Podcasts about tax expert

Kim Moody, Tax Expert, Founder of Moody's Private Client and Author of "Making Life Less Taxing", joins Greg to talk about how the federal government is depending on increased tax penalties to help pay for its spending Learn more about your ad choices. Visit megaphone.fm/adchoices

Janis Taukacs is a seasoned tax advisor and partner at Sorainen law firm, where he leads the tax and customs practice. He has nearly 30 years of experience across the Baltics and internationally. Known for his deep expertise in corporate taxation, international structuring, and tax dispute resolution, Janis is also a passionate content creator, running the “Tax Stories” blog and podcast. Through his work, he bridges complex legal frameworks with practical insights for founders, investors, and global businesses navigating tax systems.On this episode we talk about:Baltic Tax Systems ExplainedOpportunities and Risks of Distributed Teams and Remote SetupsGlobal Trends in Digital and Corporate TaxationSuccession Planning and Tax Structuring for ExitsThe Hidden Power of Content for Professionals==If you liked this episode or simply want to support the work we do, buy us a coffee or two, or a hundred, with just a few clicks at: https://buymeacoffee.com/pursuitofscrappinessFind all episodes on >  https://www.pursuitofscrappiness.co/Watch select full-length episodes on our YouTube channel > https://www.youtube.com/channel/UCP6ueaLnjS-CQfrMCm2EoTAConnect with us on Linkedin > https://www.linkedin.com/company/pursuit-of-scrappiness/===============Support the show

Join Faisal Karmali and Leanna Wachniak for More Than Money as they talk to Stefanie Ricchio, Tax Expert and Spokesperson for TurboTax Canada about why many Canadians didn't file their taxes on time, and what they can do about it now. Economist Moshe Lander will tell us why it might not be all good news for retirees if the Bank of Canada cuts interest rates three more times by the end of the year. And communications expert Kristin Pronschinske will help us understand how to communicate better between generations, including between retired parents and their adult children.

Charities have been spared from tax changes in this year's Budget. Finance Minister Nicola Willis has been proposing revisions to tax rules that could see charities taxed on their business activities. But she says there are still complex issues that need to be worked through before any rules are updated. Tax expert Geof Nightingale told Mike Hosking it's likely too hard. He says there's been several goes at this over the last 20 years, with not enough tax revenue being the main problem. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Welcome to another episode of the UFD podcast. This week, I'm delighted to have Tej Gill back on the show!

We speak with a tax expert about how lawmakers may have made a typo when passing a bill that would eliminate income tax in Mississippi.Then, for Equal Pay Day, black women from across Mississippi are seeking to draw attention to the gender wage gap.Plus, advocates for Mississippi's agriculture industry are calling on Washington to protect foreign aid. Hosted on Acast. See acast.com/privacy for more information.

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

Janna Scott is the founder and visionary behind DeFi Tax, a groundbreaking platform designed to bring clarity and compliance to the complex world of cryptocurrency tax reporting. With a career rooted in precision and innovation, Janna's journey began in December 2021 when her accounting clients raised concerns about the accuracy and reliability of existing crypto tax solutions. Driven by her commitment to excellence, she embarked on a rigorous two-year research initiative, collaborating with leading institutions like the SEC, IRS, and prominent universities to uncover and address gaps in crypto tax compliance.Janna's work has set a new standard in the industry, earning recognition from regulatory bodies and academic experts alike. DeFi Tax is now celebrated for its audit-ready reporting, direct blockchain data integration, and user-centric approach. By combining her expertise with a deep understanding of the evolving financial landscape, Janna has made it her mission to empower individuals, businesses, and institutions to navigate cryptocurrency taxes confidently. Her dedication to precision, transparency, and client protection continues to shape the future of crypto tax compliance.

Welcome to the Success With Jewelry podcast, hosted by Laryssa Wirstiuk and Liz Kantner, two experts passionate about helping independent jewelry artists thrive. Welcome to Success with Jewelry Episode #122! This week, Liz is chatting with Hannah Cole, professional artist, tax expert, podcast host and founder of Sunlight Tax. She believes that creative and mission-forward people like us should have access to clear, judgment-free info about taxes and managing our money. She'll be answering all of Liz's tax questions. Plus, for Insiders only, Hannah's diving into her top tips for making tax season stress free. Join us in the bonus episode for all the fun extras! ✨Join our Patreon to unlock the extended episode: https://patreon.com/SuccesswithJewelry Where to Find Hannah: Sunlight Tax Website: https://www.sunlighttax.com/Course: https://courses.sunlighttax.com/file-your-boi-report-new-rule-for-llcs Podcast: https://www.sunlighttax.com/podcast Instagram: https://www.instagram.com/sunlighttax/ Liz Kantner works with independent jewelry artists to help them find their unique voices and succeed in today's marketplace. With over ten years of experience in jewelry marketing and sales, Liz offers consulting services and digital strategy. She's also the founder of the Stay Gold Collective, a private group providing live training, industry insights, and personalized feedback. Learn more at https://www.lizkantner.com. Laryssa Wirstiuk is the founder and creative director of Joy Joya, a digital marketing agency for the jewelry industry. She's the author of Jewelry Marketing Joy and the creator of JoyDeck, a platform designed to make marketing accessible for jewelry makers and designers. Laryssa brings her extensive marketing expertise to the podcast, helping jewelers grow their businesses. Discover more at https://joyjoya.com. Tune in to hear Liz and Laryssa share valuable insights, tips, and strategies for success in the jewelry industry!

