Podcasts about tax law changes

Hi, and welcome to The Long View. I'm Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast, we welcome back retirement and tax expert Ed Slott. Ed is the president and founder of Ed Slott & Company, which provides retirement and tax-planning education to investment advisors and financial institutions. Ed has written several books, including his latest, The Retirement Savings Time Bomb Ticks Louder. PBS viewers may know Ed from his frequent appearance on public television. Ed also co-hosts a podcast with Jeff Levine, called The Great Retirement Debate. In addition, he hosts the popular website IRAHelp.com, where the Slott report regularly dispenses wisdom about retirement, tax, and estate planning. Ed is a certified public accountant.BackgroundBio“Ed Slott: Act Now on Historically Low Tax Rates,” The Long View podcast, Morningstar.com, Aug. 19, 2020.The Great Retirement Debate podcastThe Retirement Savings Time Bomb Ticks Louder, by Ed SlottTax-Loss Harvesting“The Ins and Outs of Tax-Loss Selling,” Interview with Christine Benz and Ed Slott, Morningstar.com, Dec. 14, 2022.“The Best Investments for Taxable Accounts,” by Christine Benz, Morningstar.com, Jan. 23, 2024.“Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024,” Investing Insights with Christine Benz and Margaret Giles, Morningstar.com, Nov. 22, 2024.“The Big Retirement Myth,” Interview with Christine Benz and Ed Slott, Morningstar.com, Aug. 7, 2024.Required Minimum Distributions and IRAs“IRS Issues Final SECURE Act Regulations: Controversial Annual RMD Requirement During 10-Year Rule Stands,” by Sarah Brenner, irahelp.com, July 22, 2024.“Best Advice? Ignore the 10-Year RMD Rule,” by Ed Slott, investmentnews.com, Aug. 19, 2024.“The New Rules for Missed RMDs,” Interview with Christine Benz and Ed Slott, Morningstar.com, July 24, 2024.“Brace Yourself for Higher RMDs in 2024,” Interview with Christine Benz and Ed Slott, Morningstar.com, March 13, 2024.“Inherited IRAs: What to Know About Taxes, RMDs, and More,” by Tori Brovet, Morningstar.com, Sept. 13, 2024.Qualified Charitable Distribution“12 QCD Rules You Must Know,” by Sarah Brenner, irahelp.com, July 10, 2024.“Year-End QCD Mistakes to Avoid,” by Ed Slott, investmentnews.com, Nov. 18, 2023.“Year-End Charitable-Giving Strategies,” Interview with Christine Benz and Ed Slott, Morningstar.com, Nov. 1, 2023.Tax-Law Changes in 2025“401(k) Contribution Limits Increase for 2025,” by Sarah Brenner, irahelp.com, Nov. 6, 2024.“Higher Catch-Up Contributions Available for Certain Older Employees Starting in 2025,” by Ian Berger, irahelp.com, Oct. 21, 2024.“IRS Announces New Income Limits for IRA Contributions in 2025,” by Denise Appleby, Morningstar.com, Nov. 20, 2024.“Ed Slott: What Investors Need to Do Before the Tax Cuts and Jobs Act Expires,” Interview with Christine Benz and Ed Slott, Morningstar.com, Feb. 6, 2024.

In just over a year, the federal laws governing estate taxes will change, putting some families at risk of much higher tax bills when family property or businesses change hands (more info here https://insights.larsongross.com/project/important-update-upcoming-changes-to-estate-and-gift-tax/) Todd Burgers, an accountant and partner in Larson Gross CPAs & Consultants, joins Dillon to explain more about what this could mean particularly for farmers and their families. Larson Gross is holding two upcoming events to help people start the process of getting prepared for the change: https://insights.larsongross.com/project/important-update-upcoming-changes-to-estate-and-gift-tax/

