Podcasts about Tax exemption

In this episode, Ryan Burklo and Alex Collins discuss the impending changes to the Washington State estate tax, including updates to the exemption limits and tax rates. They emphasize the importance of proper estate planning to navigate these changes effectively and ensure that individuals and families can protect their assets and minimize tax liabilities. The conversation highlights the need for coordination among financial advisors, estate planning attorneys, and CPAs to create a comprehensive estate plan that addresses both state and federal tax implications. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Below are the episodes mentioned by Ryan & Alex: Episode 274 https://beerandmoney.libsyn.com/episode-274-top-3-mistakes-of-estate-plans-with-rob-bukacek Episode 281 https://beerandmoney.libsyn.com/episode-281-traversing-the-estate-planning-maze-with-rob-bukacek Takeaways Washington State is considering changes to its estate tax. The current exemption is $2.2 million per person. Proper estate planning is crucial to avoid losing exemptions. The proposed exemption may increase to $3 million. Tax rates are set to increase significantly. Coordination between financial professionals is essential. Real estate values in Washington can quickly lead to estate tax issues. Life insurance can be subject to estate taxes depending on ownership. Individuals should act now to prepare for these changes. Understanding both state and federal estate tax implications is vital. Chapters 00:00 Introduction to Washington State Estate Tax Changes 02:57 Understanding the Current Estate Tax Exemption 06:01 Proposed Changes to Estate Tax Exemption 08:57 Impact of Increased Tax Rates 11:58 Importance of Estate Planning 15:05 Conclusion and Call to Action

The Thai tax proposal lets wealthy residents bring foreign earnings home tax-free if repatriated within two years of generation.View the full article here.Subscribe to the IMI Daily newsletter here. 

Disclaimer: This is a sponsored podcast episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Understanding tax nexus rules for e-commerce is crucial if you're selling online and want to stay compliant while maximizing profit. In this episode, Reuben James Mattinson, CEO of RJM Tax Exemption, breaks down what e-commerce sellers need to know about U.S. tax laws—especially those operating from outside the country or navigating multiple states.Whether you're selling through Amazon FBA, running a dropshipping operation, launching a print-on-demand store, or expanding globally, this conversation provides real answers to your biggest tax questions. Reuben's expertise is tailored for international sellers and online entrepreneurs dealing with state-by-state tax thresholds, resale certificates, and increasingly complex marketplace facilitator laws.Reuben dives into the real-world consequences of getting it wrong—like facing online business tax penalties—and explains how understanding tax nexus rules for e-commerce early on can save you thousands. From avoiding double taxation with a US LLC to knowing when and where you have nexus, this episode is your playbook for staying compliant while scaling smart.Amazon FBA tax liabilities and how to track where you have nexusSales tax for dropshipping and how to stay compliant across platformsGetting and using resale certificates in the USA to boost marginsCommon pitfalls for international sellers and U.S. tax obligationsHow print-on-demand sales tax rules vary by state and supplierNavigating marketplace facilitator laws on Amazon, Shopify, WalmartLegal ways to avoid double taxation as a foreign LLC ownerDecoding state-by-state tax thresholds before you registerThe risks of online business tax penalties and how to prevent themThis is the episode for e-commerce sellers ready to scale into the U.S. without stumbling over legal red tape. 00:00 – Introduction: Memorial Day edition with Reuben James Mattinson 01:15 – From physical therapy to tax strategy: Reuben's journey 03:00 – Who needs to care about tax nexus rules for e-commerce 04:30 – Why Amazon FBA creates tax exposure across multiple states 06:20 – Dropshipping and resale certificates: how to get exempt 08:00 – The tax risk international sellers often miss 09:45 – Nexus from print-on-demand and fulfillment centers 11:00 – Marketplace facilitator laws: what Amazon/Walmart really cover 13:00 – When your US LLC might owe nothing to the IRS 15:10 – How RJM tracks economic and physical nexus for clients 17:00 – State-by-state thresholds and when to register 18:30 – Penalties, account freezes, and how to avoid tax disaster 20:10 – Free consultation and how to connect with RJM Tax ExemptionTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdClick here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

