Podcasts about tax considerations

Thinking about leaving the Golden State for a more tax-friendly environment? You're not alone, and Chris Parker from Moss Adams is here to help. Join us for an enlightening conversation about the intricacies of tax-compliant relocation as we explore practical strategies for establishing residency in a new state. Chris recounts his unexpected career shift from biotech law to tax law and shares his passion for guiding diverse clients through the delicate process of severing ties with California. With Californians increasingly seeking refuge in lower-tax states, this episode promises to equip you with essential knowledge for a successful transition. Unravel the complexities of establishing new roots beyond California's borders as Chris walks us through the meticulous steps required to substantiate your new residency claim. From obtaining a driver's license to actively participating in local community life, each action plays a crucial role in convincing the Franchise Tax Board of your move's permanency. We also touch on how these changes can affect your charitable giving habits, potentially shifting your support to organizations within your new home state. Don't miss Chris's expert advice on maintaining proper documentation and timing your financial transactions to avoid unwanted scrutiny during residency audits. Concluding our conversation, Chris offers invaluable insights on managing the emotional and practical aspects of selling a family home when relocating. Chris clearly demonstrates his commitment to providing top-notch guidance to clients both within and outside California. Listening, you'll hear the benefit of his wealth of experience and ensure you're prepared for any potential tax obligations that may arise as you embark on your new adventure. Contact Chris at chris.parker@bakertilly.com or call Chris: 916-503-8266 For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/ (00:00) Tax and Relocation Services Conversation Chris Parker from Moss Adams discusses tax-compliant relocation services for Californians, the firm's merger with Baker Tilly, and the trend of Californians moving to lower-tax states. (11:46) Establishing Residency in a New State Timing, residency verification, and impact on charitable giving are important considerations when relocating from California. (24:00) Residency and Tax Considerations for Relocation Understanding tax implications and residency rules when selling a family home and moving to a new state. (38:20) Residency Audit and Tax Advice Nature's residency challenges when moving from CA to another state, including FTB audits and maintaining consistent activity patterns. (44:20) Expert Advice From Chris Parker Nature's financial advice from Chris Parker of Moss Adams, upcoming merger with Baker Tilly, and gratitude for his contributions.

Thinking of selling, upgrading, or just want to hang onto more of your gains? Today, I’m joined by my go-to tax pro, Ashwin Ramdas, to break down what really matters when it comes to property exits. It’s not just about the sale price—it’s about what you keep after tax. We’re covering capital gains traps, smart timing strategies, and the mindset shifts that help you build real wealth. Whether you’re a homeowner or an investor, there’s plenty in here to sharpen your game. If you want to avoid costly mistakes and sell with confidence, this one’s a must-listen. Let's go inside! Resource Links: Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property (https://www.investorsedge.com.au/invest-in-perth-property/) Get email updates about suburb intelligence reports and exclusive invites to our webinars, events, and workshops. Join (investorsedge.com.au/join) Join the Perth Property Investment Facebook Group (https://www.facebook.com/groups/perthpropertyinvestors) Join Jarrad Mahon’s Property Investor Update (https://www.investorsedge.com.au/join) For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/) For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/) Episode Highlights: Intro [00:00] Property Investment Strategies and Tax Implications [01:34] Timing and Tax Considerations for Property Sales [02:38] Capital Gains Tax Basics and Main Residence Exemption [05:59] Six-Year Rule and Tax Planning for Non-Residents [08:51] Planning for Tax Bills and Super Contributions [11:09] Strategising Property Sales and Rebalancing Portfolios [16:00] Managing Financial Stress and Market Timing [17:36] Long-Term Investment Strategies and Market Cycles [20:02] Thank you for tuning in! If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. About the Guest: Ashwin Ramdas is the owner and managing director of Eventum Consulting, a Perth-based firm specialising in tax, finance, and succession planning for family businesses and startups. Since 2011, he’s helped clients grow sustainable, tech-savvy enterprises. With a background in accounting, teaching, and small business, Ashwin also co-founded SMSF Mate and supports community groups like Kin Advocacy. Connect with Ashwin: Linkedin: https://www.linkedin.com/in/ashwin-ramdas-72442919/ Connect with Perth Property Insider: Subscribe on YouTube: https://www.youtube.com/@InvestorsedgeAu Like us on Facebook: https://www.facebook.com/investorsedge See omnystudio.com/listener for privacy information.

In this episode, we cover key tax considerations around wealth transfer. We cover the differences between federal estate tax and state inheritance tax, and explain why the stepped-up basis is such a powerful tool for minimizing capital gains taxes for heirs. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Aaron Spitzner and Tom Krueger discuss the new landscape for retirement, share insights on Roth IRAs, Roth Conversions, and taxes, and examine tax benefits or lack thereof when relocating.

In this episode of Retirement For Living, JoePat Roop discusses the challenges and uncertainties surrounding retirement savings in today's volatile market. He emphasizes the importance of principal protection and sustainable income, especially for those nearing or in retirement. The conversation also touches on the emotional aspects of investing, the dangers of comparing personal portfolios to market indices, and the regrets of early retirees. JoePat offers insights into creating a personalized retirement income plan that addresses these concerns and ensures financial stability. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this episode of Absolute Trust Talk, host Kirsten Howe continues her valuation discussion with expert Alex Spaete from Bridge Forensic CPAs, exploring the intricacies of asset valuation. The discussion focuses on how privately held assets are valued, particularly examining discount factors applied to LLC interests based on control limitations and marketability constraints. Alex explains how family dynamics influence valuations, especially when implicit control exists despite limited ownership percentages. The conversation covers valuation approaches for unusual assets like promissory notes and accounts receivable, with Alex sharing real-world examples, including commercial rag manufacturing and Weather Derivatives. This show highlights why professional valuation expertise is essential when dealing with complex assets during estate planning, business transitions, or divorce settlements.   Time-stamped Show Notes: 0:00 Introduction 2:48 Diving back into the discussion, Alex breaks down the two main components of discounts: control factors and liquidity considerations that affect final valuations. 4:10 Here, we explore how operating agreements significantly impact valuation and what control considerations you should be aware of. 4:49 Gain insights on the fascinating impact of family dynamics on valuations, mainly how they come into play in divorce scenarios. 8:17 Find out whether the IRS requires taking discounts when available and the tax implications of valuation choices. 11:06 Alex explains the complexities of valuing promissory notes and how changing interest rates can dramatically affect their worth. 12:27 Before signing off, you must hear more about Alex's most interesting case studies, including an unusual rag-making business and complex weather derivatives.

Key Takeaways: Track and Reconcile Finances Regularly – Just like athletes stick to a training schedule, businesses need to check their financial records often. Keeping track of income and expenses helps avoid costly mistakes. Plan for Taxes Year-Round – Instead of waiting until tax season, businesses should review their tax situation every few months. This helps them take advantage of tax-saving opportunities, like R&D tax credits. Analyze Financial Statements – Checking the income statement, balance sheet, and cash flow statement regularly ensures the business stays financially healthy and allows for smarter decisions. Organization Boosts Creativity – When a business has its finances in order, it has more freedom to try new ideas and grow. Being organized creates opportunities for innovation. Stay Competitive with Financial Discipline – Businesses that manage their money well are better prepared for market changes and unexpected challenges, keeping them ahead of their competition. Chapters: Timestamp Summary 0:00 Introduction to Wealth Building Made Simple 0:39 Relating Basketball Strategy to Business Finance 1:50 Daily Financial Discipline and Recording Transactions 2:33 Importance of Reviewing Financial Statements 3:54 Tax Considerations and Strategic Planning 5:23 Discipline and Creativity in Finance   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. 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. Past performance is not indicative of future performance.

Law and Tax Considerations for Agriculture Federal Open Market Committee Announcement Bulls Versus Cows Body Condition Scoring   00:01:05 – Law and Tax Considerations for Agriculture: Roger McEowen, K-State and Washburn law professor, starts the show as he talks about potential issues for farmers and ranchers involving trade or business activity, basis, like-kind exchanges and croppers. Trade or Business; Income Tax Basis; Cropper; and Like-Kind Exchanges Article on AgManager.info   00:12:05 – Federal Open Market Committee Announcement: K-State's Brady Brewer and Brian Briggeman keep the show moving as they discuss the Federal Open Market Committee rate announcement. The pair breaks down what it means, what other factors could be at play and its impact to agriculture.   00:23:05 – Bulls Versus Cows Body Condition Scoring: The Beef Cattle Institute's Brad White, Brian Lubbers and Phillip Lancaster conclude the show with part of their Cattle Chat podcast. They converse about body condition scores for bulls versus cows. BCI Cattle Chat Podcast Bovine Science with BCI Podcast Email BCI at bci@ksu.edu     Send comments, questions or requests for copies of past programs to ksrenews@ksu.edu.   Agriculture Today is a daily program featuring Kansas State University agricultural specialists and other experts examining ag issues facing Kansas and the nation. It is hosted by Shelby Varner and distributed to radio stations throughout Kansas and as a daily podcast.   K‑State Research and Extension is a short name for the Kansas State University Agricultural Experiment Station and Cooperative Extension Service, a program designed to generate and distribute useful knowledge for the well‑being of Kansans. Supported by county, state, federal and private funds, the program has county Extension offices, experiment fields, area Extension offices and regional research centers statewide. Its headquarters is on the K‑State campus in Manhattan

In this insightful episode of Absolute Trust Talk, host Kirsten Howe welcomes Alex Spaete, a valuation expert and partner with Bridge Forensic CPAs. In part one of their discussion, Kirsten and Alex explore the complex world of asset valuation, particularly focusing on closely held businesses and real estate holding partnerships. Alex explains why valuing private entities requires specialized expertise beyond what's needed for bank accounts or publicly traded securities. The discussion clarifies the critical distinction between owning a percentage of a business entity versus owning the underlying assets themselves. Alex details the two primary approaches to valuation—net asset value and income analysis—and how they apply to different types of business structures. Whether you're planning your estate or simply curious about business valuations, this episode provides valuable foundational knowledge about how professionals determine what complex assets are truly worth.   Time-stamped Show Notes: 0:00 Introduction 3:14 To kick things off, we talk about why asset valuation matters in estate planning, particularly for complex assets. 4:35 Next, Alex explains his focus on closely held companies and non-publicly traded entities. 6:24 Now, we will dive into common valuation scenarios, particularly for privately held businesses and real estate holding partnerships. 8:02 Listen here for an explanation of real estate holding partnerships and how they differ from direct property ownership. 11:07 Learn about understanding net asset value as a critical starting point for business valuation methodologies. 12:54 Discover the important concept of discounting in valuations and why the sum of parts may not equal the whole value.

