Podcasts about tax returns

Jim and Chris are joined by Jake Turner to discuss listener emails in this special tax related episode covering Roth conversions after RMD age, balancing Roth versus Traditional IRA contributions, HSA versus Roth contributions, IRA reporting questions, filing deceased tax returns, and a listener PSA on tax planning software. (11:30) A listener asks whether converting to a Roth makes sense at age 75 while currently in the 12% bracket and taking RMDs, and whether recent tax law changes create a strategy opportunity. (20:20) George wonders whether his 30-something children should continue using Roth contributions exclusively or begin balancing with Traditional IRA contributions as their wages increase, and asks what percentage split between Traditional and Roth accounts looks reasonable in retirement. (48:45) The guys discuss whether covering medical expenses from an HSA and contributing to a Roth IRA, or leaving the HSA intact and paying medical bills out of pocket will result in greater retirement spending flexibility. (57:00) Jim, Chris, and Jake address whether a spouse who retired during the year is considered covered by a workplace plan, how to answer prior nondeductible IRA contribution questions, and whether Form 8606 is required after making and converting a small IRA contribution in the same year. (1:10:30) George asks how to handle the direct deposit of a refund on a deceased final 1040, including whether to use the estate bank account with an EIN or the decedent's existing account, and whether a paper check remains an option. (1:15:30) A listener PSA introduces Catalyst Tax Insights, a free tool to run “what if” scenarios and estimate taxes owed without using full tax software. The post Tax Special – Conversions, Contributions, HSAs, Tax Returns, Tax Software PSA: Q&A #2608 appeared first on The Retirement and IRA Show.

Let's go through the details of President Donald Trump's latest lawsuit against the IRS wherein he is seeking $10 Billion dollars in damages... from an agency that he is in charge of.

Can you deduct free food, rent your house to your business or avoid double taxation with a C Corp?In this Q&A episode, Mike answers rapid-fire tax questions submitted by business owners across industries. From restaurant deductions to partnership restructuring, foreign contractors, co-mingled expenses, and advanced C Corp investing strategies, this episode walks through what's legal, what's smart, and what's risky. If you want clarity before you file, this is the one to listen to.

Work with Erica In this episode of the Consultants and Money podcast, Erica Goode discusses common frustrations during tax season, over owing more than expected. She provides a method for checking withholdings to avoid surprises at tax time and offers advice on adjusting W-4 forms for better tax planning. 00:00 Understanding Tax Season Frustrations 03:26 Spot Checking Your Withholdings 08:28 Adjusting Your W-4 for Better Withholdings

January’s jobs report just shattered expectations—and it could signal a major turning point for the U.S. economy. On this episode of Main Street Matters, Elaine Parker of the Job Creators Network sits down with Mike Palicz, Tax Policy Director at Americans for Tax Reform and former Trump administration official, to break down the latest economic data. With 130,000 jobs added, rising wages, and a shrinking federal workforce, the numbers point to renewed private sector strength and growing economic momentum. They dive into how pro-growth tax policies are driving investment, boosting worker productivity, and increasing take-home pay for American families. Plus, what role AI is playing in reshaping the workforce, why construction jobs are surging, and how falling interest rates and rising wages are improving affordability. Elaine and Mike also tackle the political messaging battle ahead of the midterms—why many Americans still don’t feel the full impact of tax relief, and how conservatives can better connect policy wins to real-life stories from small businesses and workers.See omnystudio.com/listener for privacy information.

On this episode of Your Financial Choices, Laurie Siebert dives deeper into what the words and numbers on your tax return really mean.

Millions of Americans will get a bigger tax refunds this year thanks to an array of new tax breaks, including a larger standard deduction and a child tax credit for those eligible. There is also the elimination for taxes on tips and a larger deduction for elders. But there are some things to look out for, including the move away from paper checks, which will require some additional work for those without traditional bank accounts, and a sizable reduction in the IRS staff, which could make for a more difficult time getting answers if you need help. GUESTS Chelsi Tsosie (Diné), Chistine A. Brunswick Public Service fellow with the DNA-People's Legal Services low-income tax payer clinic Leslie McLean, low-income tax payer clinic director for DNA People's Legal Services Break 1 Music: Coffee (song) James Bilagody (artist) Near Midnight (album) Break 2 Music: Taste Of Red Bull [Crow Hop] (song) Cree Confederation (artist) Horse Dance – Mistamim Simoowin (album)

