Podcasts about tax free

Charter är nästan en form av boende. Åtminstone under 1-2 veckor.1955 lyfte det första charterflyget och efter 4 mellanlandningar var man framme på Mallis. Stig-Helmer, Ole och det härliga Sällskapsrese-gänget gjorde inte direkt fenomenet mindre populärt. Att hänga på ett all-inclusive-hotell på Kanarieöarna eller i Thailand med Bamse är något som vi svenskar gärna gör.Vi berättar även om mannen med kanske världens sämsta smeknamn, Gris-Antonio, mannen som uppfann grisfesten.Och vad köper vi mest på Taxfree egentligen och hur mycket får man köpa med hem nu igen? Detta och mycket mer. Happy lyssning!!Är du mäklare och varit med om något galet eller kul? Skriv till oss på instagram @hemilyknarkarnaNya avsnitt varje måndag, och fredags-repriser på…..

It's Women in League round, and Andrew Moore, Matt Elliott and Ruan Sims celebrate the women on and off the field that help build the rugby league community. MC has the latest news in MC's Hammertime. Plus, Andrew and Matt chat to Titans hooker Oliver Pascoe about how he found his best footy.

Can a rental property put $30,000 in your pocket without adding $30,000 to your taxable income? Let's talk about rental property tax strategiesMike explains how rental real estate can create tax savings even when you can't use rental losses to offset your business or W-2 income. He breaks down the difference between cash flow and taxable income, how depreciation can shelter rental income, and what happens to suspended passive losses. He also covers short-term rental rules, real estate professional status, common entity mistakes, and the key questions to ask before buying a rental property.

In this episode, Ross Powell of Survival 401k shares insights on how self-employed individuals and real estate professionals can optimize their retirement planning through innovative tools like solo 401(k)s, funding options, and strategic structuring.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Today on the show - Marianna Hunt is here to walk us through the rules on gifting to beat Inheritance Tax - and specifically the ‘normal expenditure our of income’ exemption that could be one of the most powerful way to beat the tax. You can read Marianna's recent article on this here. IHT gifting allowances: 8 key questions answered Ed Monk is joined by Marianna Hunt to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

This episode was sponsored by Cardiff & BNB Investor Academy   LightSpeed VT: https://www.lightspeedvt.com/ Dropping Bombs Podcast: https://www.droppingbombs.com/ Today's Dropping Bombs episode delivers a blueprint for building wealth with zero experience with Michael Elefante — the burned-out cold-caller who bought his first Airbnb in 2019 and turned it into a $27 million short-term rental empire.   Michael breaks down the "idiot tax" costing high earners millions, why boring rentals lose to million-dollar experiences (think turf golf courses and Dungeons & Dragons-themed bridges), and how he built a vertically integrated business — design, management, construction, and education — that runs on just 2 to 4 hours a week.   Most people are one property away from a six-figure tax write-off and don't even know it.    

