Podcasts about tax prep

In this episode, the amazing Catrina M. Craft continues her 10 Episode Master Class with our show as she shares expert insights on tax deadlines, strategic equipment purchases, leveraging family employment for business benefits, and the advantages of podcast guest appearances for entrepreneurs. Tune in to learn actionable tips to optimize your business finances and growth strategies."Know your state and federal tax deadlines."Chapters00:00 Vacation or Business Trip?01:19 Tax Deadlines and Responsibilities05:08 Maximizing Deductions for Equipment10:08 The Power of Podcasting12:32 Summer Business Strategies"Pay something on taxes to reduce penalties." Other Takeaways* Tax deadlines and penalties*Summer business planning and travel strategies*Strategic equipment purchases and deductions*Hiring family members for business benefits*Benefits of being a podcast guest*Business Deduction OptimizationThis 10 Episode Tax Strategy Master Class Will Change Your Life:EPISODE #1/10: January 26, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18570362-unlocking-tax-strategies-for-entrepreneursEPISODE #2/10: February 9, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18646020-unlocking-home-office-deductionsEPISODE #3/10: March 9, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18814431-hidden-tax-strategies-revealedSend us Fan MailSupport the showRemember to subscribe for the next episode. Show Sponsor: ComingAlive PodcastProduction.com (Download your Podcast Launch Checklist for only $1 here)Music Credits: Copyright Free Music from Adventure by MusicbyAden.

Ryan Otto of Accent Financial Services shares expert insights on proactive tax strategies, tax smithing, and maximizing wealth for real estate professionals and business owners. Discover how to turn tax liabilities into financial assets, avoid common compliance mistakes, and leverage underutilized opportunities like S-corporations and energy credits.   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   —--------------------

What separates basic tax filing from true financial strategy? In this episode, we sit down with Michael Uadiale, Managing Partner at Smeed CPA, to break down the world of proactive tax strategy, wealth preservation, and financial planning for high-net-worth entrepreneurs and real estate investors.Michael shares how his unique combination of CPA, CGMA, and FCA credentials helps business owners think beyond compliance and focus on long-term wealth optimization. We dive into advanced tax planning strategies, the realities of bonus depreciation and cost segregation, and why many successful entrepreneurs wait too long to move beyond a generalist CPA.The conversation also explores Real Estate Professional Status (REPS), common audit pitfalls investors overlook, and how Michael built TracNest to solve one of the biggest documentation challenges in the industry. Plus, we discuss the growing role of AI inside modern CPA firms and where human expertise still matters most.If you're building wealth, scaling a business, or investing heavily in real estate, this episode offers valuable insights into protecting and maximizing what you've worked hard to create.

Tax season may end, but tax planning doesn’t stop in April. Jackie Campbell unpacks recent tax changes, misconceptions about refunds, and the difference between preparation and long-term planning. The episode explores Roth strategies, retirement tax expectations, and why proactive decisions matter year-round. Real-life examples highlight how small adjustments can influence what you keep—not just what you earn. 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.

Tax season reveals who’s reacting—and who’s prepared. This episode with Jackie Campbell breaks down the critical differences between tax preparation and tax planning, using real-world examples to show how decisions made throughout the year shape financial outcomes. The discussion explores timing, strategy, and how proactive planning can reduce surprises when filing season arrives. If taxes feel stressful or confusing, this conversation reframes them as part of a bigger financial picture. 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.

What happens when AI starts doing more than answering questions? Blake and David dig into Perplexity's move into tax prep and bookkeeping, the IRS testing Palantir to help select audit targets, and why many firms still aren't seeing real ROI from AI. They also unpack the surprising success of Trump accounts and what all of this could mean for accountants, firm workflows, and the future of the profession.SponsorsOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casREFRAME 2026 - http://accountingpodcast.promo/reframe2026Wurthy - http://accountingpodcast.promo/wurthyChapters(00:00) - TAP 482 (02:37) - Trump Accounts Boom (07:22) - CPE With Earmark (08:38) - Perplexity Targets Taxes (12:32) - AI Agents And Moats (23:43) - Claude Cowork Bookkeeping (30:25) - Digits Outcome Pricing (30:58) - Digits Pay For Performance (31:25) - Zero Touch Guarantee (31:56) - Pricing Power Debate (32:20) - Switching GL Friction (33:11) - Reframe Conference Sponsor (34:26) - AI Security Banter (35:14) - IRS Palantir Snap Audits (39:09) - AI ROI Wrong Math (44:27) - Find The Bottleneck (46:14) - Automate Client Intake (48:02) - Claude PBC Workflow (54:40) - Weekly Close Discipline (56:13) - DHS Tax Extension Story (57:48) - Mentoring And Webinars (59:15) - Future Firm Tech Stack (01:01:45) - Wrap Up And CPE  Show Notes4 Million Children Have Been Signed Up for Trump Accounts with 1 Million Claiming the $1,000 Pilot Program Contributionhttps://www.irs.gov/newsroom/4-million-children-have-been-signed-up-for-trump-accounts-with-1-million-claiming-the-1000-pilot-program-contributionIntroducing Computer for Taxeshttps://www.perplexity.ai/hub/blog/introducing-computer-for-taxesThe IRS Wants Smarter Audits. Palantir Could Help Decide Who Gets Flaggedhttps://dnyuz.com/2026/03/30/the-irs-wants-smarter-audits-palantir-could-help-decide-who-gets-flagged/Digits Announces Outcome-Based Pricinghttps://www.accountingtoday.com/news/digits-announces-outcome-based-pricingYour AI Business Case Is Built on the Wrong Mathhttps://www.cfo.com/news/your-ai-business-case-is-built-on-the-wrong-math-throughput-accounting-productivity/816014/Treasury and IRS Announce Tax Filing Relief to DHS Personnelhttps://home.treasury.gov/news/press-releases/sb0431Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifieds REFRAME 2026 - http://accountingpodcast.promo/reframe2026Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