The Law of Rebuilding LA Episode 11: Post-fire tax considerations you should know by

Two attorneys share lessons learned for professionals who are representing social media influencers and content creators, including prenups and valuation. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

In this episode of Cherry Bekaert's Government Contracting podcast, we discuss what to consider when planning the cost of a project. Eric Poppe, a Managing Director in the Government Contracting Industry practice, is joined by Jonathan Reid, a Director in Outsourced Accounting Services.Tune in to learn more about:What to expect when reporting costImpact revenue recognition on the cost of a project Tax impactsFinancial reporting considerations Compliance requirements Setting up a project for joint ventureCompanies who aren't in government but work with Government ContractorsCherry Bekaert's team of government contracting professionals have significant experience in accounting and reporting. As more guidance comes forth, we are here to provide regular updates and thought leadership to guide your journey forward. If you have any questions specific to your situation, Cherry Bekaert is here to discuss solutions tailored for you. Contact us.View all Government Contracting Podcasts

Podcast guest James Rainey is a director and accountant at https://www.sothertons.co.nz/ Chapters 00:00 Navigating Uncertainty in Business 03:16 Understanding Economic Cycles and Business Resilience 06:13 The Impact of Economic Changes on Industries 09:07 Strategies for Managing Business Growth and Challenges 12:28 Forecasting Cash Flow: A Key to Business Success 15:16 Stages of Business Growth and Financial Management 18:14 Leveraging Resources for Business Efficiency 21:16 Understanding Business Expenses and Tax Deductions 31:50 Navigating Business Expenses and Personal Benefits 34:15 Understanding Tax Audits and Compliance 36:10 Industry Comparisons and Financial Metrics 38:17 Pricing Strategies and Market Positioning 44:05 The Complexity of Tax Regulations 50:15 Cryptocurrency and Tax Implications 52:15 Employee Incentives and Tax Considerations

Estate Planning Pitfalls and Precious Insights with Jonathan HooperIn this episode of Barenaked Money, Colin White and Matthew Kempton of Verecan Capital Management are joined by special guest Jonathan Hooper, an estate lawyer with Tupman and Bloom, to explore common mistakes in estate planning. The conversation primarily focuses on the complications that arise from outdated estate plans, the dangers of joint ownership, and the legal intricacies involved in ensuring that your assets are passed on according to your wishes. Hooper shares his expertise on issues such as unaddressed changes in life circumstances, the complexities of the probate process, and the importance of having a proper executor. The hosts and guest emphasize the significance of keeping estate plans updated and transparent to avoid legal disputes and family conflicts. They also touch on the role of trusts, tax implications, and best practices for ensuring a smooth transfer of wealth. The episode concludes with a preview of an upcoming discussion on the challenges of joint ownership in estate planning.00:00 Introduction to Barenaked Money00:26 Meet the Guest: Jonathan Hooper01:17 Common Estate Planning Mistakes02:52 The Importance of Keeping Your Estate Plan Updated03:10 Joint Ownership Issues in Estate Planning04:56 Understanding Joint Ownership Issues05:22 Legal Obligations and Misconceptions06:56 Simplifying Your Estate Plan07:46 The Role of Executors in Estate Planning13:56 Tax Considerations in Estate Planning19:39 Executor Responsibilities and Challenges19:50 Involving Multiple Generations in Estate Planning21:36 Dealing with Family Dynamics in Estate Planning26:45 Legal Challenges and Trusts in Estate Planning29:28 Avoiding Probate and Tax Issues39:37 Conclusion and Teaser for Next Episode39:37 Conclusion and Teaser for Next Episode41:21 Final Disclaimer and Contact Information

To prepare for potential continuation of and/or changes in tax regulations, boards should be taking a vigilant watch and see approach and monitoring respective timing, effective dates and expiration dates: Confer with management to review financial models – e.g., changes in tax rates, deductions, credits, and exclusions. Get regular updates on tax policy changes to anticipate potential impacts on international and global tax strategies. Weigh the more likely scenario that legislative activity taken may allow more permanent actions to extend expiring provisions under current tax laws. Understand the organization's tax risk management policies, focusing on compliance, reporting, and consulting to assess how changes in tax law or procedure could affect the company's risk profile. Consult with external tax advisors to stay abreast of tax policy changes and ensure coordination with the organization's internal tax team.

Send us a textIn this episode, Jeremy Neisser discusses the implications of tariffs on sports marketing, focusing on how they affect budgets, promotional strategies, and fan engagement. He explains what tariffs are, their purpose, and how they can increase costs for imported goods. Jeremy provides actionable strategies for sports teams to manage these costs, including setting aside emergency funds, having in-depth conversations with promotional companies, and exploring creative solutions for promotional items. He also highlights the importance of staying informed about potential tax credits that could alleviate some financial burdens.TakeawaysTariffs are a tax imposed on imported goods.They can significantly impact budgets for sports teams.Setting aside an emergency fund is crucial for unexpected costs.Engaging in lengthy discussions with suppliers is necessary.Creativity in sourcing promotional items can save costs.Local businesses can provide alternatives to imported goods.Understanding the political implications of tariffs is important.Monitoring potential tax credits can provide financial relief.Tariffs can reduce consumer choice and raise living costs.Planning ahead is essential to mitigate tariff impacts.Chapters00:00 - Understanding Tariffs and Their Impact05:44 - Strategies for Managing Tariff Costs10:19 - Creative Solutions for Promotional Items13:41 - Tax Considerations and Final TakeawaysAdditional Resources:Trump's threat to impose tariffs could raise prices for consumers, colliding with promise for reliefTrump proves he is serious on tariffs - but it's not about tradeHere's why Trump thinks tariffs are good for the U.S. — and what the experts sayWhat does Trump's latest tariff plan mean for the U.S.?US announces billions to help farmers hurt by Trump tariffsSports Marketing Machine on LinkedInSports Marketing Machine on InstagramBook a call with Jeremy from Sports Marketing Machine

Year-End and Trending Tax Considerations for Health Care Practices Ericka Adler sits down with Roetzel attorney Donna Hartl to explore some crucial year-end tax considerations as well as trending tax issues. Donna and Ericka discuss the importance of accurately categorizing your expenses, the potential for prepaying smaller costs like insurance and property taxes, and the critical path to qualifying for the employee retention credit (ERC) before the April 2025 deadline. With impending elections influencing tax policies, Donna emphasizes the need to stay vigilant about record-keeping, especially with the IRS ramping up audits for professionals. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

Send us a textIMPORTANT DISCLAIMER: This podcast is not intended or should be taken as tax advice. Consult with a tax professional to help you with your own specific tax situation. Robin Ruegg, a USA Brevet rating gymnastics judge with over 40 years of experience, joins us to unravel the fascinating world of gymnastics officiating. Robin shares her journey from a gymnast at the University of Minnesota to a respected judge, offering insights into the crucial yet frequently overlooked financial responsibilities that come with being a sports official.We tackle the nitty-gritty of tax responsibilities and deductions tailored for referees, judges, and officials. Uncover how to navigate the maze of tax-deductible expenses such as professional membership fees, training costs, and the specificities around officiating. Our conversation dives into the importance of differentiating between deductions and credits, with practical examples, including whether your iPad might help trim your tax bill.Finally, we focus on financial strategies for sole proprietors, like referees and coaches, emphasizing meticulous income reporting—even those amounts under $600, which often slip under the radar. Robin offers valuable advice on securing your financial future through pension plans like SEP IRAs or Roth IRAs. With personal anecdotes, we highlight the power of consistent contributions to retirement savings and demystify the tax implications of different retirement account types, ensuring you're better equipped for a stable financial future.

​​In this recording - Sharaz Khan, CFP, Investor Advisor Representative, Cetera Investors goes over last-minute things that you should take care of financially before ending the year such as: ​Plan for Major Life Changes Tax Planning Retirement Planning Investment Portfolio Insurance Review Estate Planning Chapters 00:00 Introduction and Community Engagement 03:24 Year-End Financial Checklist Overview 06:15 Choosing the Right Financial Advisor 09:13 Life Changes and Their Financial Implications 12:01 Tax Considerations for Year-End Planning 15:13 Retirement Planning Essentials 18:15 Investment Strategies and Review 20:52 Insurance and Beneficiary Updates 23:47 Estate and Legacy Planning 26:41 Sharia Investment Process and Q&A 31:21 Exploring Halal Investment Options 32:35 Navigating Required Minimum Distributions (RMDs) 34:00 The Value of IRAs and Avoiding Riba 36:25 Choosing Between Roth and Traditional 401(k)s 37:39 The Importance of Financial Education 39:53 Investment Strategies for 1099 Contractors 41:08 Understanding RSUs and Tax Implications 45:11 Strategies for Managing Equity in Acquisitions 48:33 Leveraging Professional Financial Advice 50:49 Addressing Financial Literacy in the Community

With remote work on the rise, many digital nomads and international families split their time across countries, navigating complex tax laws and residency rules. In this episode of Gimme Some Truth, we explore common tax pitfalls of global living, why the "183-day rule" might not provide full protection, and essential insights for those balancing lives across borders. Tune in to learn how to plan effectively, reduce tax surprises, and make the most of a cross-border lifestyle.

On the #HealthLawHotSpot this week, host Ericka Adler sits down with Roetzel attorney Donna Hartl to explore some crucial year-end tax considerations as well as trending tax issues. Donna and Ericka discuss the importance of accurately categorizing your expenses, the potential for prepaying smaller costs like insurance and property taxes, and the critical path to qualifying for the employee retention credit (ERC) before the April 2025 deadline. With impending elections influencing tax policies, Donna emphasizes the need to stay vigilant about record-keeping, especially with the IRS ramping up audits for professionals. Donna also highlights the importance of having the “five Ws” in place for audit preparedness (Who, What, Where, When and Why) when it comes to receipts for entertainment and marketing, and ensuring you're ready for the IRS's scrutiny of home offices, travel expenses, and 1099 requirements. This episode is packed with practical tips and expert advice that can save you time, money, and stress as the year draws to a close. Don't miss out on this opportunity to equip yourself with the knowledge you need for a successful tax season!

