bring this conversation to the podcast.LaMichelle is the owner and CEO of Overhead Solutions Group, a CPA firm specializing in accounting assurance and tax services for nonprofit organizations. She has over nine years of experience and is a trusted advisor dedicated to excellence and passionate about helping clients achieve their financial goals.In this episode:[02:36] LaMichelle's background and business[05:22] A common financial pitfall among nonprofit organizations[07:18] A board's role in an organization's financial responsibility[08:58] Audited financial statements[12:12] Restricted vs. unrestricted funds[13:52] Strategic financial planning[17:14] Misconceptions in nonprofit accounting and tax compliance[19:16] In-house accountant vs. consultant[21:06] Effective budget planning and how to build a strong financial foundation in your organization[26:03] Goldman Sachs 10,000 Small Businesses program insights[28:14] Advice for professionals looking to build their networkRESOURCESCONNECT WITH LAMICHELLELinkedIn: LaMichelle HechtWebsite: overheadsolutionsgroup.comMy book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies to help nonprofit leaders turn visions into reality, and create meaningful impact As the fundraising engine of choice for over 80,000 organizations in 90+ countries, Donorbox's easy-to-use fundraising tools help you raise more money in more ways. Seamlessly embed a customizable donation form into your website that reduces donor drop-off with a 4x faster checkout, launch a crowdfunding or peer-to-peer campaign, sell event tickets, raise funds on the go with Donorbox Live™ Kiosk, and much more. Learn more at donorbox.orgCONNECT WITH HALEYHaley is a Certified Fund Raising Executive (CFRE), Stress Management Coach, and EmC trainer. She founded The Savvy Fundraiser, a nonprofit consulting and coaching business, and has experience with nonprofits in human services, homelessness, and youth sectors. Specializing in EmC, leadership, board development, and fundraising, Haley is dedicated to empowering nonprofit leaders to create thriving organizations.Instagram: @thesavvyfundraiser LinkedIn: Haley Cooper, CFREWebsite: thesavvyfundraiser.comProduced by Ideablossoms

Podcast guest Connie Lui https://nztaxprop.co.nz/Chapters00:00 Understanding Tax Residency and Overseas Income03:07 Navigating Voluntary Disclosure and Penalties06:07 Transitional Residency Status Explained08:48 Double Tax Agreements: What You Need to Know11:54 Foreign Investment Fund Rules Demystified14:45 Tax Implications of Selling Overseas Property18:01 Intent and Taxation: The Devil in the Details20:44 Planning Ahead: Managing Overseas Investments23:52 Calculating Foreign Investment Fund Income26:49 Final Thoughts on Tax Compliance

Africa Melane interviews financial planner Rudolph Geldenhuys to unpack this as well tax saving strategies you could implementSee omnystudio.com/listener for privacy information.

Nonprofits and 501(c)(3) organizations must file Form 990 annually to maintain tax-exempt status. If a nonprofit fails to file for three consecutive years, it will lose its exemption. The IRS provides tools to check compliance, so verify your standing today. Don't risk losing your status—file on time! Need guidance? Call Dr. Friday. Transcript: G'day, I'm Dr. Friday, president of Dr. Friday's Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment. If you work for a 501(c)(3) nonprofit, make sure you're in compliance! The IRS requires nonprofits to file Form 990 every year. If you fail to file for three consecutive years, your organization will lose its tax-exempt status. You can check your standing on the IRS website by searching for your organization's name under Tax Exempt Status. If you're not listed or marked as non-compliant, you may need to take action. Need help? Call me today. You can catch the Dr. Friday Call-In Show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.

SARS has the legal power to take money directly from bank accounts if tax debts remain unpaid, and 2025 will be a tough year for non-compliant trusts. Africa Melane interviews financial planner Rudolph Geldenhuys to unpack this as well tax saving strategies you could implement.See omnystudio.com/listener for privacy information.

Topics include:  BOI news  DC and profession update   Tax season and financial planning  Key technical updates     Speakers:   Mark Koziel, President and CEO, AICPA  Erik Asgeirsson, President and CEO, CPA.com  Mark Peterson, EVP, Advocacy  Lisa Simpson, VP, Firm Services, AICPA  Dan Snyder, Director, Personal Financial Planning, AICPA

Online retailers that rely solely on third-party logistics providers like Amazon for tax compliance may still face tax liability for direct sales through their own websites. Many states enacted marketplace facilitator laws in the years since the Supreme Court's 2018 ruling in South Dakota v. Wayfair, shifting tax collection responsibilities to platforms like Amazon or Walmart. But individual vendors can still face additional tax obligations because of direct sales, how their inventory is controlled, or state-specific sales thresholds. As of October, most of the 24 states in the Streamlined Sales and Use Tax Agreement, which aims to simplify sales tax codes, said inventory in a third-party warehouse creates a physical nexus—a connection that triggers tax responsibilities. Rules vary even more outside the Streamlined pact. In New York, for instance, storage alone is sufficient for nexus, while in Arizona, inventory beyond a seller's control likely doesn't. Bloomberg Tax reporter Angélica Serrano-Román and Diane L. Yetter, founder of the Sales Tax Institute, discussed how businesses using third-party logistics services navigate tax compliance, the inconsistency in court decisions on who is liable for tax collection and remittance, and the contentious issue of retroactivity where states might seek uncollected taxes from before the Wayfair decision. Do you have feedback on this episode of Talking Tax? Give us a call and leave a voicemail at 703-341-3690