Welcome to another episode of Charity Therapy, where we tackle the chaos we're all experiencing at the IRS. In this episode, we're diving into the bewildering world of nonprofit tax exemptions. Imagine the IRS as a maze, and we're here to help you navigate it without losing your mind. We'll unpack why things are moving slower than molasses, from the recent leadership shuffle to the current eight-month wait for tax exemption applications. Dealing with the IRS isn't anyone's idea of a good time, but we're here to make it less painful. We'll talk about how the revolving door of IRS commissioners is creating an atmosphere of uncertainty for the IRS. But don't worry, we have advice to help you handle these long wait times and the importance of precise tax filings. Remember, you're not alone in this—reach out for professional help if you need it. Finally, let's share some laughs and commiserate over the IRS adventures we've all faced. We invite you to share your own IRS stories, because who doesn't love a good tale of bureaucratic woe? . In this episode, you will hear: Why the IRS is taking forever (like eight months!) to process nonprofit tax exemption applications and how this affects you The chaotic leadership changes at the IRS The scoop on how this IRS turmoil impacts nonprofits and why your tax filings need to be spot-on right now Long waits and grumpy calls with the IRS, and why you should get your nonprofit paperwork right the first time Tips and tricks to streamline your nonprofit's tax exemption process and minimize stress during these uncertain times Resources from this Episode Download my 2025 Survival Guide: https://birkenlaw.com/2025-survival-guide Sign up for the Birken Law Email list: https://birkenlaw.com/signup/ Facebook page: https://www.facebook.com/birkenlaw Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Municipal bonds scored a win in President Donald Trump's “big, beautiful bill” passed by the House earlier this week. They didn't lose tax-exempt status, though the bill now moves to the Senate, where it can be changed and sent back to the House for another vote. BI analysts Eric Kazatsky and Karen Altamirano are joined by BI tax analyst Andrew Silverman and BI policy analyst Nathan Dean to discuss the legislation. The team discusses the legislation's impact on the tax-exempt municipal market, federal spending and the bond market's signaling of displeasure with deficits. 

Think you understand taxes, citizenship, and your legal identity? Think again. In this mind-bending episode, Craig sits down with legal researcher and educator Brandon Joe Williams to explore the provocative world of legal loopholes, sovereignty, and tax-free living. From squaring off with the Employment Development Department to establishing foreign trusts, Brandon's personal journey is as unconventional as the legal theories he unpacks. Together, they dive deep into topics like: Why Brandon believes taxation is optional How credit cards might actually be tools for generating currency Whether you're truly a U.S. citizen—or just think you are But don't worry—this isn't all dense legalese. Brandon blends complex ideas with humor, analogies, and pop culture references that make the fringe feel surprisingly accessible. You'll hear wild terms like “fleshy currency manufacturing devices” and come away questioning things you've always taken for granted. Whether you're a legal theory junkie, a freedom-seeker, or simply curious about how deep the legal rabbit hole goes, this episode will challenge your assumptions and expand your perspective on sovereignty, money, and personal power. Disclaimer: This isn't legal advice. It's a radical exploration of alternative viewpoints that sit at the edge of mainstream understanding. Proceed with curiosity—and maybe a healthy dose of skepticism. Ready to rethink the system? Press play and prepare to see the legal world like never before.

Send us a textIs this the twilight of the golden age of credit unions? On the show to discuss exactly that question is Jim Blaine, the now retired longtime CEO of SECU, the second biggest credit union in the country.  Blaine may be retired but he still has opinions about credit unions, as evidenced in his blog, SECU - Just Asking!In this podcast Blaine also digs deep into the question: what exactly is a credit union? We also talk about democracy in credit unions and often the lack thereof.Recently Blaine has been sparring with his old employer with the flash point being the institution's new leadership's desire to move to risk based pricing for loans.  Blaine is against that and successfully resisted it in his years as SECU's CEO.Blaine, definitely, is opinionated. But he also is - undeniably - a credit union champion. What he says may make you mad - it definitely made various NCUA employees mad.  But listen up because Blaine, very clearly, articulates a philosophy about credit unions that he didn't just spout, he lived in building SECU into a US credit union powerhouse.  Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

Send us a textNo one has a richer background in credit union journalism than Frank Diekmann.  Over the past 35 years he has been co-founder and editor at Credit Union Times, publisher at Credit Union Journal, co-founder at CUToday, and now he is the founder of The CU Daily, a new publication that is the liveliest credit union pub in my opinion.Nobody has written more published words about credit unions than Diekmann.Diekmann has opinions.Longtime listeners probably think I'm opinionated.I am.But Direkmann can and does go toe-to-toe with me on a range of topics - credit union mergers, the future of small credit unions, the credit union federal tax exemption, the future of NCUA and lots more. There are even glimpses into the very future of credit unions - if there is one.This is a lively show and, remember, Diekmann has years of reporting experience that back up the opinions you'll hear.Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

Clark County is helping seniors and people with disabilities access tax relief. Learn how to qualify and where to get help on May 16 in Washougal. Read more: https://www.clarkcountytoday.com/news/dont-leave-tax-dollars-on-the-table-learn-about-countys-tax-exemption-program-at-may-16-event-in-washougal/ #ClarkCounty #localnews #Washingtonstate #Washougal #propertytaxrelief #taxexemption #seniorcitizens #disabilitysupport #ClarkCountyWa #communityevent

Editors' Picks:Rich: Dan McLaughlin's post “Donald Trump Can't Win by Giving the Malaise Speech”Charlie: Rich's piece “We Need Cheap Stuff, and Lots of It”MBD: WFB Jr.'s piece “Tail Gunner Joe”Dominic: Daniel Bunn's piece “The Tax Code Should Not Be a Game of Hide-and-Seek”Light Items:Rich: Capitals winCharlie: The Bunker with Anthony HopkinsMBD: Start of Little LeagueDominic: Conference at PurdueSponsor:FastGrowingTreesThis podcast was edited and produced by Sarah Colleen Schutte.

