Podcasts about tax filing

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Best podcasts about tax filing

Latest podcast episodes about tax filing

Sunlight
My Tax Filing Checklist to Help You Get Your Taxes Done Today

Sunlight

Play Episode Listen Later Feb 17, 2026 15:43


This week on the Sunlight Tax Podcast, I'm diving into why early tax preparation is a game-changer for the self-employed. From getting your refund faster to enjoying the peace of mind that comes with knowing your taxes are handled, filing early has real, tangible benefits. I'll share practical tips to organize your tax documents without overwhelm and share why my book, Taxes for Humans, and the accompanying workbook are designed to make the tax filing process simpler, clearer, and more approachable. Plus, I walk you through my Instant Relief Bundle, which combines my book, workbook, and extra resources to help you tackle taxes with confidence, reduce stress, and take control of your finances. Whether you're self-employed or just looking for a smarter way to file, this episode gives you actionable strategies to get ahead.   Also mentioned in today's episode:  01:00 The Importance of Early Tax Preparation 03:36 Benefits of Filing Taxes Early 06:51 Practical Tips for Tax Organization 10:22 Introducing the Instant Relief Bundle   If you enjoyed this episode, please rate, review and share it!  Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.   Links: Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed Check out my program, Money Bootcamp Get your free visual guide to tax deductions

The Andrew Carter Podcast
Everything you need to know about preparing for tax season

The Andrew Carter Podcast

Play Episode Listen Later Feb 16, 2026 4:52


With tax season fast approaching, many Canadians are already wondering what they should be doing right now to avoid stress, delays, or costly mistakes later on. From organizing paperwork to understanding new rules and deciding whether to file on your own or get professional help, it can all feel overwhelming. Geneviève Mottard, President and CEO of the Ordre des CPA du Québec, spoke to Andrew Carter.

Retire Smarter
Tax Filing Season 2026: Last-Minute Planning Moves for Individuals and Business Owners

Retire Smarter

Play Episode Listen Later Feb 12, 2026 19:15


Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Tax filing season is here — and even though most tax planning happens before year-end, there are still important moves you can make before filing your 2025 return. In this video, Tyler Emrick, CFA®, CFP®, walks through last-minute tax planning moves that still matter during the 2026 filing season for individuals and business owners. We cover what you can still do before filing, how to avoid penalties and surprises, and several common items that often get missed — especially for small business owners and self-employed individuals. Here's some of what we discuss in this episode:

The Daily Scoop Podcast
The 2026 tax filing season is upon us. Is the IRS prepared?

The Daily Scoop Podcast

Play Episode Listen Later Feb 10, 2026 20:58


Many Americans by now have received their W-2s or other important tax documents, which can only mean one thing: it's officially tax filing season. You might be ready to submit your documents, but is the IRS itself ready? That's a big question mark looming over the 2026 filing season after the tax agency unleashed seismic cuts to its workforce last year and has pumped the breaks on many of its efforts to modernize. Matt Bracken, editor in chief of FedScoop, has kept close watch of the IRS under the second Trump administration, chronicling the cuts made in 2025 and measuring the possible impact that could have on processing times and backlogs during this filing season. Matt joins the podcast to discuss the outlook for 2026 tax filing, how AI comes into play and much more about the tax agency's ongoing efforts to modernize. The Defense Department announced Monday that it will incorporate OpenAI's ChatGPT into the military's generative AI platform that's already being used by more than a million personnel. ChatGPT has been wildly popular in the commercial sector since it was widely released in 2022. Now the Pentagon plans to add the tech to its GenAI.mil system, which DOD leadership — including Defense Secretary Pete Hegseth — have been pushing hard for the department's employees to use since it was launched in December. The Army, Navy, Air Force, Space Force and Marine Corps have already adopted the system as their preferred generative AI platform. The Department of Energy is launching a Genesis Mission Consortium as its latest move to deepen the public-private partnerships fueling the AI platform. The initiative, announced Monday, will facilitate structured partnerships as well as working groups, which will focus on ensuring model validation and reliability, addressing data governance and compliance standards, enabling federated data sharing and accelerating research throughput via reduced operational bottlenecks. The consortium will act as a “collaborative hub” and a “single, coordinated access point” for members and resources, according to the agency. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

The Real Estate CPA Podcast
363. Tax Filing Mistakes That Cost Real Estate Investors Thousands

The Real Estate CPA Podcast

Play Episode Listen Later Feb 3, 2026 33:54


In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down the most common - and most expensive - real estate tax filing mistakes investors make, and why many of them don't show up until tax season, when it's already too late to fix them. This episode is for high-income W-2 earners, business owners, and real estate investors who want to ensure they file correctly, protect their tax strategy, and avoid preventable leaks. If you want to understand the filing side of real estate taxes and avoid the errors that cost investors the most, this episode is required listening. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

DCRADIO.GOV
Tax Talk DC- Tax Filing Season/ MyTax Portal

DCRADIO.GOV

Play Episode Listen Later Feb 3, 2026 26:20


The Office of Tax and Revenue (OTR) partnered with the DC Office of Cable Television, Film, Music and Entertainment (OCTFME) to launch a podcast just for DC taxpayers. Whether you're looking to better understand your taxes, stay up to date on what OTR is doing, or find out about resources you can actually use, this podcast is for you. Tune in on DC Radio 96.3HD4, YouTube, Spotify, Apple Music, and other platforms.

Larry Richert and John Shumway
Tax Filing TIps!

