Podcasts about tax planning

In this engaging conversation, Stephen Schmidt interviews William Spar, a seasoned expert in real estate and tax strategies. They discuss William's journey in the real estate industry, the importance of tax planning for investors, and common misconceptions about tax codes. William shares insights on building a referral-based business, overcoming challenges, and the significance of human connection in an increasingly digital world. The conversation emphasizes the need for resilience, effective marketing strategies, and the role of support systems in entrepreneurship.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Ready to take control of your financial future for the long haul? In this episode of the Infinite Wealth Podcast, hosts Cameron Christensen and Anthony Faso are joined by special guest Jason Jasper to break down what the first 10-years of the Infinite Banking Concept (IBC) really looks like. Whether you're new to Infinite Banking or already on your way, this episode reveals why a decade-long perspective is the key to building passive income and true wealth. The team goes beyond the basics, discussing not just how to set up your IBC policy but how to actually use, grow, and expand it—turning your cash into a powerful flywheel for wealth and legacy.   Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/ Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Send us a textThe dream of mailbox money through real estate investing often collides with the reality of demanding property management, leading many investors to seek alternative wealth-building paths while maintaining tax advantages.• Hire property managers to maintain real estate professional tax status benefits while reducing workload• Invest in real estate syndications as limited partners to leverage expert deals without active management• Consider oil and gas investments for truly passive income with 70-90% first-year write-offs• Explore Delaware Statutory Trusts and Qualified Opportunity Zone funds for passive 1031 exchange options• Evaluate solar panel investments on properties for both tax credits and long-term energy cost savings• Return focus to your primary business with retirement, healthcare, and charitable tax strategiesIf you want to learn more about how these concepts may apply to your situation, go to prospercpa.com/apply for a free opportunity report or visit taxplanningchecklist.com to get started with strategic wealth building and tax reduction.PS. Whenever you're ready, here are some ways we can help with reducing your taxes...Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com  At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/subscribe

Vincent has more than 35 years of experience in the financial services industry, growing and developing close relationships with mentors in all areas of financial management, financial planning, tax-efficient strategies, and market alternative investment concepts. Having worked with these individuals in wealth management and asset protection strategies, Vincent has been better able to serve his clients' needs in a world that demands unconventional approaches to building long-term financial security.The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent, also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He lectures extensively about non-conventional wealth accumulation and preservation approaches to other financial advisory professionals and the public through his energetic and entertaining informational workshops.Learn more: http://www.pfswealthgroup.com/Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and PFS Wealth Management Group are not affiliated companies. It is important that you do not use email to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Recipients should be aware that all emails exchanged with the sender are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-vincent-virga-founder-of-pfs-wealth-management-group-discussing-tax-planning-for-long-term-legacy

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the essential components of financial planning, focusing on the question many people ask: 'When can I be done working?' They emphasize the importance of understanding cash flow, income planning, protection strategies, asset management, and managing liabilities and taxes. The conversation highlights the need for a comprehensive approach to financial organization, ensuring that all aspects of a financial plan work together cohesively to support a desired lifestyle in 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 Takeaways The question 'When can I be done?' reflects engagement. Cash flow is the foundation of financial planning. Income planning involves understanding both needs and wants. Protection of income is crucial in financial planning. Assets should be managed with a focus on cash flow. Investment strategies should not solely rely on rate of return. Liabilities and taxes must be considered in financial planning. Financial plans should be reviewed and adjusted regularly. Understanding the integration of financial domains is key. A comprehensive approach leads to better financial outcomes. Chapters 00:00 The Quest for Financial Freedom 02:36 Understanding Cash Flow in Retirement 07:35 The Importance of Protection 12:33 Assets and Their Role in Retirement 17:02 Managing Liabilities and Taxes 19:44 Integrating Financial Domains for Success  

