Podcasts about tax returns

What happens when entrepreneurial success results in a web of investments, assets, and stories that grew too complex for any one person to manage? This episode of The Angel Next Door Podcast dives into the often-overlooked challenges of building and preserving a family legacy while maintaining clarity and order for generations to come.Our guest, Josh Kanter, brings firsthand experience from growing up as the son of a legendary tax lawyer and later managing his family's highly intricate financial affairs. His journey through the legal, venture, and family office worlds inspired him to create Leaf Planner—a tool designed to help families and entrepreneurs untangle their personal and financial complexities.Listeners will gain a high-level playbook for managing investments, capturing important family stories, and laying the groundwork for true multi-generational success. Josh Kanter and Marcia Dawood offer practical steps and compelling anecdotes, making this a must-listen for anyone looking to streamline their legacy and protect what really matters. To get the latest from Josh Kanter, you can follow him below!https://www.linkedin.com/in/joshua-kanter/https://leafplanner.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Today, Randy Gunn, BULLWEALTH's VP & Portfolio Manager, speaks with Michael Kulbak of Kulbak Trust Solutions about terminal tax returns—often the single largest tax liability an individual will face—and why proactive planning and expert guidance are essential. Their discussion covers what terminal returns are, how deemed disposition works, and the use of optional returns, marginal tax rates, and available credits to minimize taxes and maximize benefits for heirs. A key message is the importance of working with professionals experienced in these filings, as many accountants may miss valuable elections or nuances. They also outline common executor pitfalls, including managing estate liquidity, meeting filing deadlines, canceling benefits, reporting registered accounts correctly, and obtaining CRA clearance certificates before distributing assets. Since estate distribution is the moment when a client's lifelong wealth is ultimately allocated, thoughtful guidance during this stage is critical. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Did you hear that as long as you have the last 6 years of taxes filed, you are considered to be in tax compliance? Are you wondering if that applies to your corporation too? 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:   / taxrelief   

As the end of the year is near so too is the end of the financial year. So how can you make the most of your returns? Our expert today gave us tips and advice. Mairéad O'Driscoll, professional tax advisor AKA The Tax Nerd joined Pat this morning.