Medicare brings peace of mind to millions of retirees, but for those with higher incomes, there's an added layer of complexity called IRMAA—the Income Related Monthly Adjustment Amount. If your modified adjusted gross income (MAGI) crosses certain thresholds, you may end up paying substantially more for your Medicare Part B and Part D coverage. In this article, we break down how IRMAA works, outline common scenarios that may unexpectedly raise your premiums, and offer actionable strategies to help you avoid unnecessary costs during your retirement years.   You will want to hear this episode if you are interested in... [02:14] How IRMAA works [04:09] IRMAA income brackets and premium increases  [05:43] General strategies and limitations for avoiding IRMAA [09:49] Managing Capital Gains and Medicare costs [10:41] Understanding the possibility of unexpected large gains pushing income higher  [12:37] Impact of spouse passing on taxes [14:54] Avoiding IRMAA surcharge   What Is IRMAA, and How Does It Work? IRMAA adds a surcharge to your standard Medicare Part B and Part D premiums if your income exceeds specific limits. The calculation uses your Modified Adjusted Gross Income (MAGI) from your federal tax return for the prior two years. For example, your 2026 Medicare premium is determined by your 2024 tax return figures. This "two-year lag" means financial decisions made today could impact your healthcare costs down the line. In 2024, the standard Part B premium is $202.90 per month. However, single filers reporting over $109,000 or married couples filing jointly above $218,000 pay $284 each per month, per person. Surpassing $137,000 (single) or $274,000 (joint) pushes your premium to $405.90—more than double the baseline. Part D premiums are also subject to surcharges, ranging from $14.50 to $91 per month at the highest income levels.   Seven Scenarios That Can Trigger IRMAA—and How to Prepare While some situations are unpreventable, being aware of these common scenarios can help you make informed choices and potentially minimize your IRMAA exposure.   1. Municipal Bond Income: Not as Tax-Free as You Think Many investors favor municipal bonds for their federal tax-exempt status. Unfortunately, while this income is absent from your regular AGI, it is added back into your MAGI when calculating IRMAA. If you're relying heavily on munis in retirement, this could unexpectedly inflate your Medicare premiums. Consider alternative investments or relocating those assets into accounts or vehicles where this income is shielded, like certain annuities, after consulting with a qualified financial advisor.   2. Capital Gains on Your Home Sale When selling your primary residence, you can exclude up to $250,000 of gain if single or $500,000 if married, provided you meet the two-out-of-five-years residency rule. Gains above these thresholds are taxable and count toward your MAGI. Good record-keeping for home improvements can help increase your cost basis and reduce the taxable gain, but there aren't many strategies to avoid this spike if a large gain is unavoidable.   3. Profits from Investment Property Sales Selling an investment property can generate significant capital gains. But unique to investment real estate, the IRS allows you to defer these gains through a 1031 exchange—selling one investment property and reinvesting the proceeds into another. This move postpones the tax hit and the associated IRMAA impact, possibly indefinitely if you use the stepped-up basis at death.   4. Surprise Mutual Fund Capital Gains If you own mutual funds outside retirement accounts, unexpected capital gains distributions from within the fund (for example, after large stock sales like Apple) could spike your MAGI. To mitigate this, consider shifting from mutual funds to individual stocks, bonds, or exchange-traded funds (ETFs), which typically generate fewer surprise capital gains.   5. Roth Conversions are Great for Taxes, But Be Careful While Roth conversions can be powerful tax strategies, converting a sizable sum from a pretax IRA to a Roth IRA counts as income for IRMAA purposes. Carefully plan the size and timing of conversions to avoid pushing yourself into a higher premium bracket without realizing it.   6. The Financial Impact of Losing a Spouse Widowhood or widowerhood can be doubly difficult; not only do you suffer personal loss, but your filing status shifts to single, drastically lowering the income thresholds for IRMAA. If you expect changes in income or status, make proactive plans with your advisor to help smooth your MAGI.   7. Large, One-Time Retirement Account Withdrawals Big withdrawals from IRAs or 401(k)s—perhaps to buy a car or fund a vacation home—could catapult your income into a higher IRMAA tier. Consider spreading large purchases over several years or evaluating alternative financing options to keep retirement account withdrawals more manageable.   Small Decisions Add Up While IRMAA might not be avoidable for everyone, being strategic about income sources, withdrawals, and investment choices can reduce surprises and keep more of your retirement income where it belongs—with you. Always consult with a financial advisor familiar with your unique situation before making significant financial moves. Keep your knowledge current and your planning proactive to support a more cost-effective retirement.   Resources Mentioned   Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE  2026 Medicare Part B Premium Surprises, #282 7 Ways to Lower Your Income and Avoid the IRMAA Medicare Surcharge, #142 Mistakes To Avoid During Medicare Open Enrollment with Danielle Roberts, #229      Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact   Subscribe to Retire With Ryan  

Could your children help you save thousands in taxes while building wealth for their future? In this episode of Life Changing Money, Barbara breaks down one of the most powerful tax strategies available to business owners: paying your children through your business. From tax deductions and Roth IRAs to college planning and generational wealth creation, she answers the most common questions from the Tax-Free Family community and explains exactly how kiddo pay works. Whether you're a parent of young children, have college-aged kids, or are wondering if grandchildren, nieces, and nephews qualify, this episode will help you understand the opportunities available through family tax planning. Tune in to hear: How kiddo pay works and why it can dramatically reduce your tax bill The current tax-free income threshold for children Legitimate jobs kids can perform inside your business Why payroll documentation is critical for compliance How to use earned income to fund a child's Roth IRA The strategy Barbara uses to create tax-free millionaire kids What happens when children earn more than the tax-free threshold Rules for paying college-aged children Whether grandchildren, nieces, and nephews qualify Common mistakes business owners make when implementing family payroll The pros and cons of hiring your spouse How family tax strategies can offset W-2 income The role of family management companies in advanced tax planning How to use tax savings to create multi-generational wealth Why tax strategy should focus on net worth growth—not just reducing taxes How To Get Involved: Life-Changing Money is a podcast all about money. We share stories of how money has impacted and radically changed the lives of others—and how it can do the same for you. Your host, Barbara Schreihans (pronounced ShREE-hands) is the founder and CEO of Your Tax Coach, and the creator of the Write Off Your Life Course. She is a top tax strategist, business coach, and expert in helping business owners and high-net-worth individuals save millions in taxes while increasing profits. When she's not leading her team, coaching clients, or dreaming up new goals for her company, you can find her drinking coffee, hanging out with her family, and traveling the world. Grab a cup of coffee and become inspired as we hear from those who have overcome and are overcoming their self-limiting beliefs and money mindsets! Do you have a burning question that you'd love to hear answered on a future show? Please email it to: podcast@yourtaxcoach.biz Sign Up For Our Newsletter Life Changing Money Podcast Get Tax Help!