Join Dave Popowich and Rob Gerrie on More Than Money as they sit down with Lori Williams, Political Scientist at Mount Royal University to discuss Canada's new Prime Minister, Mark Carney. Who is he, what does his leadership mean for the next election, and how will Canada navigate challenges from the U.S.? Also on the show: More retirees are turning to gig work to supplement their income—but are you prepared for the tax implications? Yannick Lemay, Tax Expert with H&R Block Canada, joins the conversation to break down what you need to know. And with Trump, tariffs, and trade tensions in play, how could your portfolio be affected?

Financial journalist Maya Fisher-French talks about the 2025 budget. This conversation originally aired on 12 March 2025.See omnystudio.com/listener for privacy information.

In this debate, progressive economist Dean Baker and tax expert Tom Wheelwright go head-to-head on whether taxing the wealthy is the key to economic stability or a threat to growth. They discuss tax loopholes, corporate rates, and the long-term impact of tax policy on businesses and individuals.Want to Watch More Financial Debates? Click Here: https://www.youtube.com/playlist?list=PLSXbgsLBVKmFerNYLHAcDf3aj23Xx3U1V Connect with BetterWealth: ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.comLearn More About Our Guests: Tom Wheelwright: https://tomwheelwright.com/ Dean Baker: https://cepr.net/people/dean-baker/

Do you have your tax filing information in order? Do you have a specific question about a tax deduction or the necessary paperwork you need to complete your tax filing? Dan spoke with CPA Mark Misselbeck with Cherry Bekaert Advisory LLC, and he answered all your tax-related questions in the 9pm hour! Listen to WBZ NewsRadio on the new iHeart Radio app and be sure to set WBZ NewsRadio as your #1 preset!

Do you have your tax filing information in order? Do you have a specific question about a tax deduction or the necessary paperwork you need to complete your tax filing? Dan spoke with CPA Mark Misselbeck with Cherry Bekaert Advisory LLC, and he answered all your tax-related questions for a second hour! Listen to WBZ NewsRadio on the new iHeart Radio app and be sure to set WBZ NewsRadio as your #1 preset!

Around 9000 clubs, societies, trade associations, professional and regulatory bodies and industry councils are in line to possibly be slapped with a tax bill. Inland Revenue has changed its interpretation of the law, and now believes the subscriptions and levies members pay to some not-for-profit organisations should be taxed. Independent tax expert Geof Nightingale joined the Afternoons team to explain further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Around 9000 clubs, societies, trade associations, professional and regulatory bodies and industry councils are in line to possibly be slapped with a tax bill. Inland Revenue has changed its interpretation of the law, and now believes the subscriptions and levies members pay to some not-for-profit organisations should be taxed. Independent tax expert Geof Nightingale joined the Afternoons team to explain further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

This week on the Life Changing Money podcast, Barbara Schreihans sits down with Emily Countryman, CEO and founder of Shift Set Go, to uncover the strategies behind building a successful weight loss business and maintaining personal wellness.If you've ever wondered how to grow a health-focused company or balance a hectic schedule with self-care, this episode is for you!Emily shares actionable insights on:

This week on the Life Changing Money podcast, Barbara Schreihans shares the five most overlooked tax deductions that can drastically lower your tax bill.If you've ever wondered whether you're truly maximizing your deductions—or if you've been leaving money on the table—this episode is for you!Barbara lays out practical strategies to ensure you're not missing out on deductions for:

Tax expert and co-founder of Echelon Financial Chris Wilbratte joins Bob and Chris to discuss and warn about Tax scams during tax season.See omnystudio.com/listener for privacy information.

