Podcasts about tax implications

My guest today is Zac Townsend, co-founder and CEO of Meanwhile. Insurance is a product nearly everyone touches, but few understand, and even fewer try to reinvent. Meanwhile is doing just that, building a fully licensed life insurance carrier that holds its reserves in Bitcoin. In this conversation, we talk about what makes insurance structurally hard to change, how Bitcoin opens up new design space, and why innovation here demands control over product, capital, and regulation all at once. Please enjoy this conversation with Zac Townsend. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:01:20) Understanding Term Life Insurance (00:03:22) Exploring Whole Life Insurance (00:05:00) The Principal-Agent Problem in Insurance (00:07:59) Investment Strategies and Tax Implications (00:13:46) Challenges in the Insurance Industry (00:17:59) Founding an Insurance Startup (00:25:22) Bitcoin and Life Insurance (00:42:14) Future of Bitcoin and Insurance (00:44:50) Final Thoughts Learn more about your ad choices. Visit megaphone.fm/adchoices

This week's blogpost - https://bahnsen.co/4m3JlJo Navigating the New Tax Landscape with Matt Gregory In this episode of the Thoughts and Money Podcast, host Trevor Cummings welcomes Matt Gregory, Director of Financial Planning at The Bahnsen Group, for his first appearance on the show. They explore the details and implications of a new tax bill—dubbed the One Big Beautiful Bill Act (O-B-B-B-A)—covering topics like charitable giving strategies, state and local tax (SALT) deductions, and Social Security taxation. The discussion also delves into above-the-line and below-the-line deductions, credits, and planning opportunities for different client profiles. Additionally, they discuss the impact of tips, overtime, and introduce new tax-deferred savings accounts for children. The episode underscores the importance of strategic planning and leveraging available software tools to optimize tax outcomes. 00:00 Welcome to the Thoughts and Money Podcast 00:18 Introducing Matt Gregory: From Broadway to Financial Planning 01:09 Understanding the New Tax Bill 02:28 Above the Line vs. Below the Line Deductions 07:11 Charitable Giving Strategies 17:14 State and Local Tax Deductions (SALT) 19:45 Scrutinizing the New Tax Bill 20:28 Social Security Tax Changes 22:50 Tax Implications for Tips and Overtime 25:57 Automobile Loan Interest Deductions 28:01 New Savings Vehicle for Kids 28:50 Estate Exemption and Planning 33:34 Market Reactions and Predictions 36:27 Practical Tax Planning Tips 39:47 Conclusion and Contact Information Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com

07-24-2025 Michael Neuenschwander Learn more about the interview and get additional links here: https://dailybusinessjournal.com/2025/07/24/boeings-fall-from-grace-a-once-great-american-giant-in-crisis/ Subscribe to the best of our content here: https://priceofbusiness.substack.com/ Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCywgbHv7dpiBG2Qswr_ceEQ

In this episode of Retire with Style, Alex Murguia and Wade Pfau explore Treasury Inflation-Protected Securities (TIPS) and their role in retirement planning. They cover the history of TIPS, their tax implications, and how they help protect against inflation. The conversation also addresses the drawbacks of TIPS, current market conditions, and the importance of clear communication- especially for couples where one partner is less engaged in financial matters.   Takeaways TIPS were introduced in 1997 to protect against inflation. TIPS provide a real rate of return that adjusts with inflation. Tax implications of TIPS make them less efficient than other investments. It's important to consider the inflation protection TIPS offer in retirement planning. Market timing is not a sound strategy for investing in TIPS. Communicating financial plans should focus on meaning rather than just numbers. Delaying Social Security can provide inflation-adjusted income. Laddering SPIAs can be an effective strategy for income planning. Understanding your spouse's values can enhance financial discussions. Having a contingency plan for financial management is crucial.   Chapters 00:00 Introduction to TIPS and Their Importance 02:57 Understanding TIPS: Historical Context and Current Trends 06:00 Tax Implications and Asset Location for TIPS 09:01 Inflation Protection Strategies in Retirement 12:01 Evaluating the Downsides of TIPS 14:58 Conclusion and Final Thoughts on TIPS 18:21 Understanding TIPS and Their Role in Portfolios 27:15 Communicating Financial Plans to Less Interested Spouses   Links Explore the New RetireWithStyle.com! We've launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there's something you've been wondering about retirement, we want to hear it! The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/ This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips

Susan Pendergrass is joined again by Elias Tsapelas, director of state budget and fiscal policy at the Show-Me Institute, for Part II of their conversation on the sweeping federal legislation known as the “One Big Beautiful Bill.” They unpack what the bill means for Missouri taxpayers, including changes to the standard deduction, tips and overtime, education savings accounts, and higher education policy. They also dig into the bill's broader fiscal impact, from the growing federal deficit to the implementation challenges facing state governments. Timestamps 00:00 Exploring the One Big Beautiful Bill 04:58 Tax Implications for Missourians 10:20 New Savings Accounts for Children 12:07 Changes in Higher Education 18:09 Federal Deficit and Debt Concerns Listen to part I: https://showmeinstitute.org/blog/economy/understanding-the-one-big-beautiful-bill-with-elias-tsapelas/ Produced by Show-Me Opportunity

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 hereShould you pull your corporate cash into your RRSP—or let it grow inside your company?If you've sold your business or have a chunk of money trapped in a corporation, you're probably wondering: what's the smartest way to grow and eventually access that wealth? Should you protect it from taxes now, or maximize flexibility for future business moves and personal spending? This episode unpacks the tough choices entrepreneurs face when shifting from business owner to solopreneur.Understand when investing inside your corporation beats funneling funds into an RRSP—and when it doesn't.Learn how to avoid locking up your wealth in ways that limit your future plans, whether it's buying real estate, funding retirement, or starting a new venture.Get a clear, practical framework for deciding how to split your money between corporate investments and personal retirement savings.Press play now to stop guessing and start building a tax-smart wealth plan that fits your next chapter.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building long-term wealth in Canada requires more than just saving—it demands a clear financial vision and smart strategies across your financial buckets. Whether you're a Canadian entrepreneur navigating salary vs. dividends decisions, or a business owner seeking corporate wealth planning insights, balancing personal vs. corporate tax planning is key. With a focus on RRSP optimization, tax-efficient investing, and capital gains strategies, your financial plan should align with your goals for financial freedom in Canada and early retirement. From managing corporate wealth and optimizing RRSP room to creating diversification through real estate investing Canada and passive income Ready to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Andrew Lattimer joins us to discuss if we should be worried about next year's taxes with The Big Beautiful Bill