In this week's podcast, I chat with Paul Molloy from Box Clever Tax. His motto is "to help clients pay the correct and lowest amount of tax possible." He twenty years' experience in tax, accountancy and business development. We have a great chat about owning investment via a company or in our personal names and the tax considerations around that. Key topics Investing in property Air B & B taxation Pensions and the fact that he's not a fan I hope it helps. Box Clever Tax Atomic Habits by James Clear Paul on LinkedIn

Watch the YouTube version of this episode HEREIn this episode of the Maximum Lawyer Podcast, co-hosts Jim and Tyson engage with tax attorney and CPA Daniel Rowe. Daniel, licensed in multiple states, shares his expertise on crucial tax considerations for law firms. Key highlights to this episode include: the importance of selecting the right business structure (LLC, S Corporation), tax treatment of legal settlements, and common mistakes by new law firm owners, such as poor record-keeping and inadequate tax compliance. Daniel stresses the value of education, collaboration with advisors, and maintaining mental and physical health for overall success in managing a law firm. As well as, Daniel shares about how he manages his two separate firms! Listen in for more details. Jim's Hack: Read the book “Stay Sane in an Insane World: How to Control the Controllables and Thrive” by Greg Harden. Daniels's Tips:  Two key tips: Maintaining good records and seeking knowledgeable advisors for your business.Tyson's Tip: Your health matters! There is a connection of physical activity to mental health, so make a plan for the colder months ahead! 03:06 Tax Considerations for Law Firms 04:42 Law Firm Setup and Structure 08:07 Common Mistakes by New Law Firm Owners 11:04 Independent Contractors vs. Employees 13:04 Managing Two Separate Firms Tune in to today's episode and checkout the full show notes here.Connect with Daniel:daniel@drowelawgroup.com

Key Takeaways and Tax Planning Points: To prepare for changes in tax regulations, boards should:Confer with management to review financial models – e.g., changes in tax rates, deductions, credits, and exclusions. Stay informed on tax policy changes and reviewing with management to understand realistic scenarios. Consider the possibility of a divided government scenario, which may result in sluggish legislative activity and short-term extenders for expiring provisions. Understand the organization's tax risk management policies, focusing on compliance, reporting, and consulting to assess how changes in tax law or procedure could affect the risk profile. Get regular updates on tax policy changes, especially after the election, to anticipate potential impacts on international and global tax strategies. Ensure that tax policy aligns with the firm's social policies, particularly in relation to ESG policies and tax credits promoting certain behaviors or investments. Consult with external tax advisors to stay abreast of tax policy changes and ensure coordination with the organization's internal tax team. Resources: 2024 BDO Tax Strategist Survey

In this episode of the Know Your Numbers REI podcast, host Chris McCormack, a CPA and Certified Tax Planner, dives into the importance of entity structure for real estate investors, specifically focusing on LLCs and partnerships. Chris shares insights on the benefits of setting up an LLC, such as limiting liability, separating business and personal finances, and gaining credibility as an investor. He discusses the differences between single member LLCs and partnerships, particularly for husband and wife business owners, highlighting factors like tax deadlines, cost-effectiveness, and tax treatment. Chris emphasizes the need for clarity in choosing the right entity structure to maximize benefits and minimize headaches. Tune in to learn more about the advantages of LLCs, the considerations for husband and wife partnerships, and how to set up your entities for success in the real estate investing world. Don't miss out on valuable tax and business insights. Subscribe to the Know Your Numbers REI podcast on YouTube, Spotify, or Apple Podcasts. Leave a five-star rating and review to show your support for the podcast! Join the community on Facebook, Instagram, and LinkedIn for more educational content and discussions. Keep moving forward with confidence in your real estate investment journey! •••••••••••••••••••••••••••••••••••••••••••• ➤➤ To become a client, schedule a call with our team or fill out a contact request form ➤➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.betterbooksaccounting.co/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠ •••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/chrismccormackcpa⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/chrismccormackcpa⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/chrismccormackcpa⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join our Facebook Group: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/groups/6384369318328034⁠⁠⁠⁠⁠⁠⁠⁠⁠ → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@chrismccormackcpa⁠⁠⁠⁠⁠ The Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. #LLCs #SingleMemberLLC #Partnerships #HusbandAndWifeBusiness #EntityStructures #EINNumber #BusinessBankAccount #SeparateAccounts #LiabilityProtection #BusinessClout #Professionalism #BusinessMindset #InvestorLife #TaxDeductibleExpenses #FinancialStatements #TaxDeadlines #BusinessReturns #TaxBenefits #AccountingForRealEstateInvestors #RealEstateTax #RealEstateTaxTips #RealEstateInvestor #KnowYourNumbers #BetterBooks #ChrisMcCormack

In the first episode of our Talking Immigration mini podcast series, Fran Rance, Managing Associate and Knowledge Lawyer, speaks to Patrick Harney, Partner in our Tax and Wealth Planning team and Steven Bostock, Partner and Head of Immigration, where they discuss the key considerations when advising clients across the Atlantic, the current trends seen from a US/UK immigration and tax perspective and how the results of the recent UK general election might impact US/UK clients.

Sweat Equity, Liability and Tax Considerations for Farmers and Ranchers Winter Canola Crop Recap and Meetings Risk Planning for Shipping Calves   00:01:05 – Sweat Equity, Liability and Tax Considerations for Farmers and Ranchers: Roger McEowen, K-State and Washburn law professor, begins today's show with legal planning items that farmers and ranchers should consider when it comes to sweat equity, negligent entrustment and tax deductions. More Legal and Planning Issues to Ponder Washburnlaw.edu/WALTR Roger on AgManager.info   00:12:05 – Winter Canola Crop Recap and Meetings: Continuing the show is K-State canola breeder Mike Stamm as he explains how this year's winter canola crop did and where people can learn more about the crop. Regional Winter Canola Meetings Slated Aug. 6-7   00:23:05 – Risk Planning for Shipping Calves: The Beef Cattle Institute's Brad White, Phillip Lancaster, Bob Larson and Dustin Pendell conclude today's show with a discussion on making risk management plans when shipping calves this fall. The experts talk about the importance of past sale tickets, having a strategy and collecting data. BCI Cattle Chat Podcast Bovine Science with BCI Podcast Email BCI at bci@ksu.edu     Send comments, questions or requests for copies of past programs to ksrenews@ksu.edu.   Agriculture Today is a daily program featuring Kansas State University agricultural specialists and other experts examining ag issues facing Kansas and the nation. It is hosted by Shelby Varner and distributed to radio stations throughout Kansas and as a daily podcast.   K‑State Research and Extension is a short name for the Kansas State University Agricultural Experiment Station and Cooperative Extension Service, a program designed to generate and distribute useful knowledge for the well‑being of Kansans. Supported by county, state, federal and private funds, the program has county Extension offices, experiment fields, area Extension offices and regional research centers statewide. Its headquarters is on the K‑State campus in Manhattan

Jesse starts by sharing two of his blog posts in today's monologue.  The first post, “The Answers are Here, But…”, expands on William Gibson's quote, “The future is already here. It's just not evenly distributed, yet.” Jesse draws a connection between Gibson's quote and the distribution of financial literacy, explaining that The Best Interest is part of the distribution effort. Of course, there are those who distribute bad, or even dangerous information, leading into the second half of the monologue, “How to Avoid Frauds and Ponzi Schemes”. Jesse offers 3 ways we can avoid being taken for a ride.  Today's guest, Rachael Camp, is a Certified Financial Planner (CFP) specializing in helping solo business owners, offering services with her own business, Camp Wealth, and educating people through YouTube, her blog, social media, and more.  Their discussion centers around recognizing scams and debunking myths circulated on social media, calling out fearmongers, and offering helpful insight into the financial tools available to solopreneurs.  Importantly, Rachael notes what an LLC is, why an entrepreneur may - or may not - want to register one, and who they should consult before making that decision.    Key Takeaways: • How to find the answers you're looking for. • Keeping a lookout for scams - and finding people who'll help you watch! • Social media and the myths perpetuated thereon. • What is a stock option? • What is a solopreneur? And what financial tools are at their disposal? • Should you register as a corporation? What kind?   Key Timestamps: (01:20) Jesse's Monologue: The Answers Are Out There (06:47) Avoiding Financial Frauds and Ponzi Schemes (21:41) Introducing Rachel Camp: Solopreneur Wealth Builder (23:11) Debunking Financial Myths with Rachel Camp (30:30) The Reality of Social Media Investment Strategies (31:17) Understanding Options: A Primer (33:52 Exploring Options Trading Strategies (36:54) Critiquing Robert Kiyosaki's Financial Advice (43:50) The Rise of Solopreneurs (46:31) Business Structures and Tax Considerations (51:04) Debunking Tax Hacks and Financial Myths (54:39) The Importance of Financial Literacy and Caution (1:00:41) Conclusion and Final Thoughts   Key Topics Discussed: The Best Interest, Jesse Cramer, Rochester New York, financial planner, financial advisor, wealth management, retirement planning, tax planning, personal finance, solopreneurs, LLCs, business structures, incorporation, Robert Kiyosaki   Mentions: Website: https://www.rachaelcampwealth.com/  LinkedIn: https://www.linkedin.com/in/camprachael/  Mentions:  https://bestinterest.blog/the-answers-are-here-but/  https://awealthofcommonsense.com/2023/06/the-evolution-of-financial-advice/  https://bestinterest.blog/how-to-avoid-frauds-and-ponzi-schemes/  https://x.com/camp_wealth  https://www.youtube.com/@CampWealth/videos    More of The Best Interest: Check out the Best Interest Blog at bestinterest.blog Contact me at jesse@bestinterest.blog   The Best Interest Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.  