Episode 72:  In this episode, Timalyn addresses how long the IRS has to collect taxes from a taxpayer if they have unfiled tax returns.  Not filing taxes is not a get out of jail free card. You may yet be on the IRS' radar.  What are the different IRS statute of limitations? Many taxpayers believe that the IRS only has 3 or 6 years to assess tax for a certain year on their account. That is incorrect. What they are mistaking that for is the Assessment Statute Expiration Date (ASED). The IRS has 3 years after your taxes were initially assessed to assess additional tax for that year. If the IRS suspects frivolous activity, they have 6 years to assess tax for that tax year.  Once the tax has been assessed, the IRS has 10 years from that date to collect. This is called the collection statute expiration date (CSED).  If no tax return has been filed, the IRS has an unlimited amount of time to assess tax for that tax year. This is why Timalyn urges taxpayers to take control of the situation and not give the IRS an open door to come assess tax on their account.  When the IRS prepares the return for the taxpayer, it is called a substitute for return (SFR). The IRS takes the third-party documentation that has been reported to them and creates a return, and assesses the taxpayer penalties for not filing. The IRS does not take into consideration all of the deductions or credits that the taxpayer may be entitled to. This is another reason why Timalyn urges taxpayers to take control of their own situation and to file instead of having the IRS file for them. What if I have unfiled tax returns? Don't put your head in the sand if you have years of tax returns to file. Take a deep breath and take control. If you are expecting a refund, you only have 3 years from when the tax return was due to claim that refund. This is called the refund statute expiration date (RSED). If a payment was made that you didn't have to make toward a year, then you have 2 years from the date of the payment to claim a refund of that payment.  If you have balances or are anticipating balances that you cannot pay in full, the IRS only requires you to file the past 6 years of returns to be eligible for a payment arrangement. In addition to that, you must also get current with your withholding/ estimated tax payments.  So if you haven't filed in 10 years, don't file years 7 -10. The IRS will not require it. If you were due refunds in years 4,5, and 6, the IRS may allow you not to file those since they won't add to the balance, and you can't claim the refunds.  Once you've done you're part to get into tax compliance, you can negotiate a payment arrangement. In episode 10, Timalyn talked about Installment Agreements. She also explains what an offer in compromise is and how to qualify for an offer in compromise. If your situation doesn't fit either of those currently not collectible status may be the right option for your account. These episodes are hyperlinked as a resource for you to find out more about how they work. Timalyn doesn't judge the tax competency of taxpayers. But she does urge them to get the help they need. Even if it isn't with her. Need Tax Help Now? If you need answers to your tax debt questions, book a consultation with Timalyn via her Bowens Tax Solutions website.  Click this link to book a call. Please consider sharing this episode with your friends and family.  There are many people dealing with tax issues, and you may not know about it.  This information might be helpful to someone who really needs it.   As we conclude Episode 71, we encourage you to connect with Timalyn on social media. You'll be able to subscribe to this podcast on Spotify, Apple Podcasts, YouTube, and many other podcast platforms.   Remember, Timalyn Bowens is America's Favorite EA, and she's here to fill the tax literacy gap, one taxpayer at a time.  Thanks for listening to today's episode. For more information about tax relief options or filing your taxes, visit https://www.Bowenstaxsolutions.com/ . If you have any feedback or suggestions for an upcoming episode topic, please submit them here:  https://www.americasfavoriteea.com/contact. Disclaimer:  This podcast is for informational and educational purposes only.  It provides a framework and possible solutions for solving your tax problems, but it is not legally binding.  Please consult your tax professional regarding your specific tax situation.

Learn about Form 709-NA, e-filing updates, gift splitting, digital assets, and disclosure rules in this ACTEC podcast on gift tax returns. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

On this episode, Adam Butler is joined by Wes Gray for a deep dive into advanced tax-efficient investing strategies. The discussion explores the mechanics of Section 351 contributions for creating tax-deferred ETFs, a powerful tool for investors with already diversified portfolios. They contrast this approach with solutions for managing highly concentrated stock positions, such as exchange funds and market neutral tax loss harvesting, and also touch on the use of box spreads for optimizing collateral.Topics Discussed• Section 351 contributions as a method for converting diversified portfolios into an ETF wrapper tax-free• Utilizing exchange funds as a solution for concentrated stock positions, which involves a seven-year lockup period• Employing market neutral long/short strategies to systematically harvest tax losses and reduce concentrated positions over time• The mechanics of tax loss harvesting, where market beta typically generates losses in the short book, squeezing the tax basis into the long leg• The core concept of the "physics of tax," where tax liability is deferred or shifted rather than eliminated• Using concentrated equity positions as collateral to fund overlay strategies, an application of capital efficiency and Return Stacking• The use of box spreads on SPX options to generate cash-equivalent returns with more favorable 60/40 capital gains tax treatment instead of ordinary income• The growing demand and innovation in tax optimization solutions for high-net-worth investors• Integrating tax management engines within investment funds to offset tax liabilities from primary trading strategies like managed futures

The 31st of October marks the final date to lodge your tax return on your own, and many Australians are now turning to accountants for help.

Looking to DIY your unfiled tax returns? Let's listen to this tale of how that went for this gent! 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   

I used to walk past a storefront screaming “$54 tax returns.” Here's why that price hurts profits—and who it attracts.