Millions of Americans will get a bigger tax refunds this year thanks to an array of new tax breaks, including a larger standard deduction and a child tax credit for those eligible. There is also the elimination for taxes on tips and a larger deduction for elders. But there are some things to look out for, including the move away from paper checks, which will require some additional work for those without traditional bank accounts, and a sizable reduction in the IRS staff, which could make for a more difficult time getting answers if you need help. GUESTS Chelsi Tsosie (Diné), Chistine A. Brunswick Public Service fellow with the DNA-People's Legal Services low-income tax payer clinic Leslie McLean, low-income tax payer clinic director for DNA People's Legal Services Break 1 Music: Coffee (song) James Bilagody (artist) Near Midnight (album) Break 2 Music: Taste Of Red Bull [Crow Hop] (song) Cree Confederation (artist) Horse Dance – Mistamim Simoowin (album)

WBZ NewsRadio’s Chris Fama reports.See omnystudio.com/listener for privacy information.

The Cybercrime Magazine Podcast brings you daily cybercrime news on WCYB Digital Radio, the first and only 7x24x365 internet radio station devoted to cybersecurity. Stay updated on the latest cyberattacks, hacks, data breaches, and more with our host. Don't miss an episode, airing every half-hour on WCYB Digital Radio and daily on our podcast. Listen to today's news at https://soundcloud.com/cybercrimemagazine/sets/cybercrime-daily-news. Brought to you by our Partner, Evolution Equity Partners, an international venture capital investor partnering with exceptional entrepreneurs to develop market leading cyber-security and enterprise software companies. Learn more at https://evolutionequity.com

Yes, even for just $19,000 in tax debt you CAN get arrested. This man found out the hard way...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   

See omnystudio.com/listener for privacy information.

If you haven't filed your tax return yet, what you don't know could already be costing you money.In this episode, the team breaks down how to legally minimise tax, the must-have documents every business owner and property investor should keep, common record-keeping mistakes, deductible expenses like interest and insurance, why structure matters, and when to engage an accountant so your tax strategy isn't left to the last minute.Next Steps: If your tax strategy starts in March, you're already behind start the conversation with Lighthouse Accounting now to get organised early and position yourself for better tax outcomes.For more money tips follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.

Sarah Coles and Helen Morrissey explain HMRC self-assessment, including the self-assessment tax return deadline, late filing penalties, common mistakes, what to do after the deadline passes and how to amend a return. They cover who needs to file, pension tax relief, capital gains, child benefit charges and what to do if you miss the deadline.This podcast isn't personal advice. If you're unsure what's right for you, seek financial advice. Tax and pension rules can change, and benefits depend on personal circumstances. Investments can fall as well as rise in value, so you could get back less than you invest. Hosted on Acast. See acast.com/privacy for more information.

Revocable Trusts Don't Have Separate Tax Returns

You refused to file your taxes. The IRS has taken your money from you for doing so. Now, are you at risk of prison time? Do you have tax debt? 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   

Tax season is looking a little different this year, because of new tax policy created by the One Big Beautiful Bill Act. The 21st Show is Illinois' statewide weekday public radio talk show, connecting Illinois and bringing you the news, culture, and stories that matter to the 21st state. Have thoughts on the show or one of our episodes, or want to share an idea for something we should talk about? Send us an email: talk@21stshow.org. If you'd like to have your say as we're planning conversations, join our texting group! Just send the word "TALK" to (217) 803-0730. Subscribe to our podcast and hear our latest conversations. Apple Podcasts: https://podcasts.apple.com/us/podcast…Spotify: https://open.spotify.com/show/6PT6pb0... Find past segments, links to our social media and more at our website: 21stshow.org.

You have tax debt and continue to file your taxes. Great, but what happens? Let's take a look...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   

The self assessment tax return deadline is fast approaching, but once January 31st has come and gone, all eyes will be on the government's new Making Tax Digital scheme - the new process for sole traders and landlords to keep on top of what they owe. In this episode, we're joined by Which? Money journalists Ruby Flanagan and Matthew Jenkin who outline what the change means in practice, how it will work, and discuss whether or not it will make the process easier. Plus, having both been freelance before, they share their tips on how to keep on top of your paperwork across the year to make filing your return easier in the future. Read our guidance on how to fill in a tax return & sign up for our free weekly Money newsletter See the list of 10 tax return mistakes you need to avoid & find out which self-employed expenses you can claim Get in touch with us via email - podcasts@which.co.ukPodcast listeners can get 50% off an annual Which? membershipBecome a Which? Money member to access 1-to-1 guidance and receive the Money magazine