Vincent has more than 35 years of experience in the financial services industry, growing and developing close relationships with mentors in all areas of financial management, financial planning, tax-efficient strategies, and market alternative investment concepts. Having worked with these individuals in wealth management and asset protection strategies, Vincent has been better able to serve his clients' needs in a world that demands unconventional approaches to building long-term financial security.The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent, also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He lectures extensively about non-conventional wealth accumulation and preservation approaches to other financial advisory professionals and the public through his energetic and entertaining informational workshops.Learn more: http://www.pfswealthgroup.com/Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and PFS Wealth Management Group are not affiliated companies. It is important that you do not use email to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Recipients should be aware that all emails exchanged with the sender are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-vincent-virga-founder-of-pfs-wealth-management-group-discussing-tax-planning-for-long-term-legacy

In this episode, Christopher J. Picciurro, CPA, MBA, PFS, ARA, returns to break down powerful, tax-saving strategies for real estate investors. From the basics of passive investing to advanced tax planning tools, he shares how to legally reduce your lifetime tax burden. If you're serious about building wealth, this is the playbook you need.   Key Takeaways To Listen For Cash Flow vs. Tax Flow: Why your paper loss can still be a financial win Understanding depreciation, “gold diagnoses,” and lifetime tax planning How to use REP status and cost segregation for massive tax savings Strategies to control capital gains when selling and when to use them Income-shifting tactics using S corps, spousal payroll, Roth conversions, and health reimbursement hacks Resources/Links Mentioned In This Episode Defeating Taxes   About Christopher J. Picciurro, CPA, MBA, PFS, ARAChris Picciurro is a nationally recognized tax strategist specializing in real estate investing. A CPA, MBA, PFS, and ARA, Chris brings over two decades of experience helping investors and entrepreneurs legally and ethically reduce their lifetime tax burden. He's the founder of Teaching Tax Flow, co-founder of Integrated CPA Group, and a sought-after speaker for organizations like NATP, MICPA, and NARPM. Based in Franklin, TN, Chris is also a podcast co-host, former Intuit Tax Council member, and passionate educator dedicated to demystifying tax planning for investors and professionals alike. In his free time, he enjoys pickleball, travel, and family time. Connect with Chris Website: Teaching Tax Flow | Chris Picciurro Podcast: Teaching Tax Flow | Apple Podcasts and Spotify LinkedIn: Christopher Picciurro, CPA, MBA, PFS, ARA Facebook: Chris Picciurro Facebook Group: Defeating Taxes Instagram: @chrispicciurro Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

If your pension impacted your ability to collect Social Security benefits, 2025 is a very good year for you and your spouse. The Windfall Elimination Provision and the Government Pension Offset are no more, and you're now eligible for your full Social Security benefits AND your pension! Today on a quick Your Money, Your Wealth® podcast number 536, while Joe hangs in the North Star State, Big Al Clopine explains what the Social Security Fairness Act means for Cherilyn and her husband, and "Nuke La Loosh" and his wife, with the help of our special guest co-host, Susan Brandeis, CFP®. Free financial resources & episode transcript: https://bit.ly/ymyw-536 DOWNLOAD The Social Security Handbook (newly updated!) for free YMYW ranked among the "14 Best Retirement Podcasts and Blogs to Follow" by Due.com, featured on NASDAQ.com ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 00:47 - Can I Qualify for Half of My Wife's Social Security Now That WEP and GPO Are Gone? (Nuke La Loosh, Northern CA - voice) 08:16 - Is My Husband Eligible for Spousal Social Security Benefits Now that WEP and GPO Are Gone? (Cherilyn, El Cajon, CA) 12:58 - Comment: Your TV Show and Guide on Social Security Are Out of Date (Helen, San Diego) 14:11 - Comment: Even If the TV Show Doesn't Pertain to You Directly, You Can Inform Someone Else (Catherine) 14:39 - Social Security Handbook (newly updated!) - download for free 15:00 - YMYW ranked among the "14 Best Retirement Podcasts and Blogs to Follow" by Due.com, featured on NASDAQ.com 15:21 - Next Week on the YMYW Podcast

On this episode: Don’t be Bad Santa when sending money and assets to your children. The upside and downside of living into your 90s. A down stock market isn’t your only enemy in retirement. 4 trillion dollars are in these funds in 401(k)s and maybe they shouldn’t be. 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.