It's our weekly news roundup. First, the story of the missing birdsong. WXXI's Jeremy Moule reports on how the Canadian wildfires have made some birds go quiet. Then WXXI Classical's Mona Seghatoleslami introduces us to Lisa Bielawa, a composer and visiting professor at the Eastman School of Music. Bielawa is in town for her "Rochester Broadcast" — an outdoor performance by hundreds of musicians planned for Parcel 5. We discuss how you can get involved. Finally, tax deadline day is coming, and we are bailing out the procrastinators in a conversation with CPA Mark Kovaleski, managing partner at MMB+CO. Our guests: Jeremy Moule, deputy editor for WXXI News Mona Seghatoleslami, music director, host, and producer for WXXI Classical 91.5 FM Lisa Bielawa, composer, vocalist, and Howard Hanson Visiting Professor at the Eastman School of Music at the University of Rochester Mark Kovaleski, CPA, managing partner and chair of the executive committee at MMB+CO ---Connections is supported by listeners like you. Head to our donation page to become a WXXI member today, support the show, and help us close the gap created by the rescission of federal funding.---Connections airs every weekday from noon-2 p.m. Join the conversation with questions or comments by phone at 1-844-295-TALK (8255) or 585-263-9994, email, Facebook or Twitter. Connections is also livestreamed on the WXXI News YouTube channel each day. You can watch live or access previous episodes here.---Do you have a story that needs to be shared? Pitch your story to Connections.

Angel Reese is on the move — we break down her trade to the Atlanta Dream and her new role as the face of Victoria's Secret Swimwear. Then, Dianna Russini and Mike Vrabel are caught on camera together — what's really going on there? Lamar Jackson pulls up to OTAs in true MVP fashion, and LeBron James says something that has the entire city of Memphis fired up. Plus, Pastor Marvin Sapp ties the knot in the most dramatic entrance you've ever seen — his bride arrives by helicopter. And we close out with the big question: has MLB officially surpassed the NBA in popularity? All that and more on Breaking Through Glass Ceilings with Brian H. Waters(2:22) Angel Reese Traded to the Atlanta Dream (5:21) Angel Reese Face of Victoria Secret's Swimwear(6:48) Dianna Russini and Mike Vrabel Caught on Camera (13:46) Lamar Jackson Arrives to OTAs(15:00) LeBron James Disrespects the City of Memphis(17:52) Marvin Sapp gets married and his wife arrives in a helipcopter(20:24) Has the MLB Surpassed the NBA In Popularity .Check out Sophie's Tax Prep here: https://www.facebook.com/sophiestaxprep/ Create some of the best social clips using OPUS Clip. Be sure to click my link belowhttps://www.opus.pro/?via=brianhwaters Purchase a Breaking Through Glass Ceilings T-Shirt: https://bit.ly/BTGCShirts Support this podcast while supporting your favorite sports teams by making your purchases on Fanatics and using this link: https://bit.ly/34rWdXr Save 10% off Rogue Energy Drink https://rogueenergy.com/discount/BrianH?ref=wfGgU8WHQ98SUr Symphony of Balloons https://bit.ly/SYMPOBallonsForm Book with Symphony of Ballons here: https://bit.ly/SYMPOBallonsForm