This week Cameron Christensen and Anthony Faso bring back special guest Tom Wheelwright, an esteemed expert in taxation and oil and gas investments. With nearly 300 episodes under their belt, Cameron and Anthony hesitate no more, as they dive into the intricate and multifaceted world of oil and gas investments. Tom Wheelwright, who brings decades of experience and no financial interest in promoting these investments, guides the conversation through industry insights, tax implications, and the critical importance of due diligence. Resources: Bi-Monthly Live Call with Tom https://www.wealthability.com/wealthability-live/  https://tomwheelwright.com/ Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/ Schedule your Discovery Call with Anthony or Cameron here http://bit.ly/iwc15YT Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Ever feel like the tax system is stacked against you? In this episode, I'm talking with cost segregation expert Wes Mabry to uncover one of the most underutilized and powerful tax strategies available to real estate investors – a proven method to accelerate depreciation, defer taxes, and increase cash flow.Wes is the Founder of 1245 Consulting and one of the country's leading authorities on cost segregation. For over 17 years, Wes and his team have helped investors—from small-time landlords to ultra-high-net-worth individuals—save over $2 billion in taxes.In our conversation, Wes breaks down cost segregation step-by-step: what it is, how it works, why it's so powerful, and the types of properties that benefit the most. He shares insights on everything from accelerating depreciation on assets like flooring and gas lines to why car washes and mobile home parks offer some of the best opportunities.You'll also learn about bonus depreciation, strategies to handle recapture taxes, and smart moves like retroactive studies and 1031 exchanges.In this episode, you'll learn:✅ How cost segregation accelerates depreciation by breaking down property components like landscaping, gas lines, and specialized flooring—helping you offset income without cutting into cash flow.✅ Why asset classes like car washes and mobile home parks are tax goldmines, offering bigger savings than options like condos, self-storage or warehouses.✅ How retroactive cost segregation can help you reclaim missed tax benefits and significantly reduce your taxable income.Show Notes: LifestyleInvestor.com/220Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textWhat if a few simple shifts in your business structure and financial habits could set you ahead of 99% of companies?In this episode, Mike Jesowshek, a CPA and founder of Taxelm, shares practical strategies for small businesses to gain a competitive edge without requiring massive investments or risky tactics. He emphasizes the importance of establishing a proper entity structure as the foundation for growth, maintaining an accurate and cloud-based bookkeeping system, and utilizing financial data to make informed business decisions. Mike also highlights key tax deductions and offers resources to help business owners optimize their financial strategies effectively.[00:00 - 04:50] Introduction: Setting the StageMike introduces the theme of outpacing 99% of businesses with simple, effective strategies.Success doesn't require excessive risk or investment; it starts with foundational business practices.Transitioning to an S Corporation can lead to significant tax savings. A well-structured entity is essential for tax efficiency and long-term growth.[04:51 - 10:00] Building a Solid Foundation for Growth and The Backbone of BusinessMike shares the importance of creating a management company structure for multiple business entities.Clear and organized entity structures reduce risks and enhance scalability.Consistent bookkeeping helps identify inefficiencies and drives better financial decisions.[10:01 - 19:26] Leveraging Financial Data and ResourcesIt is vital to use accurate financial statements for tax planning and business strategy.Mike offers a free document outlining tax deductions to maximize savings.Proactive financial management unlocks opportunities for growth and profitability.Direct Quotes:“Your entity structure is the foundation of how your business operates and grows.” - Mike Jesowshek“Bookkeeping isn't just for taxes; it's the backbone of understanding your business's financial health.” - Mike Jesowshek“A cloud-based system done correctly gives you actionable insights. Done poorly, it gives you nothing.” - Mike Jesowshek“With the right foundation, you can grow into the 1% of business owners who succeed at scale.” - Mike JesowshekCheck out this episode's blog: The Ultimate Guide to Maximizing Business Deductions and Write-Offs______Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastJoin TaxElm: https://taxelm.com/-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/YouTube: www.TaxSavingsTV.com 

There's a view growth is coming, despite a grim outlook for the New Zealand economy. The half year economic and fiscal update shows a surplus is not expected until at least 2029. Cost savings which have led to job cuts and re-prioritisation in the public sector this year are set to continue. Independent tax expert Geof Nightingale told Heather du Plessis-Allan there are green shoots of economic activity. He says unemployment's not as bad as it was, and wages are growing, both of which will help with our growth. LISTEN ABOVE See omnystudio.com/listener for privacy information.

We are glad to welcome international tax expert for this episode.  Alex has a great deal of expertise to share with us in the diplo community.     https://podcasts.apple.com/us/podcast/talking-expat-taxes/id1753694329   Find Alex here: https://mcgowintax.com/   Learn how to fill out international forms here: https://www.youtube.com/@McGowinTax

The tax episode you've been waiting for! In this can't-miss episode, Marisa interviews international tax expert and consultant, Bobby Casey, who specializes in tax residency, company structuring, and asset protection for digital nomads and entrepreneurs.  Bobby's extensive experience and practical advice have made him THE go-to expert for location-independent professionals like you to navigate the complexities of global taxation (when Marisa met Bobby at a digital nomad conference back in 2022, she signed up for his services immediately). Whether you're a remote worker dreaming of a nomadic lifestyle or an entrepreneur operating internationally, this episode is packed with essential insights to help you understand tax obligations, avoid costly mistakes, and optimize your setup. What You'll Learn in This Episode: 1. Tax Residency Explained: The key differences between citizenship, residency, and tax residency—and why it matters for nomads. 2. Myths vs. Facts: Why the "183-day rule" isn't as straightforward as you might think. 3. Tax Optimization Strategies: -How to legally minimize taxes while staying compliant. -The Foreign Earned Income Exclusion (FEIE): How Americans can qualify and save. 4. Residency Options: -Best countries for digital nomads and how to choose a residency that works for your lifestyle. -Examples of tax-friendly nations and their unique benefits. 5. Digital Nomad Visas: -When they make sense and their impact on taxes. -Key differences between tourist visas and nomad visas. 6. Common Mistakes to Avoid: -The dangers of relying on blog advice or hearsay. -Real-life cautionary tales from Bobby's clients. If you're curious about the logistics of paying (and saving!) taxes while you work remotely and travel the globe, Bobby breaks the details down for you in in clear, actionable terms.  Whether you're just starting your digital nomad journey or looking to optimize your existing setup, this episode provides valuable advice tailored to your unique situation. Resources Mentioned: Want personal , 1:1 zoom calls with Bobby to get help with your taxes? This program is for you (we use this too!)  Need help setting up your business formation and receiving mail while you're abroad? This resource from Bobby is for you (we also use this for Beach Commute!) IRS Form 2555 for FEIE Want to get emails from so you never miss tips like these? Sign up here. *The information provided in this episode is for general informational purposes only and does not constitute legal, financial, or tax advice. Every individual's tax situation is unique, and the content discussed may not apply to your specific circumstances. We strongly recommend consulting with a qualified tax professional or legal advisor before making any decisions based on the information shared in this podcast.