On this episode: If the up and down of the stock market bothers you, ask yourself THIS question. The number “they say” we need for retirement keeps going up. How many people are actually getting there? Who is the rottweiler of retirement? Like this episode? Hit that Follow button and never miss an episode!

On episode 137 of The Federal Retirement Show, Val takes a deeper look into the world of retirement tax planning—because keeping more of your money matters just as much as saving it. He discussed what will be taxed and whether your FERS contributions, TSP Roth, and Roth IRA will be eligible to be taxed once you retire. Don’t miss this episode if you’re looking to secure your financial future as a federal employee. Make sure to subscribe to The Federal Retirement Show for more episodes and leave us a review! Have questions about retirement planning or other financial topics? Connect with Val and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge. --- Listen to Previous Episodes: https://federalretirementshow.com/podcasts/ Subscribe to the show’s YouTube channel:www.youtube.com/@americanbenefitsexchange --- Connect with Val:Phone --- (512) 582-6050Email --- vmajewski@thinkabx.comAmerican Benefits Exchange --- thinkabx.comFederal Retirement Show --- federalretirementshow.com/podcastsLinkedin --- https://www.linkedin.com/company/american-benefits-exchange/ --- About American Benefits Exchange:American Benefits Exchange focuses on providing solid financial solutions to Federal, postal, and state employees as well as members of the United States Armed Forces and small businesses. American Benefits Exchange brings years of experience and knowledge to support these niche markets. American Benefits Exchange, along with its provider companies, truly understands the needs of civil service employees. A portfolio of products is available to address important financial issues such as planning for retirement, FEGLI Option B replacement, Thrift Savings Plan Rollovers, and Pension Maximization.See omnystudio.com/listener for privacy information.

The need for estate tax planning, now. President Trump strikes down California electric vehicle mandates. Dairy producer discusses cow care, nutrition and environmental improvements. Long-term farm labor supply concerns.

What if your doctor could also help you plan your financial future? In this episode of Mitlin Money Mindset®, Larry Sprung sits down with Carolyn McClanahan, M.D., CFP®, a physician-turned-financial planner and founder of Life Planning Partners. She shares how her medical background shaped her philosophy around financial planning, why empathy and honesty matter in client relationships, and how understanding aging and cognitive decline leads to better financial outcomes.  Together, they explore how to create meaningful conversations and a values-aligned financial life. Carolyn discusses: How her husband's career change sparked her transition from medicine to financial planning and led to the founding of Life Planning Partners Why financial planning should treat the "whole person," integrating tax, insurance, estate, and cash flow considerations, not just investments How her medical training informs her approach to planning for aging, cognitive decline, and real-life health risks often overlooked in financial discussions The importance of communication, emotional intelligence, and mutual respect in advisor-client relationships, including a firm policy of “no mean people” Why advisors should focus clients on using money for value, purpose, and JOY, rather than aimless accumulation And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Carolyn McClanahan:  LinkedIn: Carolyn McClanahan X (Twitter): Carolyn McClanahan Facebook: Carolyn McClanahan Website: Life Planning Partners About our Guest: Dr. McClanahan is a physician turned financial planner. In addition to working in her financial planning practice, she speaks regularly on the interplay between health and financial issues, particularly regarding aging, chronic illness, end of life, long term care, health care reform, and health care costs. She serves on the CNBC Financial Advisor Council, Investopedia Financial Advisor Council, and writes for Investopedia, CNBC, and Forbes. She is quoted regularly in publications such as the Washington Post and the New York Times. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