Kevin Brucher discusses the financial surprises that can arise during retirement, emphasizing that expenses may not remain fixed. He explores the current market turbulence, the implications of national debt, and the importance of having a solid financial plan. The conversation also covers healthcare costs, Medicare options, long-term care considerations, and strategies for managing retirement expenses. Kevin stresses the need for retirees to be proactive in their financial planning to ensure a stable and secure retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more. This originally posted May 30, 2025.See omnystudio.com/listener for privacy information.

In this episode, Ryan Burklo and Alex Collins discuss the essential elements of prioritizing a financial plan. They emphasize the importance of cash flow, income protection, and the balance between savings rate and rate of return. The conversation also covers debt management strategies, the significance of estate planning, and the implications of asset location on taxes. The hosts provide actionable insights for listeners to enhance their financial strategies and ensure a secure financial future. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Protect your income as it is your most valuable resource. Understanding cash flow is crucial for financial planning. Savings rate is often more impactful than rate of return. Debt management strategies are essential for retirement planning. Estate planning is not just for after death; it's for living too. The location of your assets can significantly affect your tax situation. Creating a balanced financial plan involves understanding your income and expenses. Proactive planning can help mitigate financial risks. Clients often underestimate the amount of money that flows through their hands over time. Effective communication of financial plans can prevent future disputes. Chapters 00:00 Introduction to Financial Prioritization 02:59 Understanding Cash Flow and Income Protection 05:58 Strategies for Savings and Debt Management 08:52 The Importance of Estate Planning 11:54 Navigating Savings Rate vs. Rate of Return 21:01 Understanding Risk and Return 22:18 The Importance of Savings Rate 24:47 Cash Flow Management in Retirement 31:09 Location of Money Matters 38:19 Debt Management Strategies  

Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL   On today's episode, Darren and Christina are breaking down the tax implications of life insurance. Starting with a recap of term insurance and permanent insurance and then breaking down the tax implications of paying premiums, the death benefit, cashing out, and transferring ownership of a policy. If you're serious about infinite banking, you need to check this episode out! Show notes: 00:00 - Introduction 1:55 - Recap of term insurance vs. permanent insurance 3:35 - Types of ownership 5:05 - Typical tax transactions you need to be aware of 5:40 - Tax implications of paying the premiums on a policy 10:25 - Tax implications on receiving the death benefit 17:55 - Tax implications of cashing out or surrendering a permanent policy 20:55 - Tax implications of transferring ownership of a policy BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us FIND US ON: INSTAGRAM: https://www.instagram.com/controlandcompound/ TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en FACEBOOK: https://www.facebook.com/controlandcompound JOIN OUR FACEBOOK COMMUNITY: https://www.facebook.com/groups/controlandcompound

Tony Drake breaks down the tax implications of the ‘One Big Beautiful Bill' as a slowing economy puts the Fed on a “razor's edge.” We “haven't had a fundamental shift in spending in Washington,” he adds, “We really have to figure out what to do about this debt…short of raising taxes.” He advises retiree investors not to chase the rallies too far and “balance between growth and stability.” He likes utilities and healthcare for “peace of mind” in this “dual-personality market.”======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In this episode of Beyond The Money, Jackie Campbell interviews Mary Beth Franklin, a seasoned expert in Social Security and retirement planning. They discuss the critical importance of understanding Social Security benefits, the impact of claiming age on lifetime income, and the political challenges facing the program. Mary Beth emphasizes the need for strategic planning, especially for married couples, and highlights recent legislative changes that could benefit many individuals. The conversation also touches on the importance of tax planning in retirement and the role of financial advisors in navigating these complex decisions. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Brian Walters meets with Hubert Johnson, founder of Guardian Tax Law, to break down the complex tax implications of many family law matters. Brian and Hubert discuss how divorce settlements can impact tax deductions and how child and spousal support work under tax laws. They wrap up the episode by discussing mistakes to avoid in tax planning and how family law attorneys can help their clients through the process. To reach out to Hubert Johnson directly: https://guardiantaxlaw.com/author/hubert/

The following article of the Professional Services industry is: “Temporary Non-Compete Agreements and Their Tax Implications” by Alejandro Torres, Partner, Von Wobeser y Sierra. (AA1574)