Have you ever experienced an UNEXPECTED ACT OF KINDNESS?   Most of us have .. however.. I want us to think about acts of kindness in our businesses. Let's consider the possibility of choosing a business because we witnessed an unexpected act of kindness from a potential business.   For example, the Tax Expert whom I am now working with got me interested in choosing her because I witnessed three KIND ACTS during our networking meeting.  Then as we continued to become familiar with each other, she offered services that showed empathy in my Capital Gains Tax Situation:   I saw that Sheree White interacted with others in our networking group with focused listening and attention to what each member expressed, 2) She offered me flexible payment plans without pain to her or my cash flow, 3) She showed empathy and understanding of my anxiety and fear of owing the IRS so much money. 4) She reassured me that the situation can be rectified. Phone/Fax/Text: 561-376-2564 sheree@bizsvc4u.com Book time with me   Therefore look outside of their title as the President, CEO or Owner of a company.  Look for these three or four attributes that Sheree White showed me when I was looking for help with my Capital Gains Tax.   Kundalini Yoga and Abundance K Yoga feel your abundance- this is a cool yoga class for ABUNDANCE.. you must have an orange!! https://youtu.be/jRegtSKAZDI?si=mbASBNtFRB8fLBO0       WINE - It's the season for imbibing too much spirits, wine etc.  Let's try MOCKTAILS instead.  Bloody Mary, Spicy Earl- Garita ( see link for recipe)    Make It a Mocktail Recipe Deck - Book Summary & Video Simon & Schuster https://www.simonandschuster.com › Derick-Santiago     MY FAVORITE THINGS  Valerie@allinourminds.com My online Fear of Public speaking Course Sample class and book  a class here https://bit.ly/3S7q4tY https://calendly.com/vahail1956/30min     SHOUT OUT TO SHEREE WHITE for her much needed TAX EXPERT SERVICES Phone/Fax/Text: 561-376-2564 sheree@bizsvc4u.com Book time with me www.bizsvc4u.com www.accountingcommandos.com Merci 

Want to keep more of the money you make and avoid some of the biggest tax pitfalls?Then you need to hear this.In this episode, I sat down with tax expert Brett Swarts to talk about tax strategies that blew my mind. Brett has developed an innovative approach to tax planning and cash flow, and if you're thinking about selling your business, cashing in on Bitcoin, or liquidating rental properties, this episode is a must-listen. We dive into why his approach is a powerful alternative to the 1031 exchange—what Brett calls the “1031 Exchange Blockbuster.” His strategy gives investors far more flexibility, helping them keep more profit while managing cash flow, debt flow, and tax flow all in their favor.Even if you're not quite there yet, trust me, this information is something every investor will need at some point.Tap in to learn how to maximize your investments and make sure taxes don't drain your wealth. Taxes are the second most expensive thing in your life. The first? Not knowing how to make a million dollars.Where do you see yourself in five years? Ten? If your future includes a successful, scalable real estate business, then it's time to join 7 Figure Runway. Our program isn't just about making money; it's about designing a life of impact, creating a legacy, and building a business that supports it all.Let's start building your path to 7 figures today!CLICK HERE to Apply to 7 Figure Runway >> Catch you on the flip side!Connect with Brett SwartsWebsite: https://capitalgainstaxsolutions.com/ Instagram: @brett_swartsLINKS & RESOURCES7 Figure Flight School is a COMPLETE walkthrough that shows you EXACTLY what to do to start making money RIGHT NOW flipping and wholesaling houses in YOUR area - no matter where you live! In just 3 months, you'll get a simple system to start flipping and wholesaling houses... even if you're a beginner!CLICK HERE: https://7ff.7figureflipping.com/7ffs1 Can you “scale” a real estate investing business so it runs “without” you… while doing MORE deals than you ever thought possible? Inside the 7 Figure Altitude mastermind group, you'll meet and network with some of the nation's most successful real estate investors and tap into the exact business systems they're using to INCREASE and AUTOMATE their deal flow while working just a few hours per week. You'll connect with a tribe of action-takers who understand what you're going through and the challenges you face as an entrepreneur. If you're ready to remove yourself from the “day-to-day” operations of your business so you can get your life back and stop working 80+ hours per week, apply to join 7 Figure Altitude!CLICK HERE: 7FigureAltitude.com >> Hosted on Acast. See acast.com/privacy for more information.