Subscribe to DTC Newsletter - https://dtcnews.link/signup Welcome to the DTC Podcast, where Eric interviews Meg Higgins from Avalara. With over 10 years in the SaaS space, Meg has focused her career on cross-border e-commerce, empowering mid-market and growing DTC brands to navigate the complexity of sales tax compliance. As Avalara's SVP of Global Partnerships, she explains how Avalara's tax compliance solutions help brands mitigate risk with automated, scalable solutions. This episode delves into the risks brands face when ignoring proper tax calculation and why Avalara's tools are a game-changer for those scaling rapidly. Get started here ➝ https://www.avalara.com/us/en/products/integrations/shopify.html?partnerID=0014000000MH3woAAD&campaignID=701Uz00000NNphJIAT&connectorID=a0nUz000003MOA1IAO&utm_medium=web_referral&utm_source=partner&utm_content=+Link Key Takeaways: Sales Tax Complexities: With over 13,000 tax jurisdictions, Avalara helps businesses avoid costly tax miscalculations. Marketplaces and Compliance: Avalara supports marketplace sellers by automating tax obligations, which is crucial given changing marketplace facilitator laws. Reducing Risk with Automation: Avalara's API-integrated tools automate tax compliance, saving brands time and reducing audit exposure. Avalara for Shopify: Avalara for Shopify supports merchants by automating tax obligations, helping Shopify users stay compliant with ease as they grow. Practical Examples: From bagel slicing to chocolate bars, small tax nuances can add up—hear real-world tax pitfalls and how Avalara helps brands avoid them. Timestamps 0:00 - Introduction to Avalara's Role in Global Compliance 2:10 - Complexities of Cross-Border E-Commerce Compliance 4:50 - Understanding Economic Nexus and Marketplace Facilitation Laws 7:25 - Biggest Tax Compliance Mistakes for Growing DTC Brands 10:15 - Avalara's Tools and Partnerships for Streamlining Compliance 12:30 - Future Tax Compliance Trends for E-Commerce Hashtags #DTCpodcast #EcommerceCompliance #TaxCompliance #CrossBorderEcommerce #MarketplaceFacilitation #SalesTax #EconomicNexus #OnlineBusiness #Avalara #EcommerceTips #TaxAutomation #GlobalBusiness #Shopify #SaaS #EcommerceTrends #BusinessGrowth Subscribe to DTC Newsletter - https://dtcnews.link/signup Advertise on DTC - https://dtcnews.link/advertise Work with Pilothouse - https://dtcnews.link/pilothouse Follow us on Instagram & Twitter - @dtcnewsletter Watch this interview on YouTube - https://dtcnews.link/video

Blake and David dive into the economic implications of Trump's election victory, including proposed tariffs that could significantly impact businesses and inflation. They explore potential tax changes under a new Trump administration, from corporate rate reductions to the elimination of the SALT cap. They also examines an alarming $47 million IRS fraud scheme targeting tax practitioners and debate the future of Bitcoin as speculation grows about a potential national Bitcoin reserve.SponsorsOnPay - http://accountingpodcast.promo/onpaySuralink - http://accountingpodcast.promo/suralinkCloud Accountant Staffing - http://accountingpodcast.promo/casArtiffex - http://accountingpodcast.promo/artiffexChapters(00:00) - Welcome to The Accounting Podcast (03:05) - Avalara Crush Conference Insights (07:48) - AI and the Future of Tax Compliance (13:21) - Trump's Economic Impact (17:26) - Tariffs and Global Trade (25:40) - Tax Proposals and Implications (36:53) - Bitcoin's Meteoric Rise and Market Speculations (47:43) - AI Adoption in the Workforce (49:53) - IRS PPS Fraud: A Deep Dive (01:00:49) - PCAOB Drama and Audit Deficiencies (01:06:49) - BOI Reporting and AICPA's Response (01:10:33) - Closing Remarks and CPE Information  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCoefficient - http://accountingpodcast.promo/coefficientexpoForwardly - https://www.forwardly.com/Client Hub - https://clienthub.app/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

In this episode, Elaine Parker and Toni Angelini discuss the Corporate Transparency Act and its implications for small business owners with Jeff Knight, CEO of FileTax.net. The conversation highlights the Beneficial Ownership Information Report, the challenges of compliance, the role of the private sector in educating business owners, concerns over data privacy, and the potential future of the Act. Main Street Matters is part of the Salem Podcast Network. For more visit JobCreatorsNetwork.comSee omnystudio.com/listener for privacy information.

In this episode, panelists discuss insights from Tax Year 2023 and considerations for the future. 