In this episode of The Freelancer's Tea Break, I'm reflecting on my son nearing the end of primary school and sharing practical ways I've managed childcare while freelancing, especially over the long summer holidays. I explain how UK tax-free childcare works (pay £8 in, get £2 topped up) and remind you it can help beyond nursery, including some after-school and summer clubs (depending on who accepts it).  I also talk about how things get easier as kids get older, and share other support options that have helped me, including help from family (while acknowledging it's a privilege), swapping childcare with friends, using outdoors clubs, and looking into workspaces that offer childcare or gyms with crèches.  I also stress the importance of balancing childcare with your partner and invite tips for the secondary school transition, especially for neurodivergent children.  Timestamps: 00:00 Welcome and Life Update  00:31 Tax Free Childcare Basics  02:07 Summer Holiday Juggle  03:11 When Kids Get Older  05:02 Practical Support Options  05:23 Family Help and Privilege  07:08 Swaps With Friends  07:57 Workspaces With Childcare  09:15 Partnering and Sharing Load  10:13 Recap and Next Transition  11:16 Community Links and Goodbye Follow me on Instagram Follow me on Bluesky Email: hello@emmacossey.com  Come join us in the free Freelance Lifestylers Facebook group Want more support? Check out the Freelance Lifestyle School courses and membership. Join the Freelance Lifestyle Discord Community: https://discord.gg/RKYkReS5Cz Order my book: The Freelance Lifestyle: Your Friendly Guide to Starting a Freelance Business

Tax rates are as low as they've been in decades. Yet due to ballooning government deficits and increasingly underfunded entitlements, it's reasonable to have a hedge against higher tax rates in the future. One way to protect your retirement from higher taxes is to have at least some money in Roth accounts. With the Roth, contributions aren't tax-deductible, but withdrawals are tax-free… but only if you follow the rules, which can be complicated. Robert Brokamp explains what you need to heed.Also in this episode:-The Social Security time bomb ticks louder with the recent release of the latest trustees report-Americans are keeping their cars longer than ever, which is saving them money -- and changing the automotive industry-The earnings of companies in the S&P 500 are soaring, but some of that impressive growth is not actually due to business operations-Healthier people tend to be wealthier, and a recent study finds that riding a bike can provide all kinds of physical and psychological benefitsHost: Robert Brokamp, CFP®, EAEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Listeners get a special 20% OFF IncomeBuilder.io with the code: podcastYou can also get the discount with this link: https://masterpassiveincome.com/ibpodcastJoin Dustin's Inner Circle Mastermind by applying here: https://masterpassiveincome.com/mastermindGet my real estate investing course for free! https://masterpassiveincome.com/freecourseJoin Dustin Heiner's 1on1 Real Estate Investor Coaching: https://masterpassiveincome.com/coaching//BEST REAL ESTATE INVESTING RESOURCE LINKSStart your LLC for FREE! https://masterpassiveincome.com/formanllcGreat High Interest Savings Account: https://masterpassiveincome.com/citGet your business bank account here: https://masterpassiveincome.com/baselaneGet your business credit card with 2% Cash Back with NO FEE! https://masterpassiveincome.com/amexLearn more about Dustin Heiner and find resources to build an automatic real estate investing business: https://masterpassiveincome.com/Links referenced in this episode:masterpassiveincome.com/freecourseLinks referenced in this episode:incomebuildermasterpassiveincomeincomebuilder33777masterpassiveincome.com/freecourseCompanies mentioned in this episode:Master Passive IncomeIncome BuilderCalendlyGoogle DriveDropboxfinancial independence, quit your job, investing in real estate, rental properties, income builder software, real estate investing tips, build passive income, financial freedom, real estate coaching, analyze rental properties, property management, off market deals, real estate portfolio management, tax season real estate, bookkeeping for investors, multifamily properties, cash flow analysis, real estate investment strategies, property analysis software, Master Passive Income Podcast

Sue Smith is a Montreal journalist and broadcaster, and Raphaël Melançon, political analyst for CTV Montreal and CJAD 800, and columnist for the Montreal Gazette. The Liberals under Prime Minister Mark Carney have hit a milestone not seen in more than 20 years. A new Postmedia-Leger poll puts Liberal support at 50 per cent among decided voters — a level of backing no governing federal party has reached in decades. Premier Christine Fréchette has a busy day in front of her today. This morning she is meeting with the U.S. ambassador to Canada Pete Hoekstra. In response to the provincial government's recent announcement to ditch the QST on certain grocery products, Restaurants Canada is offering a bold idea. The organization wants the government to remove taxes from the bill of customers who sit down in dining rooms or take out an order. For years, police departments in Montreal and across Canada worked to reassure immigrants that contact with police wouldn't automatically put their immigration status under scrutiny. But new data suggests that may be changing.