In this episode of Capital Hacking, we had the privilege of interviewing Borko Milosev, a successful real estate owner and operator with an inspiring journey from being an investment banker in New York to owning a massive real estate portfolio. Borko shared his story of immigrating to the US with just $700 in a suitcase and building his real estate empire through strategic investments and value-add strategies.Borko discussed his approach to buying and selling properties, emphasizing the importance of creating value through renovations and improvements to generate high returns. He also touched on the challenges and benefits of reinvesting profits into new opportunities to compound growth.The conversation delved into Borko's family life, highlighting his dedication to being a present father and husband while balancing a successful career in real estate. He shared insights on managing work-life balance and the importance of hiring help to support his family responsibilities.Ultimate Show Notes:[00:05:30]  Borko's Journey to Real Estate Ownership[00:10:00]  Acquiring Distressed Portfolios[00:13:00]  Balancing Family Life and Work[00:17:00]  Capital Structure and Investment Strategy[00:20:00]  Choosing Bethlehem, Pennsylvania[00:23:00]  Value-Add Strategy vs. Buy and Hold[00:27:00] Tax Considerations in Real Estate InvestmentTurn your unique talent into capital and achieve the life you were destined to live. Join our community! We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookApple Podcast

In this insightful episode of "The Patti Brennan Show," Patti delves into a common yet crucial question: "Where should my next dollar go?" Whether you're navigating surplus cash flow, pondering retirement contributions, or considering the implications of after-tax investments, Patti provides valuable guidance tailored to your unique financial goals. From establishing emergency funds to exploring investment options like Roth conversions and 529 plans, Patti's expertise empowers listeners to make informed decisions and secure their financial futures. Don't miss out on this illuminating discussion that can transform the way you approach your finances.    

Welcome to the latest discussion overview from the Capitalist Investor podcast. In the most recent episode, hosts Derek, Luke, and Tony engaged in a vibrant conversation covering various critical themes in today's financial landscape. Here are the five hot topics discussed that are reshaping how investors plan for the future:1. The Impact of Financial Planning Software   Tony delves into the significance of the financial planning software and its capabilities, emphasizing that not all software is created equal. Superior software can devote hours to crafting a detailed financial plan, considering specifics like real estate taxes, medical expenses, and different inflation rates for various expenses. This in-depth analysis demonstrates the value of comprehensive financial planning tools over more simplistic versions which may not account for individual nuances in financial scenarios.2. Tax Considerations in Financial Planning   The discussion highlighted the importance of considering future tax laws in current financial planning. Luke pointed out that if the political leadership changes, there might be significant shifts in tax regulations. Planning for these potential changes is crucial, as they can impact investment outcomes significantly. The hosts explored different scenarios based on upcoming elections and historical tax policies to illustrate how these factors might affect personal finances.3. Preparing for Retirement Amid Economic Uncertainty   The topic of efficiently preparing for retirement under volatile economic conditions was another focal point. The conversation covered the necessity of factoring in higher inflation rates and potential cuts to social security, and how these elements need to be integrated into current retirement plans. This forward-looking strategy is essential to ensure financial stability and predictability in one's retirement years.4. The Importance of "What If" Scenarios in Financial Planning   The hosts discussed the power of ‘what if' scenarios in thorough financial planning. This approach allows individuals to visualize various potential future states and make plans that are robust against a variety of outcomes. Whether it's adjusting living standards, changing retirement ages, or handling unexpected expenses, preparing for multiple scenarios can significantly empower individuals towards better financial health.5. Lifestyle Considerations in Financial Plans   Finally, the podcast touched on how lifestyle choices impact financial planning. This segment provided insights into how changes in lifestyle, such as downsizing homes or switching to mobile living, can affect financial strategies. These personal elements are crucial to building a financial plan that not only meets economic goals but also personal aspirations and quality of life.Overall, this episode of Capitalist Investor highlighted the complex interplay between technology, policy, personal goals, and economic conditions in financial planning. The hosts provided a comprehensive overview that advocated for a proactive, knowledgeable approach to personal finance management, emphasizing the importance of being well-prepared for the future, no matter the economic climate.Listeners are encouraged to think critically about their financial strategies and consider how best to adapt to an ever-changing economic environment. For more detailed discussions and tips, tune into the Capitalist Investor podcast.

Rodney A. Bedow of Burns & Levinson LLP in Boston breaks down tax considerations and choice of entity in this podcast, excerpted from MCLE's 10/5/23 live webcast: Tax Issues in Choice of Entity & Succession Planning. The full program is available as an on demand webcast or an MP3 here.  Get 24/7 instant access to hundreds of related eLectures like this one—and more—with a subscription to the MCLE OnlinePass. Learn more at www.mcle.org/onlinepass and start your free trial today! Connect with us on socials!Instagram: mcle.newenglandX (Formerly Twitter): MCLENewEnglandLinkedIn: Massachusetts Continuing Legal Education, Inc. (MCLE│New England)Facebook: MCLE New EngalndThreads: mcle.newnengland

Have you ever wondered how to structure your multiple business ventures efficiently while minimizing your tax burden? Mike Jesowshek delves into the complexities of business structuring, particularly for individuals owning multiple businesses or in partnership. He emphasizes the utility of S Corporations in reducing self-employment taxes and the importance of establishing a parent S Corporation to streamline business operations, financial management, and tax filing. Mike advocates for separate bookkeeping for each entity, despite their consolidation under the parent S Corp, to maintain clarity in financial and legal aspects.[00:00 - 04:20] Introduction to Business Structuring and Exploring S Corporation ComplexitiesMike Jesowshek discusses the importance of structuring for business owners with multiple ventures or partnerships. He introduces the concept of S Corporations and their benefits.Mike elaborates on the complexities and requirements of maintaining S Corporations, like payroll and tax filings.[04:20 - 07:03] Structuring for Operational EfficiencyThe conversation shifts to operational structuring, emphasizing separate bookkeeping for legal and financial clarity.Mike stresses the importance of having a singular parent S Corporation owning other businesses.[07:03 - 11:32] Tax Considerations and Partnership StructuresWhat are the tax implications and structuring options for partnerships?Mike discusses different scenarios where S Corporations can benefit or complicate partnership arrangements.[11:32 - 20:09] Practical Tips and ConclusionMike shares his concluding thoughts on business structuring with a focus on legal consultation and tax efficiency.He wraps up by encouraging listeners to plan their business structure mindfully and consult professionals.Direct Quotes:"When we talk about S Corporations, obviously the goal is to minimize self-employment taxes, but S Corps comes with some complexities as well." - Mike Jesowshek, CPA"We want to have one company that we're actively participating in running through with all of our income before touching us. And we want that company to be in most cases, an S corporation." - Mike Jesowshek, CPA______Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastJoin TaxElm: https://taxelm.com/IncSight Packages (Full-Service): https://incsight.net/pricing/Book an Initial Consultation (IncSight): https://app.simplymeet.me/o/incsight/sale-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/YouTube: https://www.youtube.com/@TaxSavings 

Today's episode on China Business Pain Points is 'What are the tax considerations when choosing a location in China?'---------------------------Connect with Kristina Koehler-Coluccia, Head of Business Advisory at Woodburn Accountants & Advisors on LinkedIn here.---------------------------Thrive in China RoundtableGeared towards international companies selling to China who want to systemize & scale their China business. Each week Kristina Koehler-Coluccia hosts a complimentary deep dive into a market entry strategy or implementation guideline that will help you protect and grow your China business.If you are looking to create a solid foundation for your China business and learn how to grow and scale quickly then you can register here. ---------------------------Can Woodburn help you? I am offering a free 30mins call where we discuss the obstacles you are encountering on your China business journey and how we can help accelerate your success. Book a call here.

With tax season right around the corner, you do not want to miss this podcast! Join us as we check in with Paul Neiffer and discuss the Top 10 Farm Tax Considerations you should think about before filing you taxes.  Contact Info for Paul Neiffer Blog Podcast Podcast Sponsors Capital Farm Credit,  AgTrust Farm Credit, Texas Corn Producers, Braun & Gresham, Plains Land Bank, Plateau Land & Wildlife Management, Texas Ranch Sales and AgTexas  