In this episode of eCommerce Coffee Break, we dive into the complex world of sales tax compliance for fast-growing eCommerce businesses.  Rohit Bhadange, CEO of Zamp.com, joins the show to share his expertise on how companies can avoid costly tax mistakes, streamline compliance, and manage multi-state tax requirements seamlessly.  Rohit also highlights key challenges eCommerce and omnichannel brands face as they scale and the technology that helps them navigate these obstacles.  Topics discussed in this episode:   What are the 3 biggest sales tax problems for growing ecommerce businesses How international sellers can navigate the complex US sales tax system Why marketplace sales count towards tax thresholds in many states How improper sales tax collection led to one company owing $4 million in back taxes Why charging incorrect sales tax rates can reduce conversion rates What ecommerce founders must know about sales tax before selling their business Links & Resources  Website: https://zamp.com/ LinkedIn: https://www.linkedin.com/in/rohitbhadange/ X/Twitter: https://x.com/salestaxceo  Get access to more free resources by visiting the show notes athttps://t.ly/aHa-Y SPONSORS:Is your tracking setup really ready for the holiday season? Most brands rely on out-of-the-box tracking that miss out on valuable data, limiting your ad channels' performance. With Elevar advanced tracking, eCommerce brands capture 99% of conversion events, even after cookies expire. Brands like Obvi have boosted abandoned cart revenue by 34% without lifting a finger—just smarter data! https://www.getelevar.com/BFCM/ Autron, the Anti-Agency Agency. If you're done with overpriced, overcomplicated agencies, it's time to try Autron. Automate your Amazon PPC the smart way, with zero fluff. Start your free trial today at autron.ai and start seeing real results. Check them out at https://autron.ai/ Ask The Ecommerce Coffee Break → Submit your question here: https://ecommercecoffeebreak.com/ask/ Sign up for our free newsletter Become a smarter online seller in just 10 minutes per week. 100% free. Delivered every Thursday to your inbox. No Spam. Unsubscribe anytime. Sign up at https://newsletter.ecommercecoffeebreak.com Rate, Review & Follow on Apple Podcasts Enjoying this episode? Help others like you by rating and reviewing my show on Apple Podcasts! Your feedback supports more people in achieving their online business dreams. Click below, give five stars, and share your favorite part in a review! Click here: https://podcasts.apple.com/us/podcast/ecommerce-coffee-break-digital-marketing-podcast-for/id1567749422 And if you haven't yet, follow the podcast to catch all the bonus episodes I'm adding. Don't miss out—hit that follow button now!

Podcast Episode 222 of the Make Each Click Count Podcast features Reuben Mattinson, founder of RJM Tax Exemption. Reuben's journey from healthcare and education to becoming a pivotal figure in e-commerce taxation is nothing short of inspiring. In this episode, we'll explore how his company has grown exponentially, helping over 1,000 businesses navigate the labyrinthine U.S. tax laws.We'll uncover why states like Wyoming, Delaware, and Florida are hot spots for business registration, and discuss the ins and outs of sales tax compliance for both U.S. and international sellers. Whether you're an Amazon seller, drop shipper, or operate through platforms like Shopify, Reuben reveals critical insights that can save your business significant time and money. Plus, learn about their special offer for our listeners: a free sales tax compliance assessment worth $500. Tune in as we make each click count in your e-commerce journey!Learn more:Reuben LinkedInABOUT THE HOST:Andy Splichal is the World's Foremost Expert on Ecommerce Growth Strategies. He is the acclaimed author of the Make Each Click Count Book Series, the Founder & Managing Partner of True Online Presence, and the Founder of Make Each Click Count University. Andy was named to The Best of Los Angeles Award's Most Fascinating 100 List in both 2020 and 2021.New episodes of the Make Each Click Count Podcast, are released each Friday and can be found on Apple Podcast, iHeart Radio, iTunes, Spotify, Stitcher, Amazon Music, Google Podcasts and www.makeeachclickcount.com.

“If the decision-makers keep deciding that digital assets are just this fringe thing, there's going to be a missed opportunity”In this episode of Seize & Desist, our host, Aidan Larkin, explores tax compliance and enforcement in cryptocurrency with Miles Fuller, the director of government solutions at Taxbit, former senior counsel with the IRS Office of Chief Counsel and former Special Assistant United States Attorney.Miles shares his background in tax litigation with the IRS and provides insights into how Taxbit helps to trace criminal assets by combining on-chain and off-chain data to gain a comprehensive view of an individual's tax obligations.They also discuss the suitability of existing digital asset seizure legislation, the IRS' use of John Doe summons to obtain information from exchanges and the delicate balance between ensuring privacy in cryptocurrency transactions and preventing tax evasion before examining and speculating on the future of tax-related asset seizures.Timestamps00:00 - Special Announcement - Asset Reality's partnership with Taxbit03:00 - Miles' background with the IRS07:00 - Investigative tools and data aggregation in asset seizures10:30 - Tracing tools and address attribution in tax investigations11:30 - Integrating complex financial data for tax calculations13:00 - Streamlining financial investigations with crypto data tools16:00 - Challenges of detecting fraud in the virtual asset space21:00 - John Doe Summons in tax evasion investigations26:00 - Balancing privacy and compliance in blockchain transactions32:30 - Challenges of virtual asset seizures by governments41:00 - The future of tax compliance in the digital asset eraResources MentionedAsset Reality and Taxbit Partner to Enhance Digital Asset Seizure and ManagementDigital Asset Brokers: A Complete Guide to US Tax Compliance - Taxbit About our Guest:Miles Fuller is the Director of Government Solutions at Taxbit.As a former senior counsel with the IRS Office of Chief Counsel and former Special Assistant United States Attorney, Miles has a wealth of experience in tax-related asset seizures, having represented the IRS before the United States Tax Court, and has deep expertise in virtual asset tax and compliance issues, including regulatory guidance and policy development. Miles is also skilled in advanced investigation techniques for digital assets and has played a pivotal role in developing strategies to navigate the complexities of digital currency regulations.DisclaimerOur podcasts are for informational purposes only. They are not intended to provide legal, tax, financial, and/or investment advice. Listeners must consult their own advisors before making decisions on the topics discussed. Asset Reality has no responsibility or liability for any decision made or any other acts or omissions in connection with your use of this material.The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. Views and opinions expressed by Asset Reality employees are those of the employees and do not necessarily reflect the views of the company. Asset Reality does not guarantee or warrant the accuracy, completeness, timeliness, suitability or validity of the information in any particular podcast and will not be responsible for any claim attributable to errors, omissions, or other inaccuracies of any part of such material. Unless stated otherwise, reference to any specific product or entity does not constitute an endorsement or recommendation by Asset Reality.