Larry Richert and John Shumway

Play Episode Listen Later Jan 28, 2026 10:29


Tax Filing TIps! full 629 Wed, 28 Jan 2026 13:00:51 +0000 lP61GyJCM2DY0MD4VGlvptj0IBFpM6Q2 news The Big K Morning Show news Tax Filing TIps! The Big K Morning Show 2024 © 2021 Audacy, Inc. News False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave

Federal Newscast
IRS announces opening of 2026 tax filing season

Federal Newscast

Play Episode Listen Later Jan 27, 2026 6:21


The IRS says it's ready for an increased workload after the start of this year's tax filing season on Monday. The agency expects to receive 164 million individual income tax returns with most taxpayers filing electronically. The agency lost about a quarter of its workforce last year. Last week the IRS announced a last-minute shakeup of its executive leadership. Taxpayers have until April 15 to file their tax returns or request an extension. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Logan Allec Show
Can the IRS Still Throw You in Prison If They've Already Taken the Taxes From You?

The Logan Allec Show

Play Episode Listen Later Jan 24, 2026 3:05


You refused to file your taxes. The IRS has taken your money from you for doing so. Now, are you at risk of prison time? Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube:    / @loganallec  -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit:   / taxrelief   

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
Episode 156 - From Tax Filing to "Ask Luca": Guardrails for AI and Client Boundaries - The Woodard Report Podcast

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

Play Episode Listen Later Jan 21, 2026 50:26


On this episode of the Woodard Report podcast, Joe and Heather speak about major January updates in the accounting space, including the IRS's Free File program and why Joe prefers a subsidized third-party prep model over direct IRS filing. They also dig into how large firms like RSM are rolling out tightly governed generative AI tools (like "Ask Luca"), and what that teaches smaller firms about AI quality being driven by both model capability and data control. Current events — IRS got rid of Direct File and is promoting Free File RSM lauched its own Generative AI Tool caled AskLuca TV/Movie quote of the week — Wake Up Dead Man: A Knives Out Mystery Your Honor Excellent things we learned — In the Room Where It Happens: Generative AI Policy Creation in Higher Education The JOLT Effect: How High Performers Overcome Customer Indecision Member spotlight — Jennifer Scott of HireEffect The Woodard Report article of the week — The Competitive Advantage of AI Training for Accounting Professionals Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com. Learn more about the show and our sponsors at Woodard.com/podcast

Insights Into Wealth
Navigating Terminal Tax Returns – Your Most Important Tax Filing

Insights Into Wealth

Play Episode Listen Later Dec 8, 2025 18:36


Today, Randy Gunn, BULLWEALTH's VP & Portfolio Manager, speaks with Michael Kulbak of Kulbak Trust Solutions about terminal tax returns—often the single largest tax liability an individual will face—and why proactive planning and expert guidance are essential. Their discussion covers what terminal returns are, how deemed disposition works, and the use of optional returns, marginal tax rates, and available credits to minimize taxes and maximize benefits for heirs. A key message is the importance of working with professionals experienced in these filings, as many accountants may miss valuable elections or nuances. They also outline common executor pitfalls, including managing estate liquidity, meeting filing deadlines, canceling benefits, reporting registered accounts correctly, and obtaining CRA clearance certificates before distributing assets. Since estate distribution is the moment when a client's lifelong wealth is ultimately allocated, thoughtful guidance during this stage is critical. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Federal Drive with Tom Temin
What can individuals and businesses expect when the tax filing window opens in just a few weeks?

Federal Drive with Tom Temin

Play Episode Listen Later Dec 5, 2025 10:19


As Congress catches up on its shutdown backlog, tax legislation is back in play. But now those conversations are under the shadow of an election year. Anna Taylor, Managing Principal of Deloitte's Tax Policy Group, joins us to break down what's realistic for year-end packages and the road ahead for tax policy.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

WXPR Local Newscast
Rhinelander area fire, supporting small business, St. Germain ice rink, tax filing program ends

WXPR Local Newscast

Play Episode Listen Later Nov 28, 2025 6:25


NerdWallet's MoneyFix Podcast
Thanksgiving Savings You'll Actually Notice and Tax Filing Tips for Common Law Couples

NerdWallet's MoneyFix Podcast

Play Episode Listen Later Nov 20, 2025 24:42


Learn how to save on Thanksgiving dinner and decide if filing taxes jointly makes sense for common law couples. How can you trim your Thanksgiving costs without skimping on the feast? Should common law spouses file taxes jointly or separately? Hosts Sean Pyles and Elizabeth Ayoola dig into tax choices for couples to help you understand which filing status may fit your situation and what to weigh before you commit. But first, Anna Helhoski joins Elizabeth to unpack why the cost of a classic Thanksgiving dinner is down this year and how to shop smart for the expanded table. They cover where prices fell and rose across the holiday menu, what turkey deals and meal bundles at places like Aldi, Walmart and Target could mean for your budget, and why recently reduced food tariffs may take time to show up on store shelves. Then, tax Nerd Bella Avila joins Sean and Elizabeth to answer a listener's question about common law marriage and taxes. They discuss when married filing jointly versus separately can lower your bill, how IRS rules treat common law marriages (and what to consider if you move states), and practical to-dos like updating your W-4 within 10 days, timing a name change, and reviewing credit and student loan implications. They also touch on cohabitation agreements (a “prenup” for common law couples) and why clear money conversations matter before you file. Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: common law marriage, file taxes jointly common law, married filing jointly vs separately, Thanksgiving dinner cost 2025, turkey prices 2025, food inflation CPI, Aldi Thanksgiving meal, Walmart Thanksgiving meal, Target Thanksgiving bundle, Whole Foods Thanksgiving dinner price, Harry and David Thanksgiving meal, save money on Thanksgiving, store brand vs name brand, frozen vegetables price, sweet potato shortage North Carolina, avian flu turkey prices, food tariffs 2025, Trump food tariff rollback, grocery prices outlook, head of household vs single, surviving spouse filing status, education credits married filing separately, child tax credit MFS rules, medical expense deduction 7.5% AGI, W-4 update after marriage, add domestic partner to health insurance, dependent eligibility common law spouse, IRS rules common law marriage, cohabitation agreement, prenup cost and timeline, name change and taxes, tax brackets married vs single, standard deduction married filing jointly, and credit and deductions phaseouts joint filers. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