Ever dreamt of expanding your Amazon empire internationally with just a few clicks? That's exactly what we're unpacking with Jaisal Jivanji from Amazon Canada and Irias Garcia Enriquez from Amazon Mexico in our latest chat. We're tackling the Remote Fulfillment with FBA program head-on, discussing the seamless process of selling across borders using your US FBA inventory. You'll find out how this can lead to a significant boost in product visibility and sales in foreign markets, which now includes the vibrant landscape of Brazil. Struggling with keyword research for an international audience? No sweat, because we also dissect how Helium 10's Magnet tool comes to the rescue, enhancing your targeting prowess. We spill the beans on Bradley's journey leveraging the program, the automatic translations of listings for local markets, and the nuances of handling images and A+ content across different Amazon platforms. It's a great episode to watch for logistical insights, from managing shipping times to utilizing Amazon's metrics, complemented by third-party tools that could be the game-changer you've been looking for. Now, let's talk money. Navigating the currency exchange and pricing strategies can be daunting, but we're breaking it down to make it practical and straightforward. With Amazon's handy Build International Listings (BIL) tool and Amazon Currency Converter for Sellers (ACCS), we explain how to keep your pricing strategies smart and your international profits in check, even with fluctuating exchange rates. Say goodbye to pricing headaches and hello to transparent, surprise-free customer experiences in Canada, Mexico, and Brazil. Big thanks to Jaisal and Irais for their expert insights—it's just what you need to consider taking the plunge into these exciting markets. In episode 547 of the Serious Sellers Podcast, Bradley, Irais, and Jaisal discuss: 00:00 - Amazon Remote Fulfillment Program Discussion 03:45 - Expanding Your Amazon Selling Internationally 09:21 - Cross-Border Fulfillment Eligibility and Shipping 12:32 - International FBA Shipping and Localization 16:56 - Amazon Metrics and Marketplace Expansion 22:12 - International Sales and Tax Considerations 24:59 - Currency Exchange and International Pricing 27:20 - International Price Synchronization Options 32:09 - Amazon Fulfillment in International Markets 36:34 - International Sales Success in Project X 37:15 - Expanding Sales With Remote Fulfillment ► Instagram: instagram.com/serioussellerspodcast ► Free Amazon Seller Chrome Extension: https://h10.me/extension ► Sign Up For Helium 10: https://h10.me/signup  (Use SSP10 To Save 10% For Life) ► Learn How To Sell on Amazon: https://h10.me/ft ► Watch The Podcasts On YouTube: youtube.com/@Helium10/videos Transcript   Bradley Sutton: Today we've got representatives from Amazon Canada and Mexico who are going to talk all about the remote fulfilling with FBA program, where just in three clicks you can instantly be selling your products in Canada, Mexico and now Brazil. How cool is that? Pretty cool, I think. I want to enter in an Amazon keyword and then within seconds get up to thousands of potentially related keywords that you could research. Then you need magnet by Helium 10. For more information, go to h10.me/magnet. Magnet works in most Amazon marketplaces, including USA, Mexico, Australia, Germany, UK, India and much more. Hello everybody and welcome to another episode of the Serious Sellers podcast by Helium 10. I'm your host, Bradley Sutton, and this is the show. That is a special episode because for the very first time, we have got somebody who is from Amazon Canada, also Amazon Mexico on the show. I've had people from Amazon USA, I think, Amazon Singapore and different places, but I'm just expanding out the marketplaces here. We've got Jaisal and Irais here. Welcome to the show, guys.   Irais: Hello everyone. Thank you for inviting us.   Bradley Sutton: Now, right before the show, I was like now the way you pronounce your name is Irais and that's how I would say it, but like that just sounds like so awkward. So I'm just going to go with Irais and she says she's not going to be offended there and Jaisal I couldn't even begin to exactly pronounce it, but so I'm going to start with Jaisal. What is the origin of your name?   Jaisal: So my name is actually originated from a town in India called Rajasthan, and there was a princess back in the day whose name was Jaisal, and there's also a city called Jaisalmer, so that's kind of where my name came from.   Bradley Sutton: See, I like knew there was a good story behind it. You know, Bradley, there's no, there's nothing going on there. You know, like Irais is or at least the English spelling is like a flower, you know kind of thing. So, all right, we've got. So I was already pronouncing it wrong, so it was Jaisal instead of Jaisal. I don't know why I was saying it the right. Okay, I got it now. Now, Jaisal, you we're in Canada, are you at right now?   Jaisal: So I actually live in Dallas, Texas. Bradley Sutton: Dallas Texas, okay.   Jaisal: Yeah, our team sits in Seattle and in Arlington, and then we also have a team out in Canada.   Bradley Sutton: Okay, all right now. How long have you worked for Amazon?   Jaisal: For a little over two years, so it's been a really fun ride so far.   Bradley Sutton: Now, have you always worked on the? You like Amazon Canada in different marketplaces, or did you do something else like for Amazon USA, or what's going on there?   Jaisal: Yeah, so the whole time I've been on Amazon Canada, I've been on the Remote Fulfillment expansion team for the entire time, so it's been I've definitely gotten really used to this team and I've learned a lot from the team as well.   Bradley Sutton: Now we're gonna be talking, we're gonna go in depth here, but just something I've wanted to know. I always you just said Remote Fulfillment. Now I have always referred to this as NARF right North, because I swear it used to be called like North American Remote Fulfillment. But now I don't see that those initials anywhere on Amazon did it? Was that an official term or is that something I made up, or did you guys have that and then you just erased the NARF and now it's called something else.   Irais: Yes, you're right, it was called North America Remote Fulfillment, but the thing is that the moment we are now expanding to other countries, it doesn't make sense to call it North America. That's why we only, we're only staying with Remote Fulfillment with it.   Bradley Sutton: That's all. We're almost giving a spoiler alert right there about later on in the show. We're gonna be okay now. Okay now, I guess. So like I gotta start calling it something, but that's. That was such a cool name though, NARF, you know, it's so easy to remember that. All right, let's. Let's switch to Irais. Now, where are you located?   Irais: So I am in Mexico City and I worked at the office that we have in Mexico City.   Bradley Sutton: Is that where you're born and raised?   Irais: Yes, yes, I haven't been living all my life here. I went to give my tour of the world for 10 years and came back to Mexico City, and I've been working at Amazon since four years now four years, and I hope.   Bradley Sutton: Let's just start in an degree. You know the reason why I brought you on kind of like representing Amazon Canada. By the way, that's a really cool sweater you have on there. I haven't seen that one special edition, but is you know? I want to talk about Remote Fulfillment now in general. You know, I'm an Amazon seller in the USA now me personally, I don't remember when I enrolled, but I'm already enrolled in it. But there's probably a lot of people listening to this show maybe who haven't. This might be the first time they're even hearing about Remote Fulfillment. So you know what? Let me take a step back. What is Remote Fulfillment? Either of you can answer this.   Irais: So Remote Fulfillment, it's a program that allows sellers to use their US FBA inventory to expand to other countries like Mexico, Canada and now Brazil. What we do is like the inventory that you are sending to the Remote Fulfillment Center, to the sorry, to the fulfillment centers in in US. Amazon uses to fulfill the orders internationally once there is a sale in another country.   Bradley Sutton: Cool now. So that's just basically in a nutshell what it is. Now I'm a seller who's maybe hearing about this for the first time. How do I know if it's something that I should probably look into? Or maybe there's a kind of seller where it's like nah, this is probably not for you yet.   Irais: Well, really, for I think, for any seller that is already selling in in US BISBA I think it's something really great to try, because you're already selling with FBA in US, you already have your products there. The only thing you need to do is enroll. Actually, we are I'll explain further down but we are doing automatically enrollment for some eligible sellers and once you're enrolled, you're basically instantly selling in other like internationally, because it's Amazon who takes care of the rest. We are basically, once we enroll you, we are going to duplicate your ASINs or your offers that's how we call it in Amazon ASINs and you're we're going to duplicate your offers and products to the other countries and then you will be offering those products to new clients and you will have more opportunities to sell right. So I think it's very easy. You don't really need to worry about sending inventory to other places, you don't need to invest on that and everything is taken care of by Amazon. So I think it's very easy. You don't really need to say, oh, am I ready?   Bradley Sutton: I'm not ready, because Amazon takes care of everything now, Jaisal, you know, for me when I first enrolled in it, when it was called NARF like the very first one that I made sure to get into was Canada, would it be safe to say that probably most people are, you know, who are selling in the US probably make that one their first enrollment. And then how does somebody enroll in it these days?   Jaisal: yeah, of course. So from the way to enroll standpoint, we do have that auto enrollment that I used to talking about earlier. But also if you want to double check to see if you are enrolled, you would go into your US Seller Central side and check the inventory tab and go to Remote Fulfillment and there will be. We have like a new UI as well and there you should be able to see like which countries you have launched in, and it's literally just like a click of a button all right.   Bradley Sutton: So I'm here for those watching on YouTube. I'm going in one of my accounts right, I'm pretty sure it's enrolled inventory and then Remote Fulfillment with FBA, all right. And then here it is right here. So I would hit then marketplace enrollment, right, and then there it is All right. So then you would be able to see the three marketplaces and it says I'm enrolled. And if it wasn't enrolled I would have just selected it here and then hit update. So everybody who's listening if you guys are, you know, if you guys are running on a jog right now or you're in your car, you know, please Pull over to the side of the road or just wait till you get home, but go into your Seller Central, hit the Menu button on the left hand side, go to inventory, mouse over that and then select Remote Fulfillment by FBA and literally right after there It'll be just maybe a couple of clicks to enroll. If you are not now, let's say somebody wasn't like me and it said not enrolled, enrolled, just like. If I. From the moment right now they click on this, is it instantaneous that they're now in the program? Does it take 24 hours about? How long would it take them to get up and running?   Irais: If you do it manually, you will go through a small flow like after this page. You have another flow when it will just let you know that we are duplicating your ASINs with building international listings tool and once you are enrolled it can be Instantly. It may take up to for you 24 hours, but most of the times it's on the same day.   Bradley Sutton: Excellent, excellent. Now, for me, there were some of my products that, even though, as everybody just saw who saw my screen I am fully enrolled, but some of my products that weren't activated. So you know, that leads me to assume that, hey, some products maybe are not eligible. Um, I know, way back in the day, like six years ago, when I was working for seven years and when I was working for a different company, like they were doing Uh, a diet pills and like nothing was available for Canada because there was like regulations about that. But just, I don't sell any diet pills and this is where I sell coffin shelves and egg trays and stuff like that. But what are the kind of products that might not be just Able to qualify for this program with this click of the button?   Jaisal: Yeah, so for each country they all have different importation roles. Um, products that are not eligible due to exportation rules Will not be copied to other stores by the build international listings tool, also known as the bill tool, and you'll generally see like an ineligibility message through that same UI that you were showing earlier. However, there are some cases where a product is eligible for cross-border fulfillment under a different fulfillment method, such as local FBA fulfillment or seller fulfilled, but it's not eligible for the Remote Fulfillment with FBA, and that could generally be because there are additional documentation requirements for customs or specific shipping or packaging requirements. Um, a good example is Remote Fulfillment does not export consumer goods, as those products often do need labeling in local languages. And if your product is not eligible for Remote Fulfillment and is not restricted for sale in the target store, you can still send it directly to the country for sale through FBA in each country, or you could list it as a seller fulfilled offer. Um, a good rule of thumb is like if you want to see a full list of restricted products per country, you can visit our Remote Fulfillment page and review what you can sell in the manager listing section now I think, oh, one of the most common or I have.   Bradley Sutton: I have a list of common questions that, I gathered from people in our community, when you know, asking about this program, but I think that probably the number one thing that people want to understand is the, the shipping. So, first of all, if I turn this on and it's tied to my FBA US inventory which, by the way, I'm not, um, not sure if I want to make sure everybody understands that it's what we're talking about here, I am not sending inventory, physical inventory, to Canada warehouses or to Mexico warehouses or to Brazil warehouses, it's taking from my us inventory. So Somebody sees, though, a prime batch. If they're shopping on Amazon Mexico, like they, they search for a coffin shelf, how would you say something? The atahood right here and it says Amazon Prime right there.   Irais: Yes, yeah, I think that's one of the main benefits of the program is that your ASINs have a prime batch when they are Distributed by Remote Fulfillment. So, although they might take longer, a little bit longer than the ones that are currently already in Mexico, but they are considered prime.   Bradley Sutton: That was my next question there. So they see the Prime Badge. Now what is the average shipping time that they might see, assuming obviously even in America you could have a Prime Badge and it might say 10 days because the inventory is being checked in. But let's just assume that the inventory is completely checked in. You know I have got tons of inventory. What's the average shipping time somebody in Mexico or Canada might see on my listing?   Irais: Yeah, uh. So On average to Mexico and Canada it takes Less than seven days. That's the time that the around you will see is that the target?   Bradley Sutton: I know it's completely brand new this month of, but is that the target also for Brazil or might take a little bit longer for there?   Irais: Yeah, so for Brazil, given the distance and obviously the size of the country, we are targeting now around 30 days, and which is also an average for products that are coming from other countries, locally Brazil.   Bradley Sutton: Excellent, excellent. Now, obviously for Spain or for Mexico, it's automatically translating my listing into Spanish. For Canada, is it changing it at all to like Canadian English? Not that it's that different, but you know, like, like, for example, British English. You know a diaper is called a nappy or something like that. It's still English, but it's, it's different. Like is there any translation happening? Or like. Does it translate to French? For, like the people in in Quebec who view Amazon and French?   Jaisal: Yes, it'll translate to French whenever you're looking in that for the French.   Bradley Sutton: But not changing it to like a Canadian vernacular or anything like that, right, yeah, okay now. So that's my second part of my question. Is all right, so Amazon is automatically translating my listing to either French or Spanish or Portuguese, I'm assuming for Brazil. Now what if I, being a Helium 10 user, and I like might know the keyword that people are searching in Spanish and Portuguese and the keyword that Amazon translated might not be what I like? Am I able to go in and override that translation?   Jaisal: Yeah, so it depends on the listing. If it already exists in the target country, just as it works in the US, you can propose changes and seller support will make the adjustment when they believe it's pertinent for the listing. However, if the listing is new in the target store and you're the first one to list it and you own the information, you'll be able to make changes as needed after localizing with the build international listings tool.   Bradley Sutton: So then it wouldn't be editing the listing per se and, like manage inventory, I would need to go to the build international listings to change the. You know, like I want to change a couple words in the title, that that would be the tool I go into. Yeah okay, perfect, perfect. What about A+ Content? How does that translation work? I'm not. I don't think I've ever looked at my A+ Content. In my North American remote fulfill, or see, I keeps using the old term Remote Fulfillment by FBA Listings. I don't think I've ever even looked at how what's going on with my A+ Content.   Jaisal: Yeah, so honestly, similar to how you do it in the US side for Canada or for the store that you're selling in, you can go exactly to where your A+ Content listings would be and upload it there. It doesn't automatically translate over, you may have to tweak some things, but it'll be in the Seller Central for that respective country speaking about localization, one thing, another thing I have not done is my change my images.   