Listeners get a special 20% OFF IncomeBuilder.io with the code: podcastYou can also get the discount with this link: https://masterpassiveincome.com/ibpodcastJoin Dustin's Inner Circle Mastermind by applying here: https://masterpassiveincome.com/mastermindGet my real estate investing course for free! https://masterpassiveincome.com/freecourseJoin Dustin Heiner's 1on1 Real Estate Investor Coaching: https://masterpassiveincome.com/coaching//BEST REAL ESTATE INVESTING RESOURCE LINKSStart your LLC for FREE! https://masterpassiveincome.com/formanllcGreat High Interest Savings Account: https://masterpassiveincome.com/citGet your business bank account here: https://masterpassiveincome.com/baselaneGet your business credit card with 2% Cash Back with NO FEE! https://masterpassiveincome.com/amexLearn more about Dustin Heiner and find resources to build an automatic real estate investing business: https://masterpassiveincome.com/Links referenced in this episode:masterpassiveincome.com/freecourseLinks referenced in this episode:incomebuildermasterpassiveincomeincomebuilder33777masterpassiveincome.com/freecourseCompanies mentioned in this episode:Master Passive IncomeIncome BuilderCalendlyGoogle DriveDropboxfinancial independence, quit your job, investing in real estate, rental properties, income builder software, real estate investing tips, build passive income, financial freedom, real estate coaching, analyze rental properties, property management, off market deals, real estate portfolio management, tax season real estate, bookkeeping for investors, multifamily properties, cash flow analysis, real estate investment strategies, property analysis software, Master Passive Income Podcast

 Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client's hard-earned retirement money.Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.Michael's mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.Learn more: https://safemoney123.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-guaranteed-income-annuity-strategies

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client's hard-earned retirement money.Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.Michael's mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.Learn more: https://safemoney123.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-guaranteed-income-annuity-strategies

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client's hard-earned retirement money.Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.Michael's mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.Learn more: https://safemoney123.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-business-estate-planning-structures

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client's hard-earned retirement money.Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.Michael's mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.Learn more: https://safemoney123.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-roth-conversion-strategies

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client's hard-earned retirement money.Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.Michael's mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.Learn more: https://safemoney123.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-business-estate-planning-structures

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client's hard-earned retirement money.Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.Michael's mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.Learn more: https://safemoney123.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-roth-conversion-strategies

Most people spend decades focused on growing their retirement savings, but very few think about how that money will eventually be taxed. In this episode, Josh breaks down the hidden “retirement tax time bomb” that can catch retirees off guard through RMDs, Social Security taxation, Medicare IRMAA surcharges, and rising taxable income later in life. Josh explains why retirement doesn't automatically mean lower taxes, how Roth conversions may create flexibility, and why smart retirement planning is about keeping more of what you've earned, not just growing it Can't get enough of The Financial Quarterback? Click ‘Subscribe' so you never miss a play. If you're enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

What do you make of this new '22% tax on uninvested cash in Stocks & Shares ISAs'?To be transparent and up front, the full details are still not known. Once we do know the full and final details, I will release another episode. But I still think it's worth putting this out to make you aware of this coming change and so you have as much time as possible to take any potential actions that you need to. -----------------------------------------

We review the top growth stocks and highest dividend paying stocks that you can buy right now.  Closed End fund ideas from the Contrarian Outlook for Tax-Free monthly income are also highlighted.  We talk about the hottest IPO of the year so far, Cerebras Systems Inc, symbol CBRS, and how its opening performance may foreshadow the upcoming SpaceX IPO.

Are you approaching retirement with $1 million or more savedand wondering how to minimize taxes on your IRA withdrawals, Social Security income, Roth conversions, brokerage accounts, and retirement income strategy?In this episode I'll break down 7 powerful retirement tax planning strategies that high-net-worth retirees can use to potentially reduce or even eliminate portions of their lifetime tax bill.You'll learn:• How some retirees can take IRA withdrawals tax-free • Why Roth conversions are often overused • How the 0% long-term capital gains bracket works • Strategies to reduce taxes on Social Security income • Roth IRA withdrawal rules and common mistakes • Qualified Charitable Distribution (QCD) strategies • HSA planning opportunities in retirement • How Net Unrealized Appreciation (NUA) works for company stock If you are over 50, nearing retirement, or already retiredwith substantial IRA, 401(k), brokerage, or Roth assets, this episode will help you better understand how retirement tax planning impacts:If you are over 50, nearing retirement, or already retired with substantial IRA, 401(k), brokerage, or Roth assets, this episode will help you better understand how retirement tax planning impacts:• lifetime income, • Medicare premiums, • RMDs, • ACA subsidies, • estate planning, • and legacy goals. ⁠Areyou interested in working with me 1 on 1?⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Clickthis link to fill out our Retirement Readiness Questionnaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Or,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠visit my website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⛳ PFR Nation (Who This Is For)If you're over 50, have saved seven figures (or multipleseven figures), love golf and travel, and you want to make work optional while minimizing taxes… welcome to the right place.

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  A controversial loophole in the U.S. tax code allows foreign investors to fund lawsuits against American companies — and potentially pay zero U.S. taxes on the profits. Chris explores litigation financing, the influence of the legal lobby, and why critics say the system is encouraging a lawsuit economy.