A New Morning
The Trump administration has eliminated the IRS direct file for tax payers. How will that impact your tax filing? Esther Gulyas explains

A New Morning

Play Episode Listen Later Nov 12, 2025 6:44


The Trump administration has eliminated the IRS direct file for tax payers. How will that impact your tax filing? Esther Gulyas explains full 404 Wed, 12 Nov 2025 11:50:00 +0000 OJyIKwFskwGcy1M7OTHkmP2rOcoovJss news,wben,trump administration,a new morning,esther gulyas A New Morning news,wben,trump administration,a new morning,esther gulyas The Trump administration has eliminated the IRS direct file for tax payers. How will that impact your tax filing? Esther Gulyas explains Collection of LIVE interviews from Buffalo's Early News on WBEN 2024 © 2021 Audacy, Inc. News

The Tech Blog Writer Podcast
3481: From Annual Headache to Real-Time Helper: The AI Future of Tax Filing

The Tech Blog Writer Podcast

Play Episode Listen Later Nov 10, 2025 26:19


What if filing your taxes was as effortless as asking your AI assistant a question? For millions of people, the annual ritual of gathering receipts, logging into confusing portals, and racing against deadlines remains one of life's most dreaded tasks. But what if that stress could disappear completely, replaced by a real-time financial ally working quietly in the background? In this episode of Tech Talks Daily, Neil sits down with Snir Yarom, Chief Technology Officer at Taxfix, to explore how the Berlin-based fintech is redefining the relationship between people and their money. Snir shares how Taxfix has become truly AI native, embedding intelligence into every layer of its product, technology, and culture. This transformation is not about adding AI features, but about rethinking how products are designed, developed, and delivered in an era where customer expectations evolve faster than most companies can keep up. Snir explains how his teams are using AI to supercharge productivity, accelerate discovery, and even code 40 percent faster while maintaining human oversight and trust at the core. The conversation also dives into Snir's vision for the future of tax and personal finance, an always-on AI assistant that continuously optimizes your finances rather than showing up once a year to tally the damage. He discusses the concept of product market fit collapse in the age of AI and how legacy companies risk falling behind when they fail to adapt at the same pace that technology evolves. From governance and transparency to human in the loop systems, Snir outlines how Taxfix is balancing innovation with accountability in one of the world's most regulated industries. As AI reshapes finance, the question isn't whether it will change how we manage money, but how far that change can go while keeping human trust intact. Could your next tax return be filed without you even noticing? Listen in, then share your thoughts, would you trust an AI to manage your taxes from start to finish? Useful Links: Connect With Snir Yarom on LinkedIn Learn more about us Taxfix here https://medium.com/taxfix https://www.instagram.com/teamtaxfix/ https://www.facebook.com/taxfix.de/ https://github.com/taxfix     Tech Talks Daily is Sponsored by NordLayer: Get the exclusive Black Friday offer: 28% off NordLayer yearly plans with the coupon code: techdaily-28. Valid until December 10th, 2025. Try it risk-free with a 14-day money-back guarantee.

The Logan Allec Show
Is It Illegal to Not File Taxes? What Law Requires Filing Taxes?

The Logan Allec Show

Play Episode Listen Later Nov 10, 2025 4:14


Is it required by law to file your taxes? There is a large discourse about this, but here are the facts... Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube:    / @loganallec  -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit:   / taxrelief  Mentioned Video Link:-Can You Go to Jail For Not Filing Taxes?:    • Can You Go to Jail For Not Filing Taxes?   

CTV Power Play Podcast
Power Play #2080: Government launching automatic low-income tax filing

CTV Power Play Podcast

Play Episode Listen Later Oct 10, 2025 47:59


Jean-Yves Duclos, Former Treasury Board President; Nik Nanos, Nanos Research; The Front Bench with: Muhammad Ali, Garry Keller, Karl Bélanger & Rachel Aiello.

The Logan Allec Show
What Happens If You NEVER File Taxes?