Bradley Sutton: So, for example, I have some infographic images right where I might have some text on there. Obviously, Amazon is not changing. You know, editing my images for me, changing that to English, it is it possible? If I'm using the same as in and smart, it's my product, you know. I've got Brand Registry, you know and everything. Can I change the like a certain image in the Mexican marketplace to put Spanish? You know, if I have like the features you know listed in one of my images and I want to change the Spanish, am I able to change that image or it's now going to overwrite that to my US listing?   Jaisal: It won't overwrite. So whatever you do on like, for example, if you do it on your Canada Seller Central, your Mexico Seller Central, it's not going to override or impact anything that you do on the US Seller Central side. It'll just stay for that target country.   Bradley Sutton: Give me good stuff here, like I was worried about. I was worried I think a lot of sellers might have been worried about that one. You're telling us what we want to hear. Now one thing I noticed to you know, like I don't ship inventory directly to Canada, but something that's cool is I can. I can still see them. We have some high and cool metrics here. Let me just show my screen to the listeners who can see this. But, like search, career performance and things like that, I can actually go to Canada and Go to Mexico and see that, even though, like again, I never registered to just for FBA in Canada or Mexico, but since I am part of this Remote Fulfillment, I can actually see the really cool metrics that Amazon has been giving for these different Marketplaces. And then, obviously, you know, if anybody's using Helium 10, you guys all have access to the same functionality for Amazon, for Amazon USA, Amazon Canada, Amazon Mexico, Amazon Brazil, our tools like Cerebro work and magnet where you can do your keyword research and things like that. So in the past, a lot of stuff that Amazon USA sellers had, you know, like they didn't have it right away for Mexico and Canada and the other marketplaces about at least all of the main things, definitely has access here now, where you know I talked about this a little bit before. But for again, for the, for those just joining us, where, at what point Should I be like, hey, this is something that I need to go all in on, and then maybe I've been doing it for a while and then I'm like you know what I don't want to have 30 days for shipping to Brazil. I don't want to have those eight days to Mexico or something. Maybe I should consider actually doing the whole process of taking my inventory, some for a certain product and shipping it to FBA in those countries.   Irais: I think that's a great point. It's really good considering at some point, migrating to local FBA Just because FBA has better seller experience, like you say, is like it has shorter shipping times, for example, and which can benefit the sellers. Conversion now. And but to the question one. I think it depends on multiple things. I think the minimum seller should consider is first, having a stable demand of the products they want to sell. You know to make sure the products you're going to send they are actually going to have a Sales. The second one is that sellers need to have figure out the export logistics. You need to have a Look for the information like what products can you send? You know that sometimes our Exportations about the materials that you can export and like maybe having the support of a broker sometimes. And finally, also making sure that you comply with the local laws of the country you're targeting right. Some countries and ask you to have, for example, a local tax ID, which is a process you need to do in in that country. Or some other countries, for example, they ask a specificity, a specificity story about labeling Products, know, and so all of those things we need to think about before, just like sending the inventory to the countries.   Irais: But, like I said, it's a good Option to think about it because it will. It will help yourselves and also one another point that I want to mention is that you don't need to decide of Removal filming or FBA. You can always choose both. Actually, it's something that we recommend because, for example, you can use FBA for the ASINs that they have a high turnover rate or they have a stable demand, but if you want to try new ASINs, you can enroll them first in removal filming and so that you can try you know the demand, see how it hits, how they work, and you can use be using both Programs at the same time. Also, FBA is a good option and for the products, like Jason said, for the products that are not Eligible in removal filming, you know, like, for example, if you also sell consumables, you can try to sell consumables via FBA and the rest of your products in removal filming.   Bradley Sutton: Interesting now. Now, Jaisal, you know, one question I had was you know she just mentioned about like tax implications and things like that, for when you're actually sending inventory there. I think that's a very top of mind Topic for sellers is like, wait a minute, like anything has to do with another country, like, alright, my product is crossing the border, am I gonna get tax? Like do I? I'm doing Remote Fulfillment? Am I gonna get a separate tax bill? Or do I have to clear customs for each order? Like all these, all these questions they might have, like which might be holding them back? Um, but correct me if I'm wrong, but in removal filming, is it true that I really don't have to worry about those things?   Jaisal: This is probably, like our, one of our top five questions that we always get. So when customers buy products through Remote Fulfillment with FBA, the buyer is actually the importer of record and must pay any import duties, taxes and fees. Amazon kind of simplifies the import duties process by estimating the amount that will be due and adding it to the amount the customer pays at checkout. You also do not have to present income taxes in other countries, since your sale is occurring in the United States, so sellers may continue with their tax-specific obligations in the US in the same way as before joining Remote Fulfillment.   Bradley Sutton: If I'm looking in Helium temp profits or in Seller Central, when I'm downloading my financial reports and everything, the order might show that it went to Canada or something. But is everything pretty much the same as far as the numbers go? My shipping, my fulfillment cost is the same and there's no extra fees. That's affecting my profitability. Is it almost 100% the same?   Irais: We can talk about also the fees. I can already explain how it works. So in Remote Fulfillment the products have two fees, just the same as any product in USFBA. So the first fee is Remote Fulfillment fee, which replaces the USFBA fee it's the same one. And we have the second fee, which is the category referral fee, which depends on the kind of product that you're selling and that will be. It varies depending on the country where the sale is occurring. So, besides these two fees although they can be higher because, for example, in Remote Fulfillment, fees varies depending on the size of the product, the weight and also the country to which you are sending the product Although these fees may be higher we have the tool bill that we have mentioned. But the tool does is it adjusts the prices in the targeted countries with those fees, including those fees in the price and any other extra costs that you might have, so that the price already includes all these additional costs and sellers will get a similar profit as they get in US. So to the question what we are doing with PIL is protecting the margin of the sellers so that they have a similar profit as they get in US, and that's how we can comfortable say that you will be having almost the same profits as you have in US.   Bradley Sutton: Okay. So let's say for whatever reason, the currency exchange rate is fluctuating greatly, day by day or week by week. Is once a week or once a day? Is the price maybe showing up as something like is BIL changing my price to reflect the currency fluctuations?   Irais: Yeah, so maybe it's easier if I give an example. But for example, so what BIL is going to do is have your US price as a base. It will stay connected to the other listings or to your products in Canada, Mexico and Brazil and the moment that you do, for example, a manual adjust price in the US, it will adjust all other countries, considering the fees difference in each of those countries and it will also consider, like you say, exchange rates for each of the countries. One point that I want to make sure is clear and that sellers know is that if sellers do a change manually to the price in the target country for example, they go and they make a change manually in the price in Mexico that will break the connection with the US price. So BIL will not be connected anymore, and that's something that selling partners need to be careful with. Sellers can totally go and manually change prices in the targeted countries, but that will be breaking the connection. So there is a way to connect the sellers, the listings, again through the BIL international listing tool, which is in global selling. You can reconnect all your listings, but it's just to have this in mind. You know, like not making manual adjustments if you want to maintain the connection with your US prices.   Bradley Sutton: That's super interesting. So if I never have touched it, it's going to go ahead and edit that for me, but if I mess with the price once, just like in Seller Central or something, then that breaks the connection. I literally have not seen this page in probably years, but I'm looking right now on my BIL international listings page and, for example I guess at one point I selected these things as default, but it's interesting. Like it says here for Canada, it tells me what the exchange rate is right now. And then it says, for price synchronization, I can choose the list price and the sale price, or list price only. So that's good to know. If I'm doing a sale in the US, that means, if I have this selected, it'll go ahead and reflect as well in Canada. And then it says here I can for Remote Fulfillment with FBA. The choices I have are same as the source marketplace adjust for fees, which is what I have. The other options, though, are same as just same as the source marketplace percentage above the source marketplace, or percentage below the source marketplace, or fixed amount above. So very interesting. And then I also have self-fulfilled options here. Like me, I have a lot of skews that I actually self-fulfilled myself, and I don't know why I put $25. I guess I didn't want anybody ordering from Canada or something. I put a markup of $25 here. But, interesting, I had not been on this page at all. I had no idea about these things. So, as a matter of fact, you just told me I'm working on something with our product team where we can do prices, and I didn't realize. So if I'm manually editing a price, it is no longer gonna go by these rules.   Irais: then yeah, just to be clear, it's manually adjusting the price in the target country. So if you change to the store of Mexico and then you change the price in pesos, no, if you change it in US, obviously it will stay connected, and exactly that's how the tool helps to change accordingly the prices in the other countries.   Bradley Sutton: Okay, all right, interesting, interesting. Now here we're talking about all these foreign currencies and things like that. Jesso, If I'm trying to open this up, do I need a Canadian bank to get my disbursements from? If I'm just an American seller, do I need a Mexican bank to be able to receive the payments, or how does that work?   Jaisal: Yeah, so now actually, Amazon will manage this for you through a tool called Amazon Currency Converter for Sellers, or otherwise known as ACCS, that you can set up in Seller Central as a deposit method. That way, your funds from other countries are transferred to your assigned bank account to receive deposits in the US.   Bradley Sutton: So literally at that moment that we talked about earlier in the show, when I'm enrolling, that's it, like there's not a bunch of other steps I'm going to have to jump through. All right, we talked about the cost. We talked about taxes and fees and banks and disbursements. I'm sure I'm forgetting some other things, but just in my just thinking about this program, a couple other questions a seller might have is maybe on the customer side. You said that they're the importer of records. So just out of curiosity, you're no tax code expert or anything, but on average, is it a lot of fees that they're having to pay? Like if they're buying my coffin shelf back there for 25 bucks that's the base price with shipping. The typical Canadian customer, though, what's their bill going to be like? Is it going to be double that? Is it just a certain percentage of that?   Jaisal: Yeah, I mean, I think it's an important aspect. But what we really want to highlight is that with the Remote Fulfillment program, buyer will be charged for the taxes.   Bradley Sutton: The price that the customer sees, though, is it just the listed price, you know, after the currency conversion, or is Amazon automatically building those you know taxes and things like that, into that retail price?   Jaisal: Yeah, so whenever the seller is going on to Amazon.ca and they want to buy your product, they will see actually what the price point is plus the tax and the shipping fee. Ah, so that's good.   Bradley Sutton: So it's not like you know like, see, that that's, that's a worry, like when I used to export to Canada and other countries, you know, off of Amazon. You know, maybe 15 years ago or 20 years ago, I would get some customers that would sometimes reject the shipments because they're like, I got this crazy tax bill that I had no idea you know this is how much, but kind of like, there's no surprises because Amazon is telling them how much, how much it's going to cost. Oh, that's a comfort to hear.   Irais: I was just going to compliment that. For example, for Mexico, the price of the AC versus US is very similar. It will only get adjusted by the, by the shipping fee which is going to be added to the price if there is no taxes, Amazon is not going to add any, any extra fees and, like you say, it's really convenient, for example, for me when I'm like I want to buy a brand that is not available in my country and that I want to bring it, and it's really nice to have you know like a exact date when I'm going to get it and that I don't have surprises of when the package arrives. Like you say like, oh, I am due another 50 bucks for what I am ordering.   Bradley Sutton: Okay, good to know. Good to know. What about returns? So you know, Amazon obviously has a generous return policy. Is it kind of like the same for people who buy through mobile film? I don't even know what it is like. You know 30, let's just say 30 days. They have 30 days, is it the same? And then what's the process? You know, like for like, I had to return something from Amazon the other day and it's just like all right here, go drop it off at UPS or we'll send you a label to return. How does it work if it's a Remote Fulfillment product?   Irais: Yeah, it's exactly the same from a buyer's perspective. You also have the Amazon promise that you can return items within a certain time First, I think Mexico is 30 days and you'll get a label, a shipping label, that you can paste on your package and you'll deliver it to the same place, where, or even you can also call for someone to pick it up at home, and it works exactly the same way. Amazon will take care of bringing back the product to the US. So that's I think it's important for sellers to know. We don't bring the product to the FCS and locally, we take it back to your inventory in US. So once it gets to the US, it will be re added to your inventory.   Bradley Sutton: Now, what are some educational resources that people can search for, maybe in Seller Central If they want to find out more about this? How would you suggest people can learn more?   Irais: inside Seller Central. I think there is two main resources sellers can use. One is the help page of Remote Fulfillment with FBA that you can search by using the search bar. You can place Remote Fulfillment. You will find the help page. We also have a revenue calculator that sellers can use. Also, by typing revenue calculator, you will find it in the search menu. The only thing you need to make sure is that once you are in the revenue calculator, you need to choose the store where you are targeting and the store where your inventory is in, and you will see the option of calculating fees with Remote Fulfillment so that you are able to compare what is the best channel for you or what will be your net profits using one channel or the other one. And finally, you always have seller support, which is a really good resource for a lot of sellers.   Jaisal: Just like sending your question or requesting a call, and they will be able to help you, yeah, and also just to add on to that as a seller, if you do have any country specific questions, one piece of advice that I like to give is search for those questions in your Seller Central that is accounted for that country. So if you have a question, for example, on Canada right and you're looking on how do I expand into FBA in Canada, you would literally go into your Seller Central side for your Canada account and type in selling in Canada from the US with FBA and you'll get information on how to expand that way.   Bradley Sutton: Excellent, excellent. Now just to give people an idea of what this could mean for you and everybody's accounts is different, but I have literally done no optimization. I haven't even edited my keywords or anything to make it right. All I did last year in one of my accounts is just turn on the Remote Fulfillment. Let me just show you, guys, my Helium 10 profits window here. But in one time period in Project X, my Project X account, I did $132,000 in USA and by never even looking at it, not even touching it at all, never having to ship something myself to Canada, I did $10,000 in Canada. So is that going to make me a millionaire by selling in Canada? Mexico only did a couple of hundred dollars, but still that's almost getting to 10% of my revenue by not even lifting a finger, just clicking a couple of buttons to enroll, and I was able to increase my sales in this one time period by $10,000. So, guys, if you haven't enrolled into this program, definitely do it. Not only are you going to be able to sell in Canada, but also Mexico. And now the newest member of the team is Amazon Brazil to really tap into that marketplace. So, Jaisal and Irais, thank you so much for joining us today and giving us all this knowledge about this program. I hope that all of our listeners are going to be enrolled by the end of this episode and maybe we'll bring you back next year and see what's new with the Remote Fulfillment program. So thank you so much for joining us.