Welcome to the  Financial Freedom & Wealth Trailblazers Podcast! In this episode, we'll dive into practical planning techniques for individuals and businesses, offering expert insights that help you solve tax problems before they arise. Meg Stone is an Enrolled Agent (EA) licensed by the IRS who helps individuals and businesses with tax planning, problem resolution, and compliance. Whether you're facing back taxes, audits, or simply want to ensure you are paying the least amount of taxes legally possible, Meg offers personalized strategies that save time, money, and stress. When not assisting clients, Meg likes to garden, run, and spend time at the park with her 2 fluffy dogs.   Connect with Meg here:  LinkedIn: https://www.linkedin.com/company/archertax-service-llc/about/ Facebook: https://www.facebook.com/taxsaverservice Reddit: u/Archer_Tax_Service Community: https://www.reddit.com/r/Archertaxservice/ Website: www.archertaxservice.com Grab the freebie here: https://archertaxservice.com/podcast-deals-page/ =================================== If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends. Thanks for watching the Financial Freedom & Wealth Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com. Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers.  Request to join here:  https://www.facebook.com/groups/profitablecoursecreators QUICK LINKS:  APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-application GET MORE CLIENTS: https://app.digitaltrailblazer.com/client-acquisition-accelerator-pdf DIGITAL TRAILBLAZER: https://digitaltrailblazer.com/ JOIN OUR FREE FACEBOOK GROUP: https://www.facebook.com/groups/profitablecoursecreators

Join Blake Oliver for an interview with Eric Azevedo, a California CPA who has set up his own international tax practice in rural Japan. Discover how Eric leveraged his Japanese language skills to break into Tokyo's accounting scene and the unique challenges he faced. We'll delve into the complexities of international taxation, U.S. expat issues, and strategies for effective cross-border tax preparation. Whether you're planning an international move or interested in global accounting, gain valuable insights from Eric's journey and learn how to bridge cultures in the world of tax. Don't miss this opportunity to enhance your international tax expertise!(Originally recorded on September 16, 2024, on Earmark Webinars+)SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(01:19) - Eric's Journey from Philosophy to Accounting (03:04) - Life and Career in Japan (04:19) - Transitioning Back to the US and Becoming a CPA (05:56) - Experiences in the California Community College System (07:49) - Living in Japan: City vs Countryside (10:44) - Starting an Accounting Career in Japan (17:32) - Cultural Adjustments and Work-Life Balance (27:00) - Working with Expats and Tax Complexities (31:41) - Understanding Tax Penalties for Expats (32:48) - Streamline Procedures for Tax Compliance (33:59) - Navigating the Japanese Tax System (37:37) - Remote Work and Connectivity in Japan (40:56) - Building a Home in Rural Japan (43:19) - Managing a Growing Client Base (53:03) - Cultural Nuances in International Accounting (55:18) - Travel Tips and Destinations in Japan (57:42) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Eric AzevedoLinkedIn: https://www.linkedin.com/in/ericazevedoConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

In this episode we are thrilled to welcome Nicole McClintock, the dynamic CEO of Taximize. Nicole shares her journey in the tax industry, revealing the hurdles and triumphs she encountered while establishing her innovative firm. We dive deep into the world of tax consulting, exploring how Nicole has built relationships with her clients and navigated the often complex state and local tax landscapes. Nicole provides a candid look at what it takes to succeed in this demanding field.Our conversation goes further into the impact of major tax changes and the critical importance of Nexus and compliance for businesses. Nicole offers invaluable practical advice for small businesses, which draws from her wealth of experience and expertise. She breaks down the intricacies of state and local tax complexities, making them accessible and actionable for you! This episode is packed with insights and actionable tips for anyone interested in the intricate world of tax. Don't miss this engaging discussion that promises to elevate your understanding of tax management and strategy.What you'll hear in this episode:[00:55] Introduction ofNicole McClintock, CEO of Taximize[02:00] Nicole's journey in the tax industry[03:30] Challenges and successes of starting Taximize[05:30] Consulting and building relationships[07:05] Navigating state and local tax complexities[09:15] Impact of major tax changes[11:15] The importance of Nexus and compliance[17:20] Practical advice for small businessesCheck out Nicole's classes https://macpa.orgConnect with Nicole https://www.linkedin.com/in/nmcclintockcpa/Connect with Kelly https://www.linkedin.com/in/kellyrohrs/Connect with Bilal https://www.linkedin.com/in/bmehanna/