Trick Williams and Lil Yachty are going to WrestleMania! Bria H. Waters returns this week with Wrestling For The Culture and discusses Sexyy Red hosting NXT, Carmelo Hayes potential WrestleMania matches, Booker T. going World Star, Charity King running Texas, Tyla Bandz, Dynamite Jackson and Isaiah Wolf winning new titles and more! (2:40) Carmelo Hayes deserves a WrestleMania spot after the work he put in(7:49) Trick Williams will bring Lil Yacty with him to WrestleMania(11:01) Rockets reporter pulls a Rock on Je'Von Evans (11:52) Sexyy Red dancing with Shawn Michaels(12:04) Jade Cargill celebrates Charlotte's birthday(13:46) Booker T. made WorldStar!(14:27) Jaida Parker def Kelani Jordan(16:15) Tyla Bandz wins the Jewels of Wrestling Women's Championship(16:#1) Dynamite Jackson wins the UPW Light Heavyweight Championship(16:46) Isaiah Wolf wins the Hazmat Pro Heavyweight Championship(17:05) Charity King runs Texas(18:00) Rev Pro Live in London 106 Results(18:41) WrestlePro X (19:10) Anthony Bowens and Max Caster call a truce(19:26) Waves and Curls Shine Bright at Wrestle Open(20:00) The reign of Ultimate Mone' Comes to an EndCheck out Sophie's Tax Prep here: https://www.facebook.com/sophiestaxprep/ Create some of the best social clips using OPUS Clip. Be sure to click my link belowhttps://www.opus.pro/?via=brianhwaters Subscribe to our Patreon https://www.patreon.com/Wrestling_Wrealm Use the promo code WrestlingWrealm on SeatGeek to get $20 off your purchaseSubscribe to the Wrestling Wrealm on the following platformsYouTube http://bit.ly/WWYouTube1 Twitch http://bit.ly/WrealmTwitch ​Spotify http://bit.ly/WWSpotify1​ Apple Podcasts http://bit.ly/WWItunes​https://www.patreon.com/Wrestling_Wrealm

Tax pros Jackson Hewitt declare April 2 National Get it Done Day to help turn procrastination - or what they like to call 'protaxination'- into progress

Tax pros Jackson Hewitt declare April 2 National Get it Done Day to help turn procrastination - or what they like to call 'protaxination'- into progress

Jade Cargill has aligned herself with some baddies as she prepares to face Rhea Ripley at WrestleMania 42, plus Oba Femi steps up to take down Brock Lesnar at the showcase of the immortals. Brian H. Waters discusses this plus Mercedes Mone continues to elevate women's wrestling, R-Truth, Damian Priest, Erik Surge, Corinne Joy, Prolific, Pretty Boy Smooth, Pastor C-Lo and Simone Valentina all win gold this week! Rundown:(2:07) OBA FEMI CALLS OUT BROCK LESNAR(3:21) Prince Agballah calls out Oba Femi(4:31) Jade aligns with Michin & B-Fab and take out Rhea Ripley(6:22) R-Truth and Damian Priest win the WWE Tag Team Titles(7:12) Carmelo Hayes retains the U.S. title(7:45) Lash Legend and Nia Jax remain women's tag champs(10:14) Pastor C-Lo and Pretty Boy Smooth win Exodus Pro Tag Titles(11:12) Corinne Joy wins the Dynamic Wrestling Association Women's Title(11:58) Mercedes Mone' drops two more titles(12:50) Kuro defeats Trent Seven (12:56) Simone Valentina wins mcw women's title(13:42) Women's wrestlers to watch out for nextCheck out Sophie's Tax Prep here: https://www.facebook.com/sophiestaxprep/ Create some of the best social clips using OPUS Clip. Be sure to click my link belowhttps://www.opus.pro/?via=brianhwaters Subscribe to our Patreon https://www.patreon.com/Wrestling_Wrealm Use the promo code WrestlingWrealm on SeatGeek to get $20 off your purchaseSubscribe to the Wrestling Wrealm on the following platformsYouTube http://bit.ly/WWYouTube1 Twitch http://bit.ly/WrealmTwitch ​Spotify http://bit.ly/WWSpotify1​ Apple Podcasts http://bit.ly/WWItunes​https://www.patreon.com/Wrestling_Wrealm

Mercedes Mone' shares her reasoning for women's wrestling being held back, plus she drops another championship in route to elevating women's wrestling. Plus Maya World earns a Ring of Honor women's title shot. Will she become the new champ. Brian H. Waters discusses this, plus many new champions across the board including Chaz The Don, Shaq Jordan, Charity King and more!Rundown (2:11) Krista B makes her color commentary debut at Pro Wrestling R(2:41) Mercedes Mone' Drops EWA Women's Title(3:59) Ricky Sosa defeats Joe Lando(4:23) Mercedes Mone's says its the men that's holding women's wrestling back(10:05) Maya World earns shot at Ring of Honor Women's Title(11:51) Maya World added to Reality of Wrestling alumni wall(12:37) Mercedes Mone' host free women's wrestling seminar (13:27) Red Velvet retains Ring of Honor women's tv title (13:59) Jade def Michin, later seen backstage with B-Fab(15:40) Irresistible Forces retain tag titlesand attack Bella Twins(16:04) Trick Williams def Jacob Fatu(16:39) Willow Nightingale retains TBS title(16:57) Swerve Strickland def Brody King(17:13) Jetspeed win AEW trios titles(17:44) Chaz the Don wins Young Simba Championship(18:19) Shaq Jordan wins Wrestling League Official heavyweight Championship(18:29) Charity King wins the Texas Pro Women's Wrestling Championship(18:47) Darius Carter wins Enjoy championship, TME retains enjoy tag titles(19:15) Shalonce Royal is the new OWV women's champion(19:29) Black Cat Johnson and Trent James become Action Packed tag team champions(19:42) Devon Monroe wins the Winnipeg Professional Wrestling Men's Voyageur Cup(20:03) ACE def JR Lindsey to win the the Wrestling League Proven Championship(20:16) Donovan Lo & Bugs Moran win the Tag Team Titles(20:28) Rhio announces Progress will hold The first ever Women's Super Strong Style 16(21:06) Rhio retains 4th Rope Women's title(21:22) Roddy Suavino def Lex the Radical(21:30) The Congregation SpeaksCheck out Sophie's Tax Prep here: https://www.facebook.com/sophiestaxprep/ Create some of the best social clips using OPUS Clip. Be sure to click my link belowhttps://www.opus.pro/?via=brianhwaters Create some of the best social clips using OPUS Clip. Be sure to click my link belowhttps://www.opus.pro/?via=brianhwaters Subscribe to our Patreon https://www.patreon.com/Wrestling_Wrealm Use the promo code WrestlingWrealm on SeatGeek to get $20 off your purchaseSubscribe to the Wrestling Wrealm on the following platformsYouTube http://bit.ly/WWYouTube1 Twitch http://bit.ly/WrealmTwitch ​Spotify http://bit.ly/WWSpotify1​ Apple Podcasts http://bit.ly/WWItunes​https://www.patreon.com/Wrestling_Wrealm