What happens when 19 states simultaneously abandon the 150-hour CPA requirement while tariffs create unprecedented uncertainty for CFOs? Blake and CFO.com reporter Adam Zaki explore the rapid transformation of CPA licensure—from New York's recent changes to the coordinated state-by-state rollout that followed Barry Melancon's AICPA retirement. You'll discover how political and economic volatility is driving demand for accounting services, why the PCAOB may disappear in the Senate's tax bill, and how AI is reshaping audit teams while raising questions about the future value of CPAs. Plus, insights on navigating everything from reciprocal tariffs to the SEC's new chief accountant.Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas Human at Scale - http://accountingpodcast.promo/humanChapters(01:38) - Tariffs and Their Impact on CFOs (03:19) - Supreme Court and Tariff Legalities (05:47) - Economic Impact of Tariffs and Inflation (08:09) - Geopolitical Conflicts and Economic Uncertainty (11:17) - Federal Reserve and Economic Policies (18:51) - CPA Pipeline and 150 Hour Rule Changes (33:08) - Chief Accountant at the SEC (40:11) - Smart Moves by Congress: Nonprofit Pay Scales (40:44) - The Impact of Budget Cuts on PCAOB (41:34) - Challenges in Government Oversight (42:02) - Senate's Big Bill: Key Changes and Controversies (46:25) - Tax Implications and Political Dynamics (52:42) - Business Deductions and Higher Education (55:40) - AI in Accounting: Transforming the Big Four (57:37) - The Future of Accounting Education (01:02:10) - AI's Role in Auditing and the Future Workforce (01:05:19) - The Impact of Automation on Jobs and Society (01:15:48) - Concluding Thoughts and Future Outlook  Show NotesSupreme Court Challenge to Trump Tariffs by Toy Companies https://www.reuters.com/legal/supreme-court-trump-tariffs-toy-companies-challengeConsumer Price Index Impact of Current Tariffs https://www.bls.gov/news.release/cpi.nr0.htmNew York State CPA Licensure Reform Legislation https://www.nysscpa.org/news/publications/the-trusted-professional/article/new-york-cpa-licensure-reform-passes-legislaturePennsylvania CPA Pathway Bill Senate Approval https://www.picpa.org/articles/advocacy/cpa-pathway-legislation-senate-approvalMaine CPA Exam Requirements Change https://www.maine.gov/pfr/professionallicensing/professions/accountants/cpa-exam-requirementsCFO.com State-by-State CPA Licensure Tracker https://www.cfo.com/news/cpa-licensure-changes-state-tracker-2025Kurt Hoel Appointed SEC Chief Accountant https://www.sec.gov/news/press-release/2025-89AICPA Barry Melancon Retirement Impact Analysis https://www.journalofaccountancy.com/news/2025/01/melancon-retirement-cpa-pipeline-changesSenate Modifications to Big Beautiful Bill https://www.congress.gov/bill/119th-congress/house-bill/1/actionsAvalara 2025 Accountants Confidence Report https://www.avalara.com/us/en/resources/reports/2025-accountants-confidence-reportPCAOB Elimination Implications Analysis https://www.pcaobus.org/oversight/inspections/implications-elimination-analysisKPMG Clara AI Audit Platform Interview https://www.cfo.com/news/kpmg-thomas-mackenzie-clara-ai-audit-interviewPwC USA Tax Leader Agentic AI Implementation https://www.cfo.com/news/pwc-tax-agentic-ai-implementation-2025Bill.com Small Business Paperless Survey 2030 https://www.bill.com/resources/small-business-paperless-2030-surveyUniversal Technical Institute CFO Interview https://www.cfo.com/news/uti-cfo-future-higher-education-interviewNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comLearn more about Adam Zaki: Website: https://www.cfo.com/editors/azaki/LinkedIn: https://www.linkedin.com/in/adamzakinycGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://clo...

Following the passage of the One, Big, Beautiful Bill Act on May 22nd, the Senate announced its revisions on June 17th. This episode provides an update to the detailed discussion of the tax implications of One, Big, Beautiful Bill that were covered in our earlier episode 32.  Here, Julie Baron and Susie McCauley continue their analysis and highlight the key differences of the Senate version, including the treatment of tips and overtime, SALT cap adjustments, changes to itemized deductions, the charitable contribution floor, child tax credits, section 899 and notably, clarification around the application of the remittance excise tax.

On this episode of the R&G Dugout podcast, Ropes & Gray intellectual property transactions partner and a leader of the firm's sports industry initiative Erica Han is joined by tax attorneys Gil Ghatan, Kendi Ozmon and Franziska Hertel, who lead the firm's tax-exempt organizations practice. Together, they discuss the tax implications of the House v. NCAA settlement, including the rules that permit colleges and universities to pay student athletes for their name, image, and likeness (NIL). Tune in to understand the compliance challenges for schools seeking to create opportunities for their student athletes and athletics programs through NIL deals.

Should You Claim Social Security at 62?Dr. Preston Cherry challenges the idea that you have to wait until 70 to claim Social Security. For Gen Xers juggling aging parents and kids, claiming at 62 could offer more than just a check—it could bring peace of mind, flexibility, and better use of your money now. The key? Making the choice that fits your life, not someone else's rule of thumb.Takeaways:• More Flexibility Now• Less Portfolio Stress• Smart Tax Moves• Fits Gen X Life• Your Goals Matter00:00 Intro00:59 Should You Really Wait Until 70?03:52 Claiming Early as a Tax Strategy06:11 The Trap of Default Advice07:14 Final ThoughtsWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

TSN Hockey Analyst Mike Johnson joined OverDrive to discuss the headlines around the Oilers' forward steps, the priorities to improve the roster, Brad Marchand's contract outlook, John Tavares' value in Toronto, the impact of state tax on deals in the league and more.

Is filing for Social Security early a smart move—or a fear-based reaction? Mike Douglas breaks down the real math behind early claims, income limits, tax traps, and survivorship strategies. From misunderstood stats to outdated loopholes, he explores what retirees might be missing when they rush to collect benefits. Whether you're planning for age 62 or 70, this conversation helps you think critically about timing and trade-offs. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

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

On this episode: The fear of running out of money is resulting in people not enjoying their retirement. Picking your retirement date. Is there a perfect month? A new trend among baby boomers for estate planning. Like this episode? Hit that Follow button and never miss an episode!

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 hereAre you trying to scale your real estate investments while navigating the complexities of day trading profits, corporate structures, and tax strategy?If you're building wealth through real estate and trading but feeling unsure about how to structure your finances for growth, this episode cuts through the noise. From managing income inside a Canadian corporation to optimizing your tax position and knowing when to use personal vs. business funds—this is a deep dive into smart, scalable investing.Here's what you'll walk away with:A clear understanding of how to structure active trading income for maximum reinvestment and minimum tax drag.Strategic guidance on when to keep properties in your personal name versus transferring to a Canadian corporation.Insights on using holding companies, shareholder loans, and even RRSPs to fund future real estate acquisitions—all while staying liquid and protected.Press play now to learn how to build a high-performance wealth strategy that supports both day trading and long-term real estate growth.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Navigating the world of day trading and real estate is only the beginning for entrepreneurs looking to master wealth generation in Canada. True financial growth demands deep financial literacy and smart investment strategies that go beyond basic mutual funds and ETFs. From optimizing RRSP room and leveraging capital gains to understanding the nuances of salary vs dividends in Canada, it's essential to align your corporate structure with your long-term goals. Whether you're exploring alternative investments, managing property investments, or using the Smith Maneuver to maximize your mortgage, having a sound pReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