Welcome back to The Cashflow Project! In this episode, we sit down with Ashley Tison, co-founder of OZ Pros and a leading expert on Opportunity Zones. Ashley breaks down how Opportunity Zones work, how investors can defer taxes, and how these strategies can create both strong returns and community impact. With years of experience helping investors defer over $1 billion in taxes, he shares practical insights for both seasoned and newer investors. If you're looking to maximize returns while minimizing taxes, this episode is packed with valuable takeaways you won't want to miss. [00:00] Introducing Ashley: The Opportunity Zone Sherpa [04:34] Developing a document management platform [08:13] Introduction to Opportunity Zones [09:31] Opportunity zones tax incentives [15:07] Rural opportunity fund tax benefits [17:01] Upcoming regulation changes and deadlines [21:35] Linking to resources in show notes [22:21] Tax planning and capital reinvestment [28:22] Success of Opportunity Zones [30:26] Opportunity Zone investment patterns [34:07] Starting a law practice [37:44] From first flip to Opportunity Zone fund [39:50] Discussing opportunity zones with Ashley Tyson Connect with Ashley Tison! Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Life insurance isn't just protection — it's a tax-free wealth tool your CPA probably missed.

If you've spent a lifetime saving and now have a seven-figure IRA, you might think you've won the game. But if that money has never been taxed, you aren't just compounding wealth, you're compounding a future tax problem. In today's conversation, we're breaking down exactly how a "good" problem becomes a massive tax bill if you don't act before the government forces your hand, and why strategic Roth conversions could be the most important move you make for your retirement and your legacy.. ⸻ ⏱️ Episode Highlights [00:30] – The $5 million "good problem" that can quietly turn into a tax trap.  [01:25] – The Math: How a 6% growth rate creates a $16 million tax bomb over 20 years/ [02:10] – Forced taxation: Understanding RMDs and the cost of letting the government decide when you pay.  [04:15] – The Retirement Sweet Spot: Why ages 63 to 73 are your golden window for bracket management.  [05:30] – Why Roth-converted assets are a game-changer for your legacy and IRMAA calculations.  [06:15] – The malpractice standard: Why your advisor must be reviewing your tax returns every year. ⸻ Links & Resources Mentioned • Email: connect@meritfa.com  • Website: meritfinancialadvisors.com ⸻ Closing Thoughts If this episode challenged the way you see your tax picture, share it with a friend who might be sitting on a tax bomb of their own. Reach out at connect@meritfa.com, we'd love to help you take action before the government does. Stay coachable! Investment advice offered through Merit Financial Group, LLC., an SEC-registered investment adviser.  

Most people know the standard 401(k) contribution limit. Very few know about the much higher total additions limit and the powerful strategy hiding in the gap between the two.In this episode, we break down the mega back-door Roth strategy: what it is, how it works, who can use it, and what the long-term numbers actually look like for families who take full advantage.We cover the difference between pre-tax, Roth, and after-tax 401(k) contributions, how after-tax contributions can be converted to Roth to create permanent tax-free growth, and what plan features are required for the strategy to work. We also discuss the special opportunity available to self-employed individuals through a Solo 401(k), why high-income earners benefit most, and how this strategy compares to the standard back-door Roth IRA.For families with strong cash flow looking to maximize their tax-free retirement savings, this is one of the most significant planning opportunities available under current tax law.Thanks for listening!For more details, check out our blog post at https://pw-wm.com/learn/financial-planning/mega-back-door-roth/

Having as many tax-free payments as possible is probably the most ideal situation when it comes to saving money. Are Zelle payments considered to be tax-free? I'm going to tell you all about it in today's video! If you owe the IRS at least $10,000 in back taxes or have multiple years of unfiled returns you need filed, book a free consultation here: https://choicetaxrelief.com/free-tax-...#Zelle #TaxFreePayments #Taxes

When you're sitting in the 37% tax bracket, the opportunity to shield more wealth from the IRS through a Mega Backdoor Roth feels like a no-brainer. But is the promise of tax-free growth worth the price of locking your money away until age 59 ½? Nate Reineke and Chelsea Jones tackle a nuanced question from a New York orthopedic surgeon weighing the tax advantages of a Roth against the pure flexibility of a taxable brokerage account. We dive into why "liquidity" is more than just a financial buzzword; it's the ultimate tool for practice buy-ins, early retirement bridges, and the peace of mind that comes with having a "big pile of money" you can actually use today. We explore why the best technical strategy on paper might not be the best strategy for your life. We also answer your colleagues' questions. A double doctor family from West Virginia asks, “How do we decide whether or not to file separate or married filing jointly for student loan payments? A Gynecologic Oncologist in Oregon says, “How should we set up our high-deductible coverage? All on one plan or split between our 2 employers?” Are you ready to turn worries about taxes and investing into a plan for college and retirement? If you're evaluating your options and want to learn more, visit physicianfamily.com and click 'Get Started' or you can ask a question of your own by emailing podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures

Remote work permits often trip the tax residency threshold that make nomads pay more tax than they had predicted. Your foreign income, taxed once at home, becomes fair game locally as well. But a small group of digital nomad visas sidesteps this rule entirely through one of four mechanisms, and IMI's latest video covers 15 of them.Read the full article here.