Decoding Investment Strategies for Non-Accredited and Accredited InvestorsThis detailed dialogue covers a broad range of investment topics, focusing on the transition from non-accredited to accredited investor status. It discusses inflation rates, Fed's targets, real estate investments, market corrections, investment opportunities in various sectors like retail, and strategies for both seasoned and new investors. It addresses the challenges and misconceptions around investing in syndicated deals, highlighting the differences between 506B and 506C offerings and how non-accredited investors can navigate these opportunities. Additionally, it touches on the significance of building a strong investor network, proper asset diversification, the impact of mental health on financial decisions, and the potential of venture capital investments for higher net worth individuals. Key advice includes the importance of patience in wealth building and strategic moves for investors at different stages of their financial journey.07:04 Diving Into Infinite Banking: Loans and Taxes12:16 Navigating Capital Gains on Inherited Property 17:09 Maximizing Tax Benefits from Your Principal Residence27:48 Analyzing Property Tax Implications and Investment Decisions41:52 Commercial Real Estate: Opportunities Amidst Challenges48:09 Venture Capital: A New Frontier for Investors51:26 Investment Strategies Across Different Life Stages57:47 Understanding Legal Entities and Tax Considerations in Investments Hosted on Acast. See acast.com/privacy for more information.

Today, we re-visit the world of taxes and divorce. Ryan and Amy host an enlightening conversation where they dissect everything from capital gains to Medicare tax, and even the often-overlooked consequences of depreciation recapture. They pull from  different scenarios to show you how not accounting for these factors can have significant financial implications. They also navigate the recent shifts in alimony tax law and unravel the intricacies of gross versus net income calculations. By the end of the discussion, you'll appreciate the critical role CPAs play in divorce proceedings, understand the importance of modeling different financial outcomes, and be aware of how arbitration can effectively solve tax disputes post-divorce. What is Divorce at Altitude? Ryan Kalamaya and Amy Goscha provide tips and recommendations on issues related to divorce, separation, and co-parenting in Colorado. Ryan and Amy are the founding partners of an innovative and ambitious law firm, Kalamaya | Goscha, that pushes the boundaries to discover new frontiers in family law, personal injuries, and criminal defense in Colorado. To subscribe to Divorce at Altitude, click here and select your favorite podcast player. To subscribe to Kalamaya | Goscha's YouTube channel where many of the episodes will be posted as videos, click here. If you have additional questions or would like to speak to one of our attorneys, give us a call at 970-429-5784 or email us at info@kalamaya.law. ************************************************************************ DISCLAIMER: THE COMMENTARY AND OPINIONS ON THIS PODCAST IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES AND NOT FOR THE PURPOSE OF PROVIDING LEGAL ADVICE. CONTACT AN ATTORNEY IN YOUR STATE OR AREA TO OBTAIN LEGAL ADVICE ON ANY OF THESE ISSUES.

Join Eddie Rivera, Partner at Sax LLP, and Karly Iacono, Senior Vice President at CBRE, as they dive into real estate tax planning considerations for 2024. Listen in as Eddie shares insights into the misconceptions of buying real estate in income tax free states, the benefits of opportunity zones, real estate ownership structures, and more.For convenience please see topics and related video time stamps below: Opportunity zones:  1:34  Ownership structures and their affect on federal tax liability:  10:39 Common misconceptions about federal tax planning:  15:26  Nonresident state income tax considerations:  17:48  Cash flow planning advice:  22:24 Watch. Learn. Excel. Connect with Eddie Email: erivera@saxllp.com Phone: ( 973)472-6250 https://www.saxllp.com/team/eddie-rivera/ Karly Iacono | Senior Vice President CBRE Investment Properties O (201) 712-5612 | M (201) 600-3237 karly.iacono@cbre.com Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal, defeasance or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders.

Taxes are complicated. Whether it's intentional or unintentional, a number of cleared professionals and applicants find themselves falling into tax issues. Unfortunately, taxes can cause big problems, and may require a tax attorney, accountant, or some kind of professional financial assistance to help you ensure you're doing things correctly. Common issues come from unpaid taxes, tax issues from an estate, or small business or payroll tax issues for employees. Hosted on Acast. See acast.com/privacy for more information.