In this roundtable conversation, Todd Langford, Denzel Rodriguez, Daniel Rondberg, and Caleb Guilliams walk through every variable — interest rates, compounding, cash flow, risk, flexibility, and even tax deductions for velocity banking. Does this concept actually work to pay off mortgages faster or is it a wash? Check out everyones channel: Todd Langford: https://www.youtube.com/@TruthConcepts Denzel Rodriguez: https://www.youtube.com/@DenzelNapoleonRodriguez Daniel Rondberg: https://www.youtube.com/@DanielRondberg 00:00 Understanding Mortgage Payoff Strategies02:34 The Role of Velocity Banking05:20 Comparing HELOC and Traditional Mortgages07:55 Cash Flow and Interest Rates10:34 Analyzing Interest Savings with HELOC12:30 Income and Expense Management14:46 The Impact of Accelerated Payments17:57 Tax Implications of Mortgage Payments20:24 Final Thoughts on Mortgage Strategies25:20 Understanding Interest Rates and Mortgage Strategies31:32 The Impact of Debt on Financial Decisions35:04 Comparing Payment Strategies: HELOC vs Traditional Payments43:59 Evaluating the Role of Time Value of Money50:43 Entrepreneurial Perspectives on Debt Management58:14 The Emotional Weight of Debt59:15 Understanding Debt vs. Cash Flow01:00:38 The Debate on HELOC vs. Savings01:02:28 Velocity Banking Explained01:04:46 Cultural Perspectives on Debt01:06:37 The Role of Emotion in Financial Decisions01:08:31 Comparative Rates and Financial Strategies01:11:19 Risk-Adjusted Returns and Financial Planning01:14:01 The Importance of Rate in Financial Decisions01:18:22 Final Thoughts on Financial StrategiesDISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

On May 22, 2025, the US House of Representatives passed the One, Big, Beautiful Bill Act, which provides amendments and additions to several areas of the tax law. In this episode, Julie Baron and Susie McCauley from Vialto's US tax practice review the aspects of the Bill that are particularly relevant for organizations with mobile employee populations. Their wide-ranging discussion covers many proposed changes, including tax rates, the SALT cap, taxation of overtime and tips, automotive loan interest, itemized deductions, the ‘Trump account' for minors, moving expenses, section 899, and the 3.5% remittance tax on funds sent outside of the US.

Some boomers are electing to skip their kids and send their inheritance down to their grandchildren. We explore the pros and cons and what to watch out for. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

You may have heard your 401(k) or IRA referred to as “A Tax Time Bomb.” We found one 90-year-old who is experiencing it and we discuss ways to avoid it. Like this episode? Hit that Follow button and never miss an episode!

In this insightful and highly practical conversation, Jeannette Linfoot welcomes back Chris Wilkins, an esteemed accountant and tax expert from Wilkins Southworth. Chris delves into his fascinating journey into the world of tax, from childhood inspiration to navigating complex international finance deals. The episode explores the significant "brain drain" of high-net-worth individuals from the UK due to recent tax policy changes, discussing the economic repercussions and the critical need for up-to-date tax advice. Chris provides invaluable guidance for various financial situations: from tax-efficient strategies for startup entrepreneurs (including VAT and partnership structures) to optimizing tax for multiple business owners. He unpacks the evolving landscape of property investing in the UK, detailing the impact of Section 24 and changes affecting furnished holiday lets. A crucial segment addresses the tax implications for unmarried couples versus married couples, particularly concerning capital gains and inheritance tax, and the often-overlooked necessity of updating wills upon marriage. Finally, Chris offers vital advice for those nearing retirement, highlighting recent pension and business inheritance tax changes that could dramatically affect legacy planning. This episode is a must-listen for anyone looking to understand and optimize their financial position in a constantly shifting tax environment. Top Takeaways Accountancy is a dynamic field, not just "men in grey suits." Staying current with tax legislation is crucial for effective advice. The UK is experiencing a "brain drain" of high-net-worth individuals. Changes to domicile rules are driving an exodus of taxpayers. Losing high earners impacts social services and the average person. The Laffer Curve illustrates optimal tax rates for revenue. Startup entrepreneurs can use VAT thresholds for competitive pricing. Partnerships can optimize income tax by splitting profits. Limited Liability Partnerships (LLPs) offer protection and tax benefits. Tax planning must align with legal entity structure. HMRC scrutinizes property incorporation schemes. Section 24 (Tenant Tax) significantly impacts buy-to-let landlords. Furnished Holiday Lettings tax rules have become less generous. Unmarried couples face distinct capital gains and inheritance tax challenges. Marriage invalidates previous wills in the UK. Pension inheritance tax rules have changed, impacting legacy planning. Proactive tax planning is essential to avoid detrimental surprises. "To know and not to do is to not know." "People who fail to plan, plan to fail." Sound Bites "Life started from a tax point of view when my mum... went to see her accountant." "The image of accountancy is that it's like men in grey suits and... it's quite boring but it's not at all." "You gotta keep on reading about tax and learning about it." "There seems to be a bit of an exodus from the UK right now." "If the 1% the top 1% go, who's gonna pay the tax?" "You just gotta kind of block out the noise and just keep your eyes focused on whatever it is that you want." "I'm going in there to collect as much as I possibly can." "It's a very YouTube idea, I love it." "Recovery is very important in our sport." "Come as you are, leave as more." "Your struggles are not your limitations." "Bravery is speaking truth to power." "Don't just climb the ladder, create an elevator." "Embracing failure is a powerful gift." "Your will wouldn't have said I leave X to my spouse, 'cause you weren't married before. But now you are." "To know and not to do is to not know." "People who fail to plan, plan to fail." Chapters 00:00 – Welcome Back Chris Wilkins! 00:37 – Chris's Journey into Accountancy 02:30 – The Dynamic Reality of Accountancy 04:40 – The UK "Brain Drain" 07:49 – Economic Repercussions 14:33 – Tax Strategies for Startup Entrepreneurs 19:40 – Evolving Business Structures 23:26 – Optimizing for Multiple Businesses 25:58 – Property Ownership & Capital Gains Tax Changes 28:42 – The "Guest House" Case Study 32:40 – The Value of Comprehensive Tax Advice 35:00 – Property Investing Today 43:18 – Tax Implications for Unmarried Couples 46:36 – The Critical Importance of Wills 48:48 – Tax Planning for Retirement 51:51 – Final Thoughts: Plan to Succeed About the Host Jeannette Linfoot is a highly regarded senior executive, property investor, board advisor, and business mentor with over 30 years of global experience across travel, leisure, hospitality, and property sectors. Known for her down-to-earth leadership style, Jeannette champions diversity and inclusion and is passionate about nurturing talent to help others reach their full potential. She hosts Brave Bold Brilliant to inspire and equip leaders to drive impactful change. [Follow Jeannette Linfoot] Website: https://brave-bold-brilliant.com/ LinkedIn: https://uk.linkedin.com/in/jeannettelinfoot YouTube: https://www.youtube.com/@braveboldbrilliant Instagram: https://www.instagram.com/jeannette.linfoot/ Facebook: https://www.facebook.com/jeannette.linfooti/ Podcast: https://podcasts.apple.com/gb/podcast/brave-bold-brilliant-podcast/id1524278970 About the Guest – Chris Wilkins Chris Wilkins is an experienced accountant and tax expert, serving as a key figure at Wilkins Southworth. With a career spanning decades, Chris has navigated complex financial landscapes, from his early days inspired by a traditional accountant to advising on international deals and helping clients optimize their tax positions. He is known for his ability to simplify complex tax legislation, provide strategic advice tailored to individual circumstances, and help businesses and individuals protect and grow their wealth. Chris is a strong advocate for proactive tax planning and staying current with ever-evolving financial regulations.