Send us a textThis show is a proof to me that my insistence on doing podcasts without written questions in hand or a script is the right way.I agreed to this show - a talk with Michael Crowl, ceo of $4 billion Austin Texas based UFCU - because I'd heard he had been developing an interesting strategic plan.At many credit unions there are strategic plans but often they aren't interesting and often, too, nobody pays any attention gto them anyway.Supposedly UFCU and Crowl, who has been at UFCU for 20 years and has been CEO since September 2022, were different.Indeed they are.But pretty quickly we veered off the plan and dove into how this guy had risen to the CEO job at a very big credit union.  He grew up in government housing.  He worked his way through the University of Houston.  Then he went into investment banking, earned a good score and then - he went into teaching math at a high school.A few years later he happened into a job at UFCU and fell in love with what a credit union is and could be for its members.In the show I even ask the hardest question to throw at a CEO - when did you decide you wanted to be CEO and how did you get there?  And Cowl gives a simple but honest answer.I ask an even harder question: is this your last job?It's a great show - and I had no idea it would turn out this way.  But that's the magic of doing this work this way.  Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

The 2017 Tax Cuts and Jobs Act contains provisions that are set to end this year, many of which are beneficial to farmers and ranchers.

Send us a textOn the show today is Peter Rice, CEO of Hanscom Federal Credit Union, a  $1.9 billion institution headquartered in Boston that took flight in 1951 at Hanscom Air Force Base.  Rice is a repeat guest.  His first appearance came in 2021 when he was Chief Banking Officer at Workers Bank.  That episode has been reposted as Greatest Hit #25.  On this show Rice's mind roams across the many issues credit unions are now wrestling with - the possible loss of the federal income tax exemption, possible changes at NCUA in the DOGE restructuring of Washington DC, the retirement of America's Credit Union's CEO Jim Nussle, Hanscom's acquisition of The People's Bank (Mayland), pending regulatory approval, and a new WealthTrek facility in Government Center, Boston that is reimagining banking today and tomorrow.But there's more. We also talk about Rice's walks on the Camino de Santiago, where he has three times earned a compostela,  a certificate of completion, and he muses about writing a management book about the Camino.  By the way your podcast host has earned two Camino  compostelas, in separate walks.And there's even a detour into the political history of Ireland, where Rice grew up.This is a show with lots to unpack.Listen up.  And listen again.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