This is the weekend to stock up on your prep for hurricane seasonJoseph Manjack IV is currently waiting for his name to be called in the NFL DraftFEEL GOOD FRIDAY: Heather helps a homeschool transfer student adjust to their new normal

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWant to turn corporate retained earnings into future tax-efficient cash flow without locking your money away?If you are a business owner sitting on retained earnings, you have probably felt the tension between paying personal tax now or leaving money in the corporation and dealing with the tax consequences later. This episode walks through a strategy designed to create more flexibility: using a corporate-owned permanent life insurance policy as a pass-through structure that can support borrowing, asset growth, and long-term estate planning. It is especially relevant if you want more optionality with your money while keeping an eye on taxes, liquidity, and legacy.In this episode, you'll learn how to:Understand how a corporate-owned permanent life insurance policy can help reduce future personal tax friction on retained earnings.See what funding levels like $1 million per year versus $100,000 per year can actually look like in practice, including cash value growth, leverage potential, and policy offset options.Grasp how this structure can support both living benefits now and estate planning advantages later through growing cash value, borrowing flexibility, and tax-efficient death benefit planning.Press play now to see how this strategy can create more control, more flexibility, and a more tax-efficient path for your corporate wealth.

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down the Augusta Rule, one of the most talked-about and misunderstood tax strategies in real estate. In this episode, we cover: - Where the Augusta Rule came from and how it ended up in the tax code - Who actually qualifies (and who doesn't) - Why this strategy is often overhyped, especially for business owners - Real examples of homeowners earning $10K–$50K tax-free during major events - How events like the World Cup, Super Bowl, and Olympics can create big opportunities - The most common mistakes that can disqualify the strategy We also answer a listener's question about getting a rental property out of an S-corp and why that can become a tricky (and expensive) situation if you're not careful. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the FREE Ultimate STR Tax Strategy Bundle: go.therealestatecpa.com/strbundle Submit your question for Tom & Nathan: go.therealestatecpa.com/question 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.

A 15-year-old shot dead in a Queens park - just a day after fatal LI park shooting... WTC Health Program to hire more staff - after RFK Jr. lifted a hiring freeze... Pet food may soon be tax-free in NYC full 446 Fri, 17 Apr 2026 09:50:57 +0000 K1z8lEQsQSdoN2Zu9jyFjKD5IDNBRXGE news 1010 WINS ALL LOCAL news A 15-year-old shot dead in a Queens park - just a day after fatal LI park shooting... WTC Health Program to hire more staff - after RFK Jr. lifted a hiring freeze... Pet food may soon be tax-free in NYC The podcast is hyper-focused on local news, issues and events in the New York City area. This podcast's purpose is to give New Yorkers New York news about their neighborhoods and shine a light on the issues happening in their backyard. 2024 © 2021 Audacy, Inc.

Today on the show - when does it makes sense to take tax-free cash from your pension? And which method of taking it will be best for you? Jemma Slingo is here to explain this often misunderstood part of the pension system. Ed Monk is joined by Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client's hard-earned retirement money.Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.Michael's mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.Learn more: https://safemoney123.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-tax-free-wealth-creation

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client's hard-earned retirement money.Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.Michael's mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.Learn more: https://safemoney123.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-tax-free-wealth-creation

Hosted By: Nancy Hecht CFP® and Joe Bert CFP® Nancy Hecht CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Nancy@FinancialGroup.com • Joe@FinancialGroup.com The post How to Turn a Trump Account into a Tax-Free Fortune appeared first on On The Money Podcast.

Most business owners don't realize they're building an exit they can't afford. On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with Marc Adams, founder of Acquisitions4U, who shares a deeply personal story that transformed his approach to private equity and business growth.  After being diagnosed with stage four cancer during the pandemic and told he had just six months to live, Marc was confronted with a life changing question from his 10-year-old son about what happens to business owners who never get to sell. That moment became the catalyst for the Double and Keep It Framework, designed to help founders of sub-$50 million companies dramatically increase enterprise value. Without giving up equity or taking on burdensome debt, Marc shows entrepreneurs how to exit with significantly more capital. This episode is a masterclass on purpose driven capital, smarter exits, and rethinking how founders truly monetize what they have built.  Key Takeaways: →   Nine out of ten privately held businesses never achieve the valuation owners expect or fail to sell at all. This is often due to poor exit planning and fee erosion.  →   A business generating $750K in EBITDA may only command 1–2x multiples, but when aggregated into a larger $5M+ EBITDA group, valuation multiples can expand dramatically.  →   Waiting until you're “ready to retire” often means discovering too late that taxes, fees, and valuation discounts can erode 30–50% of the sale proceeds.  →   No Equity Dilution, No Debt Servicing  →   Pivoting from traditional private equity to founder-focused value creation was fueled by personal adversity and a commitment to helping families secure financial futures.  Marc Adams is a strategy mentor and business-exit planner who helps founder-led companies double enterprise value in 12–24 months and structure tax-efficient exits—without heavy dilution or personal guarantees. He's helped take a company from roughly $140M to a $1B valuation and led a loss-making $18M-revenue business to a $140M exit. A bestselling author with Times Square features, Marc works closely with family offices and private capital, giving founders a practical, buyer-aligned playbook for value creation, clean diligence, and better after-tax outcomes.  Connect With Marc: Website:  https://acquisitions4you.com/ LinkedIn: https://www.linkedin.com/in/1marcadams/ Learn more about your ad choices. Visit megaphone.fm/adchoices