Today in this podcast we break down complex estate planning topics into clear, actionable insights. In today's episode, we're diving into 'The One, Big, Beautiful Bill' — what it is, how it could reshape the estate planning landscape, and most importantly, what it means for your taxes. Whether you're planning your legacy or helping clients plan theirs, you won't want to miss this!

This week, JoePat Roop discusses the various roles within financial services, emphasizing the importance of understanding the differences between financial advisors, wealth managers, and retirement planners. He highlights the significance of retirement income planning, the implications of taxes in retirement, and the benefits of Roth conversions. The conversation also covers strategies for inflation protection, the role of fixed income, and the importance of principal protection in managing retirement savings. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What happens when Congress passes a $3.8 trillion deficit-increasing bill by just one vote while promising fiscal responsibility? Blake and David break down the "Big Beautiful Bill" and reveal who really benefits—spoiler alert: it's not the middle class or the national debt. They explore QuickBooks' aggressive new AI agents rollout with price hikes up to 17%, examine why Tesla's CPA CFO earned $139 million in one year, and uncover how tariff-stressed businesses are weaponizing invoice rejections to manage cash flow. You'll discover why the time-based billing model is fundamentally broken in accounting, learn about the emerging "Next 12" tier of accounting firms, and understand why partners work the most hours while achieving only 6.9/10 job satisfaction.Sponsors Relay - http://accountingpodcast.promo/relayTeamUp - http://accountingpodcast.promo/teamup REFRAME 2025 - http://accountingpodcast.promo/reframe2025 Payhawk - http://accountingpodcast.promo/payhawkChapters(00:44) - The Big Beautiful Bill Act Overview (03:13) - Public Perception and Survey Insights (04:51) - Tax Implications and Specific Provisions (19:24) - National Debt Concerns (29:35) - QuickBooks AI Agents and Price Increases (32:52) - AI and Automation in Accounting (33:52) - Intuit's Earnings and Stock Performance (34:53) - Price Increases for QuickBooks Products (36:53) - AI Agents and QuickBooks Plans (38:01) - Impact of AI on Accounting Apps (38:56) - Intuit Enterprise and Accountants' Role (39:28) - Reframe 2025 Conference (42:40) - Big Four Transparency and Work Hours (48:18) - Tariffs and Invoice Rejections (54:52) - Big Four vs. Next 12 Accounting Firms (01:00:48) - Conclusion and CPE Information  Show NotesDo Americans Support Trump's 'Big, Beautiful' Budget Package? What Poll Found Before it Passed in House https://www.cpapracticeadvisor.com/2025/05/22/do-americans-support-trumps-big-beautiful-budget-package-what-poll-found-before-it-passed-in-house/161567/ Tesla CFO earns staggering $139 million compensation package https://www.foxbusiness.com/markets/tesla-cfo-earns-staggering-139-million-compensation-package Tesla Exec Receives Record Pay Package, Highest Paid CFO https://www.entrepreneur.com/business-news/tesla-exec-receives-record-pay-package-highest-paid-cfo/491938 Tesla CFO Vaibhav Taneja draws record $139 million salary https://americanbazaaronline.com/2025/05/21/tesla-cfo-vaibhav-taneja-draws-record-139-million-salary-462881/ Big 4 Transparency - Awards Season https://big4transparency.beehiiv.com/p/big-4-transparency-awards-season Tariffs & Trade Uncertainty Creates Invoice Rejections Surge https://procurementmag.com/news/tariffs-trade-uncertainty-creates-invoice-rejections-surgeInvoice rejection spike suggests tactic's use as tariff buffer, study says https://www.cfodive.com/news/invoice-rejection-spike-suggests-tactics-use-as-tariff-buffer-study-says/748528/ Art of Accounting: Analysis of Top 100 Firms data https://www.accountingtoday.com/opinion/art-of-accounting-analysis-of-top-100-firms-data The corporate work week grows even longer https://www.cfo.com/news/the-corporate-work-week-grows-even-longer-survey-microsoft-reclaim-ai-/748628/ Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running...