How do you work ON your business, not IN your business if you're that small business owner? My guest is an expert on how to do that and why you should. He is Chad Simpson, VP of Sales for G&A Partners. They are a PEO, Professional Employer Organization and a PEO is much different than simply outsourcing HR and payroll. Here is how Chad explains it: "It can get a little bit confusing because it's a very saturated marketplace when it comes to HR outsourcing. There are companies that give HR guidance, compliance, salary surveys, you name it. When we came into the marketplace, we came in as a PEO (Professional Employer Organization) and we're seeking out the business owner that says, look, I probably can do this, but I don't want to do this, not and grow my business. You can't be that focused when you're doing payroll over here, OSHA training over there, and worker's comp...”. The Heath of your Business, this episode is #2025 on Cary Hall, America's Healthcare Advocate. Learn more/contact G&A Partners: https://www.gnapartners.com/ 713-784-1181 And if you need help or have something to share, contact me Cary Hall, America's Healthcare Advocate at https://www.americashealthcareadvocate.com/contact-us And let me know what's on your mind, issues you are dealing with, or other health, healthcare, and health insurance questions and concerns.

In this episode of the eCom Ops Podcast, Lahari Neelapareddy, CEO and founder of Tax Hero, discusses the complexities of sales tax compliance for eCommerce businesses, sharing insights and practical tips for keeping your business compliant and thriving.

Blake and David, joined by guest Amber Setter, dive into the California Board of Accountancy's move to create legislation for an alternative to the 150-hour rule for CPA licensure. They discuss the potential impact on the accounting profession, the need for modernization, and the challenges faced by aspiring CPAs. The conversation also touches on various industry updates, including firm mergers, government accounting practices, and the role of AI in the profession.SponsorsLiveFlow - http://accountingpodcast.promo/liveflowLendflow - http://accountingpodcast.promo/lendflowBookkeeping Biz Workshops - http://accountingpodcast.promo/bbworkshopPractice Protect - http://accountingpodcast.promo/protectChapters(00:43) - California Board of Accountancy's New Legislation (04:49) - California Survey Results and Implications (06:50) - Challenges and Opportunities in CPA Licensure (08:34) - California's Legislative Efforts and Broader Impacts (10:41) - AICPA's Response and Pipeline Issues (17:01) - Thank You to Our Sponsor, LiveFlow (18:48) - Major Accounting Firm Merger: CBiz and Marcum (22:51) - Pentagon's Ukraine Accounting Error (25:42) - Intuit's Blog Post on AI Use During Tax Season (27:35) - AI Innovations in Tax Compliance and Document Collection (31:47) - Promoting Accounting as a Career (35:42) - Thank You to Our Sponsor, Lendflow (40:15) - The Appeal of Early Retirement in Accounting (41:27) - Promoting Government Accounting Jobs (42:46) - Listener Mail: Critiques and Suggestions (45:21) - Career Advice for Aspiring Accountants (46:24) - Thank You to Our Sponsor, The Ambitious Bookkeeper (48:05) - The Value of Practical Accounting Education (50:34) - The CGMA Designation (56:47) - Thank You to Our Sponsor, Practice Protect (58:29) - Government Budgeting and Lost Funds (01:02:22) - The Future of the CPA Profession (01:07:29) - Outsourcing and Final Thoughts  Show NotesCBA Meeting Recap – July 25 & 26, 2024https://www.youtube.com/watch?v=jwrHaReBrIY Marcum to be Acquired by CBIZhttps://www.latimes.com/b2bpublishing/business-announcements/story/2024-08-01/marcum-to-be-acquired-by-cbiz Pentagon finds another $2 billion of accounting errors for Ukraine aidhttps://www.reuters.com/world/us/pentagon-finds-another-2-billion-accounting-errors-ukraine-aid-2024-07-25/ How Intuit transformed tax filing experiences for millions of consumers with AI/GenAI this tax seasonhttps://www.intuit.com/blog/innovative-thinking/tech-innovation/how-intuit-transformed-tax-filing-experiences/ Avalara Adds Generative Chat to Bolster Support and Product Experiences for Customers and Partnershttps://newsroom.avalara.com/2024-08-01-Avalara-Adds-Generative-Chat-to-Bolster-Support-and-Product-Experiences-for-Customers-and-Partners‘I walked away from my $170K job': This accountant quit at 41 to live off dividends from his $1.25 million portfolio — here's what it would take for you to do the samehttps://moneywise.com/investing/stocks/accountant-quit-live-off-dividends-portfolio Chartered Accountants - The Accountants - 45" Videohttps://www.youtube.com/watch?v=hma6ce-KT3INeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsClient Hub - https://clienthub.app/ Forwardly - https://www.forwardly.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