The Logan Allec Show

Play Episode Listen Later Oct 10, 2025 4:54


If you woke up today and decided to never file your taxes again, what would happen? Here is the answer you are looking for and some other things to take into consideration.Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube:    / @loganallec  -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit:   / taxrelief   

Dr. Friday Tax Tips
Deadline Alert: 2024 Tax Filing Extended to November 3

Dr. Friday Tax Tips

Play Episode Listen Later Oct 3, 2025 1:00


Don't miss this year's unusual tax deadline. Dr. Friday shares why the final 2024 tax filing date is November 3 instead of October 15. Transcript G'day, I'm Dr. Friday, president of Dr. Friday's Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment. We are in the middle of still filing for 2024 and preparing for 2025 taxes. With the One Big Beautiful Bill, there's gonna be a lot of changes for 25. But don't forget we have only until November 3 to file for 2024. I know some of you are scrambling and you're saying, wait, it's October 15th. Normally it will be, usually it is, but this year, final payment, final filing, November 3rd. So we have time to get everything done and paid without almost any penalty. If you've got questions, just call me. 367-0819. You can catch the Dr. Friday Call-in Show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.

deadline tax tax filing wtn friday call financial firm
Talking Tax
Enrolled Agents Anticipate IRS Chaos for Next Tax Filing Season

Talking Tax

Play Episode Listen Later Sep 10, 2025 11:54


Tax preparers consider themselves foot soldiers on the front lines of Americans' income tax preparations. They provide advice and file the returns, helping the government collect its revenue and make sure people are paying their fair share. They are also some of the first to warn taxpayers about scams. This group of preparers includes enrolled agents, who are the only federally licensed tax practitioners.  Enrolled agents now are assessing what the recent exodus of thousands of IRS workers and agency leadership means for filing season. They're also watching for guidance for how to implement new policies from the massive 2025 GOP tax law. Bloomberg Tax's Erin Slowey spoke with Jennifer MacMillan, president of the National Association of Enrolled Agents, about rules related to overtime and tips from that new tax law, the regulation of tax preparers, and what happens next at the IRS as its workforce has been slashed. Do you have feedback on this episode of Talking Tax? Give us a call and leave a voicemail at 703-341-3690.

Retirement Tax Services Podcast
Tax filing season after a big, beautiful law change with Brad Wooten, CPA

Retirement Tax Services Podcast

Play Episode Listen Later Sep 8, 2025 26:54


This week, Steven is joined by a fellow CPA, Brad Wooten, to discuss what the major tax law changes mean for tax preparers for the next filing season. This is a valuable discussion for financial advisors to gain insight into what this next tax filing season will be like for their clients' tax pros and how the advisor can help create better client outcomes through proactive communication. Brad and Steven share a perspective on the logistics of going from Congress passing a bill to tax returns actually getting filed, and what it means for the pressure and timing clients will experience this year. Steven and Brad also walk through why the big beautiful bill might not feel all that big on a client's tax return because a lot of the hype was around planned rate increases not taking effect. https://zurl.co/u11dy

SAfm Market Update with Moneyweb
Scams you should know about this tax filing season

SAfm Market Update with Moneyweb

Play Episode Listen Later Aug 7, 2025 9:03


Adv Athaly Khan, head of fraud risk management at Standard Bank, discusses the surge in fraudulent activity during the Sars filing season, and shares advice on how consumers can protect themselves. SAfm Market Update - Podcasts and live stream

The Logan Allec Show
Can You Go to Jail For Not Filing Taxes?

The Logan Allec Show

Play Episode Listen Later Aug 2, 2025 10:51


Have you not filed your taxes in a few years? Are you worried you might be facing jail time? Here is everything you need to know about tax evasion and what will send you to jail! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube:    / @loganallec  -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit:   / taxrelief   

Federal Drive with Tom Temin
IRS watchdog warns of tax filing challenges next year after agency cuts 25% of workforce

Federal Drive with Tom Temin

Play Episode Listen Later Jun 30, 2025 8:42


An IRS watchdog finds this year's tax filing season went smoothly despite recent staffing cuts, but it warns taxpayers may face challenges during next year's filing season. The IRS has lost more than a quarter of its employees under the Trump administration, and the agency also faces a lot more work if Congress passes the budget reconciliation bill. Federal News Network's Jory Heckman joins me with more. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Logan Allec Show
What Happens If You Don't File Your Taxes But Don't Owe Anything?

The Logan Allec Show

Play Episode Listen Later Jun 27, 2025 4:17


You don't owe the IRS money. So, what happens if don't file your taxes then? This is what you need to know! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube:    / @loganallec  -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit: u/Logan_Allec

Mormon Discussions Podcasts – Full Lineup
Mormon Church Tax Filing Fraud Again?

Mormon Discussions Podcasts – Full Lineup

Play Episode Listen Later Jun 12, 2025 113:34


In this explosive episode of Mormon Newscast, we break a major developing story that could have legal and reputational consequences for the LDS Church: allegations of tax filing fraud that may have violated IRS regulations. What was hidden, who knew, and what comes next? [June 9th 2025] Plus, we dive into new national survey data… Read More »Mormon Church Tax Filing Fraud Again? The post Mormon Church Tax Filing Fraud Again? appeared first on Mormon Discussions Podcasts - Full Lineup.

Divorce Master Radio
How to Handle Tax Filing After Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later May 19, 2025 1:35


EO Radio Show
122: REFRESH Nonprofit Basics: Federal Tax Filing Deadlines and Penalties

EO Radio Show

Play Episode Listen Later May 12, 2025 10:56


Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and this is episode 122 of EO Radio Show. This episode on federal tax filing deadlines and penalties was first released in May of 2023. It focuses on the importance of meeting the federal tax filing deadlines that apply to charitable organizations. Most charities exempt from income tax are required to file a federal information return on the 15th day of the fifth month after the close of their fiscal year. For nonprofits that use the calendar year for accounting purposes, that's May 15th. If you haven't filed yet, don't despair. You've got a little bit of time. In this episode, I'll also touch on the penalties that can apply if your organization fails to meet these filing requirement deadlines. So listen in for more information about this important topic. Show Notes: Form 990, Return of Organization Exempt from Income Tax Form 990-EZ, Short Form Return of Organization Exempt from Income Tax See Filing Phase-In for more information about which return to file Form 990-N (e-Postcard), Annual Electronic Filing Requirement for Small Exempt Organizations Form 8868 Tax Relief in Disaster Situations Disaster Assistance and Emergency Relief for Individuals and Businesses Revenue Procedure 2014-11 explains the four procedures an organization may use to apply for reinstatement If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