What do tariffs, war, AI agents, and a collapsed accounting startup have in common? This week, Blake and David connect the dots between rising economic pressure and rapid tech change. They break down the lopsided cost of drone warfare, small businesses getting crushed by tariffs, AI tools handling tax and bookkeeping tasks, and new details on Botkeeper's collapse. You'll hear what these shifts could mean for accountants, firms, and the future of the profession.SponsorsUNC - http://accountingpodcast.promo/uncOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(01:27) - Sponsor Break UNC (02:46) - War Costs and Drones (08:58) - GPT 5.4 for Accountants (11:13) - AI Agent Files City Tax (15:23) - Claude Skill for Tax Prep (17:11) - Sponsor Break OnPay (18:55) - Gemini Makes Theme Music (22:33) - Uber CEO AI Clone (24:22) - Botkeeper Collapse Follow Up (31:13) - QuickBooks Integration Doubts (31:53) - Cloud Accountant Staffing Spot (32:59) - KPMG Earnings Leak Theory (37:23) - Zapier AI Guardrails (39:43) - 401k Hardship Withdrawals Rise (43:02) - Tariff Refunds and AI Lawsuits (46:27) - Trump v Trump IRS Lawsuit (48:43) - IRS Union Contract Termination (50:01) - Direct File Act Returns (51:56) - Meta 16B Tax Fight (54:33) - Trump Accounts Auto Enrollment (56:13) - Accounting Degrees Loan Limits (57:39) - CPE App and Sign Off  Show NotesIran's Drones Cost a Fraction of the U.S. Weapons Shooting Them Down https://www.nytimes.com/2026/03/04/business/iran-drones-us-weapons-cost.html Introducing GPT-5.4 https://openai.com/index/introducing-gpt-5-4/ Breaking Up with TurboTax: How I Used Claude to File My Taxes for Free https://kachess.dev/taxes/ai/personal-finance/2026/02/27/breaking-up-with-turbotax.html Show HN: Claude Skill to Do Your Taxes https://news.ycombinator.com/item?id=47277164 Enrico Palmerino Explains Botkeeper's Fall https://www.accountingtoday.com/news/enrico-palmerino-explains-botkeepers-fall Uber CEO Dara Khosrowshahi Has an AI Clone https://www.fastcompany.com/91500087/uber-ceo-dara-khosrowshahi-has-an-ai-clone KPMG-Audited Companies Are Trading Strangely on Polymarket https://eventwaves.substack.com/p/kpmg-audited-companies-are-trading Zapier Updates: AI Guardrails & Governance Controls https://zapier.com/blog/february-2026-product-updates/ Record Numbers of Workers Are Raiding Their 401(k) Savings https://www.wsj.com/personal-finance/retirement/401k-hardship-withdrawals-record-vanguard-2025 For Some Small Businesses, a Tariff Refund Isn't Worth the Pain of Pursuing It https://finance.yahoo.com/news/small-businesses-tariff-refund-isnt-worth-pain-pursuing-it.html Trump's IRS Lawsuit Offers Lessons on Privacy and Legal Process https://news.bloombergtax.com/tax-insights-and-commentary/trumps-irs-lawsuit-offers-lessons-on-privacy-and-legal-process Democrats Unveil Bill to Resurrect Direct File https://www.accountingtoday.com/news/democrats-unveil-bill-to-resurrect-direct-file I.R.S. Tactics Against Meta Open a New Front in the Corporate Tax Fight https://www.nytimes.com/2026/02/24/business/irs-meta-tax-ireland.html IRS Should Open Trump Accounts for Eligible Children Automatically, AICPA Says https://www.journalofaccountancy.com/news/2026/feb/irs-should-open-trump-accounts-for-eligible-children-automatically-aicpa-says/ NASBA Urges U.S. Department of Education to Restore "Professional" Status for Accounting Degreeshttps://nasba.org/blog/2026/03/05/status-for-accounting-degrees/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch

Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth.   Tax season is here, and for professional baseball players, the stakes couldn't be higher. This timely episode welcomes BIP Wealth tax advisor Allie Powell and baseball division member John Hester to break down everything ball players—and their families—need to know about taxes in 2026. From the landmark changes in the One Big Beautiful Bill (OBB) to SEP IRA strategies for college athletes earning NIL money, this episode is a must-listen for current and future MLB draft picks, minor leaguers, and their families.   •       What the One Big Beautiful Bill (OBB) means for baseball players' taxes •       The major SALT (State and Local Tax) deduction change from $10,000 to $40,000 •       How to optimize W-2 income vs. 1099 endorsement/NIL income •       Why a SEP IRA is a game-changer for college athletes with NIL deals •       Understanding estimated tax payments and the IRS Safe Harbor rule •       Tax planning strategies for MLB draft signing bonuses •       The power of donor-advised funds for charitable giving deductions •       Why compound growth in tax-deferred accounts over 40 years is "incredible"     To contact the hosts, send an email to jhester@bipwealth.com, kschmidt@bipwealth.com, cmurray@bipwealth.com, or jhermida@bipwealth.com

Welcome to another episode of Building the Premier Accounting Firm. Today Roger Knecht and tax expert Michael Uadiale discuss strategic tax planning for business owners, moving beyond basic tax preparation to proactive wealth building. This episode reveals how to legally minimize tax liabilities and achieve financial freedom through expert tax strategies and dedicated client relationships. In This Episode: 00:00 Introduction & Journey to Tax Planning 04:31 Tax Prep vs. Tax Planning 08:41 DECIDE: 6-Step Tax Plan 12:51 Achieving Zero Tax Legally 17:15 7 Workhorse Tax Strategies 23:09 Work Less, Keep More: Lifestyle Strategies 30:13 Marketing and Pricing Tax Services 34:16 Client Experience & Deliverables 40:27 Gratitude and Collaborative Mindset 47:09 Conclusion and Resources Key Takeaways: Define the critical differences between tax preparation and strategic tax planning, emphasizing proactive tax reduction. Implement the "DECIDE" six-step plan for slashing tax bills, covering deductions, entity types, credits, income shifting, deferrals, and eliminations. Utilize workhorse strategies like home office deductions, hiring family members, and maximizing auto and health insurance write-offs. Structure services with clear menu pricing for tax advisory and outsourced CFO offerings, demonstrating value to clients. Foster client relationships through consistent meetings and communication, ensuring ongoing tax planning and implementation support. Featured Quotes: "There is no patriotic duty to overpay your taxes." - Michael Uadiale "Our services are free… if we cannot get you to a point where you are able to get at least two to three times reduction in your taxes net of our fees, we don't want you as a client." - Michael Uadiale "Planning is not a firehose activity in December. It's something that you got to do all through the year." - Michael Uadiale Behind the Story: Michael Uadiale shares his personal journey from an immigrant with a significant unexpected tax bill to becoming a master tax advisor. This pivotal experience shaped his approach to tax planning, leading him to found a seven-figure firm focused on proactive client strategies rather than reactive tax preparation. He advocates for a collaborative and value-driven approach within the accounting profession. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Join the Financial Freedom Academy: We guide you through expert wealth and tax strategies to enhance your financial health, regardless of experience. https://www.skool.com/financialfreedomacademy   Are you ready for a change, both personally and professionally?  Then accept and participate in the Accountrepreneurs Challenge.  This is a FREE opportunity to apply best practices and make this the best year yet in your career.   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Free tax preparation services are putting millions of dollars back into the pockets of Tennessee residents through the United Way’s VITA program. As we hit the peak of

We share how to file a simple return for free with IRS-certified volunteers, what to bring, who qualifies, and why filing on time supports bigger goals like homebuying and emergency savings. Super Tax Day details, ongoing site access, and added community resources round it out.• what VITA is and who it serves• why free beats low cost on simple returns• super tax day time, place, and flow• ongoing locations through April 15• income limits and eligible return types• documents to bring and direct deposit• avoiding predatory services• extra benefits like classes and community resources• importance of filing even with no refund• where to find accurate site informationSubscribe to the Money Matters Podcast, and visit neighborsfcu.org/learn/financial-wellness/view-all-financial-resources for more tools to help you build a strong financial futureHave an idea for a show or a question for Kim? Send us a text messageSupport the showWelcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice.

There's a moment at the end of every tax interview that most firms rush through.And it's quietly costing them six figures a year.In this episode of The Growth-Minded Accountant, Lee Reams shares a simple but powerful framework — the Post-Tax Bridge — that helps tax and accounting firms turn compliance conversations into advisory opportunities without selling, pitching, or slowing down tax season.You'll learn:• Why most firms unintentionally close advisory doors in March • The exact question to ask that creates continuity instead of closure • How to sequence the conversation so the proposal comes after tax season • The psychology behind pre-seeding advisory through your marketing • How small behavioral shifts during tax interviews compound into meaningful revenueThis episode is for firm owners who want to grow beyond compliance — not by adding pressure, but by building systems.Tax season isn't just filing season.It's pipeline season.If you're building an advisory-forward accounting firm, this is a conversation you'll want your entire team to hear.

WBZ NewsRadio’s Suzanne Sausville reports.See omnystudio.com/listener for privacy information.

Overtime deductions became one of the most misunderstood tax topics coming out of the last election cycle—and that confusion is heading straight into tax season.In this episode, Lee Reams II and Lee Reams Sr. break down what actually qualifies as deductible overtime, why state overtime rules don't automatically apply for federal tax purposes, and why the 2025 tax season will be far more labor-intensive for firms than most people expect.This isn't about complicated tax law.It's about time, communication, and preparation.What we cover:• Why not all overtime qualifies for the federal deduction• State overtime rules vs. FLSA rules—and why the difference matters• Why weekly overtime analysis creates major prep bottlenecks• A real-world example where “earned OT” still results in no deduction• The hidden trap with time-and-a-half vs. double-time pay• Why 2025 puts the burden on firms—not employers• How structured worksheets and standardized intake save hours per return• The curveball many firms miss: tipped occupations• The advisory opportunity hiding inside a compliance headacheThe big takeaway: Firms that educate clients early, collect cleaner data, and use smarter systems will avoid chaos—and have better advisory conversations with better outcomes.This episode is a must-listen for tax and accounting professionals who want fewer surprises, better client experiences, and stronger margins heading into the 2025 tax season.Download the overtime worksheets:PDF:https://images.client-sites.com/WS-OvertimeDeduction.pdfGoogle / Excel:https://images.client-sites.com/Overtime_Deduction_Worksheet.xlsxLearn more about tech-enabled firm growth at CountingWorks PRO: https://www.countingworkspro.com/Thanks for listening—and for doing the work to build a smarter, more proactive firm.

Support the show: http://www.newcountry963.com/hawkeyeinthemorningSee omnystudio.com/listener for privacy information.

Are you just prepping for taxes, or actually planning for them? Mike Douglas breaks down the crucial difference between tax prep and tax planning, revealing how a forward-thinking strategy can help you keep more of your hard-earned money. Learn why integrating your financial, tax, and estate plans matters—and how avoiding siloed advice can make a real impact in retirement. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

Should Your Law Firm Bookkeeper Also do Your Tax Prep? If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

The year is almost over—Dr. Friday shares simple steps to get organized now so tax season goes smoother and with fewer surprises. Transcript G’day, I’m Dr. Friday, president of Dr. Friday’s Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment. We are getting close to the end of the year and now is the time. Time to start getting organized, right? We don’t want to wait until the first of the year and run around like crazy chickens. We want to have our documents in line. So first I would say get yourself a manila envelope. Put on there what you may be expecting—especially if you’re a person that’s self-employed. You may have 1099s that need to be coming in. Go ahead and take all those receipts that are on the kitchen table that you've spread out, start adding them together, put them in Excel, get the numbers together so you only have to add the last few weeks here. Earlier you get in, the sooner you know how much money you might owe, and the easier it is to ease any kind of penalties or interest. Check us out at drfriday.com. You can catch the Dr. Friday Call-in Show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.

What do Mike Tyson, tax season, and your retirement plan have in common? This episode of the Art of Money podcast blends celebrity stories with practical advice on tax prep, ongoing tax planning, and inflation-proofing your financial future. Host Art McPherson shares real strategies for organizing documents, maximizing deductions, and building trust with financial advisors. Plus, hear insights from Tyson himself and learn how to keep your money growing, even as the world changes. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Send us a textListen to our guest, Tarrah Hardin, with the Kentucky Farm Business Management, speak with Senior Loan Officer Caleb Sadler about upcoming changes for the 2025 and 2026 tax season. Learn more about KFBM at https://kfbm.mgcafe.uky.eduCentral Kentucky Ag Credit: https://www.agcreditonline.com

NBC senior business correspondent Christine Romans details everything to know about 2025 taxes and end-of-year prep. Also, Justine Lupe joins to discuss returning for season two of the hit show ‘Nobody Wants This.' Plus, Jared Harris and Noah Oppenheim share details on their new political thriller ‘A House of Dynamite.' And, chef Brian Lewis shares a herbed pork roast with beet salad recipe. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Last week, I hosted a webinar on creating the 2026 tax season you actually want. More than 100 CPAs tuned in live or on replay. In this podcast episode, I share the exact system: deciding your hours, doing the math, raising prices, scheduling clients, and communicating clearly. ICYMI, you can catch the full replay here: geraldinecarter.com/free.…Link to full shownotes: https://www.businessstrategyforcpas.com/366…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Don't wait until tax season to plan! With 37% of business owners feeling tax anxiety, year-round planning prevents costly surprises, missed deductions, and cash flow disruptions. Quarterly check-ins with professionals help you adjust strategies as your business evolves. Learn more at https://associatesinaccountingcpa.com/ Associates in Accounting, CPA City: Louisville Address: 9405 Mill Brook Road Website: https://www.associatesinaccountingcpa.com