In this episode of the Real Estate Pros podcast, Kristen interviews Jeff Fink, a wholesale account representative at Velocity Mortgage. They discuss Jeff's extensive experience in the lending industry, the unique challenges brokers face, and how Velocity Mortgage addresses these pain points. Jeff explains the credit criteria for various loan types, the importance of a streamlined loan process, and the current strength of the investment market. He emphasizes the flexibility and options available to borrowers, making a compelling case for working with Velocity Mortgage.   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   —--------------------

Over 1.5 million households haven't filed property tax valuation as the deadline approaches. So what do households need to do? To give us some advice was Karl Deeter, Financial Analyst.

Over 1.5 million households haven't filed property tax valuation as the deadline approaches. So what do households need to do? To give us some advice was Karl Deeter, Financial Analyst.

Came to a realization about your capital loss a little too late? Should you file a capital loss carryforward or amend 10 years of tax returns? Here are my thoughts as a CPA!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   

Hackers allegedly changed Brigitte Macron's personal tax record to “Jean Michael” in a sexist smear campaign, fueling false rumors about her gender. Candace Owens amplified the story online, sparking debate and raising concerns about misinformation, fear-driven media, and the responsibility of public figures. We break down the French legal context, the challenges of proving claims in court, and the importance of fact-checking in today's viral news environment.

October 22, 2025 ~ Lloyd and Jamie talk with Beth LeBlanc, reporter at The Detroit News, about a Michigan non-profit receiving an earmark in this year's state budget, despite not filing federal tax returns. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daigo Sato's presentation at the JRE Summit, autumn 2025.

The IRS has filed an SFR for you. Should you submit an SFR protest return with all the same information to remain in tax compliance with the IRS? Here are my thoughts! 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   

Looking to get caught up on your unfiled tax returns? Should you be pulling your IRS transcripts when doing it? 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:   / taxrelief  Mentioned Video Link:-Haven't Filed Taxes in Years? Here's What To Do! [Step by Step]:    • Haven't Filed Taxes in Years? Here's What ... 

Hidden debts, coercive control — and why the tax system can punish people most in need of help.

Here are alternative ways to qualify for a mortgage without using tax returns:

When You are Required to File a WA Estate Tax Return?

سال مالی ۲۰۲۴-۲۵ اینک به پایان رسیده و مالیه‌‎دهندگان در آسترالیا مکلف‌اند که با تهیه کردن فورمه برگشت مالیه یا Tax Return و سپردن آن به اداره مالیات آسترالیا، حسابات مالیاتی سال مالی گذشته را تصفیه کنند. در باره سیستم مالیات آسترالیا، چگونگی تهیه برگشت مالیه و مسوولیت‌ها و حقوق مالیه‌دهندگان با طاهره نصرت متخصص امور محاسبه و مالیات گفتگوی انجام دادیم.

This week, Steven is joined by Mark Cecchini, Director of Wealth Solutions at Quadrant Capital, to share his experience prepping tax returns early in his financial planning career. Mark didn't plan on tax prep, but worked for multiple firms that had taxes at their foundation and was voluntold to get his hands on the tax prep process. Mark shares the lessons he learned and insight he gained from fully preparing tax returns and what it has meant throughout his career. https://zurl.co/2OHlE

Are you worried about jail time for having YEARS of unfiled tax returns? Don't fret. Here is everything you need to know about tackling your unfiled tax returns! 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  Mentioned Video Links:-Can You Go to Jail For Not Filing Taxes?:    • Can You Go to Jail For Not Filing Taxes?  -How to Fill Out Schedule C For Form 1040 (Explained By a CPA):    • How to Fill Out Schedule C For Form 1040 (... 

Taxes are your single biggest expense, and understanding your tax return could be the key to unlocking more passive income and financial freedom. In this episode, Russ, Joey, and Anthony demystify the tax return and show how you can use it as a planning tool rather than just a filing task. They discuss why most tax professionals don't proactively guide clients and how taking control or acting as the CEO of your taxes can reveal overlooked deductions, carryovers, and passive loss limits. They also break down real examples, showing how understanding your return can free up cash to reinvest in your business and build wealth. Your path to financial freedom starts with understanding what's already on your tax return.Top three things you will learn:-Uncover opportunities for deductions and passive income growth-Identify potential savings and tax efficiencies-How to engage with your CPA proactively to ensure your tax strategy aligns with your financial goalsDisclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.