Dentists, Puns, and Money
Update on My Roth IRA Conversion – Analysis After Tax Filing

Dentists, Puns, and Money

Play Episode Listen Later May 5, 2025 15:10


In this episode, Shawn Terrell provides updates on his own Roth IRA conversion, which was previously discussed on Podcast Episode 95,  released in January of 2025.In this update episode, Shawn dicusses what he learned about his Roth conversion when filing his 2024 taxes and analyzes his decision to execute this tax planning strategy. He reflects on the federal and state tax implications, the importance of accurate tax reporting, and strategies to avoid underpayment penalties. He shares insights on planning for tax conversions and emphasizes the long-term benefits of converting to a Roth IRA, despite some unexpected challenges during the process.------------------------------Dentist Exit Planning:Website: dentistexit.comEmail Shawn at: shawn@dentistexit.comSchedule a Discovery MeetingSign-Up for Dentist Exit Email Newsletter-------------------------------Follow Dentist Exit on Social Media:Facebook Group for DentistsWatch on YouTubeInstagramLinkedIn

Messy Wonderful
128. The Truth About Your CPA & Tax Filing No One Is Telling You with guest Becca Aviles

Messy Wonderful

Play Episode Listen Later Apr 25, 2025 39:50


In this episode, Kimberly brings on her right-hand woman and senior tax accountant, Becca Aviles, for an honest, behind-the-scenes look at the messy tax returns, illegal strategies, and lack of client education they keep seeing from other firms. They unpack what should really come with your tax return (spoiler: depreciation schedules matter), why asking “why” is essential, and how The Tara CPA Firm is rewriting the rules. If you've ever felt confused, dismissed, or flat-out ignored by your CPA, this episode will help you feel seen—and empowered to expect better.Prices will increase April 1, 2025. Join us before those prices go up!Want to know what kind of tax support is right for you? We can help! Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/ Website: https://www.taracpafirm.com/

Politics Done Right
Trump to End Free IRS Tax Filing Program. SBAF co-char slams Trump's tariffs.

Politics Done Right

Play Episode Listen Later Apr 17, 2025 58:00


'Big Loss for the Public': Trump to End Free IRS Tax Filing Program. Bruce Pollard steps in for Neil Aquino on Thursday. Trump to End Free IRS Tax Filing Program.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

Egberto Off The Record
Trump to End Free IRS Tax Filing Program. SBAF co-char slams Trump's tariffs.

Egberto Off The Record

Play Episode Listen Later Apr 17, 2025 58:00


Thank you Gayla Kunis, Cheryl M, Sabrina, Lorraine Gagne, and many others for tuning into my live video! Join me for my next live video in the app.* Small Business for America's Future co-chair slams Trump's tariffs – It will devastate the economy: Walt Rowen is Small Business for America's Future Co-chair and President of Susquehanna Glass Company in Columbia, PA. Like many small businesses, h… To hear more, visit egberto.substack.com

Wealth Redefined
E255: 3 Ways to Improve Your Tax Filing Process Next Year

Wealth Redefined

Play Episode Listen Later Apr 16, 2025 5:17


Tax season can feel overwhelming, especially when you're scrambling to pull everything together at the last minute. Whether you file your own taxes or work with a tax professional, an organized approach can help reduce stress and improve your outcome.

AP Audio Stories
Trump administration plans to end the IRS Direct File program for free tax filing, AP sources say

AP Audio Stories

Play Episode Listen Later Apr 16, 2025 0:34


AP's Lisa Dwyer reports that a free IRS filing program is being cut.

Wake Up Call
Tax-Filing Deadline is HERE!

Wake Up Call

Play Episode Listen Later Apr 15, 2025 41:45 Transcription Available


Amy King hosts your Tuesday Wake Up Call.  ABC News investigative reporter Peter Charalambous talks about Harvard pushing back against Trump administration risking billions in funding. ABC News White House correspondent Karen Travers speaks on the latest regarding tariffs. Amy talks with ABC News national reporter Jim Ryan about tax-filing deadline has arrived. Bloomberg's Scott Carr updates us on the latest in business and the stock market. The show closes with the host of ‘How to Money' Joel Larsgaard talking about recession rumblings getting louder, panic pre-buying, and Chinese companies selling directly.  

The Brian Lehrer Show
Procrastinators Guide to Tax Filing

The Brian Lehrer Show

Play Episode Listen Later Apr 14, 2025 13:07


Andy Phillips, vice president of the Tax Institute at H&R Block in Kansas City, MO, offers advice and answers questions on this day before the deadline to file income tax returns.

Georgia Today
Tax filing deadline approaches; Student visas revoked; WWII veteran honored by France

Georgia Today

Play Episode Listen Later Apr 14, 2025 12:48


On the April 14 edition: Georgians have a little extra time to file taxes this year; a Macon hospital has special care program for pregnant or postpartum; a 100-year-old WWII vet receives France's highest honor. 

AP Audio Stories
Getting the IRS on the phone is more difficult this tax filing season, experts say

AP Audio Stories

Play Episode Listen Later Apr 14, 2025 0:41


AP correspondent Haya Panjwani reports on calls to the IRS this tax season.