Are you ready to roll over your 401k without falling into tax pitfalls? Mike Douglas goes through the complexities of 401k rollovers. He explores essential questions to ask, such as understanding the type of money in your account and evaluating fees. He also discusses whether it’s better to leave some money behind for early access and how identifying the right fiduciary can impact your retirement strategy. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

Tim Ulbrich and Tim Baker answer two questions from the YFP community on using 529 funds for student loans and the most cost-efficient ways to invest in digital assets like Bitcoin. Summary In this episode, YFP Co-Founder & CEO Tim Ulbrich, PharmD, is joined by YFP Co-Founder & COO Tim Baker, CFP®, RLP®, RICP®, to answer two insightful financial questions from the YFP community. First, they explore whether it makes sense to use 529 plan funds to pay off student loans. Tim and Tim break down the relevant provisions of the SECURE Act, highlight key limitations and tax implications, and discuss scenarios where this strategy could be beneficial—or not. Next, they tackle a question about buying Bitcoin efficiently. They compare the most cost-efficient ways to invest, including using various platforms, ETFs, and tax-advantaged accounts like IRAs. They also weigh the pros and cons of each approach, including fee structures, accessibility, and long-term considerations. Whether you're considering how to best use your 529 funds or exploring your first steps into cryptocurrency, this episode provides practical, pharmacist-specific guidance to help you make informed financial decisions. Mentioned on the Show YFP 368: How Much is Enough for Kids' College? YFP 211: The Ins and Outs of the 529 College Savings Plan YFP 404: 5 Key Questions to Ask Before Hiring a Financial Planner YFP 386: Cryptocurrency & Digital Assets: Definitions, Origins, and Risks YFP 387: Cryptocurrency & Digital Assets: Investment Considerations and Tax Implications

Connect with Lauryn: https://www.lauryn-williams.com/ Student Loan Planner: https://www.studentloanplanner.com/ In this episode, T.J. van Gerven and Lauryn Williams discuss the complexities of managing student loan debt, including public service loan forgiveness, income-driven repayment plans, and the implications of recent policy changes. Lauryn shares her personal journey from being an Olympian to becoming a financial planner, emphasizing the importance of understanding one's unique financial situation. The conversation covers various strategies for managing student loans, the risks of refinancing, and the impact of marital status on repayment plans. Listeners are encouraged to take proactive steps in their financial planning to optimize their student loan situations. Takeaways Lauryn's journey from athlete to financial planner highlights the importance of financial literacy. Public Service Loan Forgiveness (PSLF) requires specific employment and payment criteria. Income-driven repayment plans can significantly reduce monthly payments based on income. Refinancing student loans can eliminate federal protections and benefits. Married couples should consider filing separately to optimize student loan payments. Tax implications of student loan forgiveness can be substantial and should be planned for. Understanding the different types of student loans is crucial for effective management. Proactive financial planning can lead to significant long-term benefits. Consulting with a financial advisor can provide personalized strategies for student loan management. Staying informed about policy changes is essential for effective financial planning. Chapters 00:00 Introduction to Student Loan Management 02:45 The Journey to Financial Planning 05:46 Understanding Public Service Loan Forgiveness (PSLF) 08:25 Income-Driven Repayment Plans Explained 11:31 Navigating Changes in Student Loan Policies 14:05 Refinancing vs. Consolidation of Student Loans 16:56 The Impact of Student Debt on Young Professionals 19:53 Choosing the Right Repayment Plan 20:37 Understanding Student Loan Payments and Interest 23:15 Marital Status and Student Loan Repayment Strategies 26:12 Tax Implications of Student Loan Forgiveness 28:23 Personalized Financial Planning for Student Loans 31:39 Navigating Income-Driven Repayment Plans 33:55 Retirement Contributions and Student Loan Payments 36:55 Taking Action on Student Loan Management

In this candid "HR Heretics" segment, Nolan and Kelli expose the hidden risks of equity compensation, including Nolan's $8 million DoorDash missed opportunity. They reveal essential questions about share counts, strike prices, and exercise windows that can make or break startup wealth. Their message: equity details are negotiable, but education is your responsibility—not the company's.*Email us your questions or topics for Kelli & Nolan: hrheretics@turpentine.coFor coaching and advising inquire at https://kellidragovich.com/HR Heretics is a podcast from Turpentine.Support HR Heretics Sponsors:Planful empowers teams just like yours to unlock the secrets of successful workforce planning. Use data-driven insights to develop accurate forecasts, close hiring gaps, and adjust talent acquisition plans collaboratively based on costs today and into the future. ✍️ Go to https://planful.com/heretics to see how you can transform your HR strategy.Metaview is the AI assistant for interviewing. Metaview completely removes the need for recruiters and hiring managers to take notes during interviews—because their AI is designed to take world-class interview notes for you. Team builders at companies like Brex, Hellofresh, and Quora say Metaview has changed the game—see the magic for yourself: https://www.metaview.ai/hereticsKEEP UP WITH NOLAN + KELLI ON LINKEDINNolan: https://www.linkedin.com/in/nolan-church/Kelli: https://www.linkedin.com/in/kellidragovich/—TIMESTAMPS:(00:13) Intro(00:52) Being Smart about Equity(01:46) Nolan's $8 Million Mistake(03:05) Understanding Share Count(04:44) Strike Price Explained(06:00) Preferred Price vs. Strike Price(07:43) Net Value Calculation(08:42) Golden Handcuffs Reality(10:31) Exercise Windows(12:00) Negotiation Opportunities(12:26) Tax Implications(14:07) Early Exercise Benefits(15:09) Sponsors: Planful | Metaview(18:09) Additional Negotiation Tactics(19:57) Executive Liquidity Options(21:32) Double Trigger Provisions(23:12) Vesting Schedule Negotiation(24:00) Key Takeaways(24:37) Personal Responsibility(26:08) Resources & Research(27:01) Final Thoughts(27:23) Wrap This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hrheretics.substack.com