In this episode of ThimbleberryU, we dive into a common and costly mistake that often undermines the effectiveness of the backdoor Roth IRA strategy. We begin by establishing that the strategy itself is sound—used by high-income earners to legally sidestep income limits on Roth IRA contributions—but the pitfall lies in the tax return process, particularly in how the transaction is reported to the IRS.We walk through how the strategy works: First, an individual makes a non-deductible contribution to a traditional IRA. Then, they convert those funds to a Roth IRA. The key here is that the contribution was already taxed, so the conversion should be non-taxable. The mistake happens when this sequence isn't reported properly. We discuss how custodians like brokerage firms don't know your tax strategy or income limits and cannot flag these issues for the IRS. So, if you're not proactively involved, you risk the IRS treating the conversion as fully taxable.We unpack the three IRS forms involved: Form 1099-R (reports the conversion but not the tax status), Form 5498 (shows the IRA contribution but often arrives too late to help with timely tax filing), and most importantly, Form 8606 (tells the IRS the contribution was non-deductible and prevents double taxation). We emphasize that most errors occur because Form 8606 is either filed incorrectly or not filed at all. Without it, the IRS assumes your entire IRA is pre-tax, meaning future withdrawals will be fully taxed—even if you already paid taxes on that money.Using a real-world example, we show how someone like “Jill” can end up paying taxes and penalties she didn't owe, all because her CPA didn't receive the full picture. This reinforces the importance of owning the communication and documentation process. We stress the need for record-keeping, proactively communicating with your CPA, and double-checking your return to ensure Form 8606 is present and correct.In closing, we make it clear: the IRS isn't malicious here—they can only go by what's filed. It's up to each of us to ensure our tax reporting matches our financial strategy. If you're going to use the backdoor Roth, you need to take responsibility for the reporting piece or work with an advisor who helps manage that process effectively. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

Tax time always feels like free money season… but is it really? This week we’re debating whether your refund should go straight into savings, into shares, or into the nearest Dyson Airwrap. And just when things couldn’t get more divisive, a community DM slid in: should you still split bills 50/50 when your housemate works from home (and claims it all back on tax)? Is it fair, or are you low-key subsidising someone else’s career? And we've got your community money wins, broke tips you’ll want to steal immediately, plus all the Friday chaos you signed up for. Ready for more laughs, lessons, and unhinged money chats? Check out our oh-so-bingeable Friday Drinks playlist. Listen here. Join our 300K+ She's on the Money community in our Facebook Group and on Instagram. Acknowledgement of Country By Nartarsha Bamblett aka Queen Acknowledgements. The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.See omnystudio.com/listener for privacy information.

Law firm owners are leaving money on the table, and tax strategist Karen Quintanilla explains why. In this episode, Karen joins Kevin Daisey to share powerful tax planning strategies for law firms, including the Augusta Rule (280A), cost segregation, bonus depreciation, and creative ways to leverage accountable plans and family involvement. She also reveals her firm's bold guarantee to uncover $50K in tax savings within seven days, or pay you $1,000. Whether you're a personal injury firm handling large settlements or a growing boutique practice, these strategies can transform your cash flow and profitability.   Today's episode is sponsored by The Managing Partners Mastermind. Click here to schedule an interview to see if we're a fit. Chapters (00:00:00) - Law Firm Network: Managing Partners(00:00:32) - Law Firm Owners on Tax Talk(00:04:42) - How to Make Cash Flow Predictable at Your Firm(00:10:11) - Exit Plan for Law Firm Owners(00:11:26) - Augusta Rule for Law Firm Owners(00:17:11) - Tax Planning: The Key to Success(00:18:37) - How to Manage a Firm's Tax Returns(00:23:14) - How to Connect with Your CPA Firm(00:26:27) - CPA Network: Tax Planning and Compliance(00:31:15) - Taxes on Bonus Depreciation(00:33:00) - Karen Kings: Starting a Law Firm(00:37:38) - Kevin and Karen on The Dress