David McKnight touches upon what he considers the most overlooked tax-free income stream. What he's referring to is to leave enough money in your traditional IRA so that your required minimum distributions can be completely offset by your standard deduction in retirement. David believes that focusing on tax-free retirement strategies is more crucial than ever, since it's becoming increasingly clear that taxes are likely to rise dramatically in the future. The United States is $39 trillion in debt and, as interest on that debt continues to grow and compound, the Government will eventually have to find ways to service it. Historically, when Governments face massive debt burdens, they typically do a combination of two things: cut spending or raise taxes. David lists what he considers the best tools for tax-free income in retirement – and why you can justify their inclusion in your balanced, comprehensive tax-free retirement plan. The first resource is Roth IRAs, which allow your money to grow tax-free and be distributed tax-free in retirement. Plus, they provide tremendous liquidity too. Then there are Roth 401(k)s. They have many of the same tax-free benefits as Roth IRAs, but also have an additional advantage.  Many employers provide matching Roth 401(k)s contributions in their retirement plans. Hence, you can receive free money from your employer while still building tax-free retirement income. When it comes to Roth conversions, they're beneficial in that they allow you to convert money from tax-deferred accounts like traditional IRAs or 401(k)s into Roth accounts. Additionally, Roth conversions don't have limits on how much money you can convert each year – as long as you're willing to pay the taxes today, you can shift large amounts of money into the tax-free bucket. When designed correctly, cash value life insurance policies allow money to grow tax-deferred and to be accessed tax-free through policy loans. Moreover, they also provide a death benefit that you can receive in advance of your death for the purpose of paying for long-term care. In case you need a volatility buffer, you can use cash value life insurance to draw money from the policy after a down year on the market instead of selling stocks at depressed prices.  Leaving enough money in your traditional IRA so that your required minimum distributions can be completely offset by your standard deduction in retirement is the most overlooked tax-free income stream – David illustrates "the Holy Grail of financial planning". HSAs, health saving accounts, are the only other financial tool that allows contributions to be tax-deductible, the growth is tax-deferred, and withdrawals can be tax-free if used for qualified medical purposes. However, HSAs come with certain restrictions on how the money must be spent… David notes that, in a perfect retirement plan, you may have as many as six different streams of tax-free income. The idea behind it is to take advantage of every nook and cranny in the IRS tax code instead of relying on just one tax-free account.     Mentioned in this episode: David's new book, available now for pre-order: The Secret Order of Millionaires David's national bestselling book: The Guru Gap: How America's Financial Gurus Are Leading You Astray, and How to Get Back on Track Tax-Free Income for Life: A Step-by-Step Plan for a Secure Retirement by David McKnight DavidMcKnight.com DavidMcKnightBooks.com PowerOfZero.com (free video series) @mcknightandco on Twitter  @davidcmcknight on Instagram David McKnight on YouTube Get David's Tax-free Tool Kit at taxfreetoolkit.com Mitt Romney

Oh, gosh, there goes another one – another billionaire “flighty bird,” angrily flitting away from the home nest that long nurtured him.This latest one is Howard Schultz, the high-flying avaricious avian who tucked away a multibillion-dollar personal fortune as the monopolistic, exploitative CEO of the Starbucks coffee chain. Howard has recently fallen into a deep pout over the downright rudeness he says he's received from officials in his home base of Washington State.What's his gripe? Haven't you heard, he squawks, the state legislature intends to make rich corporatists like me start paying income taxes!Indeed, Washington is one of only nine states with no income tax, even on billionaires. Instead, to fund public needs, it relies on regressive sales taxes paid by poor and middle-income consumers. So, in an overdue stand for fairness and the Common Good, the state is levying a minimal tax on those few elites who haul in more than a million bucks a year – with the money going to such crucial public needs as child care.But damn the need, Billionaire Schultz is foot-stomping furious that he would have to pay his fair share for the upkeep of the state that has helped him thrive. So, Howard has taken flight, winging clear across the country to Florida, where the right-wing governor and legislature shields the rich from pesky taxes.Proving that “Birds of a feather flock together,” the aristocratic chieftains of such other corporate fiefdoms as Amazon, Meta, and Google are also now nesting in Florida's tax-evasion enclaves. When billionaires declare “We're all in this together” – they don't mean you me – only themselves and their tax lawyers.Jim Hightower's Lowdown is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jimhightower.substack.com/subscribe

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Michael Uadiale. A seasoned CPA and master tax advisor with 25+ years of experience, discussing how entrepreneurs can use strategic tax planning to accelerate wealth building and achieve financial freedom within 5–7 years. He introduces his trademarked DECIDE Framework, explains why most small business owners overpay taxes, and breaks down strategies such as employing children, capturing appreciation, digital asset taxation, and multigenerational wealth planning. Rushion plays the voice of the everyday entrepreneur—curious, intimidated by taxes, and eager to understand wealth strategies—while Michael emphasizes empowerment through education, intentional planning, and knowing the rules of the tax code.

Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Linked In

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Michael Uadiale. A seasoned CPA and master tax advisor with 25+ years of experience, discussing how entrepreneurs can use strategic tax planning to accelerate wealth building and achieve financial freedom within 5–7 years. He introduces his trademarked DECIDE Framework, explains why most small business owners overpay taxes, and breaks down strategies such as employing children, capturing appreciation, digital asset taxation, and multigenerational wealth planning. Rushion plays the voice of the everyday entrepreneur—curious, intimidated by taxes, and eager to understand wealth strategies—while Michael emphasizes empowerment through education, intentional planning, and knowing the rules of the tax code.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Michael Uadiale. A seasoned CPA and master tax advisor with 25+ years of experience, discussing how entrepreneurs can use strategic tax planning to accelerate wealth building and achieve financial freedom within 5–7 years. He introduces his trademarked DECIDE Framework, explains why most small business owners overpay taxes, and breaks down strategies such as employing children, capturing appreciation, digital asset taxation, and multigenerational wealth planning. Rushion plays the voice of the everyday entrepreneur—curious, intimidated by taxes, and eager to understand wealth strategies—while Michael emphasizes empowerment through education, intentional planning, and knowing the rules of the tax code.

1001. On this Finance Friday, I'm clearing up the massive confusion surrounding "gift taxes." Many people are terrified to help their loved ones because they fear a surprise tax bill, but the reality is that the thresholds are much higher than you think. Whether you're helping with a down payment, paying for a grandchild's tuition, or simply sharing your wealth while you're around to see them enjoy it, there are a few "golden rules" you need to know to stay on the right side of the IRS. In this episode, we discuss: The 2026 Limits: Why you can likely give away millions without ever owing a penny in gift tax. The Annual vs. Lifetime Exclusion: How to use the $19,000 annual limit to your advantage. The "Direct Payment" Loophole: How to pay for medical or tuition bills without it counting as a gift. The Inheritance Trap: Why gifting a house or stocks now might actually cost your children more in taxes later than waiting for a "step-up in basis." IRS Form 709: When you actually need to file it (and why it's not as scary as it sounds). Find a transcript here.  Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at (302) 364-0308. Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips. Money Girl is a part of Quick and Dirty Tips. Links: https://www.quickanddirtytips.com/ https://www.quickanddirtytips.com/money-girl-newsletter https://www.facebook.com/MoneyGirlQDT

Most business owners don't realize they're building an exit they can't afford. In this episode of Sharkpreneur, Seth Greene interviews Marc Adams, Strategy Mentor & Business Exit Planner at Acquisitions4You, who shares how his work has helped provide $22B in funding support and why he now focuses on helping founders double business value in 12 months or less. After a stage-four cancer diagnosis during the pandemic and a life-changing conversation with his son, Marc pivoted his mission toward helping the “nine out of ten” owners who never get the outcome they need. He explains the Double and Keep It framework, designed to grow value fast while protecting owners from the usual traps of dilution, debt burdens, and painful exit costs. Key Takeaways:→ Most business owners don't get the value they expect when it's time to sell.→ Exit-math can be brutal, especially in states with high taxes. → Traditional private equity doesn't solve the real problem. → The “double and keep it” framework aims to achieve value growth without dilution or debt service. → This framework is meant to create a real retirement-grade exit. Marc Adams is a strategy mentor and business-exit planner who helps founder-led companies double enterprise value in 12–24 months and structure tax-efficient exits without heavy dilution or personal guarantees. He's helped take a company from roughly $140M to a $1B valuation and led a loss-making $18M-revenue business to a $140M exit. A bestselling author with Times Square features, Marc works closely with family offices and private capital, providing founders with a practical, buyer-aligned playbook for value creation, clean diligence, and better after-tax outcomes. Connect With Marc:Website: https://acquisitions4you.com/LinkedIn: https://www.linkedin.com/in/1marcadams/

Reddick Breaks Records, NIL Goes Tax-Free, Cap Explodes & CFB Rules ShiftLive Show Tuesday and Thursday, 3pm est.SOCIALS: https://linktr.ee/drewberquistWEBSITE: https://AirItOutBro.com #DrewBerquist #Balls&Banter #BallsShow Notes/Links:Tyler Reddick wins again, sets recordhttps://x.com/nascar/status/2028257196488724925?s=46&t=uaL12_jzouHgBP9nzey-rgTrump hosting roundtable on college sportshttps://x.com/On3/status/2027148154991198717?s=20State of Mississippi proposes tax-exempt NIL money to aid in recruitinghttps://x.com/CFBKings/status/2028567536854323506?s=20NCAA proposes several new rules for college football(Graphic attached)NFL cap just increased by $22 million for the new seasonhttps://x.com/NFLonFOX/status/2027481687035416701?s=20https://www.nfl.com/news/nfl-announces-2026-salary-cap-set-at-301-2-million-per-teamKenyon Sadiq runs at 4.39 40 yd dash at the NFL combine as a Tight Endhttps://x.com/jasrifootball/status/2027547750842175819?s=46&t=uaL12_jzouHgBP9nzey-rgTop 50 Coaches in College Football https://x.com/CFBReport/status/2021346604306006405?s=20Image Credit:© Michael C. Johnson-Imagn ImagesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.