#200: Take control of your taxes and save money with unique strategies from tax expert Jasmine DiLucci. Learn how to leverage IRS transcripts, identify misleading tax advice, and differentiate between personal and business deductions. We also cover common audit triggers and valuable tax planning advice for business owners. Jasmine DiLucci is a seasoned tax attorney, Certified Public Accountant, and Enrolled Agent with over a decade of experience. She specializes in tax controversy, litigation, IRS collections, payroll debt disputes, penalty abatements, and audit representation. Link to Full Show Notes: https://chrishutchins.com/tax-savings-2024-jasmine-dilucci Partner Deals Cultural Care: Get $250 off the most reliable and trustworthy au pairs 1Password: Free 2-week trial of my favorite password manager Mint Mobile: $15/mo for unlimited wireless on the nation's largest 5G network NetSuite: Free KPI checklist to upgrade your business performance Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned Jasmine DiLucci: YouTube | Website Request IRS Transcripts Donor-Advised Fund: Daffy (Free $25 for charity) ATH Podcast: Chris' Newsletter: Subscribe Ep #50: The Power (and Tax Savings) of Charitable Giving with Adam Nash Ep #62: Protect Your Family, Mitigate Taxes and Preserve Your Wealth with Patrick and Mani Ep #147: How to Save on Taxes with Ankur Nagpal Full Show Notes (00:00) Introduction (02:09) Why There's So Much Bad Tax Advice (05:17) Debating for Business Expenses vs. Personal Expenses (07:36) Can You Hire Your Kids to Work for You? (10:31) Ways to Identify Good and Bad Tax Advice Online (14:07) What Actually Happens When You Get Audited by the IRS (20:13) Do Credit Card Transactions Justify Receipts? (21:32) Common Things That Would Flag Audits (24:13) The Importance of IRS Transcripts (28:55) What Happens When the IRS Delays a Payment (30:33) Jasmine's Advice to Minimize Tax Penalties (32:36) What Kind of Tax Documents Can Have Errors? (34:44) Filing Using Tax Tool vs. Tax Expert (38:55) Chris' EOY Tax Checklist (43:41) Business Tax: Setting Up S Corps vs. LLCs (45:07) Changes to Expect in the Near Future (49:30) Where to Find Jasmine Connect with Chris Newsletter | Membership | Twitter | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices

About Jonathan Bengel:Jonathan is known as a Business Profit Tax Coach & Teacher extraordinaire, IRS Enrolled Agent, Certified Tax Coach, Certified Tax Planner, author, and entrepreneur, guiding small business owners through the darkness of taxation; transforming their business and personal lives to Financial Happiness.He is the host of Naked Tax Talk, where he bares down to the naked truth behind your taxes, the founder of JB Financial LLC, and the author of "The ABC's of Deductions: An Entrepreneurs Guide to Tax Write-Off's." He guides businesses to financial savings and success via his consulting services (JonathanBengel.com) and an online 5-week program, Rapid Tax Savings Formula (tm), built around the 5 pillars of profit. As Jonathan says, "Let's remember why we went into business, it's all about moocho moocho dinero."In this episode, Jennie Bellinger and Jonathan Bengel discuss:Tax Incentives and Behavior ModificationConfidence and Faith in EntrepreneurshipCatering to Ideal ClientsLearning Sales Lessons from Unexpected SourcesImportance of Proactivity and PlanningKey Takeaways:The government strategically creates tax laws to incentivize specific behaviors and actions and entrepreneurs who recognize these incentives can leverage them to maximize their business growth and profitability.Confidence is not just about self-assurance; it's about walking with faith and a belief in one's abilities. Just as strippers adjust their approach based on client preferences, entrepreneurs must be adaptable and provide tailored solutions to meet the unique needs of their target audience.The sales process can be learned from unexpected sources, and Jonathan's experience at the strip club taught him valuable lessons about confidence, follow-up, and understanding client needs, which he applied to his business.Entrepreneurs who approach their business with intentionality and foresight are more likely to achieve their desired outcomes."I've helped my clients save eight, over $8 million whether in the back tax problems or proactive tax planning… to give them that peace of mind (and) security.” — Jonathan BengelConnect with Jonathan Bengel:  LinkedIn: https://www.linkedin.com/in/jonathanbengelea/Website: https://jonathanbengel.com/about-usYouTube: https://www.youtube.com/nakedtaxtalkFacebook: https://web.facebook.com/JonathanBengelEA/Connect with Jennie:Website: https://badassdirectsalesmastery.com/Email:  jennie@badassdirectsalesmastery.comFacebook personal page: https://facebook.com/jbellingerPLFacebook podcast page: http://facebook.com/BadassDirectSalesMasteryFacebook group for Badass Crew: https://facebook.com/groups/BadassDirectSalesMomsInstagram: https://instagram.com/BadassDirectSalesMasteryPersonal Instagram: https://instagram.com/jenniebellingerLinkedIn: https://linkedin.com/in/BadassDirectSalesMasteryShow Notes by Podcastologist: Hanz Jimuel AlvarezAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

EP090: Ryan EllisIs the American Dream no longer affordable? Groceries are 30% higher, young families can't afford homes, inflation is through the roof. Is it ever going to get better? Center for a Free Economy's Ryan Ellis breaks down all you need to know about our current economic state – from the Catholic stance on economic policy to the best financial tips for young people. Follow us on social media! Instagram | Twitter | Facebook | YouTube

Tommy Thornburgh, President of Prime Corporate Services, attributes the company's success over the past decade to his dedicated team, which has helped over 100,000 entrepreneurs structure their businesses effectively. As the driving force behind webinars and events, he leads 50 Corporate Advisors who assist over 400 new entrepreneurs daily. Tommy's journey began in door-to-door pest control sales, where he learned about the challenges of taxes, and later he worked at Clearlink before joining PCS. He fosters a close-knit family culture at the company, and in his free time, he enjoys golfing and spending time with his wife and young daughter.   Here's some of the topics we covered:   The Reason Why Tommy Helps Investors and Entrepreneur Proactive vs Reactive Tax Planning Strategies To Cut Taxes Drastically Health Savings Accounts Ninja Trick to Cut Taxes if You Have Children Business Credit For Business Related Expenses The 3 Questions To Ask Yourself Before Setting Up A Business   To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com    For more about Rod and his real estate investing journey go to www.rodkhleif.com   Please Review and Subscribe  