Are you looking to mail in YEARS of unfiled tax returns to the IRS? What is the best way to go about this? Here is my advice...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 

⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom: http://coachcarson.com/rpm  

Jeffrey Epstein's tax returns revealed a grotesque mismatch between the punishment he received and the fortune he controlled. His filings showed that even after his 2008 “sentence,” Epstein was earning tens of millions of dollars through opaque hedge fund deals and consulting arrangements that no one could quite verify. The numbers were staggering—proof that his money machine never slowed down, even as he was supposedly a registered sex offender. Those returns underscored the absurdity of treating him like a low-level offender while he continued living like an untouchable Wall Street kingpin. Instead of being dismantled, his financial empire thrived in plain sight, a reminder that the system was designed to shield wealth, not protect victims.The deeper scandal was that Epstein's declared income made it impossible to believe authorities were unaware of the scale of his financial operations. His tax documents weren't the secret ledgers of an underground criminal—they were government-filed papers showing immense earnings, year after year. Yet rather than trigger investigations into where that money came from and who his clients really were, officials looked the other way. The law's failure here was not just in letting him keep the money but in refusing to ask the obvious questions about its origins.to contact me:Bobbycapucci@protonmail.comSource:https://wallstreetonparade.com/2019/07/tax-filing-suggests-child-sex-offender-jeffrey-epstein-made-his-wealth-flipping-hot-ipos-on-wall-street/

Jeffrey Epstein's tax returns revealed a grotesque mismatch between the punishment he received and the fortune he controlled. His filings showed that even after his 2008 “sentence,” Epstein was earning tens of millions of dollars through opaque hedge fund deals and consulting arrangements that no one could quite verify. The numbers were staggering—proof that his money machine never slowed down, even as he was supposedly a registered sex offender. Those returns underscored the absurdity of treating him like a low-level offender while he continued living like an untouchable Wall Street kingpin. Instead of being dismantled, his financial empire thrived in plain sight, a reminder that the system was designed to shield wealth, not protect victims.The deeper scandal was that Epstein's declared income made it impossible to believe authorities were unaware of the scale of his financial operations. His tax documents weren't the secret ledgers of an underground criminal—they were government-filed papers showing immense earnings, year after year. Yet rather than trigger investigations into where that money came from and who his clients really were, officials looked the other way. The law's failure here was not just in letting him keep the money but in refusing to ask the obvious questions about its origins.to contact me:Bobbycapucci@protonmail.comSource:https://wallstreetonparade.com/2019/07/tax-filing-suggests-child-sex-offender-jeffrey-epstein-made-his-wealth-flipping-hot-ipos-on-wall-street/Become a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

In this episode, Steven delves once again into the frequently asked question of "what would it look like to offer tax prep in-house?" His guest this week is Knight Coleman, an advisor working in a firm offering both tax prep and financial planning, but they've integrated the two for decades and have seen the value it consistently delivers to clients. Knight shares his experience with learning how to prep taxes and get comfortable with the quality of the work that is getting done, as well as the glowing feedback they get from clients and prospects because of their all-in-one approach. https://zurl.co/AUIm3

Concetta and Lauren imagine a world where you're forced to audit and report on every coffee you drink. Lauren smells something nostalgic at the shops, Concetta is getting all her hair removed, and there is an incredibly complex web of gossip. Finally, F**k Watch Jeff Bezos and Mark Zuckerberg. *** SHOP MERCH!!! http://bignaturaltalents.theprintbar.com/ Follow on Instagram: https://instagram.com/bignaturaltalents Subscribe to the YouTube for episode videos: https://www.youtube.com/bignaturaltalents Email the girlies here: bignaturaltalents@gmail.com Follow Concetta https://instagram.com/concettaworldwide https://twitter.com/concettacaristo https://www.concettacaristo.com/ Follow Lauren https://instagram.com/laurenybonner https://twitter.com/laurenybonner https://lauren-bonner.com/ See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Unlock the power of Alteryx for tax professionals in this insightful episode of Alter Everything! Join us in an interview with Adrian Steller, Director of Tax Technology at Ryan, to explore how Alteryx revolutionizes tax processes, automates data workflows, and enhances efficiency for tax teams. Discover real-world Alteryx use cases in VAT compliance, transfer pricing, and automation, and learn practical tips for transitioning from Excel to Alteryx. Whether you're a tax analyst, data professional, or business leader, this episode provides actionable insights on leveraging Alteryx for tax data transformation, reporting, and analytics.Panelists: Adrian Steller, Director @ International Tax Technology - LinkedInMegan Bowers, Sr. Content Manager @ Alteryx - @MeganBowers, LinkedInShow notes: Ryan (Company)Ryan Tax Lab (Podcast)Alteryx Community BlogsAlteryx Help Docs Interested in sharing your feedback with the Alter Everything team? Take our feedback survey here!This episode was produced by Megan Bowers, Mike Cusic, and Matt Rotundo. Special thanks to Andy Uttley for the theme music.

Qaybtii 2aad ee waraysi ku saabsan Tax Returns-ka oo aannu la yeellanay Xisaabiye Maxamed Garabey iyo warbixinno kale ayaa ka mid ah qaybaha barnaamijka.

Xisaabiye Maxamed Garabey oo macluumaad guud ka bixinaya Xisaab-celinta (Tax Returns)

On this episode, Caeli Ridge breaks down how to buy a rental property using a DSCR loan — a type of financing where the lender doesn't care about your personal income.No tax returns.No pay stubs.No bank statements.Instead, the loan is based on the income the property will generate. Caeli walks us through real examples of what kind of purchase price and rent numbers make a deal work, how lenders determine expected rent, and what kind of down payment you'll need. We also cover:The types of properties that qualifyHow DSCR loan rates compare to traditional financingPrepayment penalties to watch out forWhether cash-out refis are possible with this loan typeContact Caeli:1-855-747-4343info@ridgelendinggroup.comRidgeLendingGroup.comThanks To Our Sponsor:RentalTrial - Rental accounting software made easy

In the SPECIAL EDITION episode, Andy summarizes the key provision of the recently signed into law One Big Beautiful Act that are most likely to impact you and your tax return. The topics summarized are:Permanency of the current federal tax ratesPermanency, and a slight increase, to the current standard deduction amountsA new temporary personal exemption up to $6,000 per person 65 or olderPermanency, and a slight increase, to the lifetime gift and estate size exemptionPermanency of the current Alternative Minimum Tax exclusion amount, but reduction/reversion of its income phase out levelsPermanency of the $750,000 limit on residential mortgage principal against which interest can be deductedPermanency of the elimination of miscellaneous itemized deductionsTemporary increase to $40,000 for State and Local Tax ("SALT") deductionsA new permanent charitable deduction for people who use the standard deductionA new minimum AGI-based floor on charitable donations before donations can be itemized deductionsA temporary exclusion from income tax of up to $25,000 tip incomeA temporary exclusion from income tax of up to $25,000 of overtime incomeA temporary deduction of up to $10,000 of interest loans to buy cars whose final assembly was in the U.S.Recissions of multiple "Green New Deal" tax credits such as electric vehicle credits and residential clean energy creditsCreation of new "Trump" savings accounts for children under 18And the bill having NO changes with regards to how Social Security is taxed (i.e. the bill did NOT make Social Security not taxable)Links in this episode:Final text of the One Big Beautiful Bill Act - hereMy written summary of the key individual income tax provisions of the One Big Beautiful Bill - hereTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