This Day in Legal History: Rush-Bagot TreatyOn April 16, 1818, the United States Senate ratified the Rush-Bagot Treaty, a landmark agreement with Great Britain that fundamentally reshaped security along the U.S.-Canada border. Negotiated in the aftermath of the War of 1812, the treaty aimed to de-escalate military tensions between the two nations by significantly limiting naval armaments on the Great Lakes and Lake Champlain. Specifically, it allowed each country to maintain only a single military vessel on Lakes Ontario and Champlain and two vessels on the upper Great Lakes, each restricted in size and armament. The treaty marked a mutual commitment to demilitarization and ushered in a new era of diplomacy.The negotiations were spearheaded by Acting U.S. Secretary of State Richard Rush and British Minister to the U.S., Charles Bagot. Though initially framed as an exchange of diplomatic notes rather than a formal treaty, it was nonetheless submitted to the Senate for ratification, reflecting its constitutional significance. The Rush-Bagot Treaty laid the groundwork for what would become the world's longest undefended border. It also set a precedent for the peaceful resolution of border disputes through legal and diplomatic means rather than military force.While tensions between the two nations would persist in other areas, the Great Lakes remained largely free of armed conflict, validating the treaty's long-term effectiveness. Over time, the agreement became a model of arms control and remains in effect today, albeit with amendments reflecting evolving security concerns. Its ratification on this day helped steer U.S.-British relations toward lasting peace and cooperation, especially in North America. The treaty's enduring legacy is a testament to the power of legal frameworks in shaping geopolitical stability.The U.S. Department of Justice filed a lawsuit against the state of Maine, escalating tensions between the Trump administration and the state over transgender athletes' participation in girls' and women's sports. The suit alleges that Maine is violating Title IX by permitting transgender female athletes to compete on girls' teams, citing recent examples from high school track events. Attorney General Pam Bondi announced the action days after the administration attempted to cut off Maine's federal school funding and school lunch programs.This legal move follows a standoff between President Trump and Maine Governor Janet Mills, who rebuffed Trump's executive order banning transgender athletes from female sports. Mills told Trump, “We're going to follow the law, sir. We'll see you in court.” The administration's Title IX-based complaint argues that allowing transgender participation undermines fairness and safety, though no specific safety threats are detailed—of course.The Department of Education had already announced the suspension of $250 million in K-12 education funding for Maine, while the Department of Agriculture sought to freeze school lunch support. A federal judge has temporarily blocked the USDA's actions after Maine sued the federal government. Maine's Assistant Attorney General, Sarah Forster, pushed back, arguing that Title IX does not prohibit schools from including transgender girls in girls' sports and criticized the federal government's lack of legal precedent.US to take legal action against Maine over Trump executive order on transgender athletes | ReutersSenate Majority Leader Chuck Schumer announced he will block President Trump's nominations of Jay Clayton and Joe Nocella to serve as U.S. attorneys in New York's Southern and Eastern Districts, respectively. Schumer's refusal to return the customary “blue slip” signals his opposition and sets up a potential clash over the Senate tradition that gives home-state senators influence over federal prosecutor and judge appointments. He cited concerns that Trump intends to politicize the Justice Department, accusing him of seeking to weaponize law enforcement against political enemies.Clayton, a former SEC chair, was nominated to oversee the Southern District, which includes Manhattan and is often referred to as the nation's "Wall Street watchdog." Nocella, a state judge, was tapped for the Eastern District, covering Brooklyn, Queens, and Long Island. Schumer's move could provoke Republicans to eliminate the blue slip practice for U.S. attorney nominations, as they previously did for circuit court judges.While Senate Judiciary Chair Chuck Grassley had earlier indicated he planned to preserve the blue slip process for U.S. attorney picks, growing political tensions may lead to changes. The debate echoes earlier pressure on Democrats to bypass blue slips during the Biden administration for nominees in states with GOP senators. Meanwhile, other Democratic senators, like Adam Schiff, are also using procedural holds to delay nominees they find objectionable, such as Ed Martin, who previously defended January 6 participants.Schumer to Block Jay Clayton as Top US Prosecutor in ManhattanPresident Donald Trump's threat to revoke Harvard University's tax-exempt status has sparked broader concerns about the politicization of the IRS and a potential crackdown on nonprofits. His warning followed Harvard's refusal to meet administration demands tied to federal funding, prompting a freeze of over $2.2 billion in grants. Other universities like Columbia, Cornell, and Princeton also saw funding halted, amid GOP claims that schools are failing to curb antisemitism after protests over the Israel-Hamas war.Critics see Trump's move as an attempt to use federal tax authority to punish political opponents. Legal scholars warn that using the IRS in this way echoes past abuses, such as those during Nixon's presidency. Some nonprofits have already started removing diversity, equity, and inclusion (DEI) language from websites to avoid scrutiny, with lawyers reporting a spike in “DEI audits.” Though the IRS hasn't yet changed its enforcement patterns, reduced staffing could make it more susceptible to politicized influence.A recent executive order from Trump targeting “illegal DEI” efforts has heightened fear among nonprofits that their programs, especially those aimed at underrepresented communities, could be labeled discriminatory. Meanwhile, conservative activist Edward Blum has asked the IRS to investigate several foundations for offering race-specific grants, hoping to set a precedent against such practices. Legal experts say programs must be evaluated based on whether they exclude other races, which would likely violate federal law.Trump's Harvard Threat Raises Specter of IRS Nonprofit CrackdownIn my column for Bloomberg this week, I argue that proposals to exempt college athletes' name, image, and likeness (NIL) income from state taxes undermine one of tax policy's core principles: horizontal equity. That principle holds that taxpayers with similar incomes should be taxed similarly—something these NIL exemptions blatantly violate. While some student-athletes now earn six or seven figures, their peers working long hours in campus jobs continue to pay tax on modest earnings. Exempting high-income athletes while taxing low-wage student workers creates a two-tiered system that rewards fame and marketability, not need or effort.These exemptions aren't rooted in sound tax design—they're political moves, often motivated by the desire to curry favor with voters who are fans of college sports. But when states exempt wealthy student-athletes, they're making a value judgment: that celebrity deserves more support than everyday work. Even in states where lower-income students may owe no tax, the policy distinction is stark—exempting income to prevent poverty is not the same as exempting it to boost a football program.Rather than distorting the tax code to chase athletic prestige, I propose a fairer alternative: a progressive income exemption available to all full-time students, tied to the cost of their tuition. If a student pays $12,000 in tuition, they could exempt that amount from tax—regardless of whether their income comes from NIL deals, a job in the library, or a work-study program. This model keeps relief targeted to those bearing educational costs while avoiding regressive giveaways to already well-compensated students. The tax code should reflect fairness and support for all students—not just the most marketable ones.Student NIL Tax Breaks Would Put Splashy Recruits Above Fairness This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Jason Appleson of PGIM Fixed Income chats with Caitlin Devitt to break down the biggest factors shaping the muni market today, and how institutional investors are preparing for what's next.