This week Cameron and Anthony break down the essentials of starting an Infinite Banking policy on the right foot—helping you avoid the costly mistakes they see time and again. The hosts share why policy structure is critical, what to watch out for when selecting an agent, and strategies for effective loan management within your policy. Listen in for real-world advice, common pitfalls to avoid, and proven steps to maximize your cash value from day one. Plus, check out the free resources and checklists mentioned in the episode to guide you along your IBC journey. Top 5 Questions to Ask Your IBC Agent: https://youtu.be/l-Wg6YAG6_w IBC Set-Up Checklist: https://infinitewealthconsultants.com/checklist/ Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/ Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

This week, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the fears surrounding financial security and the necessity of comprehensive financial strategies. They explore the implications of working into retirement, the impact of inflation, and the rising trend of gray divorce. The conversation also delves into the role of annuities in providing guaranteed income, emphasizing the importance of education and understanding in making informed financial decisions. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this episode of Beyond The Money, Jackie Campbell discusses the evolving landscape of retirement planning, emphasizing the importance of understanding income needs, tax strategies, and effective management of retirement accounts. She highlights the growing trend of adults planning to work during retirement due to financial concerns and the necessity of thorough planning to avoid pitfalls. The conversation also touches on the significance of finding lost retirement accounts and maximizing charitable contributions for tax benefits. 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.

Clint Eastwood doesn’t want to do sequels when he makes movies. Are you stuck in a financial plan that is “the same old thing”? 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.

In this episode of Retirement For Living, JoePat Roop discusses the common frustrations faced by retirees, particularly regarding required minimum distributions (RMDs) and the complexities of 401(k) strategies. He emphasizes the importance of a comprehensive financial roadmap that includes tax planning and investment strategies tailored to individual goals. The conversation highlights the need for personalized financial advice and the value of understanding how various financial elements work together to ensure a secure retirement. 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 do destination weddings and retirement planning have in common? More than you think. In this episode, Mike Canet and Samantha Nash dive into the unexpected financial curveballs—like lavish weddings, surprise home repairs, and rising healthcare costs—that can derail even the best-laid retirement plans. With humor and real-life stories, they explore how to build flexibility into your income strategy so you can enjoy life’s big (and small) moments without financial stress. Want to begin building your retirement and tax plan? Schedule a call with us here:

In today's episode, we explore the complex distribution rules associated with inherited IRAs, focusing on scenarios where a child inherits an IRA from a deceased parent. This episode clarifies the required minimum distributions (RMDs) and the impact of the 10-year rule under the latest regulations. Learn whether your situation falls into the category of non-eligible designated beneficiaries or eligible designated beneficiaries, and understand the tax implications and penalties associated with these rules. Eric simplifies the intricacies of both pre- and post-2020 inherited IRAs, providing practical advice and resources to ensure compliance and optimize your financial outcomes.Sign up for the newsletter here.You can find show notes, resources and more at www.aquilawealth.com.Disclosure: This podcast for information not advice for any one person. Always consult with your tax, legal, or financial advisor first. Aquila Wealth Advisors is a registered investment advisor in CA, TX, LA and states where exempt.

On this episode: What are the biggest advantages of using a financial advisor? The Roth is one of the best retirement planning vehicles. What if they change it? How long will your money last with a conservative approach? Like this episode? Hit that Follow button and never miss an episode!

Send us a textReady to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game...  Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com Tax planning doesn't have to consume your time or require expertise to be effective, especially for professionals who feel overwhelmed or too busy to implement complex strategies.• Retirement accounts offer substantial tax deferral opportunities with minimal ongoing effort• You can contribute to tax-deferred accounts after year-end but before filing taxes• Liquidity concerns can be addressed through strategic timing and borrowing options• Advanced charitable planning creates massive deductions for those earning $500K+• Oil and gas investments provide truly passive losses that offset all income types• Distributions from oil and gas investments receive favorable tax treatment• Simple systems and professional support capture legitimate deductions without constant vigilance• S-corporation salary optimization can save six figures with proper guidance• Home office deductions and accountable plans require minimal effort but deliver real savingsVisit prosperalcpa.com/apply to learn how we can help simplify your tax planning. Take our free mini-course at taxplanningchecklist.com.Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game...  Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com 