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

Tax rules shouldn't hold you back from building a life abroad, but for many Americans living overseas, that's exactly what happens. Marylouise Serrato of American Citizens Abroad (ACA) unpacks the real struggles expats face, from filing U.S. tax returns while living abroad to dealing with confusing rules around foreign investments. Sound overwhelming? Well change might finally be on the way. From the fight to end worldwide taxation to surprising pitfalls like PFICs and foreign pension plans, this episode sheds light on what's broken and what's being done to fix it. If you're juggling Israeli life with American tax rules, this one's a must-listen. Key Takeaways: Citizenship-based taxation is outdated and creates financial headaches for Americans abroad. Investing outside the U.S. can trigger unexpected tax problems if you're not careful. A push for residence-based taxation could bring long-overdue relief for expats. Want clarity on your personal situation? Book your free Cross-Border Financial Evaluation today! Disclaimer: This article is meant for educational purposes only. It's not financial, legal, or tax advice. For personalized help, speak with a qualified professional.

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Send us a textCurious about commercial real estate but unsure where to start? In this enlightening conversation, commercial lending expert Kamyar demystifies the process of acquiring commercial properties and reveals why they often represent superior investments to residential real estate.The financial advantages of commercial property ownership become immediately clear as Kamyar explains the hands-off nature of management - "You're literally just getting rent every month" while tenants handle most maintenance responsibilities. This stark contrast to the constant demands of residential properties makes commercial real estate particularly attractive for investors seeking passive income streams.Before taking the commercial plunge, prospective investors should perform crucial preparation steps. Reviewing credit reports, analyzing tax returns, and understanding different qualifying ratios for owner-occupied versus investment properties form the foundation of successful commercial investing. The conversation explores various financing options, from 25-year fixed SBA loans to conventional structures amortized over decades.Tax strategies emerge as a compelling reason to consider commercial investments. Cost segregation allows accelerated depreciation, while opportunity zones offer potential elimination of capital gains taxes after ten years of ownership. "I have clients that buy one or two buildings a year just to take advantage of cost segregation," Kamyar reveals, demonstrating how savvy investors leverage these advantages to rapidly expand their portfolios.The discussion extends beyond immediate benefits to long-term legacy planning. Establishing trusts that ensure properties remain family assets across generations creates true multigenerational wealth rather than temporary prosperity. First-time investors receive practical guidance: focus locally, determine your investment goals, and leverage free resources like LoopNet to identify properties.Ready to transform your financial future through commercial real estate? Connect with experts who can guide your journey and subscribe to continue exploring wealth-building strategies that stand the test of time. Thanks again for listening. Don't forget to subscribe, share, and leave a FIVE-STAR review.Head to Dwanderful right now to claim your free real estate investing kit. And follow:http://www.Dwanderful.comhttp://www.facebook.com/Dwanderfulhttp://www.Instagram.com/Dwanderful http://www.youtube.com/DwanderfulRealEstateInvestingChannelMake it a Dwanderful Day!

Tax season is here, and so is the debate about what you owe and why. Cato Institute's Adam Michel joins us to break down the policies behind your tax return—from the 2017 Tax Cuts and Jobs Act to what's at stake if key provisions expire in 2025. We cover how the law affected everyday Americans, why claims about corporations and the rich not paying their “fair share” fall apart, and what an ideal tax system could actually look like.   Adam Michel is the Director of Tax Policy Studies at Cato Institute. Read his updates on tax and fiscal policies at https://adamnmichel.substack.com/ and follow him on X at @adamnmichel.

Energy drink Alani Nu sold to Celsius for $1.8B… so we explain how to pick an acquisition price.Alibaba is the Amazon of China & its stock has doubled… because AI is its new religion.We just found the ROI on the IRS… For every $1 we put into the IRS, we get $12 back.Plus, Birkenstock just argued to a judge that its sandals should legally be art…$CELH $BABA $BIRKWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… the Patagonia Fleece