This year's budget reconciliation bill has the potential to dramatically alter the fiscal relationship between states and the federal government. Some policymakers have proposed repealing the municipal tax exemption that has been at the heart of state financing for over a century. Others have suggested cutting federal spending by shifting the burden for certain outlays to state and local governments. In this episode, we talk with Emily Brock, Director of the Federal Liaison Center at the Government Finance Officers Association, about the critical role the muni tax exemption plays in local infrastructure investment, how states are adjusting to possible spending cuts from the federal government, and how the municipal bond market is responding amidst the policy uncertainty.

New York Power Authority CFO Adam Barsky and Battery Park City Authority CFO Pamela Frederick join The Bond Buyer's Lynne Funk to unpack the far-reaching consequences of eliminating, reducing, or limiting the federal tax exemption for municipal bonds. To view the full video of this discussion, visit www.bondbuyer.com/leaders.

A discussion around tax-exemption status of municipal bonds  Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

John Dwyer, CEO of Vermont's EastRise Credit Union, shares insights on threats in Congress to the federal tax exempt status of cooperative credit unions, and the deliberate thought process undertaken by his CU in deciding to connect with members and encourage communicating with lawmakers. Hosted by AVCU President Joe Bergeron.

Companies like Delta Air Lines are legally exempt from paying hotel/motel tax for their bookings that are more than 30 days. Hapeville Mayor Alan Hallman explains why this is a major concern for his city and why he supports the passage of House Bill 492. International Transgender Day of Visibility will be recognized on March 31. The day is used to celebrate transgender people and raise awareness about issues that impact them. Quinton Reynolds, the founder and executive director of Game Changing Men, and Toi Washington Reynolds, the founder of Trans Women of Color Healing Project, talked with show host Rose Scott about the work of their organizations. They also shared details about what they feel are the top concerns of Black transpeople and how their organizations are working to spread awareness at the Georgia State Capitol. Ingrid Saunders Jones is a retired Coca-Cola Company executive and the former chair of the National Council of Negro Women, Inc. She joins “Closer Look” for our Women’s History Month series, “Piloting the Journey.” Saunders Jones talks more about her decades-long career in the corporate world, working in politics and her time as an educator.See omnystudio.com/listener for privacy information.

Send us a textCall this your must listen podcastg before GAC.Because in this show you will be hearing explicit advice about your CAC 2025 to do.Here's what is at stake: the credit union tax exmption on the future of NCUA.Will credit unions lose their federal tax exemption?  Will NCUA be shuffled into a couple desks in the basement of the Treasury Department?Issues of monumental importance to the credit union  movement are actively under discussion in Washington DC and longtime credit union lobbyist John McKechnie is on the showto report on the latest rumblings on Capitol Hill.The big takeaway from this show: these issues very much are on the table in today's  Washington DCOn the date of this recording  - February 18 - McKechnie expressed optimism about credit unions retaining their tax exemption.But he also stressed that what will be needed to win this fight is a concerted action by many, many credit union people to get the message across that to keep doing the valuable work credit unions do they need to keep that tax free status.That means put on your shoes and get busy walking the Hill.  And be ready to walk it not just during GAC but in the weeks and months afterwards because, stresses McKechnie, relationships with members and staffers on the Hill are forged via repeat contacts.Listen up

Send us a textKeith Leggett is a name that used to provoke cursing by usually mild mannered credit union executives - and so here he is again in a CU 2.0 Golden Oldies podcast.Leggett has retired from the American Bankers Association, where he was chief economist, and he also has put -30- on his Credit Union Watch blog but this show from the archives is well worth a listen in 2025 because it focuses on credit union - bank mergers and also on credit union tax exemption.  Two issues that are even bigger headlines now.In the show we discuss Maine Harvest, an innovative credit union idea that alas merged with Five County Credit Union in 2022.Listen up.

SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperCloud Accountant Staffing - http://accountingpodcast.promo/casRho - http://accountingpodcast.promo/rhoChapters(00:00) - Welcome to The Accounting Podcast (03:37) - Government Employee Buyout Offer Update (09:24) - Undergraduate Accounting Enrollment Surge (12:38) - Illinois Proposes New CPA Pathways (14:25) - Elon Musk and IRS Direct File Controversy (18:16) - Doge's Access to Treasury Systems (26:53) - Tax Exemption on Tips: A Double-Edged Sword (30:19) - The Hidden Costs of Automation (38:03) - AI in Accounting: Current Innovations (47:03) - BDO Lawsuit: Inflated Revenues and ESOP (50:57) - Closing Remarks and Announcements  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Send us a textCould this really be the end?For going on 20 years I have heard screams - usually emanating from one trade group - that the credit union tax exemption was in peril.  I thought that was a terrific membership renewal hook but didn't seen any likelihood of passage.This year is different. This year the threat is real.  On the show is Jason Stverak,, chief advocacy officer at DCUC, the Defense Credit Union Council, whose membership includes the nation's biggest credit unions but also smaller ones too.  All primarily serve military, active duty and retirees.DCUC has not been the association with a long history of yelling about tax exemption.But Stverak says that indeed the threat is real.He also explains what the impacts on DCUC credit unions would be were the tax exemption to go away. And the impacts would be sizable and harmful, both to credit union members and the communities in which DCUC members operate.In a recent show, onetime Bethpage CEO Kirk Kodeeski warned that if credit unions lost the ax exemption their business model would be shattered.On this show we hear exactly what that would mean for defense related credit unions.It's ugly.By the way, how much money do you think would be saved were the tax exemption to go away?Three billion dollars.That is chump change in today's Washington DC.Hear how DCUC is fighting back in this show.By the way, four years ago DCUC CEO Tony Hernandez (US Air Force retired) was on the show. Hear his episode here.  Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