Send us a Text Message.This episode is a primer in preparing for the possible sunsetting of the 2017 Tax Cuts and Jobs Act (TCJA) on December 31, 2025. Having a tax planning roadmap aligned with possible changes is important as taxes are the biggest expense in most budgets. Having two tax years to plan for changes can save you significant money long termReference of Possible Changeshttps://www.pnc.com/insights/wealth-management/markets-economy/2026-tax-law-changes-prepare-for-TCJA-provisions-to-sunset.htmlIntroducing The Money Toolkit NewsletterA weekly newsletter that delivers actionable information on how to enhance your investing journeySubscribe herehttps://toms-newsletter-5f3b9c.beehiiv.com/subscribeContact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.com

Today's limits on lifetime estate and gifts tax exemption don't expire until 2026, but there might be reasons to revisit your plan sooner than that. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Welcome to Episode 187 of The Numbers Game. The new fin year is just around the corner and the stage 3 tax cuts will come into effect. Jase helps us understand how much more you'll see in your pocket and gives us strategies to put that money to work, benefiting your long term financial health. On this episode, we discuss:Stage 3 Tax CutsStrategies for Extra SavingsThings to Watch out for with your Help DebtCredit Card and High-Interest DebtSuperannuation and Long-Term PlanningInvesting in ETFs and Managed FundsCheck out the free resources from Inovayt here.Send us an email: hello@thenumbersgamepodcast.com.auThe Numbers Game is brought to you by Future Advisory & Inovayt.Hosts:Nick ReillyJason RobinsonMartin VidakovicThis podcast is produced by VIDPOD.

SummaryIn this episode, Kolin and Kyle discuss steps five and six of a tax-efficient retirement plan. Step five involves deciding whether to pay taxes now or later, considering factors such as income levels, deductions, and retirement account contributions. Step six focuses on the ongoing management of the plan, including diversifying income sources, maximizing Social Security, and adjusting strategies based on tax law changes. The episode highlights common mistakes to avoid, such as assuming lower taxes in retirement and withdrawing from retirement accounts in the wrong order.TakeawaysDeciding whether to pay taxes now or later in retirement requires considering factors such as income levels, deductions, and retirement account contributions.Ongoing management of a tax-efficient retirement plan is crucial and involves diversifying income sources, maximizing Social Security, and adjusting strategies based on tax law changes.Common mistakes to avoid include assuming lower taxes in retirement, neglecting Roth IRAs and 401(k)s, ignoring taxes altogether, and withdrawing from retirement accounts in the wrong order.Executing a tax-efficient retirement plan requires action, implementation, and sticking to the plan.Subscribe to The Retire Ready Weekly NewsletterGet more information on The Retire Ready AcademyLooking for personalized financial planning? Visit our websiteDisclosure: MOKAN Wealth Management is a registered investment adviser with the state of Kansas and Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.

On this week's episode of Financial Planning: Explained", host Michael Menninger, CFP is again joined by Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates. This is the conclusion of a three-part series on the upcoming tax law changes in 2025. In this episode, Mike and Nick discuss the phantom taxation of social security, income tax brackets, IRMAA, and surviving spouses. These factors may result in individual finding themselves in a higher tax bracket in retirement. This episode is great for all ages regarding tax laws. For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com

This week on “Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Nick Devito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is part two of the three-part series on the upcoming tax law changes in 2025. In this episode, Mike and Nick talk about simplifying the tax code using a custom worksheet designed by Menninger & Associates. Mike and Nick walk through an example of an individual in different tax brackets comparing the current tax brackets to the projected 2026 brackets. This episode is great for all ages regarding tax laws. For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com

On this week's episode of Financial Planning: Explained", host Michael Menninger, CFP sits down with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates. This is the first of a three-part series on the upcoming tax law changes in 2025. In this episode, Mike and Nick discuss a broad overview of the different types of taxes, with a focus on federal taxes. The two also discuss taxation based on investment types, and the history of tax brackets. This is a great episode for all, no matter what age. For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com

Mar 4, 2024 – Taxes are likely heading higher and there are a number of ways individuals can prepare. In today's Lifetime Planning podcast, we discuss how tax brackets and tax laws are likely going to change and the various options available...