SANS Internet Stormcenter Daily Network/Cyber Security and Information Security Stormcast
SANS Stormcast Friday, Apr 4th: URL Frequency Analysis; Ivanti Flaw Exploited; WinRAR MotW Vuln; Tax filing scams; Oracle Breach Update

SANS Internet Stormcenter Daily Network/Cyber Security and Information Security Stormcast

Play Episode Listen Later Apr 4, 2025 6:16


Exploring Statistical Measures to Predict URLs as Legitimate or Intrusive Using frequency analysis, and training the model with honeypot data as well as log data from legitimate websites allows for a fairly simple and reliable triage of web server logs to identify possible malicious activity. https://isc.sans.edu/diary/Exploring%20Statistical%20Measures%20to%20Predict%20URLs%20as%20Legitimate%20or%20Intrusive%20%5BGuest%20Diary%5D/31822 Critical Unexploitable Ivanti Vulnerability Exploited CVE-2025-22457 In February, Ivanti patched CVE-2025-22457. At the time, the vulnerability was not considered to be exploitable. Mandiant now published a blog disclosing that the vulnerability was exploited as soon as mid-march https://cloud.google.com/blog/topics/threat-intelligence/china-nexus-exploiting-critical-ivanti-vulnerability/ WinRAR MotW Vulnerability CVE-2025-31334 WinRAR patched a vulnerability that would not apply the Mark of the Web correctly if a compressed file included symlinks. This may make it easier to trick a victim into executing code downloaded from a website. https://nvd.nist.gov/vuln/detail/CVE-2025-31334 Microsoft Warns of Tax-Related Scam With the US personal income tax filing deadline only about a week out, Microsoft warns of commonly deployed scams that they are observing related to income tax filings https://www.microsoft.com/en-us/security/blog/2025/04/03/threat-actors-leverage-tax-season-to-deploy-tax-themed-phishing-campaigns/ Oracle Breach Update https://www.bloomberg.com/news/articles/2025-04-02/oracle-tells-clients-of-second-recent-hack-log-in-data-stolen

The Speed of Culture Podcast
Beyond April 15: How H&R Block's Year-Round Strategy is Changing Tax Filing with Chief Marketing & Experience Officer Jill Cress

The Speed of Culture Podcast

Play Episode Listen Later Mar 27, 2025 31:01


On The Speed of Culture Podcast, Jill Cress, Chief Marketing & Experience Officer at H&R Block, breaks down how AI, digital transformation, and consumer insights are reshaping the tax industry. From helping Gen Z navigate their first tax filings to leveraging AI-powered tools for real-time tax support, Jill shares how H&R Block is making tax season easier, smarter, and more accessible for all.Follow Suzy on Twitter: @AskSuzyBizFollow Jill Cress on LinkedInSubscribe to The Speed of Culture on your favorite podcast platform.And if you have a question or suggestions for the show, send us an email at suzy@suzy.com Hosted on Acast. See acast.com/privacy for more information.

What Your CPA Wants You to Know
95. Tax Filing Requirements for Your Dependents: When Children Need to File Returns

What Your CPA Wants You to Know

Play Episode Listen Later Mar 19, 2025 8:50 Transcription Available


Send us a textWe decode the confusing rules around when children and dependents need to file tax returns, covering both W-2 employment income and 1099 contractor payments.• Children with W-2 income under $14,600 (2024 standard deduction) don't need to file unless they want to claim a refund• Parents can still claim college students as dependents if providing over half their support• 1099-NEC income has a much lower threshold - children must file if they earned over $400• Self-employment taxes (15.3%) apply to 1099 income even when income tax doesn't• Always track and deduct business expenses to reduce taxable profit on 1099 income• Common deductions for teen workers include certification costs, mileage, and equipmentIf you found this episode helpful, we would really appreciate if you would share it with somebody that you know.Create a STAN Store - Click here to try it out!Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!Shop our business guides!Our Instagram PageOur family page

Mission Driven Business
Re-Releasing Episode 52: An Expert's Guide To Understanding The 1120-S Tax Form