Send us a textHere's the question: Is the First Tech - DCU merger of behemoths a sign of mergers to come or it is an outlier, a one-off deal that arose because of unique circumstances and histories??Kirk Kordeleski, onetime CEO at Bethpage, itself a member of the behemoth club, and now a SERP expert  with PARC Street Partners, and he comes with strong opinions abut credit union mergers.But there's more on the  show including Kordeleski's musing about the longevity of the credit union tax exemption - and how important it is to the credit union business model.Kordeleski also ponders the probable future of NCUA in an era of slashing federal spending and federal employee body counts.Just about all the credit union hot buttons get  pressed in this show..And Kordeleski also addresses this question: if you are the CEO of a $10 billion credit union that just now merges with a $5 billion credit union should you ping the board the next day and ask for a 50% pay hike.Place your bets now:Is this RIP for NCUA?Is it say goodnight to the tax exemption?Are mergers the best way for a credit union to grow?Or is interna; growth the shrewder option?And should that CEO ask for the 50% pay boost?Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

Learn about Senator Phil Fortunato's proposal to exempt senior citizens over 75 from property taxes through SB 5020. Read the full story at https://www.clarkcountytoday.com/news/republican-proposes-senior-tax-exemption-as-democrats-contemplate-raising-rates on www.ClarkCountyToday.com #SeniorTaxExemption #SB5020 #PropertyTaxRelief #TaxPolicy #LocalNews #ClarkCountyWa

Join U.S. Army Reserve Sergeant First Class Veteran Stephanie Kalota, creator of The Political Veteran Podcast, and host Sean Claiborne on America's Heroes Group Roundtable as they explore the implications of H.R. Bill 9495. This bill, addressing tax exemptions for hostages and nonprofit organizations linked to terrorism, raises critical questions about constitutional rights, national security, and due process.

In this podcast episode, we'll explore a topic that may seem confusing: can an LLC be a nonprofit? Many people assume that only corporations can be structured as nonprofits, but it turns out that LLCs can qualify as nonprofit organizations too. As we'll learn from the insights provided by experts in the industry, forming a nonprofit LLC requires following a specific set of rules, including requirements regarding the purpose of the company, the membership structure, and the use of assets in the event of dissolution. We'll dive into these rules and discuss the pros and cons of forming a nonprofit LLC versus a nonprofit corporation. Whether you're an entrepreneur or interested in the nonprofit sector, this episode will provide valuable insights into a little-known aspect of the business world.Read more about nonprofit llcs HERE:https://www.americanbar.org/groups/business_law/resources/business-law-today/2017-march/nonprofit-llcs/https://www.wagenmakerlaw.com/blog/llcs-and-nonprofitsStarting your nonprofit doesn't have to be hard or scary. In fact, I created these tools and affordable resources to ensure your journey as a Founder is as simple as A, B, C.Join Our Tribe For Exclusive ContentEmbark on a transformative journey, heal trauma, shift mindsets, and master the four essential tools and six principles for scaling your business or nonprofit. Elevate yourself as the industry thought leader you aspire to be. Grab a copy of my newest book and unlock the keys to personal and professional empowerment! Your success story begins here.

Shannon Watt is the president and CEO of the Canadian Propane Association Learn more about your ad choices. Visit megaphone.fm/adchoices

A Reason For Hope with Pastor Scott Richards! Sharing the Word one question of the heart at a time. Tags: Trans Bathrooms, Tax Exemption, and the Millennium

Plus: Sen. Mark Warner discusses how Democrats could've improved their performance in Virginia during the election; A second data center for Amazon is coming to Louisa County; a new JLARC report highlights issues with the Virginia Department of Health; and other stories.   

Unlock the Secrets of Offshore Tax Exemption in Hong Kong!Are you an entrepreneur or business leader looking to optimize your tax strategies? I recently delivered an insightful presentation on “How to Qualify for Offshore Tax Exemption in Hong Kong (2024),” where I unpacked the essentials of leveraging this unique tax environment.