In this episode, John Harcar interviews CPA Chris Whalen, discussing the importance of finding the right CPA for real estate investors. Chris shares his journey into real estate, the challenges he faced, common mistakes made by investors, and the significance of tax planning. He emphasizes the need for adequate insurance and the benefits of 1031 exchanges. The conversation provides valuable insights for anyone looking to invest in real estate and highlights the critical role a knowledgeable CPA plays in the process. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Your business is growing—but is your personal wealth strategy keeping up?In this episode, I sit down with Mark Cecchini, a wealth advisor who works with high-growth founders, to break down what it really means to build a personal capital stack.

As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax planning, retirement strategy, estate structuring, and legacy preservation. Through personalized service and strategic insight, Terry delivers solutions designed to build long-term financial confidence and multigenerational impact.Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President's Cabinet.He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions.Terry's leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries.A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community.Learn more: https://www.capsurtaxandestateplanning.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-tax-planning-for-future-generations

As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax planning, retirement strategy, estate structuring, and legacy preservation. Through personalized service and strategic insight, Terry delivers solutions designed to build long-term financial confidence and multigenerational impact.Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President's Cabinet.He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions.Terry's leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries.A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community.Learn more: https://www.capsurtaxandestateplanning.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-tax-planning-for-future-generations

Apple Podcast Description: In this episode of the Inner Edison Podcast, host Ed Parcaut sits down with Jeff Trapp, an experienced tax strategist and founder of Tax Planning Pros. Jeff clarifies the differences between an Enrolled Agent (EA) and a CPA, shares candid stories about his path into the tax field, and offers practical advice for business owners on proactive tax planning. Listen in as Jeff reveals common tax mistakes, the importance of building your personal brand, and key tips for keeping your books in order. Whether you're a solo entrepreneur or a seasoned business owner, this episode is packed with timely insights on saving money, building wealth, and navigating the complex world of taxes. Plus, discover how Jeff overcame setbacks to launch his own successful firm and what you should be asking your accountant to maximize your financial legacy. Learn more about Jeff at taxplanningpros.com and get inspired to take control of your business—and your taxes—today! **Contact Ed Parcaut:** -

In this episode of Retire with Style, Alex Murguia and Wade Pfau explore the key elements of comprehensive retirement planning. They discuss the importance of understanding your financial goals, working with a financial advisor, and managing risks like health insurance and long-term care costs. Drawing on listener questions and case studies, they examine strategies for transitioning from business ownership to retirement income, optimizing Social Security, and addressing funding gaps. The conversation highlights how personalized planning and thoughtful asset allocation can lead to better financial outcomes in retirement. Listen now to learn more!   Takeaways The quality of your questions shapes the quality of your financial plan. Clear retirement goals are the foundation of effective planning. Financial advice must be tailored—there is no one-size-fits-all solution. Investment strategies should align with your personal goals and overall asset allocation. Health insurance planning is critical before reaching Medicare eligibility. Long-term care costs should be factored into your retirement plan. Tax planning can significantly increase your after-tax retirement income. Transitioning from business income to retirement income requires thoughtful preparation. Financial independence involves complex, interconnected decisions. Personalized strategies are essential for a successful retirement. Understanding your risk capacity and comfort level is vital to planning. Social Security claiming strategies can meaningfully affect retirement income. Asset location matters just as much as asset allocation. A written financial plan helps turn goals into actionable decisions. Part-time work can be a useful tool to bridge income gaps in early retirement. Fixed index annuities may offer dependable income in retirement. A good financial advisor can materially improve your retirement outcomes. It's important to assess your confidence and ability to manage your retirement plan. Effective planning requires a clear understanding of your assets and liabilities. Chapters 00:00 Introduction to Financial Planning and the Webinar 01:57 Understanding Financial Plans and the Role of Advisors 05:53 Analyzing a Financial Independence Case Study 12:06 Exploring Retirement Risks and Goals 17:54 Investment Strategies and Tax Planning for Retirement 19:49 Transitioning from Business Sale to Retirement Income 25:08 Exploring Financial Strategies for Retirement 35:22 Bridging the Retirement Gap 42:32 The Value of Financial Advisors   Links Upcoming Retirement Researcher Webinar: What's Involved When Working With an Advisor! Join Jason Rizkallah and Brian Bass from McLean Asset Management on Wednesday, June 25th at 1PM Eastern for a FREE webinar exploring how to evaluate and work with a financial advisor. Register now at retirewithstyle.com/podcast. 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  