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Laura Foos.  Her talents as a financial advisor can help you through your struggles.  She has overcome bankruptcy herself when she was 7 months pregnant, being a single mother most of her daughter's life, and has started several profitable businesses. ABOUT LAURA:Laura Foos knows all too well about financial struggles, how to overcome them, and using that knowledge to turn her life around having gone through bankruptcy herself when she was 7 months pregnant, being a single mother most of her daughter's life, to then starting several profitable businesses over the past 15 years being the financial advisor for them all.  Laura is passionate about LIFE, living it to the fullest and taking others with her.   Laura wears many titles and gives each of her roles the dedication and effort of someone doing them full-time. She works as a Business Finance Manager as her full time corporate career with Dignity Memorial.  She has been in the death care industry for over 27 year as she is passionate about serving families at a difficult time.  She partners with three other hardworking women in the beauty industry running an award-winning full-service salon, Salon Couture that just celebrated their 16 Year Anniversary located in Forestville, MD.  Most recently added to her titles is, Event Space Owner, with the purchase of her first commercial property that she renovated to be Foos Studio and Foos Financial Headquarters.  Laura can also be seen on Facebook & Instagram Live with her “Ask Foos” weekly broadcasts sharing of free tax & financial advice as she is a Licensed Tax Professional with her own company, Foos Financial Services LLC.  One of her passions is educating others about taxes, savings, budgeting and being more organized as these are topics we don't learn about in school, so most have to learn by trial and erro #BEST #STRAW  #SHMSSee omnystudio.com/listener for privacy information.

OUR FINANCIAL AND TAX EXPERT MS. VANESTER WASHINGTON CONTINUE OUR BUSINESS PODCAST "HOBBY VS BUSINESS" THE DIFFERENCE LETS SEE HOW SERIOUS YOU ARE ABOUT BEING IN BUSINESS OR ITS JUST A HOBBY. #cash #money #businessadvise #business #job #hobby #work #jesus #podcast #knwledgeispower #taxes #howtomakemoney --- Support this podcast: https://podcasters.spotify.com/pod/show/tony-renfro/support

GL joined by tax expert Dan Pilla to anticipate what Kamala Harris might be up to. Feds now want Walz to turn over documents related to the food fraud scandal. Lady puts air tags on her plastic recycling in ends up in a landfill never to be recycled. Johnny Heidt with guitar news. Heard On The Show: Here is Dan Pilla's piece: Should We Cancel the National Debt? US House subpoenas Walz administration over $250M Feeding Our Future fraud scheme Minneapolis man allegedly attacked apartment manager with ax after lease not renewed DOJ alleges Russia funded US media company linked to right-wing social media stars Learn more about your ad choices. Visit megaphone.fm/adchoices

Garage Logic is joined by tax expert Dan Pilla to anticipate what a Harris Presidency would mean for the economy. Congressional Republicans subpoena Minnesota Governor Tim Walz's administration over documents related to the Feeding Our Future fraud scandal. Plus, a lady puts air tags on her plastic recycling in ends up in a landfill never to be recycled. Johnny Heidt with guitar news.Heard On The Show:Here is Dan Pilla's piece: Should We Cancel the National Debt?US House subpoenas Walz administration over $250M Feeding Our Future fraud schemeMinneapolis man allegedly attacked apartment manager with ax after lease not renewedDOJ alleges Russia funded US media company linked to right-wing social media stars Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tax Expert Randy Martin shows Chris to discuss Kamala's tax policies and policies on small businesses. Later Chris discusses Kamala once again stealing Trump's campaign policies Support the show: http://www.wbap.com/chris-krok/See omnystudio.com/listener for privacy information.

Taxes are inevitable, but paying more than necessary isn't! Join us in this episode with Bob Gauvreau as we explore legal ways to reduce your tax burden. Perfect for individuals and business owners who want to take control of their finances. Tune in and discover actionable strategies that can help you save big on taxes.

Today, we've got a special guest, a real estate and tax lawyer, Brian Boyd! Brian joins us to emphasize several benefits of investing in property rentals, helpful advice on buying and financing investment properties, and more of his expertise in unlocking the tax advantages of owning real estate!Key Points & Relevant TopicsBrian's passion for real estate and the things he likes about this investment vehicleBrian's advice on purchasing investment properties and borrowing moneyWhat the law says about real estate investing The short-term rental loophole and what does it meanMore benefits of investing in rental properties people should knowAdvantages of buying and running investment properties using LLCHow Brian's coaching programs work and his goals for aspiring investorsResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Brian BoydAs a lawyer in Nashville, Tennessee, Brian Boyd helps clients with real estate, construction, and business matters. It is with that knowledge that he and his wife, Dawn, have grown their portfolio to a six-figure income. Brian earned his BA from the University of Tennessee -Chattanooga, a JD from Samford University's Cumberland School of Law and an LLM in Taxation from Georgetown University Law Center. Brian lives in Franklin, Tennessee, with his wife and son, Connor, and their three dogs, Bourbon, Bailey, and Bella. When not practicing law or working with Dawn on their real estate ventures, Brian can be found on the Brazilian Jiu Jitsu mats at his local gym. Get in Touch with BrianWebsite: https://briantboyd.com/ Instagram: @briantboydTikTok: @briantboydTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

The clock is ticking for the changes to capital gains to take effect. The window is also closing to do anything proactively about it before the changes occur. I sat down with Hemal Balsara, Head of Tax, Retirement, and Estate Planning, Individual Insurance, Manulife for this episode to get to the bottom of the changes. Hemal was part of a group invited to a closed-door meeting for the first viewing of the proposed changes and (you'll hear in the episode) as the document was handed out, he heard a wave of people muttering “capital gains”… “capital gains” and, in his own words: “I can't believe they finally did it” Hemal and I dive into the changes to help you answer specific questions I've been getting from clients like: Should I sell anything before the deadline? How will the changes affect what's outside of my corporation? What about my investments inside? What can I do about these changes? What existing tax strategies will still work? What existing tax strategies might work better? Even if you're listening to this episode after the changes have taken effect, we talk about what long-term adjustments to your existing plan might make sense considering these changes. It's not all about what you can do before the 25th. As always, consult someone who knows your specific situation before making any changes to your finances. If you're wondering how these changes might affect your financial plan and ability to retire, a fee-based plan might make sense for you. If you like the idea of having a roadmap to your goals, knowing exactly what you're getting for what you're paying, and no hidden commissions, book a free discovery call to see if the time is right for you to get a financial plan: https://www.galenhelpsdocs.com/call To follow Hemal and read his up-to-date articles analyzing the changes, you can find him on LinkedIn here.

A tax expert says the budget hasn't really included tax relief - despite the Government saying it has. Tax expert Geof Nightingale spoke to Corin Dann.

The Finance Bill 2024 on #DriveInn with Maqbul Chops and Tax Expert Gibson Kuria by Capital FM

Margo is joined again by tax expert for creatives, Hannah Cole. Hannah specializes in working with creative businesses and mission-driven solopreneurs. A long-time working artist herself, she's helped tens of thousands of self-employed people skill up with accessible tax and money education, through her Money Bootcamp program, speaking engagements, and through her podcast. Margo and Hannah unpack the complex world of finances, exploring the impactful financial habits that can safeguard your future, the emotional hurdles around financial literacy, and how shifts in mindset can lead to financial empowerment. They also dive into the importance of IRA contributions and the significant tax advantages they offer, the impact of non-compete laws on wages and even some antitrust law news.   Margo and Hannah discuss: Why understanding and managing finances can feel particularly hard for creative businesses Some of the mental shifts necessary for artists to tackle financial understanding and planning effectively Non-compete agreements  Antitrust laws and how small businesses are currently being impacted Understanding state business licensing and quarterly taxes for freelancers Daily investment tips to potentially reach a million-dollar retirement fund Hannah's advocacy for basic, proven investment methods over complex strategies Why you should focus on minimizing fees and long-term wealth building   Sign up for Money Bootcamp with Hannah and receive $100 off by using code WINDOWSILL at checkout!   Connect with Hannah: https://www.sunlighttax.com/ https://www.sunlighttax.com/podcast https://www.sunlighttax.com/deductionsguide Free class on-demand: go.sunlighttax.com/register   Connect with Margo: www.windowsillchats.com www.instagram.com/windowsillchats www.patreon.com/inthewindowsill  

The Moneywise Radio Show and Podcast Tuesday, May 7th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guest: John Duffield, CPA/MST  website: www.bakersfieldaccountants.com/  

Apr 1, 2024 – What are the key areas the IRS looks for in conducting an audit and what steps should you take if you receive a notice? Today, Jim Puplava of Financial Sense Wealth Management speaks with tax and litigation expert Dan Pilla on why there's been...

Carter Carter Cofield, a C.P.A Teaching Entrepreneurs How to Live Tax-Free. Top 3 Value Bombs 1. When you start a business, get good at either selling or marketing. If you cannot sell your product or let people know about it, your business won't survive. 2. Following the rules and doing what the government wants, you can live tax-free. 3. It is your legal right to pay as little tax as possible. Visit and grab a ticket to Discover How to Save Over $50k in Taxes Using the Exact Methods from a Tax Expert and How To Make Your Entire Lifestyle Deductible in 5 Days - Tax-Free Challenge Sponsors HubSpot With the HubSpot for Startups program, you can save 30-90 percent on a platform that scales right along with you! To see if you're eligible to join the HubSpot for Startups program and take your growth to the next level, visit HubSpot.com/startups Thrivetime Show Is this your year. Visit ThrivetimeShow.com to see testimonials of how Clay Clark's business coaching has helped over 2,000 entrepreneurs to dramatically increase profitability! Then, schedule your free consultation Airbnb Have you ever considered hosting on Airbnb. Your home might be worth more than you think… Find out how much at Airbnb.com/host

Carter Carter Cofield, a C.P.A Teaching Entrepreneurs How to Live Tax-Free. Top 3 Value Bombs 1. When you start a business, get good at either selling or marketing. If you cannot sell your product or let people know about it, your business won't survive. 2. Following the rules and doing what the government wants, you can live tax-free. 3. It is your legal right to pay as little tax as possible. Visit and grab a ticket to Discover How to Save Over $50k in Taxes Using the Exact Methods from a Tax Expert and How To Make Your Entire Lifestyle Deductible in 5 Days - Tax-Free Challenge Sponsors HubSpot With the HubSpot for Startups program, you can save 30-90 percent on a platform that scales right along with you! To see if you're eligible to join the HubSpot for Startups program and take your growth to the next level, visit HubSpot.com/startups Thrivetime Show Is this your year. Visit ThrivetimeShow.com to see testimonials of how Clay Clark's business coaching has helped over 2,000 entrepreneurs to dramatically increase profitability! Then, schedule your free consultation Airbnb Have you ever considered hosting on Airbnb. Your home might be worth more than you think… Find out how much at Airbnb.com/host

In today's podcast episode I interview Roger Pearson. I ask Roger about his journey from building businesses for himself to becoming a tax expert focused on helping other business owners. I ask Roger to share how his faith journey intersected with this shift. Roger also shares with you some of the biggest mistakes that business owners make (and it's not just about taxes).   Show Notes and Resources.