The 2024 presidential election is just one day away. What role is Georgia playing in this election? How did we get into the national spotlight? WABE politics reporter Rahul Bali returns to “Closer Look,” to talk about Georgia's growing influence on the presidential race since 2020 and what he saw on the campaign trail during this election cycle. We also hear from Republican Scott Klug, a former Wisconsin congressman. We'll get further analysis from Atlanta-based political strategist and analyst Fred Hicks. They'll both reflect on some of the most memorable moments of the campaign trail leading up to now.Plus, Loretta Green, 89, is an Atlanta-based voting rights advocate. She talks with Rose Scott about how she uses her poll tax exemption card to educate others about voting rights and the importance of voting.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Scott Luhnau, vice president of multi-generational wealth planning, joins Dan Sharkey, senior wealth advisor, on this episode of Your Life Simplified to share what you need to know before the 2025 estate tax exemption. Scott shares a few strategies to prepare for this extate tax exposure.

Erie County Legislator Lindsay Lorigo on Senior Property Tax Exemption Hearing full 470 Thu, 17 Oct 2024 11:36:18 +0000 HOG5yKUuEDZqCZGxNdBH3s7fRmqyKlTt news WBEN Extras news Erie County Legislator Lindsay Lorigo on Senior Property Tax Exemption Hearing Archive of various reports and news events 2024 © 2021 Audacy, Inc. News False https://player

Segment 1: Religious Freedom Victory for Iowa Churches Dr. Chaps reports on a legal victory for Iowa churches, specifically Calvary Chapel, which successfully defended its tax-exempt status against legal challenges from atheist organizations. This segment covers the case, detailing how religious institutions continue to face challenges to their tax exemptions and what this victory means for churches across the nation. Dr. Chaps highlights the importance of protecting religious freedoms in a secular legal system. Segment 2: Interview with Karl Ahlgren of Ukraine Freedom Project In this segment, Dr. Chaps interviews Karl Ahlgren, a key figure behind the Ukraine Freedom Project, which is dedicated to supporting Ukraine's fight for sovereignty and freedom amidst the ongoing conflict with Russia. The interview touches on humanitarian efforts, the state of the conflict, and how people can get involved in providing aid. Dr. Chaps and Ahlgren discuss the importance of international support for Ukraine and the role of faith in times of crisis. Segment 3: Disneyland Hikes Ticket Prices to Pay for Hurricane Damage Dr. Chaps reports on Disneyland's recent decision to raise ticket prices, citing the need to offset financial losses caused by hurricane damage to Disney properties. This segment dives into the economic impact of natural disasters on large corporations and the broader implications for families and visitors. Dr. Chaps also explores the ethical questions around shifting the financial burden onto customers. Get free alerts at http://PrayInJesusName.org © 2024, Chaplain Gordon James Klingenschmitt, PhD. Airs on NRB TV, Direct TV Ch.378, Roku, AppleTV, Amazon FireTV, AndroidTV, GoogleTV, Smart TV, iTunes and www.PrayInJesusName.org

On this edition of Lynn Canal Voice, we talk about the Haines Borough ballot initiative that will ask voters whether we should raise the senior and disabled veteran property tax exemption from the state mandated $150,000 to $300,000. Resident Leigh Horner organized the effort, and she argues the increase will help those who are facing […]

Majority Leader Alexander Afenyo-Markin accuses the minority of parliament of economic sabotage as a 350million dollar tax exemption was repelled.

Today we are celebrating that Registered Counselling Therapists and Registered Psychotherapists no longer have to charge tax! There are decades of work behind the scenes to bring this to fruition, so it is a big deal! Thank you to the CCPA for making this happen! In this podcast episode, I'll give you all the information about what this means and what you should do next so that you're in the loop and on the right track.  In this Episode: Who doesn't have to charge tax anymore? What does this mean?  Addressing the change with clients  Who doesn't have to charge tax anymore? Last month in June 2024, Bill C59 received royal ascend and that means that GST and HST can successfully be removed from counselling and psychotherapy services in provinces that regulate the profession.  What does this mean?  What this means for therapists across Canada is that if you are in a province that regulates psychotherapy or counselling therapy, which includes;  Ontario  Quebec  New Brunswick  Nova Scotia  Prince Edward Island  You no longer have to charge tax on therapy services! However, if you are certified in an unregulated province, it can be a little tricky. You may or may not be able to take tax off of your services, because it depends on if you have the relevant qualifications with a regulated province, what your provinces rules are specifically, and other factors.  ‘So before taking off tax in an unregulated province, you will want to speak to your MPs [and] to the board where you are certified just to make sure that you can legally do that.' - Julia Smith   The CCPA is still advocating for those unregulated provinces so that Canadian Certified Counsellors (CCC) may become included in not having to charge tax anymore, because this is currently not the case.  No matter what, you should still contact the CRA to discuss your individual situation on whether or not to deregister your HST or GST number. Click here to find the CRA link!  Addressing the change with clients  Are you going to take the tax off of your therapy fee? Or are you going to keep the therapy fee the same and give yourself a little bit of a raise? There's no judgment if you do decide to go with the latter, since inflation has been tough these last few years.  First and foremost, you may want to put yourself in your client's shoes because by not taking the tax off your fee and keeping it the same - depending on how you word it - your clients may not appreciate that, especially since for them it has also been difficult with inflation and rising costs.  ‘If you do decide to give yourself a raise, you want to explain to your clients why you are doing this, so that they understand and can respect it!' - Julia Smith  Some therapists may not tell the clients that they are doing this because the final fee includes the tax in the price, so the tax could be removed without the clients noticing. But by not informing your clients of the change, it may bring up big issues in the therapeutic alliance if a client finds it out and feels cheated or lied to, so being transparent is usually the best route!  In my private practice, we've decided to pass the benefits to our clients.   With Jane App, it is super simple to do to change this feature!  Connect with me: Instagram Website  Resources Mentioned and Useful Links:  Ep 132: Destin Jones: Creating Canadian Therapist Communities | EP 132  Learn more about the tools and deals that I love and use for my Canadian private practice Article: How to Set Up a Canadian Private Practice Website   Sign up for my free e-course on How to Start an Online Canadian Private Practice Jane App (use code FEARLESS for one month free) Canada Revenue Agency  Rate, review, and subscribe to this podcast on Apple Podcasts, Google Podcasts, Spotify, Amazon, and TuneIn