Mission Driven Business

Play Episode Listen Later Mar 11, 2025 31:58


It's tax season crunch time, so we are resharing a timely episode debunking the 1120-S tax return. In this episode, Brian will walk you through the S-Corporation income tax return to help you better understand what you're filing and hopefully catch mistakes before it's too late. He provides a section-by-section analysis of Form 1120-S and highlights key areas that business owners and tax professionals make mistakes. Episode Highlights Part 1: Heading, Income, Deductions, Tax and Payments Most of this information is drawn from your business's Profit and Loss Statement. Here's a breakdown of what's on the first page: Calendar year: The very top of the form asks for the calendar year. If the corporation has a calendar year-end, leave this blank. If a fiscal year or short year put in the appropriate dates. Address: Underneath the calendar year, the form asks for a name and address. Use the name set forth in the charter or other legal documents, such as your Employer Identification Number (EIN) letter. Item A: Located to the left of the address, Item A asks for your S election effective date. You should have a letter from the IRS (CP 261) with your S-Corp starting date. This date should stay the same every year. Item B: Your business activity code. This code shows the IRS exactly what you do. Item C: Item C only applies if you have assets of $10 million or more. Most of the time, Item C will not be checked. Item D: Put your EIN in Item D. Make sure to verify it's correct before you file your form. Item E: Your date of incorporation should match the articles of incorporation. This date may or may not be the same date as your S-election. Like the S-election date, the date of incorporation won't change. Item F: Total assets at the end of the year. Item G: If the corporation is electing to be an S-Corp beginning with the current filing tax year, check the appropriate box. If the S-Corp did not already file the S-Election, attach Form 2553 with the return. Item H: These boxes should be self-explanatory. Check the boxes that apply. Item I: Enter the number of shareholders in the firm (e.g. yourself and your partners). Item J: Most of the time, Item J will not be checked. If you believe that one of the Item J items applies, follow up with your tax accountant. Income: Report gross revenue your business has earned for the year and any additional income or interest income that you may have incurred. Only report trade or business income. Do not list rental income, portfolio income, or tax exempt income (those go on your Schedule K). Expenses: Report all deductions on your Profit and Loss statement. Pay special attention to the following lines: Line 7: Compensation of officers should have something on it. S-Corporations must pay shareholder/employee reasonable compensation for services rendered, and failing to put reasonable compensation could lead to an IRS audit. Also included on this line are fringe benefits, including employer contributions to health plans and group term life insurance, for shareholders/employees owning more than 2% of the corporation stock. If your S-Corp has total receipts of $500,000 or more, you'll need to attach Form 1125-E to explain what was paid to each officer. Line 8: Salary and wages paid to employees (other than officers) of the corporation. Line 17: An S-Corporation can deduct contributions made for its employees under a qualified pension, profit sharing, annuity, SEP plan, Simple plan, or any other retirement deferred compensation plan. This includes shareholders/employees owning more than 2% of the corporation stock. Line 18: Employee fringe benefits provided to officers and employees owning less than 2% go on this line, such as health insurance, disability insurance, and educational assistance. Line 19: Line 19 includes any other deductions. There should be an attached statement, and it should match your profit and loss. The numbers should be close to your Profit and Loss statement. Taxes and payments: In general, an S-Corporation does not pay taxes at the corporate level, so this section will be blank. Signature: It's important to sign the return only after verifying all of the information, including the following sections. Part 2: Schedule B This section is mostly self-explanatory questions. Make sure to read and understand each question. Below are two lines to pay special attention to: Box 1: This easy-to-miss box can change your entire return if you're not careful, since it's where you select whether you're a cash or accrual basis taxpayer. Once you choose an accounting method, you generally cannot change without approval from the IRS. Box 2: Here is where you explain what you do. Part B is an either/or question, so state whether you sell products or services. Also, if you hire contractors, say yes to question 14 -- and hopefully you got out your 1099 forms by January 31. Part 3: Schedules K and K-1 Schedule K reports the pro rata share items in total for the Corporation. Schedule K-1, which you receive in your personal name, reports the percentage of pro rata share items allocable to each shareholder.  Lines 1-17 on Schedule K correspond to Boxes 1-17 on Schedule K-1. Most items on Schedules K and K-1 are self-explanatory and come from other parts of the return. Part 4: Schedule L  This is where many taxpayers make a mistake. Schedule L matches your business' balance sheet and should agree with your books and records. If it doesn't, find out why before you file. The first two columns match what your accounts were at the beginning of the year and should match what the accounts were at the end of last year. If this is your first year filing an 1120-S return, these two columns should be blank. The second two columns are for what the accounts had on December 31 of the previous year and will carry over to next year's return. Some of the most common assets on Schedule L are: Line 1: Write the amount of cash in your bank account on the last day of the year. Line 7: Loans to shareholders are loans from the corporation to the shareholder. Keep in mind, these loans need to be documented and should have a repayment schedule and interest rate. Line 10a: Buildings and other depreciable assets are fixed assets that the business owns that have been depreciated, such as real estate, furniture, or machinery  Some of the most common liabilities on Schedule L are: Line 18: Other current liabilities are expenses incurred at the end of the year but not paid until January of the next year. Current expenses often include wages, state taxes, federal taxes, and payroll taxes payable at the end of the year.  Line 19: Loans from shareholders are loans from the shareholder to the corporation. As with the other loans, these loans should be documented and include a repayment schedule and interest rate. Line 22: The par value or stated value of the capital stock issued by the corporation. This amount stays the same each year unless the S-Corporation issues additional stock after incorporation. The corporate charter or minutes should identify the stock. Line 23: Enter the beginning and ending balances of additional paid-in capital. This includes the amount contributed to the S-Corp by shareholders for which the corporation did not issue stock or amounts contributed in excess of the stated or par value. Line 24: This section is especially tricky. You should base the retained earnings on the S-Corporation's books and records. Most of the time, retained earnings should match the Accumulated Adjustments Account (AAA), other adjustments account (OAA), and previously taxed income (PTI) balances on Schedule M-2. Line 27: This line represents the total liability and shareholders equity. This line must match line 15. If you answered “yes” to question 11 on Schedule B that your total receipts were less than $250,000 and total assets were less than $250,000, then you aren't required to file a Schedule L. However, it may be beneficial to file Schedule L anyway because it will be crucial for future balance sheets. Part 5: Schedules M-1 and M-2 Schedule M-1 helps explain discrepancies between the books and your tax return. This section should explain any differences you notice.  Some common items reported on Schedule M-2 include: Meal expenses (100% on books, 50% on taxes) Entertainment (100% on books, 0% on taxes) Life insurance premium expense (100% on books, 0% on taxes) Certain fines and penalties (100% on books, 0% on taxes) Political contributions (100% on books, 0% on taxes) Book depreciation expense (100% on books, 0% on taxes) Tax depreciation expense (%0 on books, 100% on taxes) Tax-exempt income (100% on books, %0 on taxes)  Schedule M-2 tracks the income and losses and separately states items that the shareholder should report on their tax return. Resources + Links  Bank Reconciliation 101 Lessons from the 1099-NEC deadline Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes About Brian and the Mission Driven Business Podcast Brian Thompson, JD/CFP, is a tax attorney and certified financial planner who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.