June is Dog Bite Awareness Month. How much of a bite will Uncle Sam take out of your retirement money? 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.

What if your biggest retirement expense isn’t healthcare—but taxes? In this episode of Empower Your Retirement, Frank and Frankie Guida of A Better Way Financial explore how guaranteed income strategies, tax planning, and risk management can shape a more confident retirement. From real-life case studies to smart annuity options and portfolio adjustments, they break down how to align your financial plan with your lifestyle goals. Whether you're nearing retirement or just starting to plan, this episode offers practical insights to help you think differently about your future. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Think your taxes will be simpler in retirement? Think again. In this episode, Brandon Bowen breaks down why overlooking tax strategy is one of the most common—and costly—retirement mistakes. From tax-deferred traps to Roth advantages, learn how diversifying your tax buckets can help you keep more of what you’ve earned. Whether you're still working or already retired, this conversation will change how you think about your financial future. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

What if your retirement plan is quietly setting you up for a multi-million-dollar tax bill? In this episode, Mike Canet and Ryan Herbert unpack real-life stories of retirees blindsided by taxes—and how smart planning could have saved them millions. From overlooked Roth conversions to the fine print your advisor won’t discuss, they reveal how to legally minimize your tax burden and keep more of what you’ve earned. Want to begin building your retirement and tax plan? Schedule a call with us here:

Unlock the secret to transforming your accounting firm from a compliance-driven grind to a thriving hub of high-value advisory services! In this episode, Michelle Weinstein welcomes Jim Buffington, the leader of advisory services at Intuit Accountants, and a passionate advocate for empowering tax and accounting professionals. Jim shares invaluable insights on how to break free from the burnout cycle, ethically double or triple your fees, and create consistent cash flow by leading with strategic tax planning and advisory services. He also reveals how to attract ideal clients, ditch the ones that drain your energy, and build a firm and life full of abundance. Join us as we dive deep into practical tips, real-life success stories, and actionable steps to revolutionize your practice and achieve the financial freedom you've always dreamed of.

On this episode: A new study says with savings and Social Security together your retirement money could last 40 years or more. At what point should you start to ease out of the stock market? You’ll be shocked at how many people are having a successful retirement and don’t have a million dollars. 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.

This week, Jackie Campbell discusses the often-overlooked significance of Father's Day, humorously highlighting its lower status compared to other holidays. The conversation transitions into the importance of retirement planning, emphasizing that it encompasses more than just investment strategies. Jackie advocates for a comprehensive approach to financial planning, which includes tax strategies, legacy planning, and long-term care considerations, underscoring the need for professional guidance in navigating these complexities. 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.

Send us a textTax planning timing is crucial for maximizing wealth and minimizing your tax burden, with most people waiting too long and missing significant opportunities for savings and financial growth.• When to start tax planning if you have business income volatility or uncertainty• How one-time events like RSUs, capital gains, or inheritances should trigger planning• Why waiting for tax law changes like bonus depreciation can cost you significantly• Complex tax strategies often take months to set up properly with multiple professionals• Immediate tax savings by reducing W-2 withholdings or quarterly estimated payments• Family-based strategies need time for proper implementation during the tax year• Advanced planning reduces stress and prevents last-minute poor decision making• Earlier implementation means more time for investments to generate both tax advantages and economic returns• Hiring the right tax professional early gives you time to change if neededVisit prosperalcpa.com/apply or taxplanningchecklist.com to learn more about implementing these strategies and taking control of your financial future.

Jeff Badu is a licensed Certified Public Accountant (CPA), entrepreneur, and wealth strategist dedicated to helping individuals and businesses build and sustain generational wealth.    Jeff founded Badu Enterprises LLC, a global company that owns Badu Tax Services, a top virtual tax firm with clients across the U.S. and five countries.    Jeff specializes in tax planning, financial coaching, and real estate investment, particularly focused on revitalizing underserved communities such as Chicago's South Side.    Jeff emphasizes automation, virtual assistants, and systems thinking to streamline operations and scale impact.   He recommends starting with a clear mission, learning from mentors early, and focusing on legacy-building through smart strategy and leadership development.   Website: Jeff Badu  LinkedIn: Jeff Badu, CPA   Previous Episode: iam302-wealth-builder-helps-clients-with-tax-planning-and-preparation   Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

In this episode Cameron and Anthony interview Dustin Heiner, a real estate investor and the founder of Master Passive Income, to discuss how to create passive income that covers your living expenses—and eventually makes you “successfully unemployed.” Dustin reveals his journey from being unexpectedly laid off from a government job to building a real estate empire, and how he now helps others achieve financial freedom. The conversation covers the importance of mindset, why building a business comes before buying properties, creative ways to finance real estate deals (even with little money), and the biggest mistakes new investors make For Dustin's free course text “RENTAL” to 33777 or go to https://masterpassiveincome.com/freecourse Find Justin on Instagram: @thedustinhiener   Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/  Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

This week on Success in the New Retirement, Damon Roberts and Matt Deaton discuss the importance of trust in financial advisory, the evolving concerns of retirees, effective income strategies for retirement, and the critical role of tax planning. They emphasize the need for comprehensive financial education and the value of personalized retirement plans that address individual needs and concerns. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this conversation, John Harcar interviews Daveed Tuck, an ex-IRS auditor turned entrepreneur, about tax strategies for real estate investors. Daveed shares his journey from working at the IRS to helping others navigate the complexities of tax law. He discusses common mistakes made by real estate investors, the importance of documentation, and advanced tax strategies that can help defer taxes legally. The conversation emphasizes the power of real estate and the freedom it can provide, while also highlighting the need for proper tax planning and management. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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.

Wondering how to save thousands in taxes while building legacy wealth? This deep-dive breaks down real tax strategies from cost segregation and paying your kids, to choosing between an S Corp or C Corp. Learn how one investor wiped out $500K in taxable income and why planning quarterly can make all the difference.Whether you're flipping homes, managing rentals, or scaling a service biz, this is the money game you can't afford not to play. Get access to our real estate community, coaching, courses, and events at Wealthy University https://www.wealthyuniversity.com/Join our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://www.wealthykingdom.com/ If you want to level up, text me at 725-527-7783!--- About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generat...

Andy discusses what financial firms do for their fee, using his own firm, Tenon Financial, as an exampleLinks in this episode:Tenon Financial's website - https://tenonfinancial.com/Tenon Financial's June 2025 newsletter - hereAndy's article explaining how it's impossible to quantify the value of advisory services in - How Much Are Your Services Worth?Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

Send us a textMost people think tax planning is only for big corporations. But it's one of the most powerful tools any small business owner can use to save money.In this episode, Mike breaks down how tax planning is different from just filing your taxes, and why even brand-new business owners should be thinking about it. He also shares a real case study showing how one small business went from guessing on taxes to saving over $15,000 a year, just by planning ahead.If you've ever wondered whether tax planning is for you, this episode is the place to start.