On this episode: Income Tax Law Changes for 2024

In this episode of the Know Your Numbers REI podcast, host Chris McCormack discusses important things to be aware of as we approach the 2024 tax year. With recent changes to the tax law and ongoing efforts by the government to generate revenue and incentivize economic investment, it's crucial for real estate investors to stay informed. Chris highlights the proactive planning and strong client relationships offered by Better Books Accounting, a real estate tax planning firm. He emphasizes the importance of working with professionals to navigate the complexities of real estate tax and maximize savings. Tune in to learn about the latest tax changes and how they could impact your real estate business. [00:00:00] Introduction and Overview [00:02:14] Corporate Transparency Act [00:05:10] Changes in Bonus Depreciation [00:10:04] Tax Deadlines and Extensions [00:12:19] Importance of Working with a Tax Planner ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team or fill out a contact request form ➤➤ https://www.betterbooksaccounting.co/contact   ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chris.mccormack.cpa.mba/  LinkedIn: https://www.linkedin.com/in/chris-mccormack-cpa-mba/  Instagram: https://www.instagram.com/chrismccormackcpa/   → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@betterbooksREI/featured The Know Your Numbers REI 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. #2024TaxPlanning #CorporateTransparencyAct #BonusDepreciation #ProactivePlanning #BuildingRelationships #TaxChanges #IRSCode #TaxPreparation #RealEstateInvestmentTips #RealEstateTaxProfessionals #AccountingForRealEstateInvestors #RealEstateTax #RealEstateTaxTips #RealEstateInvestor #KnowYourNumbers #BetterBooks #ChrisMcCormack

The SECURE Act 2.0 which was passed late in 2023 introduced nearly 100 tax law changes that would take effect in the near future, with some of the most impactful starting in 2024. We're sharing the tax law changes you need to be aware of during this episode of Wise Money.   Season 9 Episode 10 Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.    Find more information about the Wise Money Show™ at www.wisemoneyshow.com    Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow  Twitter - https://twitter.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog  Watch the guys in the studio: https://youtu.be/MJGFFcdqtUg  Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow   Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC.  Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

New proposed tax law changes are making their way to the floor this week!  In today's episode I discuss some of the major changes in the draft bill and how that might impact you and your business in the near future, if this tax law package is approved.  Some of the changes are related to additional individual deductions for most taxpayers, research and development, 1099s, and MORE! Enjoy! Tiffany   Next Steps:

Sean Mullaney - FI Tax Guy - discusses how the new tax law, SECURE 2.0, impacts those targeting early retirement.Show NotesBogleheads® Live with Derek Tharp: Episode 24Bogleheads®  Live with J.L. Collins: Episode 19"SECURE 2.0 and the FI Community" blog post"Two SECURE 2.0 Takeaways for the FI Community" videoclip from "Bogleheads® Live with Sean Mullaney and Cody Garrett: Episode 11"The Advantages of Living on Taxable Assets First in Early RetirementJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® LinkedInBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated. 

Karl Frank, CFP and Nathan Merrill discuss the tax law changes that are most likely to affect business owners and other employers. At the end of 2022, Congress passed more than 90 changes to the tax laws and many of these affect employers, especially with retirement plans.Roth-a-mania, many new rules around after-tax retirement plans, most of them provide a long-term benefit of the tax-payerCinnamon roll: instead of a donut hole, which is a phrase used to describe a problem with Medicare, the cinnamon roll benefits folks aged 60 to 63Bribery, how employers can use low-dollar gift cards to incentivize workers to contribute to their 401k plansTax credits for starting retirement plansCatch-up contributions must go into Roth IRAs for folks who earn $145,000 or moreMultiple Employer Plans and Pooled Employer Plans are a little easier to work withEmergency savings accounts, allowing employees to get money out of their retirement plans, regardless of age529 plans can roll into Roth IRAsThe experts discuss these changes, and more, and crack a few jokes as well.

At the end of 2022, Congress passed more than 90 changes to the tax laws. This podcast will cover the biggest changes that affect the largest number of individuals and families. Nathan Merrill tax attorney, interviews Karl Frank, CFP and discuss:New rules around required distributionsIRAs and 401k plan changesTax brackets and deductionsNew benefits for education plans—you can roll left over money into your own Roth IRANew types of Roth accountsMost of the changes at the end of 2022 are good news; they actually benefit taxpayers! We discuss some of the reasons Congress made changes, including changing demographics, politics and more. During the podcast, we discuss the child tax credit. For 2023, the child tax credit is lower. In 2021, Congress expanded the child tax credit to $3,600 for children under six and $3,000 for children six to 18. That credit has dropped back to $2,000. The tax credit for child and dependent care has also dropped from up to $8,000 back to just over $2,100.Source: https://www.irs.gov/credits-deductions/individuals/child-tax-credit 

Dr. Friday 0:00 Good day. I'm Dr. Friday, President of Dr. Friday's Tax and Financial firm. To get more info go to www.drfriday.com. This is a one-minute moment. Dr. Friday 0:12 And even though you don't hear a lot of tax law changes, they're constantly adding requirements enhancing credit and deduction. Back on the 29th of 2022, they came out with a new information about wages and apprenticeships. For a while, people would be able to work at a very minimal wage to basically try to learn a trade; therefore, their training was kind of less expensive because you were teaching them something. Well, they've come down the line that is enhanced the benefits for the person working, and kind of made it harder to use apprenticeship as a way of paying lower wages. If you need help, go to irs.gov. Announcer 0:51 You can catch the Dr. Friday call-in show live every Saturday afternoon from 2 pm to 3 pm on 99.7 WTN.

Starting the 2nd season of Disrupt Your Money with something truly sexy- 2022 Tax Law Changes! Ok, ok- maybe they aren't sexy but they ARE important.  Join me as I discuss: The difference between tax credits and tax deductions What has happened to the child tax credit and charitable tax deductions since the pandemic “ended” Clean and Electric Vehicle (EV) Tax Credits- are they worth it?  Where are we on the Form 1099-K roll out? (Spoiler alert- it's stalled, but you still need to report that income!) Need to get your money stuff set up right? Join the Biz Money Library for Free- https://megkwheeler.com/free  Submit Your Questions - DisruptYourMoney.com Leave A Review- Apple Podcasts or wherever you listen 

As the 2023 tax season gets underway, it's important to begin planning for how your tax picture will change as the SECURE Act 2.0 begins to be implemented. Helping us unpack the tax changes you need to begin planning for is special guest Ryan Fair, CPA. Season 8 Episode 24 Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!   Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.     Find more information about the Wise Money Show™ at www.wisemoneyshow.com    Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow  Twitter - https://twitter.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog  Watch the guys in the studio: https://youtu.be/raQUw8Lc8eM  Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow   Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC.  Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

The Smart 7 Ireland Edition is the daily news podcast that gives you everything you need to know in 7 minutes, at 7am, 7 days a week… Consistently appearing in Ireland's Daily News charts, we're a trusted source for people every day. If you're enjoying it, please follow, share or even post a review, it all helps… Today's episode includes references to the following items:https://twitter.com/i/status/1620417993464332288https://twitter.com/i/status/1620484346191781888https://twitter.com/i/status/1620495036189220873https://twitter.com/i/status/1620384020373667845 https://twitter.com/i/status/1620352413608693760 https://twitter.com/i/status/1620438684678905857 https://twitter.com/i/status/1620549459946995713https://twitter.com/i/status/1620261727744192515https://twitter.com/i/status/1620341628291485696 Contact us over at Twitter or visit www.thesmart7.com Presented by Ciara Revins, written by Liam Thompson and produced by Daft Doris. Hosted on Acast. See acast.com/privacy for more information.

We are back with a continuation of our last episode on financial changes resulting from the SECURE Act 2.0. Where the last episode revolved around predominately Roth IRAs, this episode we'll get into more contribution- and withdrawal-based topics that will be especially important for late-stage ER docs.  Retirement planning is like a math equation with many problems to solve for: the age, amount, tax bracket, account type and performance of when you not only put money in, but when you pull money out all materially matter when it comes to your retirement. And these rules are the framework that sets the stage for how your money can look tomorrow, or years down the road.

If there is one thing for certain, it is that change is here to stay in tax. Staying informed about the changes in compliance rules and updates to legislation is essential, but it is also, at times, exhausting. Luckily Steven and Ben have rounded up the latest tax law changes so that you can stay informed, remain a trusted source to clients and colleagues, and ensure you're giving the best advice available. You can find all show notes for this episode at: https://bit.ly/3CFMLOh 

The Secure Act 2.0 is now Law. The legislation provides a slew of changes that could help strengthen ER Doc's financial readiness for retirement. That's IF these changes are understood and capitalized on. So often we see missed opportunities within the finances of ER Docs and new additions only further complicate things. On today's episode, we'll summarize some major (mostly) Roth-related changes found in this 4,000 page Secure Act 2.0 bill.

There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That's why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver. https://pfgwm.com/wp-content/uploads/sites/2/2023/01/EP02-January-08-2023-Investing-Simplified.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© Email: bo@pricefg.com Schedule an Appointment Matt Mai, CIO Email: matt@pricefg.com Schedule an Appointment Matt Sudol, Wealth Advisor Email: mattsudol@pfgwm.com Schedule an Appointment Keven Steege – http://www.baker-colson.com/ Email: KSteege@baker-colson.com Taylor Kittell, Founder – Breakwater Law Email: Contact Taylor Kittell Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible! Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The Inflation Reduction Act has been passed—so are 87,000 IRS agents going to kick down our doors, steal our dogs, and take away our birthdays? Steven and Ben sit down to answer this question and—more importantly—they discuss what is actually in this act and what will be passing into law. You will hear why $80 billion is going to IRS enforcement, what else is in the bill, and what this all means for you. You can find all show notes for this episode at: https://bit.ly/3DlHSuN 

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Associate Peter Lynch to highlight the many provisions and tax credits that sunset at the end of 2021, as well as other areas that may require a mid-year check in with your CPA. Read the Article: https://www.henssler.com/with-many-tax-provisions-sunset-in-2022-planning-still-required 

Sponsored by: Protective Life Recent proposed legislation has included some key tax law changes that could affect retirement and estate planning. What can advisors do to get ahead of these potential, but often unpredictable changes to the tax law? In this episode of The Success Zone Podcast, Martha Hart, vice president, Annuity National Sales Manager … Continue reading The Impact Of Tax Law Changes On Retirement Planning with Martha Hart →

This episode is also available as a blog post: https://tax-turbo.com/tax-law-changes-in-the-tax-cuts-and-jobs-act-affect-almost-everyone-who-itemized-deductions-on-tax-returns-they-filed-in-previous-years/ --- Send in a voice message: https://anchor.fm/bobby-c-williams-jr/message

There's a lot of talk in Washington about potential new taxes, but what impact will those changes in tax law have on you personally? In this episode, J Barry Watts unpacks the impact proposed tax law changes may have on you in before or in retirement. Barry covers some of the proposals in President Biden's … Continue reading 35. How Proposed Tax Law Changes May Affect Your Retirement →

Guest: David Appel - Appel Advisors Interviewer: Jeffrey Davis - MAGE LLC The post “Tax Law Changes That Business Owners Need To Be Ready For” with David Appel of Appel Advisors appeared first on Radio Entrepreneurs.

Update on Biden's Proposed Estate Tax Law Changes. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Over the last few years, you've probably heard all about how tax planning can benefit the ultra-wealthy. What you might not know is that even if you're not a multimillionaire, if you've been accumulating any kind of wealth and are gearing up to retire in the next several years, there are many ways that the right financial and tax plans can also help you. To discuss this, I'm thrilled to bring back JoAnn Huber, CPA and Certified Financial Planner. We dig into the breakneck pace at which Congress is introducing new tax legislation, why tax planning and financial planning go hand in hand, and the significant opportunities available to every American to take home more of their hard-earned money. In this podcast interview, you'll learn: Why new tax legislation makes people anxious–and why not taking action is never the right move. Where a strong financial plan fits in your tax plan. The difference between goals-based and outcome-based plans. How to create a tax plan that can be easily adjusted when the tax code changes. Why one couple lost $7,000 a year because their financial advisor and CPA didn't communicate–and why this is so common. Why people are worried about changes to the capital gains tax laws. Get Today's Show Notes To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/52 Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

Advanced Planning's Vice President David Szeremet discusses several potential tax law changes you should know about. In particular, David covers two potential changes that would significantly change the estate planning landscape as it relates to life insurance. Learn what you can do today to help your clients navigate these possible changes.

Today's Topics with Alison Reiff-Martin (ReiffMartin CPA) Tax law changes coming next year Strategies for preparing for those changes Why it's important to have a good team and plan to deal with the ongoing tax volatility  Powered by Stone Hill Wealth Management

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In continuation to the tax law changes proposed by the Biden Administration, here are a few updates & more possible changes that could occur.

In this episode:  Current proposals including: Required Minimum Distribution age increase Catch-up Contributions may be treated like Roth IRAs Raising the state and local cap from a $10,000 to $15,000 deduction The story of Jack Abramoff, known as the "Man who Bought Washington". 

We had a TON of feedback on our prior podcast (Episode #6) about the potential changes coming in the Biden tax package, so we decided to take a slightly different perspective from a tax attorney. I'll be joined on today's show by Erik Doerring, partner at Burr Forman. Erik shares his perspective of over 35 years of business and tax law. Together we discuss the potential impact on income earnings, investment and estate tax impacts. There's a LOT to unpack in this episode for sure! And if tax law is too heavy for you, then tune in for my "new favorite" Netflix series! All on today's show! Questions for Erik? https://www.burr.com/attorney/erik-p-doerring/ Questions for me? Perrin@PolarisHealthcarePartners.com Thanks for being a subscriber. Please leave us a rating!

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Randy Steen, Esq. to the show. Randy is the President at the Law Office of Randy Hope Steen, Ltd. Randy and Mike discuss the potential tax law changes as it pertains to Estate Planning. They also touch on the best ways to approach these changes as they evolve.

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Bennet Grutman, Partner at Davis & Grutman, LLP. Jordan Kimmel then joins the show to speak with Edward Matluck, President of Hedgemetrics, Inc.

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Bennet Grutman, Partner at Davis & Grutman, LLP. Jordan Kimmel then joins the show to speak with Edward Matluck, President of Hedgemetrics, Inc.

John J. Siebert CPA, MBA, CTC addresses tax code changes planned by the new administration and how that will affect dental practice owners.If you have questions about anything you heard, you can email John at: john@columbus-cpa.com, or call 614-367-7850For more information about John J. Siebert, visit:https://www.columbus-cpa.com/about-us.htmLearn about dental practice transition specialists in your area by messaging office@longinthetooth.infoLong in the Tooth provides non-clinical gems of wisdom for older dental practice owners. Learn more about this podcast at longinthetooth.info

2020 has been a confusing year on so many levels.  In their efforts to help businesses and taxpayers cope with economic disruptions, Congress and the IRS have passed a veritable blizzard of new rules and deadline changes, many of them affecting retirement savings.  Some of the new rules leave certain issues vague or unaddressed, deliberately so in some cases in order get these approved or legislation passed, with an understanding that these issues will be resolved later.  But don't feel bad, even the pros are bewildered by some of this.More From Cama Plan & Carl FischerCamaPlan Website:https://www.camaplan.com/More From IRS Tax:IRS Website:https://www.irs.gov/coronavirus-tax-relief-and-economic-impact-payments

Patti strategizes with one of the Philadelphia area top CPAs, Bruce Boylston of Rothman, Boylston LLC. Together they break down nuances in the New Tax Law to share with their listeners how to save money when filing their corporate tax returns. Business owners will appreciate how easily these actionable steps can benefit them both this year and in years to come.