Wings Of...Inspired Business
Tax Time: Entrepreneur Melissa Broughton on How to Be Proactive with Tax and Accounting

Wings Of...Inspired Business

Play Episode Listen Later Mar 4, 2025 43:39


Melissa Broughton is a tax and accounting specialist and the founder of Busy Bee Advisors, helping business owners and entrepreneurs get savvy about complex, even frustrating, tax and bookkeeping situations. Her background in corporate accounting and auditing complements her desire to serve as a financial translator, of sorts, to sole proprietors and small business owners so that they feel confident in their financial decisions. With her husband Eric, a tax professional, Melissa co-hosts a popular podcast, The Real Buzz: Taking the Sting Out of Taxes. She is a member of Business Network International, Rotary, FU Nights, Women in Consulting, and previously served as finance chair on the Sacramento Children's Receiving Home Board of Directors.

Texas Standard
What potential mass layoffs at the IRS could mean for your tax filing

Texas Standard

Play Episode Listen Later Feb 27, 2025 52:24


Amid reports of mass layoffs at the IRS, what does the math look like for tax season?More than a million Texas kids have been kicked off Medicaid rolls since 2023. What’s happening? We’ll talk with a reporter at Public Health Watch.Texas school districts are racing to meet a deadline to move students getting special instruction […] The post What potential mass layoffs at the IRS could mean for your tax filing appeared first on KUT & KUTX Studios -- Podcasts.

Secure Your Retirement
2024 Tax Filing Made Easy - Key Documents & Expert Filing Tips

Secure Your Retirement

Play Episode Listen Later Feb 17, 2025 21:54


In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss tax season preparation with their in-house tax strategist, Taylor Wolverton. As tax season approaches, understanding your tax documents and making informed filing decisions can help reduce stress and ensure accuracy. Taylor shares expert insights on essential documents, filing strategies, and common tax mistakes to help make tax filing easy and efficient. Whether you're planning retirement tax strategies or determining how to file taxes effectively, this episode will help you navigate tax season with confidence. Listen in to learn about the different IRS tax forms you should expect, including W-2 and 1099 forms, and how to differentiate between standard vs. itemized deductions. Taylor also covers the significance of Qualified Charitable Distributions (QCDs) in retirement planning and how they impact your tax filing. Get valuable tips on avoiding common tax mistakes and ensuring all necessary documents are included in your tax filing checklist. This episode is packed with expert filing tips to help you retire comfortably and secure your retirement. In this episode, find out: The key tax documents you need for tax season preparation, including IRS tax forms like W-2, 1099, and 1099-R. The difference between standard vs. itemized deductions and how to determine the best option for you. The importance of Qualified Charitable Distributions (QCDs) for retirement tax planning and how to report them correctly. Common tax mistakes to avoid when filing your return. Best practices for organizing and storing tax documents to streamline future filings. Tweetable Quotes: "The IRS receives all your tax forms, so ensuring accuracy in your tax filing is crucial to avoid unnecessary headaches." – Radon Stancil "If you made a Qualified Charitable Distribution (QCD), make sure to report it correctly—your 1099-R won't automatically show it as tax-free!" – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast.

America's Heroes Group
Ep. 784 - 2025 Tax Filing Tips for Individuals & Businesses | CPA David Milanec

America's Heroes Group

Play Episode Listen Later Feb 14, 2025 25:31


The Mo'Kelly Show
Mismanaged Evacuation Orders, ‘Go-Bag' Essentials & Tax Filing Extensions

The Mo'Kelly Show

Play Episode Listen Later Jan 23, 2025 35:06 Transcription Available


ICYMI: Hour THREE of ‘Later, with Mo'Kelly' Presents – Ongoing Coverages of the SoCal wildfires with a new report that reveals “some Altadena residents say they didn't receive order to evacuate during Eaton Fire” … PLUS – A look at some “go bag” essentials you need to ensure you're ‘evacuation ready' AND the tax deadline extended to SoCal residents impacted by the wildfires - on KFI AM 640…Live everywhere on the iHeartRadio app

The Clark Howard Podcast
01.15.25 A Plan For Credit Card Debt / Direct & Free Tax Filing

The Clark Howard Podcast

Play Episode Listen Later Jan 15, 2025 36:45


Many Americans are stressed about spending decisions made over the holidays as the credit card bills roll in. Today, a Clark smart assignment for dealing with debt. Also rolling in soon are tax documents. Clark has advice on tax preparation, free filing, and more.  Credit Card Debt: Segment 1 Ask Clark: Segment 2 This Tax Season: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Clark Howard's 2024 Credit Card Debt Elimination Strategy Why You Might Be Paying Your Credit Card Bills All Wrong What Is FedNow? IRS Direct File Expands to Millions More Taxpayers 8 Free Federal and State Tax Filing Services for 2025 IRS Tax-Refund Checks Keep Getting Stolen in the Mail - WSJ Tax Software vs a Tax Professional: Which Should You Choose? Clark.com - When Should You Get an Accountant To Do Your Taxes? Why Did My Credit Score Drop? 4 Ways To Get Your Free Credit Score What Is a Good Credit Score? BBB-File a Complaint Clark.com resources Episode transcripts Community.Clark.com / Ask Clark Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices