Podcasts about tax prep

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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

Think doing your own taxes in retirement is no big deal? It could be a six-figure mistake. In this episode, Mike Douglas breaks down the difference between tax prep and tax planning—and why the latter is critical as you shift from saving to spending. From Roth conversions to RMDs and business write-offs, Mike shares real-life strategies that can help reduce your lifetime tax bill and protect your nest egg. If you’re entering retirement, this is the tax talk you didn’t know you needed. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

In this episode, 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

There is a new accounting software in town, coming in with a fresh $17.2 million raise and a desire to shake things up. The company, Field, hopes to automate the grunt work. “The tax industry is facing a genuine crisis,” Leroy Kerry, Field's co-founder CEO, told TechCrunch. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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!

Brian H. Waters is back from Las Vegas and after watching the showcase of the immortals, he shares his list of the top 5 biggest winners of the WrestleMania 41. Check out who he is picking to have big years ahead of them following their WrestleMania performances. Create 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

Andy Frye EA and Daren Gress EA will dive into the trends of Schedule E: self rental rules they will cover entity bonus, strategies and pitfalls.   For more information about the episode visit us at prontotaxschool.com or email us to support@prontotaxschool.com

Brian H. Waters has loved WrestleMania IX far longer than anyone else. After watching WrestleMania IX, Becoming a Spectacle, he shares what he learned and the truth about Bret Hart, Hulk Hogan and Yokozuna! Create some of the best social clips using OPUS Clip. Be sure to click my link below https://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

In this compelling episode of The Growth Minded Accountant, host Lee Reams and guest Rebekah Barton dive deep into the innovative world of multi-generational family tax planning and accounting. Discover how tailored family packages—ranging from Basic to Premium—do more than just manage annual tax prep; they create a strategic roadmap for long-term financial success. Lee and Rebekah unpack how integrating concepts like compounding interest and the time value of money can transform immediate tax savings into enduring wealth. With practical examples, dynamic discussion on building trust, and insights into proactive tax strategies, this episode offers a fresh perspective on turning tax services into a lasting, multi-generational legacy.

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

EP 121 - In this episode of The Share the Wealth Show, host Nicole Pendergrass welcomes Brittany Hymes, the visionary behind Crown Wells Bank. Brittany shares her bold mission to launch a Black-owned bank, offering both brick-and-mortar and online financial services. Despite the challenges of regulatory approvals and industry experience, she's pushing forward with strategic partnerships and a long-term vision for financial empowerment.Key takeaways include:

As tax season looms, many travel advisors find themselves in unfamiliar waters. Organizing finances and preparing for tax filings can be daunting, but with the right knowledge and strategies, this annual chore becomes much more manageable. In this episode, tax expert Andrew Roed shares tips to help travel advisors stay organized, save money, and avoid costly mistakes. From choosing the right business structure to smart payment strategies and avoiding IRS penalties, Andrew covers what every advisor needs to know. He also clears up common deduction myths, explains estimated tax payments, and reveals how to use your financial data to grow your business. Don't let tax season stress you out - tune in now and take control of your finances! About Andrew Roed: Andrew Roed is an IRS Enrolled Agent, husband to a Travel Advisor and owner of a Company called Taxes For Travel Agents, LLC. Taxes for Travel Agents, LLC focuses on providing tax preparation, tax planning and most importantly financial education for Travel Advisors. taxesfortravelagents.com Facebook Group: Taxes for Travel Agents Today we will cover: (01:20) Andrew's background; becoming a tax expert for travel advisors (04:50) Sole Proprietorship vs. LLC (08:25) Treating your LLC as a separate entity (10:25) Switching to an S Corporation status: is it right for you? (14:10) Strategies for paying yourself as a business owner (19:45) Planning for taxes; setting aside funds and estimated payments (28:40) Tax deductions and write-offs; examples of business expenses (35:10) Tax surprises and hidden costs; hiring a professional for tax preparation (40:45) Utilizing tax data and planning for the future (53:40) Retirement planning options for travel advisors; Solo 401(k) SEMI CUSTOM BRAND KITS Browse our collection of pre-designed brand kits that are customized to your brand's unique personality by our talented Creative Director! _____ JOIN OUR NICHE COMMUNITY: tiquehq.com/niche FOLLOW ALONG ON INSTAGRAM: instagram.com/tiquehq CHECK OUT OUR SERVICES & PROGRAMS: tiquehq.com

EP 120 - In this episode of the Share the Wealth Show, host Nicole Pendergrass welcomes Brittany Hymes, the visionary founder of WealthPro Tax Consultants, to share her inspiring entrepreneurial journey. She started her business with minimal resources—no branded t-shirts, banners, or established marketing strategies—but an abundance of determination.  Key takeaways include:

The Republican speaker of the Wisconsin Assembly is criticizing the prison overhaul proposed by Governor Evers. Enrollment at Milwaukee Area Technical College is almost back to pre-pandemic levels. And, some Wisconsinites can get their taxes done for free. We'll have the details on how and where.

The words “fun” and “taxes” probably don't go together in your mind.  But, as I mention on today's episode, they do at Keen Wealth!  Helping folks be good stewards of their money so that they can enjoy life to the fullest is one of the most rewarding parts of being a financial advisor. And as Tax Day approaches, I love seeing my team in action, working through our checklist-driven process to make sure folks aren't overlooking any details or making any mistakes that might not be fixable.  Whether you're working with professionals or preparing your taxes solo, make sure these four common filing errors are on your radar.

Feeling stressed about the April 15th tax deadline? You don't need to be! Here's the good news, filing a tax extension isn't just okay; it's often the smartest financial move to make if you're in a position of rushing to file your taxes by the deadline.  In this episode, Danielle Hayden, CPA and founder of Kickstart Accounting, Inc. and KSA Tax Partners, breaks down everything you need to know about tax extensions, both the common misconceptions and benefits surrounding them as well as how they factor into tax prep. Key Takeaways:  Understanding Extensions: A tax extension provides an additional six months to file, but estimated taxes must still be paid by April. Tax Extension Myths: The IRS does not penalize or audit you for filing an extension; they just want their money on time.  Accuracy Over Speed: Filing too quickly can lead to costly mistakes—accuracy should come before speed.  CPA Support: Most CPAs, including KSA Tax Partners, handle tax extensions automatically for their clients. Planned Tax Prep: Scheduled tax weeks at KSA Tax Partners ensure transparency and eliminate uncertainty. Topics Discussed: What Is a Tax Extension (00:00:31 – 00:01:27) Tax Extension Common Misconceptions and Benefits (00:01:27 – 00:04:47) Tax Prep and KSA Tax Partners' Approach (00:05:01 – 00:08:18)   Resources: KSA Tax Partners | https://ksataxpartners.com/    Book a Call with Kickstart Accounting, Inc.: https://www.kickstartaccountinginc.com/book    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc

Andy Frye EA and Andrea MacDonald CPA will cover when and how to move your clietns off of Sch C to Scorp.   For more information about the episode visit us at prontotaxschool.com or email us to support@prontotaxschool.com

The sudden shutdown of Bench Accounting in December 2024 left 11,000 business owners without access to their financial data, highlighting the risks of venture-backed automated bookkeeping services. Hosts Alicia Katz Pollock and Veronica Wasek discuss how this pivotal moment presents an opportunity for professional bookkeepers to showcase their value through personalized service, deep expertise, and genuine commitment to client success. They explore how independent bookkeepers can differentiate themselves from automated services while maintaining sustainable pricing models and building lasting client relationships.Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks/Apps Mentioned in this episode:Year-end Cleanup and Tax Prep: http://royl.ws/yearend Converting from QBDT to QBO: http://royl.ws/QBDT2QBOIntro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-businessQBO's Banking Center on March 4: http://royl.ws/QuickBooks-Online-Bankinghttps://5mbAcademy.comhttps://5MinuteBookkeeping.comhttps://5MBvideo.comhttps://mavency.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Alicia explores important improvements to the QuickBooks Desktop-to-Online migration process, including expanded line item capacity and a new pre-migration checklist. Alicia also introduces new offerings like QuickBooks Live Expert Cleanup and the Mailchimp-powered Customer Hub, while previewing an innovative interface redesign that promises to streamline the user experience.(00:00) - Welcome to the Unofficial QuickBooks Accountants podcast (00:39) - Congratulations to OnPay (03:25) - Tags Discontinued (05:00) - QuickBooks Solopreneur Updates (06:48) - Migration from QuickBooks Desktop to Online (10:19) - QuickBooks Live Expert Cleanup (16:58) - QuickBooks Customer Hub Powered by Mailchimp (19:16) - New Recurring Payments Feature (24:11) - Outro and Upcoming Classes Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks Mentioned in this episode:January's Firm of the Future article: https://www.firmofthefuture.com/product-update/january-2025-mpu/Trump's Inauguration's Business funding: https://www.politico.com/news/2025/01/16/trump-inauguration-corporate-donors-004242Alicia's classes:Year-end Cleanup and Tax Prep: http://royl.ws/yearend Converting from QBDT to QBO: http://royl.ws/QBDT2QBOIntro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-businessSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

In this podcast episode, we're chatting about the importance of year-long tax preparation for real estate investors. So many new investors (even seasoned ones) don't realize how important it is to be proactive with your bookkeeping. We also review the understanding of tax documents such as W-9s and 1099s and the significance of tracking mileage and estimated quarterly payments. The conversation also covers insights from our recent CPA meetings, highlighting strategies to maximize tax savings and ensure compliance throughout the year.If you haven't already, please take 2 minutes and leave us a review:

On this episode, Jeremiah and Nic discuss how to navigate the complex tax season, offering tips for understanding 1099 forms and avoiding tax surprises. The duo dives into artificial intelligence and its potential impact on the economy, from energy demands to legislative risks, providing listeners with perspectives on investment opportunities and challenges in the AI space. Additionally, they explore the evolving role of financial advisors, highlighting the importance of trust and comprehensive planning that aligns with clients' values and long-term goals.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts: Jeremiah Bates & Nic Daniels Wealth Management Advisors at Tree City Advisors of Apollon ————————————————————— SPONSORS: Guild Mortgage: https://guildmortgage.com Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ Formations: https://get.formationscorp.com/real-money-pros —————————————————————

Andy Frye EA will discuess the If, When, Why, and How of converting a sole proprietorship (Schedule C) to an LLC or S-corp, including the importance of setting up your client on payroll after the conversion.    For more information about the episode visit us at prontotaxschool.com or email us to support@prontotaxschool.com

Charles and Andrea sit down to answer some of the questions we've been getting about our new tax prep services for music teachers! Can I self-file taxes? What are the tax deadlines I need to be aware of? What is the mileage deduction? How does the mileage deduction work? A full transcript and resources from this episode can be found at MusicStudioStartup.com/episode159.   FREE Webinar: Self-Employment Tax Crash Course - Thur, Feb 6, 2025   MSS Tax + Accounting Services Join the Hub: MSS Entrepreneurs Hub + Mastermind Q1 Mastermind Groups start Jan 27  

Happy new year! For a lot of studio owners, January represents the beginning of tax season so I've got Charles Harris, a CPA, as our guest today to talk about all things self-employment taxes. We'll cover a bunch of things including the earning thresholds for when you need to earn to start filing taxes and what to do if you did not earn a profit in your business this year (spoiler: it can benefit you to file anyway!). We'll also talk about what's different for the 2024 tax year and what we know (and don't know) about expected changes for the 2025 tax year. Plus, we'll share an exciting announcement about new services coming to Music Studio Startup this year and a new perk for Hub members! A full transcript and resources from this episode can be found at MusicStudioStartup.com/episode158.   MSS Tax Prep + Accounting Services for Music Teachers   Join the Hub: MSS Entrepreneurs Hub + Mastermind Q1 Mastermind Groups start Jan 27  

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!

TWIRx News  NCPDP Foundation Shares Insights From a Completed Study Focused on Pharmacy Interoperability https://www.prweb.com/releases/ncpdp-foundation-shares-insights-from-a-completed-study-focused-on-pharmacy-interoperability-302307168.html SWAB‑Rx study aims to expand sexual health services in pharmacies https://www.dal.ca/faculty/health/news-events/news/2024/11/15/swab_rx_study_aims_to_expand_sexual_health_services_in_pharmacies.html  I'm a pharmacist — the best value medications at Dollar Tree, including a $1.25 ‘lifetime supply' gel https://nypost.com/2024/11/15/lifestyle/im-a-pharmacist-the-best-value-medications-at-dollar-tree/ Special Guests:  Scotty Sykes, with Sykes & Company CPA. Business Taxes, preparing for the end of the year. Amit Goldman, with DigitalDx Ventures How will Digital Health impact pharmacists? Sponsored by Sykes & Company CPA and Happier at Home.  Shout out to IPC at HLTH 2024, with iCare+ the post-show is releasing next week, the week of November 18th.