In this episode of the Sunlight Tax Podcast, I share when it makes sense to hire a professional accountant versus handling your taxes on your own, and why understanding your taxes is so important, especially during life changes like getting married, relocating, or experiencing major income shifts.   I dive into essential tax planning strategies for creative entrepreneurs, freelancers, and small business owners. I also break down complex tax situations that often require expert guidance, and explore the pros and cons of using tax software versus working with a tax professional.   Also mentioned in this episode: 00:00 Understanding the Importance of Tax Planning 00:49 When to Hire an Accountant vs. DIY Taxes 05:20 Life Changes and Financial Shifts 11:13 The Value of Tax Planning 15:39 Complex Situations Requiring Professional Help 21:40 Strategic Decisions and Consulting an Accountant 26:28 Empowerment Through Tax Education   Takeaways Even a couple hours of an accountant's time can save you money. There is no tax education in this country, which complicates things. Basic education in taxes can empower you to handle them yourself. Big life changes are a good time to consult with an accountant. Tax planning can save you a lot of money and headache. Consult a professional before significant financial decisions. Tax returns typically do not include tax planning services. Year-end tax planning is crucial for maximizing savings. Understanding your taxes is important for financial literacy. Using software like TurboTax can be effective if you know the rules.   If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.   Links: Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. Get your free visual guide to tax deductions Check out my program, Money Bootcamp

In this episode of the Infinite Wealth Podcast, hosts Cameron Christensen and Anthony Faso are joined by Jack Bosch, the creator of the Land Profit Generator. Jack shares his remarkable journey from immigrating to the U.S. with just two suitcases to building a multimillion-dollar land flipping empire. Listeners will learn how land flipping can create passive income, why it remains an under-the-radar real estate strategy, and how Jack transitioned from failed real estate ventures to a model that delivers both quick cash and long-term wealth. Whether you're curious about starting in real estate, searching for virtual business opportunities, or wanting to build generational wealth, this candid, practical episode breaks down myths and offers actionable steps to get started. Connect with Jack: Landprofitfun.com The Jack Bosch Show - https://www.youtube.com/@JackBoschOfficial Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/  Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Researching is an essential part of running a successful tax and accounting firm, but too often, professionals do it for free without realizing its true value. Join Michelle Weinstein and the powerhouse CPA, Dominique Molina, to reveal how firm owners can shift from reactive, unpaid research to a proactive, profitable approach. Dominique shares how she transformed her practice, increased revenue, and reduced stress by implementing value-based pricing, structured client agreements, and productizing services. Get ready to finally claim your worth and watch your income soar!

Tariffs killed Carl's investment portfolio and left him wondering if he should claim Social Security early. Joe Anderson, CFP® and Big Al Clopine, CPA spitball for him today on Your Money, Your Wealth® podcast number 531. Kelly and Steve in Pennsylvania ask for a three-fer spitball - when to claim their Social Security, whether they should contribute to Roth or convert to Roth for that lifetime tax-free growth on their investments, and if they're on track for Kelly to retire in three years. Free financial resources & episode transcript: https://bit.ly/ymyw-531 CALCULATE your free Financial Blueprint WATCH The Retirement Course: Can You Hit a Hole in One? on YMYW TV ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:21 - Tariffs Killed My Portfolio. Should I Claim Social Security Early? (Carl) 10:14 - Watch The Retirement Course: Can You Hit a Hole in One? on YMYW TV, Calculate your free Financial Blueprint 11:13 - When Should We Claim Social Security? Roth Contributions or Conversions? Are We On Track for Retirement? (Kelly & Steve) 25:00 - Download the Key Financial Data Guide, YMYW Podcast Outro

Taxes can be one of the biggest expenses for real estate investors … but also one of the greatest opportunities. In this episode, we welcome back tax strategist Tom Wheelwright, CPA to unpack the latest tax updates, upcoming changes, and steps investors can take now to reduce their next tax bill. As a Rich Dad Advisor, bestselling author, and CEO of WealthAbility, Tom has helped countless investors keep more of what they earn. Tune in as he and Robert dig into what's changed, what's ahead, and how you can turn taxes into a powerful wealth-building tool. Then we're headed to Lake Tahoe for our Market Spotlight! Since 1997, The Real Estate Guys™ radio show features real estate investing ideas, strategies, interviews, and all kinds of valuable resources.  Visit the Special Reports Library under Resources at RealEstateGuysRadio.com