In this episode of Beer and Money, Alex Collins discusses the intricacies of converting traditional IRAs to Roth IRAs, including the types of conversions, strategies for implementation, and the tax implications involved. He emphasizes the importance of consulting with tax advisors and financial planners to navigate these decisions effectively. The conversation also covers the timing of conversions, potential costs, and unintended consequences as individuals approach retirement. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Check out your tax rate (the site Alex mentioned): https://data.qz.com/2012/yourtaxrate/ Takeaways Conversions can be from traditional IRA to Roth IRA. Non-deductible contributions can be converted tax-free. Pre-tax conversions will incur tax liabilities. Timing conversions during low-income years is beneficial. Understanding historical income levels aids in planning. Most people remain in the same or higher tax bracket in retirement. Calculating the cost of conversions is crucial. Medicare costs can be affected by conversions. Consulting with professionals is essential for tax strategies. Unintended consequences can arise from poor planning. Chapters 00:00 Introduction to Conversions 01:24 Types of Conversions Explained 03:25 Strategies for Converting to Roth 04:40 When to Consider Conversions 07:12 Understanding Tax Implications 09:29 Calculating Costs of Conversion 11:43 Unintended Consequences Near Retirement  

In this episode of 'In the Woods' from Oregon State University's Extension Service, host Lauren Grand discusses redwoods and giant sequoias with forestry experts Dan Stark, Norma Kline, Alicia Christiansen, and Stephen Fitzgerald. The episode dives into the growing interest in planting these iconic trees in Oregon, despite their native ranges being primarily in California. The conversation touches on the environmental factors influencing tree growth, potential benefits and challenges, concerns about pests and diseases, and the possible impacts on local ecosystems. The experts also provide insights into the management practices, regulatory considerations, and economic potential of these species in Oregon. Additionally, the episode highlights a new publication available through OSU Extension that offers detailed guidance on growing these trees in the region.00:00 Redwoods and Giant Sequoias00:32 Introduction to the Episode01:33 Meet the Experts02:37 Personal Redwood Stories05:58 Redwoods and Sequoias in Oregon08:56 Environmental Factors for Growth14:45 Pests and Diseases17:50 Impact on Local Ecosystems21:19 Where to Get Redwood and Sequoia Seedlings23:47 Managing Redwood and Sequoia Trees26:31 Regulations for Planting Redwood and Giant Sequoia27:39 Forest Practice Act and Reforestation Requirements29:05 Tax Implications for Planting Non-Native Species30:26 Cost Share Programs and Planting Considerations31:41 Urban Planting Considerations for Redwoods33:09 Ecological Implications of Planting Redwoods and Sequoias33:21 Wood Properties and Market Potential41:34 Favorite Trees and Field Essentials45:51 Recommended Resources and Final Thoughts

Are you tired of the stock market's unpredictability affecting your retirement plans? Join host Amy Sylvis and guest Brett Synicky from Sense Financial as they explore how to take control of your financial future. Discover the potential of self-directed IRAs and solo 401ks, and how they allow you to invest in assets you truly understand, such as real estate, gold, and private lending. Learn about the important tax implications, contribution limits, and best practices for managing these accounts. If you're ready to empower yourself with knowledge and make informed decisions about your retirement, this episode is a must-listen. Tune in and find out how to achieve a more secure and abundant retirement.Connect with Bretthttps://www.linkedin.com/in/brettsynicky/https://www.sensefinancial.com/https://www.linkedin.com/in/amysylvis/Connect with Amy Sylvis:Contact Us:https://www.sylviscapital.comhttps://www.sylviscapital.com/webinar00:23 Guest Introduction: Brett Synicky from Sense Financial00:57 Understanding Solo 401 (k) and Self-Directed IRAs01:24 Diversification and Investment Options05:35 Retirement Account Types and Rules09:26 Investment Strategies and Best Practices21:04 Tax Implications and UBIT/UDFI Explained24:55 Addressing Audience Questions26:29 Understanding Checkbook Control for IRAs34:13 Exploring Contribution Limits for Retirement Accounts39:11 Final Advice and Contact Information

Is the Smith Maneuver really the smartest move for the extra money you have sitting around? What about for a corporation's retained earnings?If you're an incorporated business owner in Canada, you've likely heard the hype around using the Smith Maneuver to make your mortgage tax-deductible and accelerate your investments. But what if tapping into your corporation to do it is actually costing you more in income taxes than it's earning in returns? This episode tackles a real-life scenario that flips the traditional advice on its head—and shows how business owners can unlock greater wealth without bleeding money to the CRA.Here's what you'll discover in this episode:Why using corporate funds for the Smith Maneuver can backfire—and what the hidden tax drag really looks like A smarter, tax-efficient alternative that turns your corporation into a wealth engine using high early cash value participating whole life insuranceHow to structure investments inside your business to grow your net worth and your estate—by hundreds of thousands over timeIf you want to protect your wealth and grow it smarter, press play now to rethink how your corporation fits into your long-term financial freedom strategy.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 hereDiscover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyleif you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.In this episode of the Canadian Wealth Secrets podcast, Kyle Pearce explores why the traditional Smith Maneuver may not be the most effective strategy for certain Canadian business owners with significant retained earnings. By analyzing a real-world scenario, Kyle breaks down the tax implications of pulling funds from a corporation to implement the Smith Maneuver versus using a more strategic corporate wealthReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

In this episode of the 9innings Podcast, hosted by Kevin Thompson, the discussion focuses on pressing economic issues with guest Andrea Kennedy from Wiser Wealth. Key topics include significant market declines, the end of economic cycles, and their relationship to inflation and monetary policy. The conversation delves into the inflationary impact of tariffs, the implications of proposed tax cuts, and the urgency of reshoring manufacturing. Andrea shares insights on strategic investment shifts towards commodities and the global trade dynamics concerning the U.S. dollar. The episode underscores the need for clarity in policy-making to foster investor confidence and economic stability. End of Economic Cycle (00:02:39) Reshoring and Economic Policy (00:06:44) Investor Sentiment and Market Reaction (00:10:12) Legislative Rumors and Tax Implications (00:14:09) Housing Market Dynamics (00:18:15)Impact of Tariffs on Agriculture (00:20:12)Dollarization and Global Trade (00:25:52)Historical Context of Economic Policies (00:29:38)Investor Advice (00:33:15) Closing Remarks (00:34:10) NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2ei... Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-... Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