On this episode of Rutherford Issues, host Bryan Barrett talks with Ashley Wenzel, VP of Development and Programs, and Haley Vaughn, Assistant Director of Economic Mobility wi

Tired of TurboTax and outdated accounting software? David Kang, Founder & CEO of Keeper — a tech-enabled tax preparation service pairing clients with top accountants while using AI to automate the busywork.David shares how Keeper has grown to serve 40,000+ clients a year, why 75% of accountants retiring soon is a massive opportunity, and how their platform helps high-earners and small business owners save time, money, and headaches.

Andrea MacDonald CPA and Andy Frye will break dwon how to report income for your Fix & Flip clients, and the key difference between Schedule E and Schedule C reporting. For more information about the episode visit us at prontotaxschool.com or email us to support@prontotaxschool.com

Andrea MacDonald CPA will lead the conversation on why a LLC setup is important for real estate investments, especially when the purchase is made through a non-real estate business. For more information about the episode visit us at prontotaxschool.com or email us to support@prontotaxschool.com

In this episode, Steven is joined by fellow Spokane native and tax pro turned financial advisor, Mary McDirmid. Mary has extensive experience both doing tax preparation and in her current role as a financial advisor. Mary shares what she learned and how she is a better financial planner because of the time she spent preparing taxes early in her career. Steven and Mary both discuss some of the things that can only be learned from getting your hands "dirty" and doing the hard work of preparing tax returns and how that knowledge can help all financial advisors. Mary's area of focus now is on helping families who are supporting loved ones with rare diseases and disabilities navigate the financial and emotional challenges that can bring (this is also a service she provides to other financial advisors). https://zurl.co/5HmUJ

Daren Gress EA leads the conversation on how to report general expenses on Schedule E, covering key topics like depreciation, repair regulations, and the distinctions between business and residential rental properties.  For more information about the episode visit us at prontotaxschool.com or email us to support@prontotaxschool.com

Andrea MacDonald CPA will lead the conversation on how to handle out-of-state rental properites on a Schedule E; and you'll get to see the difference between how the real world stacks up and what social media is trying to sell your clients.   For more information about the episode visit us at prontotaxschool.com or email us to support@prontotaxschool.com

Thinking about leaving the Golden State for a more tax-friendly environment? You're not alone, and Chris Parker from Moss Adams is here to help. Join us for an enlightening conversation about the intricacies of tax-compliant relocation as we explore practical strategies for establishing residency in a new state. Chris recounts his unexpected career shift from biotech law to tax law and shares his passion for guiding diverse clients through the delicate process of severing ties with California. With Californians increasingly seeking refuge in lower-tax states, this episode promises to equip you with essential knowledge for a successful transition. Unravel the complexities of establishing new roots beyond California's borders as Chris walks us through the meticulous steps required to substantiate your new residency claim. From obtaining a driver's license to actively participating in local community life, each action plays a crucial role in convincing the Franchise Tax Board of your move's permanency. We also touch on how these changes can affect your charitable giving habits, potentially shifting your support to organizations within your new home state. Don't miss Chris's expert advice on maintaining proper documentation and timing your financial transactions to avoid unwanted scrutiny during residency audits. Concluding our conversation, Chris offers invaluable insights on managing the emotional and practical aspects of selling a family home when relocating. Chris clearly demonstrates his commitment to providing top-notch guidance to clients both within and outside California. Listening, you'll hear the benefit of his wealth of experience and ensure you're prepared for any potential tax obligations that may arise as you embark on your new adventure. Contact Chris at chris.parker@bakertilly.com or call Chris: 916-503-8266 For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/ (00:00) Tax and Relocation Services Conversation Chris Parker from Moss Adams discusses tax-compliant relocation services for Californians, the firm's merger with Baker Tilly, and the trend of Californians moving to lower-tax states. (11:46) Establishing Residency in a New State Timing, residency verification, and impact on charitable giving are important considerations when relocating from California. (24:00) Residency and Tax Considerations for Relocation Understanding tax implications and residency rules when selling a family home and moving to a new state. (38:20) Residency Audit and Tax Advice Nature's residency challenges when moving from CA to another state, including FTB audits and maintaining consistent activity patterns. (44:20) Expert Advice From Chris Parker Nature's financial advice from Chris Parker of Moss Adams, upcoming merger with Baker Tilly, and gratitude for his contributions.