Cook County Treasurer Maria Pappas joins Steve to answer your questions, and his questions, about her baton twirling in the Gay Pride Parade. Also, her latest take on what we should have on the Magnificent Mile

Estate planning can feel overwhelming, often lingering on our “to-do” list without a clear starting point. This week, join Hayley as she sits down with Thomas Mecham, a distinguished trust and estate planning attorney from Holland and Hart, to demystify the process and underscore its importance for ranchers and landowners.In this insightful episode, Thomas explores crucial topics every rancher should consider when planning the future of their estates. He covers the ideal time to begin, strategies for minimizing taxes, and effective tools for transferring assets. Thomas also highlights common pitfalls and avoidable mistakes, ensuring you navigate estate planning with confidence.With a current window of opportunity for ranchers to save money on asset transfers, Thomas explains why acting now can yield significant long-term benefits. Whether you're curious about estate planning or unsure where to start, this episode is a must-listen for securing your future.Tune in for expert advice and practical tips to kickstart your estate planning journey.Topics[0:00] Intro and Thomas's Background[2:56] When to Start Estate Planning?[6:09] Property Ownership - Some Considerations[13:08] Tax Exemption and Planning Opportunities[19:41] Handling Differing Interests Among Heirs[24:09] Trusts and Multi-generational Planning[27:24] Should I Sell My Property?[32:56] Common Estate Planning Mistakes[39:09] Resources for Estate PlanningLinksHolland & HartA Guide to Planning the Future of Your FarmIowa State University - Estate and Succession Planning for FarmNeed professional help finding, buying or selling a legacy ranch, contact us: Mirr Ranch Group 901 Acoma Street Denver, CO 80204 Phone: (303) 623-4545 https://www.MirrRanchGroup.com/

In our latest episode of Hancock Talks, join Carly Brooks, and Ana Canelos, of John Hancock's Advanced Markets team, as they unravel the complexities of estate planning amidst the looming sunset of the lifetime estate tax exemption. Discover how you can help your clients today, with details on:The pivotal role of survivorship life insuranceInsights on client hesitations — and how you can helpJohn Hancock's innovative, new Survivorship Guaranteed Purchase OptionTips on navigating large survivorship cases with confidenceTune in today to learn how to stay ahead in estate planning.FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC.Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.MLINY061424574-2

Where did the $12.92 million estate tax exemption amount come from? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate

We conducted a couple of interviews about how the Multifamily Tax Exemption (MFTE) impacts the city in terms of growth, housing affordability and finances. We sat down with Darian Lightfoot from the city in the first segment to go over recent changes in Olympia's MFTE. In our second segment, with talked to Robert Pantley and Angela Rozmyn from Natural and Built Environments to talk about their experiences statewide with the MFTE. Natural and Built Environment: https://www.naturalandbuilt.com/ We discussed a specific kind of city landscape analysis that looks at city infrastructure costs and tax productivity. A good example in the Pacific Northwest is one conducted in Eugene, OR: https://www.urbanthree.com/case-study/eugene-or/ As a good, all-around, backgrounder on the MFTE, the state Department of Commerce is hard to beat: https://www.commerce.wa.gov/serving-communities/growth-management/growth-management-topics/planning-for-housing/multi-family-housing-property-tax-exemption-program/

This week we're covering the expiration of the temporary exemption for the $800 annual tax that's available for new LPs, LLCs, and LLPs.

"About 500,000 tons of Burmese corn to be exported to Thailand are stuck and the chance of tax exemption is about to be lost" (The Voice of Agricultural Farmers) Loot Lat Nway Oo.This item belongs to: audio/opensource_audio.This item has files of the following types: Archive BitTorrent, Item Tile, Metadata, PNG, Spectrogram, VBR MP3