Podcasts about tax refunds

Looking to get a tax refund from the IRS for tax year 2017? Here's what you need to know!Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube:    / @loganallec  -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit:   / taxrelief   

Charlie Weston, Personal Finance Editor Irish Independent

If you were lucky enough to get a tax refund, there's a HUGE temptation to rush out and spend it - after all, it feels a bit like free money. But there are some great ways to use it that'll give you much better bang for your buck. Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson go through five smart ideas for using your tax refund. ---The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

The government just restarted a program that seized $4 billion in tax refunds from Americans with student loans—and Anthony O'Neal reveals the 3 legal ways to protect your 2026 refund before the Treasury Offset Program takes every penny, including your child tax credits.◼️ What You'll Discover:Why 10 million Americans could wake up in default by December 2025—and never see it comingThe Treasury Offset Program loophole that lets them take your ENTIRE refund without a court orderSarah's story: How she protected her $3,200 refund and got completely out of default in 90 daysThe 7-day action plan that stops the government from touching your moneyWhy the last 3 days of every month are your secret weapon in loan negotiationsThe credit repair strategy that removes defaults AND boosts your score 60-100 pointsABOUT ANTHONY ONEAL:Anthony O'Neal is a nationally bestselling author, speaker, and host of The Table with Anthony O'Neal. He holds a Bachelor of Science in Finance & Banking and is a professor of Consumer Economics at Virginia Union University. Since 2014, he's helped millions of people get out of debt, build wealth, and break generational poverty. His mission is to help you maximize your income, eliminate debt, and create a life of freedom and legacy.

The Minnesota Department of Revenue is warning Minnesotans NOT to engage with text messages claiming to provide tax refunds. Work was paused today on road construction projects across the state... after two workers died in separate incidents in construction zones last week. MnDOT says the first-ever statewide safety stand-down was held in part to honor the lives lost. It also was a chance for workers to have discussions and share their experiences in an effort to recommit to and improve work zone safety.Those stories and more in today's evening update from MPR News. Hosted by Emily Reese. Music by Gary Meister.

The number of tax refund stores catering to foreign visitors in China had exceeded 10,000 by the end of August, data from the State Taxation Administration showed on Wednesday.国家税务总局周三公布的数据显示，截至8月底，中国为外国游客服务的退税店数量已超过1万家。In the first eight months of the year, the number of tourists claiming tax refunds jumped 247.8 percent year-on-year, while sales of tax-refundable goods and total refund amounts surged 97.5 percent and 96.9 percent, respectively, the data showed.数据显示，今年前八个月，申请退税的游客数量同比增长247.8%，而退税商品的销售额和退税总额分别激增97.5%和96.9%。The departure tax refund measures, which enable overseas tourists to claim back value-added tax on eligible purchases made at designated tax refund stores before leaving China, are translating growing inbound travel flows into consumption momentum and emerging as a fresh driver for inbound tourism spending, the administration said.政府表示，离境退税措施使海外游客在离开中国之前，可以在指定的退税商店对符合条件的购物申请退还增值税，这将不断增长的入境旅游流量转化为消费势头，并成为入境旅游支出的新驱动力。China began implementing the departure tax refund policy for overseas travelers in 2015. Since then, the scale of departure tax refunds has continued to grow year by year, benefiting an increasing number of overseas travelers.2015年，中国开始对海外旅客实施离境退税政策。从那时起，离境退税的规模逐年增长，使越来越多的海外旅客受益。In April this year, the country introduced a package of measures to optimize the policy, including lowering the minimum purchase threshold for refunds, raising the cash refund ceiling, expanding the network of participating stores, and broadening the range of products covered.今年4月，国家出台了一系列优化政策的措施，包括降低退款最低购买门槛、提高现金退款上限、扩大参与门店网络、扩大产品覆盖范围。refundn.退款/rɪˈfʌnd/momentumn.势头；动力/məˈmen.təm/

Today we're talking about a major change in how the federal government pays you—and how you pay the government. Under a new modernization order and Treasury rules, most paper checks are going away. By September 30, 2025, federal benefit payments, vendor payments, and many refunds must be electronic, and your payments to the government will have to be electronic too.

Millions of taxpayers used to getting paper checks from the Treasury Department will soon have to find another way to get their money as the agency phases out paper refunds. The Treasury will send its final tax refund on a paper check by October, if it stays the course set by President Donald Trump's March 25 order to transition fully to electronic payments. Tax observers fear that the change could leave low-income or unbanked taxpayers confused or without refunds. The abrupt switch to direct deposit for all tax refunds also could catch less-obvious taxpayers by surprise. Real estate trusts can't submit banking information on current tax forms unless they are expecting a refund of over $1 million, meaning smaller trusts can't tell the IRS where to send a direct deposit. Banks also hesitate to service high-risk small businesses—like those in the marijuana industry—leaving them without a means to receive a direct deposit. In this episode of Talking Tax, Cheri Freeh, chair of the committee responsible for policy advocacy for the American Institute of Certified Public Accountants, breaks down these changes and tells taxpayers how to get ahead of them. Do you have feedback on this episode of Talking Tax? Give us a call and leave a voicemail at 703-341-3690.

Morgan and Lunchbox answer listener questions! Listener shout outs to start, then Lunchbox answers questions about the hate he gets online, Morgan babysitting his kids, his Mt. Rushmore of cringe moments, and The Challenge. Then they get into his current side businesses, tax refunds, books he’s read lately, and if he will ever have a line of sweatshirts.See omnystudio.com/listener for privacy information.

①Beijing airports see surging tax refunds for overseas travelers②China launches service consumption season③China accelerates express delivery green packaging amid e-commerce boom④China's new satellite industry city takes shape with ground station project approved⑤Over 100 Paleolithic sites unearthed in NW China's Shaanxi⑥North China spots rare stork nest on transmission tower

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Are you looking to get tax refunds for previous tax years? When does your eligibility expire? Find out now! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube:    / @loganallec  -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit: u/Logan_Allec

While the crew is on vacation, we revisit this classic from 2019 where we discuss what bourbon we would purchase with a. $300 tax refund. TBD music is by Kevin MacLeod (incompetech.com).   Important Links: Patreon: https://www.patreon.com/theabvnetwork Our Events Page: bourbonpalooza.com Check us out at: abvnetwork.com. The ABV Barrel Shop: abvbarrelshop.com   Join the revolution by adding #ABVNetworkCrew to your profile on social media.

A federal hearing over the future of LA's homelessness funding is getting contentious. A new strain of COVID is in California and its highly contagious. Wildfire survivors are missing out on their tax refunds. Plus more.Support The L.A. Report by donating at LAist.com/join and by visiting https://laist.comVisit www.preppi.com/LAist to receive a FREE Preppi Emergency Kit (with any purchase over $100) and be prepared for the next wildfire, earthquake or emergency! Support the show: https://laist.com

Hackers have harvested potentially millions of dollars from unsuspecting taxpayers by submitting bogus tax returns – and nobody knows how. Find out more about The Front podcast here. You can read about this story and more on The Australian's website or on The Australian’s app. This episode of The Front is presented and produced by Kristen Amiet, and edited by Joshua Burton. Our regular host is Claire Harvey and our team includes Lia Tsamoglou, Tiffany Dimmack, Stephanie Coombes and Jasper Leak, who also composed our music. See omnystudio.com/listener for privacy information.

Tax refund can be a nice reprieve after going through the tedious task of doing your taxes. If you have a refund, how can you make the most of that refund? What are some financially strategic moves you can make? Sam Taube, NerdWallet Investing Spokesperson and Writer joins Cassidy Clement to discuss.

This week, we're covering when the FTB can intercept a taxpayer's refund.

NBC senior business correspondent Christine Romans breaks down advice on what to do with your tax refund. Also, the story behind the fight to save the planet's sea turtles and the New Jersey long-term recovery center trying to reverse the tide. Plus, Jon Batiste and Suleika Jaouad join to discuss Suleika's new book, The Book of Alchemy: A Creative Practice for an Inspired Life. And, Anna Camp stops by to catch up and talk about joining the fifth and final season of ‘You.'

The guys chat Taxes and brows the FB Marketplace of Ideas. Rate Us ⭐⭐⭐⭐⭐ on Apple Podcasts! Connect With The Show:  Follow Us On Instagram  Follow Us On Twitter  Follow Us On TikTok  Visit Us On The Web    

On this episode of Bounced From The Roadhouse:Special Guests in 4B:Putting Underwear on is a ChallengeLocked OutTax RefundFake NewsBlack Hills IVWork VoiceDr BJNashville AirportApple Watch SavesIgnoring SymptomsPinata DayTime MagazineWhiskey DeckQuestions? Comments? Leave us a message! 605-343-6161Don't forget to subscribe, leave us a review and some stars Hosted on Acast. See acast.com/privacy for more information.

Topics discussed on today's show: National High Five Day, Who's Going To Hell, Lab Grown Nugs, Science News, Fyre Festival 2, Tax Refund, WiFi on Planes, Flight on Fire, Birthdays, History Quiz, Stolen Watches, Booze News, Food News, Hiding Drugs, Movie Reviews, Movie Password, Just Not into Anymore, Jeff Ross, and Apologies.

In this week's episode of the Rich Habits Podcast, Robert and Austin answer your questions!---

On this episode of Financially Naked: Stories from The Financial Gym, Catriona and Garrett, two Certified Financial Trainers, are here for the third installment of financial mythbusting. This series is about challenging some of the most common (and persistent) myths in personal finance they see as Trainers. From social media misinformation to outdated family advice, today, they break down why the answer to most financial questions is “it depends” and why understanding your unique situation is the most important part of making financial decisions.    For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com. Resources  Episode 182: Financial Mtyhbusting with Catriona & Jenny  Episode 219: Financial Mythbusting with Catriona & Kylie    

President Donald Trump has hinted at more tariff exemptions, while his administration zeros in potential new import targets. Progress is being made in US-Iran nuclear discussions. Former President Joe Biden is making his first public appearance post-presidency today. Studies show that children's mattresses are releasing brain-harming chemicals. Plus, experts share the best way to spend your tax refund. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Getting a big tax refund might feel like winning the financial lottery—but spoiler alert: it's not free money, it's a sign you've been giving the IRS an interest-free loan all year. In this episode, I'm breaking down the financial reality behind your tax refund and showing you how to flip the script for long-term money power. We'll talk about why owing taxes isn't always a bad thing, how to adjust your withholdings the smart way, and what to do with that extra cash in your paycheck (hint: it's time to put your money to work). You'll walk away with practical strategies to pay less in taxes, avoid those painful surprises in April, and finally take control of your tax season like a boss. Whether you've been counting on that refund or dreading your tax bill, this episode will change the way you think about the IRS—and your own money habits—for good. In this episode, you'll learn: Why tax refunds aren't “bonus” money How to adjust your W-4 to keep more cash throughout the year What to do if you owe taxes—and how to avoid panic Strategies to maximize tax-advantaged accounts like 401(k)s and HSAs How to use your tax return data to break even next year Where to put your “found money” so it builds wealth instead of disappearing Love what you're hearing? Be sure to rate and review the show. Also, don't keep us a secret, share this episode with a friend! Want to have even more fun?! Follow Shari on Instagram at @everyonestalkinmoney Learn more about your ad choices. Visit megaphone.fm/adchoices

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In this conversation, Derrick from The Hoyl Financial Group discuss the evolution of retirement planning, particularly in light of the 4% rule and the changing landscape of investment strategies. They emphasize the importance of diversification, the role of annuities, and the need for personalized financial planning. The discussion also covers how to navigate market volatility, the significance of understanding investment fees, and strategies for maximizing tax refunds to enhance retirement savings. Get Your Complimentary Retirement Analysis Social Media: Facebook I Twitter See omnystudio.com/listener for privacy information.

We’re revisiting a topic that touches so many American’s wallets: tax refunds. While a big check might feel like a blessing, we’re unpacking why it may not be as helpful—or as wise—as it seems. Could that extra cash be masking deeper issues with planning, stewardship, and financial alignment? We’ll take a look at what scripture says about managing our resources and how your approach to taxes can either support or hinder a life of God-honoring stewardship. Let’s explore a lesser-walked path forward—one marked by clarity, wisdom, and freedom. In this episode, John discusses: The hidden financial drawbacks of tax refunds How cultural messages shape our money decisions The connection between faithful stewardship and tax planning Biblical principles applied to everyday financial choices Key Takeaways: When you overpay your taxes and look forward to a refund, you're essentially handing the government an interest-free loan, tightening your cash flow and limiting your ability to meet everyday needs. Depending on a refund to cover major expenses often points to weaker financial planning, but proactively estimating your tax liability throughout the year helps you stay prepared. Optimizing your tax withholdings allows you to keep more of your income throughout the year, creating space for more purposeful, productive use of your money. Rather than letting your refund be influenced by marketing messages and then disappear into impulse buys, choosing to allocate it to help you live with more intention and faithful financial discipline will pay BIG dividends! “I love the way the Bible stresses the importance in the scripture I just shared about honoring civic responsibilities, and that includes paying taxes as a part of wise and faithful financial stewardship.”    Resources Mentioned: CNBC Story on How Americans plan to spend tax refunds: https://www.cnbc.com/2024/03/06/how-americans-plan-to-spend-tax-refunds   IRS Tax Withholding Estimator: https://apps.irs.gov/app/tax-withholding-estimator   CLICK ON THE LINKS BELOW MORE MONEY MADE FAITHFUL! VISIT MONEY MADE FAITHFUL: https://moneymadefaithful.com/   GET FREE RESOURCES when you join THE HUB: https://moneymadefaithful.com/resource-library-access/Landing-page   BOOK A WORKSHOP & DETAILS: https://moneymadefaithful.com/money-made-faithful-workshop-2/Landing-page   INVITE JOHN TO SPEAK at your conference, church, or event:  https://moneymadefaithful.com/services   SPECIAL SAVINGS ON JOHN'S BOOK, 'He Spends She Spends' and the small group guide: https://moneymadefaithful.com/shop   FOLLOW US ON FACEBOOK: @MoneyMadeFaithful   FOLLOW US ON INSTAGRAM: @MoneyMadeFaithful   If this blessed you today, please Subscribe, Leave a Review, and Share with someone who you believe will benefit from this message!      

From Monday on the Chris Hand Show | March 31, 2025See omnystudio.com/listener for privacy information.

Demrie Henry, Managing Partner at Greenlight Tax Group, specializes in helping taxpayers maximize profits, reduce taxes, and enhance cash flow through strategic financial planning. Amid flowing tax refunds, the IRS reports fewer early filings this season.See omnystudio.com/listener for privacy information.

The discussion focused on the urgency of preparing for the upcoming tax deadline and the increasing threat of tax fraud. Paul Oster explained various tactics used by scammers, such as smishing and phishing, and recommended measures like creating an identity protection PIN and setting up an online IRS account to safeguard personal information. He also addressed the implications of tax liens, encouraging individuals to confront these issues proactively, especially since the IRS is currently more lenient in accepting offers in compromise. The conversation highlighted the importance of awareness regarding scams, including a recent E-ZPass scam that targets individuals with misleading messages about account issues. Kerry Lutz and Paul Oster also examined the inefficiencies in government spending and the need for accountability in light of recent criticisms. They discussed the lack of transparency in taxpayer money allocation, particularly to wealthy private universities, and called for the establishment of efficiency departments to oversee large expenditures. The speakers advocated for reducing government spending and increasing tariffs to combat inflation, referencing the EU's recent decision to lower vehicle import duties as a positive example. They concluded by proposing a national sales tax as a more efficient alternative to income tax, emphasizing the potential for tax cuts without sacrificing essential programs if wasteful spending is addressed. Find Paul here: https://www.betterqualified.com Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe

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The IRS is encouraging taxpayers to apply for a six-digit IP PIN to protect their refund from fraudsters. Host Ariana Aspuru is joined by Wall Street Journal tax reporter Laura Saunders, who walks us through the online process of applying for this extra level of protection.   Sign up for the WSJ's free Markets A.M. newsletter.  Further Listening:  Tax Season 2025: What's New That Could Save You Money  Your Cheat Sheet to Taxes for Investors  How Owning a Home Can Help You Save on Taxes    Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Storytime with Pete, we unpack the financial mirage that is the tax refund. Sure, it feels like free money—but it's really your own cash making a dramatic return after spending a year with the IRS. Pete breaks down why getting a big refund isn't a win, how it exposes flawed money management, and what you can do to turn that refund into a financial reset (instead of a regrettable shopping spree). It's funny, it's a little uncomfortable, and—most importantly—it'll change how you think about your next refund check.

In this episode of Storytime with Pete, we unpack the financial mirage that is the tax refund. Sure, it feels like free money—but it's really your own cash making a dramatic return after spending a year with the IRS. Pete breaks down why getting a big refund isn't a win, how it exposes flawed money management, and what you can do to turn that refund into a financial reset (instead of a regrettable shopping spree). It's funny, it's a little uncomfortable, and—most importantly—it'll change how you think about your next refund check.

Snag Our Simplified Budget System!Budget Besties, we've got a treat for you! Meet Semajh—a 29-year-old child of God, self-proclaimed America's Sweetheart, and a man on a mission to afford (not just buy!) 300 luxury cotton pajamas. Yes, he knows his Pima from his Supima, and yes—he's doing it the bougie and budget-savvy way.In this hilarious and heartfelt episode, Semajh walks us through his journey from struggling with a clunky budgeting app to discovering a system that actually works for real life. He's getting ahead on his bills, setting up buckets (from “New Teeth” to “10% and Then Some”), and feeling what it's like to truly trust his budget.We chat about:Why separate accounts are everything

Are you getting a tax refund this year? I see where many people go splurge the few thousand they get back from overpaying in federal income taxes.... but what if you could make a really powerful move with your money? What if you paid off some debt, started that emergency fund or even started a retirement account?! What could this mean for the future version of you? Will they be ecstatically thanking you for being wise and thoughtful?! Glean a few ideas from your Credit Coach on how to improve your credit and your financial profile!Questions@creditkristi.com

Congress has added various breaks and credits for parents throughout the tax code. Wall Street Journal reporter Ashlea Ebeling joins host Ariana Aspuru to discuss what parents should know about where to look for them and how to compare benefits before filing their taxes. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

James Fishback, CEO of the investment firm Azoria, has gone viral for his idea of what DOGE should do with money it is looking to save by trimming federal government spending. Michael talks to him here to learn about his "DOGE Dividend" plan that caught the interest of Elon Musk and President Trump.

Today's Poll Question at Smerconish.com: Should any portion of a “DOGE Dividend” be returned to Americans as a tax refund check? Listen here to Michael's take, then vote at Smerconish.com, and please leave a rating and review of this podcast! The Daily Poll Question is a thought-provoking query each day at Smerconish.com on a political, social, or other human interest issue. Entirely non-scientific, it always begins a great conversation. Michael talks about it in this podcast each weekday.

Did you know there are still last-minute steps you can take to boost your tax refund? Tune in for an inspiring discussion with Lisa Greene-Lewis, CPA, and TurboTax Expert.Moments with Marianne airs in the Southern California area on KMET1490AM & 98.1 FM, an ABC Talk News Radio affiliate! Lisa Greene-Lewis is a CPA and tax expert for TurboTax.  Lisa has over 20 years of experience in tax preparation and breaking down tax laws. Her success is attributed to being able to interpret tax laws, help tax filers better understand them and save money. Lisa also has a well-rounded professional background, and she has held positions as a public auditor, controller, and operations manager.  Lisa is passionate about breaking down tax laws and sharing tips to help taxpayers save on their taxes no matter what stage of life they're in. For Lisa, getting timely and accurate information out to customers to help them is paramount. Lisa has contributed tax articles to local, national, and online publications, including US News & World Report and Huffington Post.  Lisa has also appeared on news broadcast, the Steve Harvey Show, and the Ellen Show. https://turbotax.intuit.comFor more show information visit: www.MariannePestana.com

Today we want to cover some timely discussions that we've had with clients recently, ranging from savings strategies and debt management to tax refunds and credit card spending. Good saving and spending habits are developed over time, but these seemingly small routines can make a huge difference in retirement.   Here's some of what we discuss in this episode: Why it might not be a good idea to take money out of an IRA and into a high-interest savings account. Should you pull money out of savings or investment accounts to pay off debt? Why you shouldn't be excited to get a big tax refund. Should you change your tax withholdings throughout the year? Using credit cards to pay for as much as you can, especially when traveling. Want to contact us? Website - https://smartmoneyquestions.com/ Email - info@smartmoneyquestions.com Set up a time to talk – http://SpeakWithMatt.com     Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/

In this episode we answer the top listener questions from season 7. We'll clarify when to do a Backdoor Roth IRA, how to spend tax refunds, and maximizing your return on credit card points.

Michael Monks fills in for Amy King today. Jon Decker joins the show to talk about the remaining cabinet members still to be approved by the Gov. Rory O'Neil gives us the updates on the deportation update. Karen Travers covers the latest executive orders from the White House. Joel Larsgaard the host of “How To Money” discusses Credit Card minimum payments/ Tax Refunds.

Hey friend!   In this episode, I'm going over my top tips to help you get organized and reduce stress this tax season. I also share some advice to help you make the most of your refund and set your family up for financial success!   Blessings to your family, Mandy Thank you for helping this show rank in the top 2% globally! I appreciate you so much!

Join us for this special Q&A episode of the Inspired Budget Podcast! Today, Allison answers your questions about everything from managing a tax refund to setting up your bank accounts and budgeting after losing your job. Questions We Answer:How should I use my tax refund? Should I save it, pay off debt, or spend it?What kinds of bank accounts should I have, and how should I split my money between them?What's the best way to budget if I've been laid off?If you're looking for straightforward, useful advice on these topics, you're in the right place!Links Mentioned:The high yield savings account that I love.Save money on your electric bill with TriEagle Energy: https://trieagle.com/inspired You Might Like: Get the BRAND NEW FREE Goodbye Debt Tracker! Grab my FREE Budgeting Cheat Sheet. Get the Budget My Paycheck Spreadsheet. Follow Allison on Instagram! @inspiredbudget Check out Inspired Budget's blog. Take my FREE class on How to Budget to Build Wealth!

Do you get a tax refund every year?  Is that a good thing? If you're in financial distress, what can you do with your tax refund? On this week's episode of the Crushing Debt podcast, Shawn & George talk about tax refunds, how tax refunds are treated in Chapter 7 or 13 bankruptcy, what to do so that your refund is less but your take-home pay is more, and other topics related to bankruptcy. For example, did you know that Child Support and Alimony are not dischargeable in a bankruptcy? What about Homeowner Association and Condo Association liens? What happens to a debt in bankruptcy when one co-signor files for bankruptcy but the other does not? Let us know if you enjoy this episode and, if so, please share it with your friends! Please also visit our sponsors: Magic Mind - https://www.magicmind.com/CDJAN. Magic Mind wants you to build your mental wealth in 2025, and that starts with getting the right amount of sleep, and focus. Magic Mind now has a sleep formula to help you when you can't fall asleep.  Use the code above for 45% (!!) off a combo sleep and focus formula. Sam Cohen of Attorneys First Insurance for Attorneys and Title Companies looking to get a quote on Errors & Ommissions (malpractice) Insurance coverage. www.AttorneysFirst.com.   Or, you can support the show by visiting our Patreon page: https://www.patreon.com/crushingDebt   To contact George Curbelo, you can email him at GCFinancialCoach21@gmail.com or follow his Tiktok channel - https://www.tiktok.com/@curbelofinancialcoach   To contact Shawn Yesner, you can email him at Shawn@Yesnerlaw.com or visit www.YesnerLaw.com. And please consider a donation to Pancreatic Cancer research and education by joining Shawn's team at MY Legacy Striders: http://support.pancan.org/goto/MYLegacy8  

Rounding out 2024, Blake and David tackle tons of accounting news, including bookkeeping startup Bench's shutdown and the ongoing BOI reporting requirements saga. They also examine concerns about IRS Commissioner nominee Billy Long's credentials, including his "Certified Tax and Business Advisor" designation from a three-day seminar. Wrapping up, they review some of 2024's hottest stories, including declining CPA candidates, audit quality issues, and KPMG CEO Paul Knopp's Wall Street Journal op-ed about the "dying language of accounting."SponsorsLiveFlow - http://accountingpodcast.promo/liveflowSuralink - http://accountingpodcast.promo/suralink Cloud Accountant Staffing - http://accountingpodcast.promo/casTaxBandits - http://accountingpodcast.promo/taxbanditsChapters(01:36) - Beneficial Ownership Information Reporting (BOI) (03:39) - Bench Accounting Shutdown (12:35) - Automated Bookkeeping Challenges (18:35) - Tax Fraud Case: The Magician (28:20) - IRS Commissioner Nominee Controversy (33:55) - Tax Refunds and Lifetime Advisors (36:16) - The Dying Language of Accounting (37:44) - CPA Licensure Reform (39:05) - Working Conditions in Accounting (42:28) - Reflecting on 2024: Key Themes and Events (55:34) - AI and the Future of Accounting (01:00:59) - San Francisco's Tax Controversies (01:04:03) - IRS Special Payments and Predictions for 2025 (01:06:25) - Bitcoin and Quantum Computing Risks (01:09:13) - Closing Remarks and CPE Information  Show NotesBench shuts down, leaving thousands of businesses without access to accounting and tax docshttps://techcrunch.com/2024/12/27/bench-shuts-down-leaving-thousands-of-businesses-without-access-to-accounting-and-tax-docs/New York tax preparer called ‘the Magician' charged for tax fraud of $145mhttps://www.theguardian.com/us-news/2024/dec/17/new-york-magician-tax-fraudBilly Long, Trump's Nominee to Lead the IRS, Touts a Credential That Tax Experts Say Is Dubioushttps://www.propublica.org/article/billy-long-irs-trump-certified-tax-business-advisor-missouriHow a Consulting Firm and Trump's I.R.S. Pick Pushed a Problematic Tax Credithttps://www.nytimes.com/2024/12/24/business/billy-long-irs-tax-credit.htmlThe Dying Language of Accountinghttps://www.wsj.com/opinion/the-dying-language-of-accounting-cpa-licensing-fede2e74CPAs Deliberate on the Decline of Accountinghttps://www.wsj.com/opinion/cpas-deliberate-on-the-demise-of-accounting-kpmg-business-language-c0be3e68Most Americans say a salary of $270K deems financial successhttps://www.cfo.com/news/most-americans-say-salary-of-270k-deems-financial-success-gen-z-boomers-inflation/734019/CFPB Sues Walmart and Branch Messenger for Illegally Opening Deposit Accounts for More Than One Million Delivery Drivershttps://www.consumerfinance.gov/about-us/newsroom/cfpb-sues-walmart-and-branch-messenger-for-illegally-opening-deposit-accounts-for-more-than-one-million-delivery-drivers/Lyft Accuses San Francisco of $100 Million Tax Overchargehttps://www.bloomberg.com/news/articles/2024-12-24/lyft-accuses-san-francisco-of-overcharging-100-million-in-taxesIRS announces special payments going this month to 1 million taxpayers who did not claim 2021 Recovery Rebate Credit; encourages non-filers about approaching deadline to claim creditshttps://www.irs.gov/newsroom/irs-announces-special-payments-going-this-month-to-1-million-taxpayers-who-did-not-claim-2021-recovery-rebate-credit-encourages-non-filers-about-approaching-deadline-to-claim-creditsNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast

Ryan Umina, a Top 40 Under 40 lawyer, champions justice for self-employed Americans. He's now helping them claim pandemic relief tax credits before they expire. Top 3 Value Bombs 1. A lot of entrepreneurs are so laser focused on the goal that a lot of times some of the other aspect of life are laid aside, there are other parts that make you whole and are critical for you to stay in the right place to really be the most successful entrepreneur and the kind of human you want to be. 2. Tax refunds are not taxable and 16% on top of it is paid by the IRS. 3. The key component is education and getting the word out to people to people so they can understand that it is real. Self-Employed Tax Credit. Check out Ryan's affiliate marketing link and discover if you qualify for the tax credit refund. Fire Nation will get 15% additional discount. Use Coupon Code 'EOF' - SETC Pros Sponsors HubSpot Breeze is HubSpot's collection of AI tools that helps you turn one piece of content into a whole suite of assets. Visit HubSpot.com/marketers to learn more LastPass The most accessible and easy-to-use password manager on the planet. Visit LastPass.com/fire for a free trial and get started today