Andy Frye EA and Daren Gress EA will dive into income and expenses of Schedule E, starting with how to handle a brand new client.   For more information about the episode visit us at prontotaxschool.com or email us to support@prontotaxschool.com

Backlash has delivered some unforgettable showdowns over the years—but some matches just don't get the love they deserve. This week, Brian H. Waters breaks down 5 must-see Backlash matches that are absolutely worth a rewatch. From brutal brawls to technical masterpieces, these bouts showcase WWE stars at their best. Whether you're a longtime fan or just getting into wrestling history, this list is packed with underrated gems and classic encounters you won't want to miss.

This week on Breaking Through Glass Ceilings with Uncomfortable Conversations, Brian H. Waters discusses a few trending topics from the past weekend including:(1:47) Shedeur Sanders getting drafted in the 5th round(8:26) Adam Silver saying the media needs to talk about why people love the game(12:42) Shaq and Dwight Howard mend fences(18:16) Saquon Barkley golfs with Trump and attends Eagles White House visit, while Jalen Hurts has a scheduling conflictDon't forget to LIKE, COMMENT, and SUBSCRIBE for more real talk!

WrestleMania 41 is behind us and now it's time to look ahead. Now, who are the underrated wrestlers poised to take over in 2025? In this episode of Break It Down with Brian H, we spotlight the future breakout stars of professional wrestling. From NXT to WWE, these are the names you need to know before they blow up this year.

Women's wrestling has come a long way — but has it truly surpassed expectations at WrestleMania? Brian H. Waters dive deep into the journey of women's matches on the grandest stage of them all. From overlooked segments to historic main events, we analyze the evolution, the key moments, and whether the reality has lived up to the hype. Has the Women's Evolution reached its peak, or is there still more ground to break? Join the discussion and share your thoughts in the comments!#WrestleMania #WomensWrestling #WWECreate some of the best social clips using OPUS Clip. Be sure to click my link belowhttps://www.opus.pro/?via=brianhwaters Save 10% off your purchase on Vertical Athletics by using the code BRIANHWATERS https://verticalathletics.com/discount/BRIANHWATERS?ref=brianhwaters24 Visit Sophie's Tax Prep on the web https://www.facebook.com/sophiestaxprep/about/?_rdr

This week on Breaking Through Glass Ceilings with Uncomfortable Conversations, Brian H. Waters breaks down the hottest topics in sports and entertainment, including:- (2:07) 56 year-old Shannon Sharpe sued for $50 Million by 19-year-old OnlyFans model he had a sexual relationship with. - (7:43) Shedeur Sanders go undrafted on day 1 of the NFL draft- (12:16) Jalen Hurts asked if he is attending the Eagles White House visit- (13:42) Kevin Gates disrespects LeBron and Savannah JamesDon't forget to LIKE, COMMENT, and SUBSCRIBE for more real talk!

Choosing the Best Tax Software for Your Needs Tax season is here—so which software should you trust with your hard-earned Benjamins? Eric Rosenberg from The College Investor joins us to break down the best options, whether you're a side hustler, crypto investor, or just looking for a free filing solution. Will TurboTax take the crown again, or is there a surprise champ? You might be shocked by which software stands out this year. H&R Block's virtual tax prep – If you want real humans to double-check your numbers, this might be your go-to. Which tax software works best for unique situations – Side gigs, stock trading, crypto investments… different situations call for different solutions. Navigating Tax Day without the stress – Tips to avoid last-minute panic and make sure you're not leaving money on the table. Crypto scams and meme coins – Because tax season isn't stressful enough without adding that mess into the mix. Meanwhile, Doug serves up world-famous trivia with a nod to classic children's books, beloved authors, and sing-song rhymes. Plus, we take a detour into sector betting, market trends, and—of course—movie recommendations. If tax season feels overwhelming, this episode breaks it down, keeps it light, and helps you pick the right software to file with confidence. Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Choosing the Best Tax Software for Your NeedsTax season is here—so which software should you trust with your hard-earned Benjamins? Eric Rosenberg from The College Investor joins us to break down the best options, whether you're a side hustler, crypto investor, or just looking for a free filing solution. Will TurboTax take the crown again, or is there a surprise champ? You might be shocked by which software stands out this year. H&R Block's virtual tax prep – If you want real humans to double-check your numbers, this might be your go-to. Which tax software works best for unique situations – Side gigs, stock trading, crypto investments… different situations call for different solutions. Navigating Tax Day without the stress – Tips to avoid last-minute panic and make sure you're not leaving money on the table. Crypto scams and meme coins – Because tax season isn't stressful enough without adding that mess into the mix.Meanwhile, Doug serves up world-famous trivia with a nod to classic children's books, beloved authors, and sing-song rhymes. Plus, we take a detour into sector betting, market trends, and—of course—movie recommendations.If tax season feels overwhelming, this episode breaks it down, keeps it light, and helps you pick the right software to file with confidence.Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join David Milanec, CPA, President, and Founder of Katz Milanec CPA Tax Firm, and Sean Claiborne, U.S. Army National Guard Veteran, for a comprehensive discussion on preparing for the 2025 tax season. Learn about year-end tax planning, gift tax exclusions, estate planning, and strategies to reduce your tax liability. Perfect for individuals, small business owners, and high-net-worth taxpayers!