This Day in Legal History: Voting Rights ActOn August 6, 1965, President Lyndon B. Johnson signed the Voting Rights Act into law, marking a pivotal moment in U.S. legal history. This landmark legislation aimed to eradicate racial discrimination in voting, targeting practices like literacy tests and poll taxes that had disenfranchised African Americans, especially in the South. The Act introduced federal oversight in jurisdictions with a history of discriminatory voting practices, requiring them to obtain federal approval, or "preclearance," before changing voting laws. This measure was crucial in preventing new discriminatory practices from emerging.The Voting Rights Act was a major victory for the Civil Rights Movement, leading to a significant increase in voter registration and participation among African Americans. Its effectiveness and impact on civil rights have made it one of the most important pieces of legislation in American history. However, the Act faced challenges over the years, most notably in 2013, when the Supreme Court's decision in Shelby County v. Holder invalidated the preclearance coverage formula, weakening its enforcement. Despite these changes, the Voting Rights Act of 1965 remains a cornerstone of efforts to ensure equal voting rights in the United States.The Department of Energy is set to announce a $2.2 billion investment to enhance the electrical grid across 18 states. This funding, part of the Grid Resilience and Innovation Partnerships (GRIP) program from the 2021 infrastructure law, will support eight projects aimed at increasing transmission, storage, and distribution capacities to meet rising electricity demand and mitigate risks from extreme weather. These projects will add nearly 13 gigawatts of grid capacity, equivalent to the power of 6.5 Hoover Dams.The investments include constructing 625 miles of new transmission lines in New York, North Dakota, and Montana, and upgrading 400 miles of existing power lines elsewhere. The new transmission lines will enhance the reliability of the Eastern and Western grids and promote wind power development by the Standing Rock Sioux Tribe. Additionally, four Native American tribes in California will use the funding to develop microgrids, improving power reliability in outage-prone areas.In North Carolina, Duke Energy and the state's Department of Environmental Quality will reconstruct an existing power line to bolster the grid in the eastern region. Virginia's Department of Energy will receive funding to address the grid strain from data centers. More GRIP projects will be announced later this year, building on previous investments that have already added significant capacity and transmission lines to the grid.Energy Department Gives $2B to Boost Power Grid Across 18 StatesJustice Clarence Thomas reportedly took additional undisclosed flights on billionaire Republican donor Harlan Crow's private jet, according to new records obtained by the Senate Finance Committee. Committee Chair Sen. Ron Wyden (D-Ore.) received documents from the US Customs and Border Protection showing that Thomas and his wife, Ginni, traveled from Hawaii to New Zealand and back on Crow's jet in November 2010. Wyden is seeking more information from Crow's attorney to understand the extent of Crow's undisclosed gifts to Thomas, which could inform potential legislation regarding federal financial disclosure laws, gift tax returns, and audit requirements for Supreme Court justices.Wyden's letter follows calls for Supreme Court reform, particularly since former President Trump's appointments solidified a conservative majority. President Biden has supported 18-year term limits for justices and an enforceable ethics code. Recent ProPublica reporting revealed that Thomas accepted lavish vacations and private jet travel from Crow without disclosure. Although Thomas updated his financial disclosures in June, he only reported an eight-day trip to Indonesia on Crow's yacht.Wyden's investigation includes examining whether Crow evaded taxes by claiming business deductions for personal trips taken with Thomas. Crow's spokesperson dismissed Wyden's request, asserting that previous inquiries had been addressed and were intended to harass. The Finance Committee, however, has the authority to obtain Crow's taxpayer records, though Wyden prefers voluntary compliance. The Supreme Court has yet to comment on the matter.Thomas Took More Undisclosed Flights, Senate Panel Says (1)On August 5, a U.S. judge ruled that Google violated antitrust laws by spending billions to create an illegal monopoly and establish itself as the world's default search engine – paying for the privilege with companies like Apple, and its Safari web browser, and Mozilla, with Firefox. This decision marks a significant win for federal authorities challenging Big Tech's market dominance. The ruling sets the stage for a second trial to determine possible remedies, which might include breaking up Google's parent company, Alphabet.U.S. District Judge Amit Mehta declared Google a monopolist, noting its control of 90% of the online search market and 95% on smartphones. The process for implementing remedies could be prolonged, potentially extending into 2026 due to appeals. Alphabet's shares dropped 4.5% following the announcement.The ruling follows allegations that Google paid $26.3 billion in 2021 to maintain its search engine as the default on smartphones and browsers. U.S. Attorney General Merrick Garland praised the decision as a historic win, emphasizing that no company is above the law. The White House also hailed the pro-competition ruling as a victory for Americans.This case, initiated during the Trump administration, is the first major decision among several antitrust cases against Big Tech. It underscores bipartisan support for antitrust enforcement, as highlighted by Senator Amy Klobuchar. Other companies facing similar lawsuits include Meta, Amazon, and Apple.The Google case is the first major antitrust action since Microsoft's settlement in 2004 over its Internet Explorer monopoly. The drawn-out legal process may delay any immediate impact on consumers, but it signals a robust stance against monopolistic practices in the tech industry.Google has an illegal monopoly on search, US judge finds | ReutersGoogle illegally maintains monopoly over internet search, judge rules | AP NewsIn my column this week, I speak a bit about how state tax authorities could better serve small businesses.A proposal before the Multistate Tax Commission (MTC) aims to revolutionize sales tax compliance through voluntary audits for complex retail establishments with substantial annual receipts. The Sales Tax Compliance Assurance Review program seeks to foster a cooperative relationship between tax authorities and businesses, emphasizing education and support over punishment. To maximize its effectiveness, states should be encouraged to opt in via information-sharing agreements and by showcasing success stories.The program's prospective approach involves real-time reviews and resolutions for compliance issues, rather than retrospective audits. This allows businesses to identify and resolve issues early. Retailers with complex tax situations can apply for the program, starting with pre-audit conferences to introduce their recordkeeping systems to tax authorities. State tax administrations would benefit from enhanced compliance and useful data for future audits, while businesses could have their practices reviewed outside of formal audits.However, the program's success hinges on broader state participation. Currently, only 26 states are MTC members, excluding major states like Pennsylvania, New York, and California. More states must join to create uniform sales tax policies nationwide. Demonstrating the program's benefits in participating states could encourage others to join.Additionally, a certification process for point-of-sale (POS) systems should be integrated into the program. This would involve developing criteria for POS systems' compliance with sales tax laws, allowing developers to apply for certification. Certified systems would provide retailers with assurance of good-faith compliance, reducing the likelihood of audits based on software use alone.This expansion would enhance the MTC's program, aligning with its goals by offering additional compliance support for retailers. If the MTC implements these enhancements, it could pave the way for real-time tax remittance and a fully digitalized sales tax system.Voluntary Audit Proposal Needs More State Buy-Ins to Work Best This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Greetings, everyone, and welcome to another exciting episode of The SaaS CFO Podcast!