The 2024 tax season is upon us, and so is the annual episode that will equip you with the knowledge you need to deal with your taxes in simpler and more efficient ways. Today, Evgeni Ivanov joins me to share the important things for you to pay attention to and consider as you work on handling taxes this year. Join us for our rundown of all the tax code adjustments coming, key tax savings to look for, important upcoming dates, and more. Learn more: https://apmsuccess.com/229 Watch the video: https://apmsuccess.com/229v

In today's episode, we dove deep into the complex world of cryptocurrency recoveries and bankruptcies, and explored the evolving landscape of Bitcoin as an asset class. Our guests, Simon Dixon of BnkToTheFuture and Enrico Ribboli of Mintlayer, shared their wealth of knowledge and experience, providing listeners with a unique perspective on past and current events in the crypto space. Key Takeaways: Simon Dixon's Experience with Crypto Recoveries: Simon recounted his advisory role in major crypto cases like Mt. Gox and Bitfinex, highlighting the importance of strategic decisions made by creditors to maximize recoveries. He also discussed the Celsius case, detailing the fraudulent activities of Alex Mashinsky and the differences between Celsius and Bitfinex's approaches to handling losses. The Role of Bnk To The Future: Simon, as the CEO and co-founder of Bnk To The Future, talked about the platform's pioneering work in democratizing finance and providing investment opportunities in crypto companies. He also shared his insights on the benefits of security tokens and the challenges faced during the Coinbase IPO compared to the smoother process with Exodus. MintLayer's Vision for Bitcoin: Enrico Ribboli introduced Mintlayer, a Bitcoin Layer 2 sidechain designed to enhance Bitcoin's capabilities without congesting the main chain. He emphasized the importance of creating a secondary lane for assets and transactions, preserving Bitcoin's scarcity and security. Regulation and Real World Assets (RWAs): The conversation touched on the regulatory aspects of tokenizing real-world assets and the potential for creating regulated tokens on platforms like MintLayer. Enrico explained how MintLayer could facilitate compliance with KYC requirements for security tokens. Bitcoin ETFs and the Future of Ownership: The episode explored the implications of Bitcoin ETFs for individual and institutional investors. Simon and Enrico discussed the differences between owning Bitcoin directly versus through an ETF, and the potential impact on network control, especially in proof-of-stake systems like Ethereum. Tax Considerations in Crypto Investments: Tax efficiency was highlighted as a significant factor influencing investors' decisions to hold Bitcoin directly or through ETFs. Simon shared his perspective on the growing importance of tax considerations in the evolving regulatory landscape. Conclusion: This episode provided a comprehensive look at the intersection of cryptocurrency, regulation, and investment, with expert insights from two industry veterans. Whether discussing the lessons learned from crypto bankruptcies or the potential of Bitcoin sidechains, the conversation underscored the dynamic and multifaceted nature of the crypto world. Listeners, don't forget to leave your reviews and subscribe for more epic episodes where we continue to unravel the intricacies of the Bitcoin and crypto movement. -Charlie

SummaryIn this conversation, Funaki Asisi interviews his mother, June Asisi, who is a tax consultant. They discuss the importance of taxes for student athletes, particularly in the context of Name, Image, and Likeness (NIL) deals. June explains that any income over $600 is taxable and advises student athletes to request a 1099 form from businesses they work with. She also highlights the benefits of creating a business entity, such as an S-Corp, and the importance of reporting all income to avoid tax fraud. June emphasizes the need for financial education for student athletes and the shortcomings of the education system in teaching life skills.TakeawaysStudent athletes should be aware that any income over $600 is taxable and should request a 1099 form from businesses they work with. Creating a business entity, such as an S-Corp, can provide tax benefits for student athletes. It is important to report all income and expenses accurately to avoid tax fraud. Financial education is crucial for student athletes, as the education system often fails to teach important life skills, including taxes. Foreign student athletes may have different tax considerations and should seek guidance from tax professionals. Transferring schools can have tax implications, as student athletes may need to pay taxes in multiple states.Chapters00:00 Introduction and the Importance of Taxes03:00 Recruiting Process and Tax Considerations10:08 Handling NIL Deals from a Tax Perspective18:27 Reporting Income and Tax Requirements20:43 Filling Out a 1099 and Understanding Write-Offs25:11 Creating a Business Entity and Tax Benefits27:30 Avoiding Tax Fraud and Seeking Help35:29 Importance of Financial Education for Student Athletes38:19 The Need for Life Skills Education41:14 Tax Considerations for Foreign Student Athletes43:34 Tax Implications of Transferring Schools45:00 Closing Remarks and GratitudeFind more great content to help you get recruited at www.recruitgrind.com I get it, podcasts can be long at times. If you want to see some quick highlights from each episode as well as some great recruiting tips, follow us on TikTok, Instagram, Facebook and Twitter (@therecruitgrind).And remember, don't stop GRINDING!

CPA Matt Chiappetta shares Year-End Tax Considerations for Small Business Owners (starting at 10:00). Show notes page: https://www.thehowofbusiness.com/501-matt-chiappetta-tax-considerations/ Matt is Henry's CPA, and he is excited to have him on the podcast to share his tips and advice on year-end tax planning for small business owners. He also shares his entrepreneur journey and why he decided to open his own business. Matt is the CPA for Solopreneurs and small business owners. Matt Chiappetta helps optimize the financial lives of Solopreneurs by focusing on personal and business tax planning, and all the other little details that encompass their financial life. In his past life, Matt was the CFO of a Registered Investment Advisory firm, and Corporate Controller for a manufacturing business where he assisted with a healthy 8-figure exit for the owners. Henry Lopez is the host of The How of Business podcast – helping you start, run and grow your small business. The How of Business is a top-rated podcast for small business and entrepreneurs. Find the best podcast, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com  

In today's episode, Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer, shares a concise exploration of brokered CDs. You'll learn what they are, how they differ from traditional CDs, the associated risks, what happens at maturity, tax considerations, and the option to sell them. Listen in for more information!

Student loans can be a major burden to so many in the chiropractic community and beyond. Whether you still have loans of your own, or possibly have associates currently dealing with them, today's episode is going to bring you a lot of value as Dr. Lauryn is joined by student loan expert Meagan McGuire to discuss the ins and outs of what's going on with student loans post-pandemic and some strategies for how we should all be handling this massive debt. Meagan is a Certified Student Loan Professional (CSLP®) and has been a consultant at Student Loan Planner since 2019, consulting with nearly 2,400 people, advising on over $380 million of student debt. Along with her work at Student Loan Planner, Meagan is a Partner at SLP Wealth, helping folks with student loan debt achieve their financial dreams.Longtime listeners may recognize Meagan as she has been on the podcast once before, way back in 2019, an episode that can be found in our Patreon vault. During their conversation Meagan and Dr. Lauryn walk through how Covid changed the landscape of student loans, the different options for student loan repayment, talk about all things tax considerations, discuss lots of example scenarios, and much more. To learn more about what to do with your student loans, visit Student Loan Planner's website.Follow Meagan: LinkedIn | Instagram– – – – – Intro and Free Therapy Advice (00:00)The Kirby's Latest Business Idea (04:35)Topic and Guest Intro (09:05)Opening Prayer (11:40)How Covid Changed the Landscape of Student Loans (13:20)Four Options for Student Loan Repayment (17:50)Questions To Help You Pick Between Plans (25:50)New Associate Example (37:35)Why These Plans Exist (45:05)The Tax Considerations and Current Tax Issues (49:05)Investing and Saving When You Do Have Extra (01:05:32)The Growing Conversation Around Money (01:10:50)Final Tips (01:16:03)Where to Find and Learn from Meagan (01:17:50)– – – – – To learn more about Sked visit their website.To learn more about Dr. Tony Ebel's Pediatric Experience head to the PX website!To learn more about CLA and the INSiGHT scanner go to this website and enter code SHESLAYS when prompted.To check out all the great products from Well Aligned, visit here.To hear all the great stuff happening on patreon you can visit here.Rate & subscribe wherever you get your podcasts!Join the Weekly Slay mailing list HEREIf you want to submit a question or have feedback, make sure to tell us:Website | Instagram | Facebook

Divorcing When Also in Business TogetherFlorida family law attorney A.J. Grossman joins Seth and Pete today to tackle the complexities of getting a divorce when you're in business with your spouse. It's complicated, but it's doable! Sometimes, you don't want to be in business anymore. Sometimes, you're planning on staying on as working partners after the divorce. And is it possible you'd lose the business? So how do you do it?They tackle many questions in this episode. What do you do if one of the partners in the marriage and business isn't a citizen? How's the business titled? Is the business another form of marital property? Is there personal goodwill involved? How do you resolve disputes during and after your divorce? They also talk about the importance of learning to compartmentalize so you can treat the relationship separately from the business. Pre- and post-nuptials could have some bearing, as well as the business plan. How do you value key persons in the company? And what do you need to keep in mind when it comes to taxes? It's an information-filled episode that's really going to help you out, so check it out.Links & NotesAJ on LinkedIn, Facebook, YouTube, and the webListen to AJ's Podcast LEAPSchedule a consult with SethGot a question you want to ask on the show? Click here! (00:00) - Welcome to How to Split a Toaster (00:26) - Meet A.J. Grossman (01:08) - When Divorcing Couples Are in Business Together (08:40) - Business Valuation (12:07) - Pre- and Post-Nups (13:08) - Valuing Key Persons (16:25) - Tax Considerations (24:05) - When You Keep Working Together (27:59) - Resolving Disputes (33:11) - First Steps (33:49) - Where to Find AJ (34:59) - Wrapping Up Establishing trust with Co-Parents can be difficult when alcohol abuse is involved. Use Soberlink as an opportunity to improve co-parenting arrangements. Visit their site to learn more and get a promo code for $50 off.

Lesley Adamo, Vice Chair of the Tax Group at Lowenstein Sandler LLP, This episode is sponsored by The M&A Science Fair, the exclusive event for the industry-leading M&A corporate practitioners. Join us on October 5th in NYC and collaborate with the best in the business to test your hypothesis and refine your strategies. Secure an invite at mascience.com/fair and make sure to use EARLYBIRD for a 20% discount! Episode Timestamps: 00:00 Intro 05:49 Tax Complexities 07:34 Considering Tax 15:05 Start-up Tax liabilities 18:33 Minimizing Risks 21:42 Stock vs. Asset sale 22:58 Net Operating Losses 27:00 Buyer's Benefits 28:24 Creating a Holding Company 30:00 Equity Compensation 31:33 Efficient Tax Structuring for Sellers 36:59 Negotiations 39:38 Tax Considerations in LOI  43:40 Qualified small business stock 48:59 Relocation for Tax Savings 50:41 Tax considerations during diligence 52:21 Lessons Learned