Join Dr. Stephanie as she discusses financial planning with Converge Autism Summit speaker, Ryan Platt. We invite you to learn more about Special Needs Planning including Special Needs Trusts, ABLE Accounts, Guardianship, Government Benefits, Tax Implications, Future Caregiving and more!About our Guest:Ryan founded A Special Needs Plan in 2005 and has been a pioneer in his field. He completed his Special Care Planner Certification at the American College in Bryn Mawr, PA, and his background includes advanced training in estate and tax planning, special needs trusts, government programs, and the emotional dynamics of working with people and families with loved ones with special needs. He's passionate about meeting with families, learning their concerns, understanding their values, and helping them reach their goals. He excels in creating plans that help secure the needs of two generations.www.aspecialneedsplan.com

Todd Crowder's path into medical sales wasn't just a career choice—it was a legacy in the making. Growing up with a father who built a prolific career at Ethicon, Todd was immersed in the industry from an early age. But instead of simply following in his father's footsteps, he forged his own path, bringing a unique blend of military discipline, strategic thinking, and entrepreneurial drive into the world of medical sales. In this episode, Todd shares: How his experience as a Patriot Missile Officer shaped his leadership and sales approach. The realities of working with his wife, who owns the distribution company where he's an account executive. The differences between capital equipment and disposable sales—and what every rep should know. The truth about medical sales earnings and how to build generational wealth. Why he made the bold move to a 1099 sales role—and what it takes to bet on yourself. Whether you're breaking into medical sales, exploring leadership opportunities, or considering a 1099 career shift, Todd's insights will challenge you to think bigger and take ownership of your future.  Don't miss this powerful conversation. Connect with Todd: LinkedIn Connect with Me: LinkedIn Love the show? Subscribe, rate, review, and share! Here's How » Want to connect with past guests and access exclusive Q&As? Join our EYS Skool Community today!

In this episode of Options Bootcamp on the Options Insider Radio Network, hosts Mark Longo and Dan Passarelli discuss various topics related to options trading. They start by talking about the Options Insider platform and their mobile app, accessible via iTunes and Google Play. They go on to discuss the importance of understanding the role of gamma in options trading and dispelling common myths around covered calls. Additionally, they touch upon the recent chaos in car buying due to tariff concerns and share insights from listener questions about tax implications and retail trading strategies. The episode is rich in practical advice for both novice and experienced options traders. 00:00 Introduction to Options Insider Radio Network 01:10 Welcome to Options Bootcamp 02:54 Early Edition of Options Bootcamp 04:42 Liberation Day Car Buying Madness 08:40 Options Drills: Covered Calls Myths 14:35 Mail Call: Listener Questions and Polls 19:22 Strategies and No Limits 20:09 VIX April Trades Recap 22:24 Listener Questions: Gamma Explained 31:53 Tax Implications of Options Trading 35:38 Podcast and Show Wrap-Up  

In this episode of Options Bootcamp on the Options Insider Radio Network, hosts Mark Longo and Dan Passarelli discuss various topics related to options trading. They start by talking about the Options Insider platform and their mobile app, accessible via iTunes and Google Play. They go on to discuss the importance of understanding the role of gamma in options trading and dispelling common myths around covered calls. Additionally, they touch upon the recent chaos in car buying due to tariff concerns and share insights from listener questions about tax implications and retail trading strategies. The episode is rich in practical advice for both novice and experienced options traders. 00:00 Introduction to Options Insider Radio Network 01:10 Welcome to Options Bootcamp 02:54 Early Edition of Options Bootcamp 04:42 Liberation Day Car Buying Madness 08:40 Options Drills: Covered Calls Myths 14:35 Mail Call: Listener Questions and Polls 19:22 Strategies and No Limits 20:09 VIX April Trades Recap 22:24 Listener Questions: Gamma Explained 31:53 Tax Implications of Options Trading 35:38 Podcast and Show Wrap-Up  

In this edition of 32 Thoughts, Kyle Bukauskas and Elliotte Friedman begin by unwrapping the latest around NHL expansion and the city of Houston (2:50). Afterwards, they delve into the Jets-Oilers tilt on Thursday where Connor McDavid and Stuart Skinner left early (11:39) and unpack a very tight playoff race in the Eastern Conference (16:34). They move West where Kyle and Elliotte touch on the Blues' taking hold of the final playoff spot after they beat Vancouver (24:10), the Flames' win over the Devils (31:17), and John Tavares reaching 1,100 career points (34:26). Next, replay fatigue and why there are too many goals coming off the board (36:48) plus Utah's push in the playoff race and how Ryan Smith is generating more fan interest (41:24). Elliotte highlights Andrew Brunette's pointed comments about his Nashville players (42:46) and the guys talk about Brent Burns playing 911 consecutive games (50:29). The Final Thought focuses on Elliotte's proposal to fix the advantage that the no-tax states currently enjoy (52:20).Kyle and Elliotte answer your questions and respond to your voicemails in the Thought Line (1:01:46).Email the podcast at 32thoughts@sportsnet.ca or call the Thought Line at 1-833-311-3232 and leave us a voicemail.This podcast was produced and mixed by Dominic Sramaty and hosted by Elliotte Friedman & Kyle Bukauskas.The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the position of Rogers Sports & Media or any affiliates

It's another Friday Q&A: 1:38 Inherited IRAs Explained 3:34 Understanding Short-Term Bond Funds 5:35 Tax Implications on Dividends 6:40 The Role of Mid-Cap Investments 8:43 Withdrawal Strategies in Retirement Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode: 0:58 Introduction to the Dow Debate 2:11 The Dow's Calculation Explained 4:04 Big Tech's Influence on the Dow 5:17 The Dow's Media Presence 6:27 Ownership of the Dow Jones 8:07 The Arbitrary Nature of Indexes 11:21 Trusting Financial Indexes 14:18 Evaluating Investment Choices 17:06 Risks of Complex Funds 20:04 Reassessing Retirement Strategies 22:05 Tax Implications of Investments Learn more about your ad choices. Visit megaphone.fm/adchoices