In this episode, Sasha sits down with Michelle Valentine, Co-founder and CEO of Anrok, the tax compliance infrastructure for the internet economy. They discuss the complexities of sales tax in the digital age, the historical context, regulatory changes, and challenges faced by startups operating online. Michelle shares her journey from VC at Index Ventures to founding Anorak and provides valuable advice for finance leaders and founders on navigating sales tax issues effectively. --

Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEShop-Ware gives you the tools to provide your customer with a unique and immersive buying experience.Click here to schedule a free demo: https://geni.us/Shop-WareUtilize the fastest and easiest way to look up and order parts and tires with PartsTech absolutely free.Click here to get started: https://geni.us/PartsTechTransform your shop's marketing with the best in the automotive industry, Shop Marketing Pros! Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingPros In this episode, Lucas and David are joined by Dan Thieken, the owner of Kreager Tire and Service in Millersport, Ohio. Dan shares his insights on transitioning from a tire-centric to a service-heavy business model and highlights the significance of genuine product recommendations. They discuss the complexities of sales tax compliance and shop owners' challenges, emphasizing the importance of understanding state-specific regulations.00:00 Man boasts about raunchy jokes amid women's safety.07:34 Expanding tire program to boost shop revenue.11:42 Reduced margins, targeted marketing, and streamlined promotions.18:40 Tire dealer and distributor registration requirements.22:35 High elevation, snow-capped mountains, stunning scenery.28:13 Use cardboard to fill a raised garden bed.34:14 Debate on potential business liability and tax.39:47 Car dealers exploit tax exemption loopholes.46:39 Debt collection impact: zero revenue, makes no sense.49:16 Unpredictable medical bills cause frustration and confusion.53:22 Extreme illness in the middle of the night.59:58 Shop Marketing Pros is the best company.01:03:36 Excited about freedom from the phone for directions.

In this episode of Paisa Vaisa, Anupam chats with Akhilesh Tilotia, author, columnist, and policy expert, to uncover fascinating trends in India's tax landscape. Discover why more Indians are filing taxes, the reasons behind rising gross incomes, and the deepening tax base. Plus, gain insights into the stable average tax rates, the breakdown of salary vs. business income, and what the future holds for direct taxes. Tune in for a deep dive into India's evolving tax story! Get in touch with our host Anupam Gupta on social media: Twitter: ( https://twitter.com/b50 ) Instagram: ( https://www.instagram.com/b_50/ ) LinkedIn: (https://www.linkedin.com/in/anupam9gupta/                 You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel.Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, & Instagram.See omnystudio.com/listener for privacy information.

Datagate enables white labeling with great service, simplicity and tax compliance, Podcast, “Get your tax compliance right so you can sleep at night” “Get your tax compliance right so you can sleep at night, says Mark Loveys, CEO, of Datagate Innovation. In this podcast, Mark makes the case for white label, and makes the case that having the right billing solution is critical to white label journey, from growing, preparing and finally selling the telecom centered business. Good billing means getting tax compliance right, as a key element. “You're missing out on all that extra margin if you decide not to white label,” Mark adds. Mark tells us that it's a combination of making sure your tax compliance is correct, and that the billing solution not only captures all the services sold but helps with customer care and development with new services and new billing. “What I would normally say to telecom retailers and MSPs is that a lot of them have their retirement strategy built into their business. They're wanting to grow the value of their business and that extra top line revenue coming through when you're billing the service and the extra margin is going to undoubtedly build the value of your business a lot faster, give you a much bigger retirement nest egg when you come to sell.” We learn about Datagate's approach to helping clients build their brand. And often that' a mix of technology, people and customer service. “What we're seeing all around the world where Datagate operates is that the smaller reseller, the managed service provider, typically has a much stronger relationship with their customer than the large telcos.” Better billing means better revenue now, improved growth and deeper brand loyalty over the long term. If you are building an MSP brand and business, it begins with the billing solution in use. Visit www.datagate.com Datagate enables white labeling

The US taxation system is unique, complex and significantly different from the UK's. It demands proactive compliance due to its stringent reporting requirements and severe penalties for failing to do so.  There's a lot of noise in this space and a million different situations you could find yourselves in – that's why it's important to seek out cross-border tax experts for their niche advice.  This week, Richard Taylor is joined by Chris McLemore, Partner at McLemore Konschnik, a London based boutique law firm of US lawyers specializing in tax, trust and estate planning advice for US citizens and green card holders and their businesses, whether based in the UK or internationally. They chat about the complex world of US tax compliance, particularly for British expatriates, and use their extensive knowledge to discuss why it's so crucial for expats to stay compliant with US tax laws, the common pitfalls they face, and the solutions available to them. Expect to gain knowledge on navigating streamlined procedures, the difference between wilful and non-wilful compliance and the potential penalties for failing to report foreign income and assets – if you're a Brit living in America, this episode is packed full of essential information you simply can't afford to miss. Always an Expat is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.