Chris Picciurro is a highly respected expert in US-based Tax Planning and Strategy for Real Esate Investors, with international recognition as a presenter on the subject. He is based in Franklin, TN, where he currently resides with his family. Chris holds several accreditations, including a CPA, MBA, PFS, and ARA. He is an accomplished public speaker, recognized for delivering informative and engaging presentations at notable events hosted by organizations such as the National Association of Tax Professionals (NATP), Michigan Association of CPAs, and the Memphis Investment Group. He also previously participated as an Adjust Professor at Baker College and Davenport University.In this episode, we talked about:Chris's Bio & BackgroundCanadian Investing in the United StatesDealing with Losses in Real EstateDepreciationOffsetting Gains Tax ConsiderationsAsset DispositionResourcesUseful links:https://www.chrispicciurro.com/https://www.linkedin.com/in/picciurro/https://www.facebook.com/YourRealEstateCPA/Transcriptions:Jesse (0s): Welcome to the working capital real estate podcast. My name's Jessica Galley And. on this show, we discuss all things real estate with investors and experts in a variety of industries that impact real estate. Whether you're looking at your first investment or raising your first fund, join me and let's build that portfolio one square foot at a time. ladies and gentlemen, my name's Jesse Alii. You're listening to Working Capital. The Real Estate Podcast. My returning guest today is Chris Paterno is a respected expert in US-based tax planning and strategy for real estate.Investors with international recognition as a presenter on the subject. He's based in Franklin, Tennessee, where he currently resides with his family. Chris holds a number of different accreditations, including CPA, MBA, PFS and ARA. Chris, welcome back to the show. How you doing?Chris (53s): I am amazing, Jesse, thanks so much for having me back. I really enjoyed our episode a few years ago and, and we still get people asking questions about it. So, you know, I'm, I'm excited to be back here honored and there's been some changes over the last few years that we wanted to make Canadian residents that are doing business in the United States aware of you have a an amazing following, amazing community. So I'm always, again, always honored to come back on the show.Jesse (1m 22s): Well, I appreciate it. Yeah. you know, from time to time I get these questions about the, the original interview we did. So we'll have some link in the show notes for that. I think we also put it out on YouTube. If you just type in investing in US real estate from Canada and you put my name Jesse Fragale or Chris's, you'll probably be able to pop that video out. But to make things easy, we'll also put a link in the show notes on that one. So, Chris, we've, we probably haven't talked, if I look at this episode, that was December, 2020, which is crazy to think it's been that long.Wow. So I always say there's a lot has happened over the last couple years, but before we even kind of get into it, why don't you give a little bit of a backgrounder for listeners, kind of who you are, how you got into, into real estate, and, you know, what you do today for, for individuals.Chris (2m 22s): Absolutely. So, yeah, my name, my name's Chris Picciurro, again, CPA Love Real estate investing. I and I have been a CPA here in the States for well over 20 years, the last 15 years niching in helping real estate investors

Margo is joined by tax expert Hannah Cole who specializes in working with creative businesses and mission-driven solopreneurs. A long-time working artist herself, she's helped tens of thousands of self-employed people skill up with accessible tax and money education, through her Money Bootcamp program, speaking engagements from Florida to Alaska, and on the Sunlight podcast. She is the founder of Sunlight Tax. As artists carve their paths through various industries, they encounter a myriad of challenges, yet financial literacy is rarely addressed, leading to feelings of failure and shame. Today's conversation with Hannah sheds light on this systemic failure and turns it into a journey of empowerment and self-compassion (something all creatives should have)!   Margo and Hannah discuss: The responsibilities that come with being a small business owner in the US Navigating self-employment taxes and optimizing deductions Personal struggles that Hannah faced within her own creative career and financial literacy What propelled her towards accounting education How she acts as a translator between the creative and tax worlds Simple advice artists can implement today when it comes to money management Her Money Bootcamp program and podcast How to save more money And more!   Connect with Hannah: www.instagram.com/sunlighttax www.sunlighttax.com www.sunlighttax.com/podcast Make Taxes Easier and Stash an Extra $130k in Your Savings https://go.sunlighttax.com/free   Connect with Margo: www.windowsillchats.com www.instagram.com/windowsillchats www.patreon.com/inthewindowsill  

Siyamak sits down with Joe Vinatieri, Mayor of Whittier, California and a tax expert. He'll talk about why people are leaving California and the impact of high taxes on the state.   “McDonald's started here, Carl's Jr. started here, Taco Bell started here, In-N-Out started here. There was just a great entrepreneurial spirit,“ said Mr. Vinatieri. ”When you're pushing people and they're leaving California, they're taking jobs with them, they're taking income with them, and those are tax dollars.” --------------------