Welcome back to Passive Income Pilots! In this episode we delve into essential tax strategies tailored specifically for pilots. With the expertise of Toby Mathis from Anderson Advisors, we explore five key ways you can reduce your tax liability effectively. Toby brings his depth of tax knowledge directly to our pilot audience, discussing everything from maximizing deductions to strategic asset management. Additionally, we'll cover an intriguing opportunity for pilots interested in aircraft ownership—how purchasing an airplane can not only serve personal and professional needs but also offer significant tax advantages. If you're looking to navigate the complexities of taxes with ease and make informed decisions that could save you thousands, this episode is your must-listen guide.Timestamped Show Notes:(00:00) - Introduction to the episode with hosts Tait and Ryan.(01:29) - Introduction of the guest, Toby Mathis, and discussion on tax and legal workshops.(04:02) - Explanation of tax brackets and progressive tax systems.(05:13) - Discussion on aircraft ownership, benefits, and deductions related to taxes.(10:24) - Detailed analysis of leasing aircraft and tax implications.(17:15) - Strategies for pilots to utilize aircraft ownership for tax advantages.(23:46) - Overview of various tax reduction strategies and charitable giving.(28:36) - Introduction to tax and legal workshops offered by Toby's firm.(32:02) - Five top tax tips for pilots including HSA benefits.(44:58) - Discussion on solo 401k benefits and other tax-deferred accounts.(53:15) - Conclusion and thanks to guest Toby Mathis.Resources Mentioned:Tax & Asset Protection WorkshopDallas Conference June 27-29Remember to subscribe for more insights at PassiveIncomePilots.com!Join our growing community on FacebookCheck us out on Instagram @PassiveIncomePilotsFollow us on X @IncomePilotsGet our updates on LinkedInHave questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!Legal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.

As an entrepreneur, the tax decisions you make can be broad and long term. When done correctly, tax planning is something that is incorporated into your business management cadence throughout the entire year. In today's episode of the Entrepreneur Aligned Podcast, let's talk about the key differences between tax compliance and tax planning and the wealth of possibility that can come from having right planning-focused CPA in your corner.   -----   ABOUT JARROD   Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn't working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race.   WANT TO LEARN MORE?   Subscribe to our Entrepreneur Aligned Podcast for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned.   Wealth Digest - weekly articles delivered to your inbox! Subscribe to our YouTube channel Connect on LinkedIn Follow on Twitter Follow on Instagram Check out our Linktree   REACH OUT TO US!   If you have a question or simply want to talk through your financial planning, we are here to help.   SEND US A MESSAGE or call 720-715-7570   DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.

In this podcast episode, we discuss how to ensure your business is sales tax compliant. Our featured guest on the show is Matthew Campbell, co-founder at breezyfile.com.Topics discussed in this episode:What are the main requirements for sales tax complianceHow does Shopify help merchants with sales tax complianceWhat makes the US sales tax system tricky for non-US sellersHow do penalties work for not following sales tax rulesLinks & ResourcesWebsite: https://www.breezyfile.com/Shopify App: https://www.breezyfile.com/embedded/loginLinkedIn: https://www.linkedin.com/in/matthewedwardcampbell/Get access to more free resources by visiting the podcast episode page att.ly/16h1BSubscribe & Listen Everywhere:Listen On: ​ecommercecoffeebreak.com | Apple Podcasts | Spotify | YouTube | PoduramaBecome a smarter Shopify merchant in just 7 minutes per weekOur free newsletter is read by 6,402 busy online sellers, marketers, and DTC brands building successful businesses with Shopify. We scour and curate content from 50+ sources, saving you hours of research and helping you stay on top of your ecommerce game with the latest news, insights, and trends. Every Thursday in your inbox. 100% free. Sign up at https://newsletter.ecommercecoffeebreak.com

The new 15% global minimum tax that took effect this year is turning out to be compliance beast. The tax, which is part of an international tax deal agreed to by more than 140 countries in 2021, contains a slew of new technical terms, complex rules, and hundreds of pages of administrative guidance. Now, some of the largest accounting firms in the world have been tasked with interpreting these rules, educating their clients, and building complex data systems to help multinational companies calculate their global minimum tax bills. In this week's episode of "Talking Tax," reporter Lauren Vella sits down with Danyle Ordway, principal of tax technology and data analytics at Ernst & Young LLP, to talk about how the firm is helping clients adapt to the new levy. Do you have feedback on this episode of Talking Tax? Give us a call and leave a voicemail at 703-341-3690.

Ready to conquer the end-of-year tax scramble with ease? In this episode we guide you through the must-know ins and outs of 1099 filings. This episode will help you understand the who, what, and when of 1099s, so you can stay in good standing with the IRS without breaking a sweat.We cover the critical role of the W9 form and how to discern who is deserving of a 1099 and what entities do not need a 1099.  Don't let tax season be a source of anxiety—let's tackle it together!Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!Our CPA firm website!Purchase our new business guide!Our Instagram PageOur family page