The difference between online vs. paper returns Three of the most common methods for balancing Notice management The discrepancies between tax collected and tax remitted

Rich Somers sits down with Evan Rugan to break down how he unlocked $1.5M in 0% business funding—without tax returns—and why most entrepreneurs misunderstand how access to capital actually works. Evan explains how proper entity setup, credit positioning, and timing open funding opportunities most people never see.The conversation covers how banks evaluate risk, why personal credit often matters more than income early on, and how disciplined operators use leverage as a tool—not a lifeline. This episode offers a clear, grounded look at funding strategy for founders who want flexibility, control, and long-term optionality.Somers Capital Invest AD (Jan 2026) Join our investor waitlist and stay in the know about our next investor opportunity with Somers Capital: www.somerscapital.com/invest. Want to join our Boutique Hotel Mastermind Community? Book a free strategy call with our team: www.hotelinvesting.com. If you're committed to scaling your personal brand and achieving 7-figure success, it's time to level up with the 7 Figure Creator Mastermind Community. Book your exclusive intro call today at www.the7figurecreator.com and gain access to the strategies that will accelerate your growth.

Confused by the CP05 you've received? Look no further! Here is everything you need to know about this notice you've received from the IRS! 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:-Can You Go to Jail For Not Filing Taxes?:    • Can You Go to Jail For Not Filing Taxes? 

Jan 19, 2026 – April 15 is fast approaching, but will your 2025 tax return bring a surprise refund or a painful bill? Jim Puplava sits down with tax expert Dan Pilla to decode the new "Big Beautiful Bill"...

In this week's episode, Damien highlights a critical glitch in HMRC's self-assessment tool affecting Capital Gains Tax reporting for the 2024/25 tax year. He provides the steps you should take to correct your return and shares a tip on how you could reduce your tax bill by applying your annual allowance more effectively.Damien and Andy then discuss the latest data revealing a fall in UK house prices across all major indices. They break down the reasons behind the drop and what it means for buyers and sellers in 2026. Finally, Damien shares some practical tips on how to prepare your finances to secure the best mortgage deal.Check out this week's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠podcast article⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on the Money to the Masses website to see the full list of resources from this week's show.Follow Money to the Masses on social media:YouTube - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/moneytothemasses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/moneytothemasses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/moneytothemasses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Tik Tok - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@moneytothemasses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠You may already compare products and services online and make purchases but by doing so via our dedicated page you might not only save money but could also earn cashback or take advantage of exclusive offers for MTTM listeners.Every time you use a link on the page we may earn a small amount of money for our podcast. We only use affiliate links that give you an identical (or better) deal than going direct. Thank you for being an incredible part of our community. Your support means the world to us.Support the show by visiting and bookmarking our dedicated podcast page:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Money to the Masses Dedicated Podcast Page⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Click to support the showLinks referred to in the podcast:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Capital Gains Tax Calculator - 2024/25 Tax YearMTTM - Podcast Episode 494 - Improve your odds of getting a mortgageMTTM - Podcast Episode 367 - Preparing for fixed-rate mortgage deal endingHow to make your child a millionaire - Strategy GuideSign up to our weekly newsletterBest Cashback Credit CardsBest Savings Apps in the UKApps to help you overpay your mortgageShould I overpay my mortgage or save in 2026?

Anthony Ferry was not surprised by the latest retail sales report as consumers continue to look for bargains and using BNPL at record levels. He expects the same trends to continue, emphasizing “need to haves” rather than “want to haves.” Brian Jacobsen notes a decline in big-ticket items, partially driven by tariffs. He thinks consumers took advantage of the holiday shopping season by slowing down beforehand. He anticipates tax returns bridging the gap between the labor market and GDP growth.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

How to Give More Than $19K Per Year With No Estate Tax Return

AI won't replace accountants—but AI-enabled firms will outcompete them. Blake Oliver sits down with Thomson Reuters' Elizabeth Beastrom and Kirat Sekhon to map the end-to-end tax workflow, from document intake and auto-population (SurePrep) to delivery and e-sign (SafeSend), and into year-round advisory with CoCounsel and Ready to Advise. Learn how to “kill the questionnaire,” free staff from data entry, build an open tech stack, and turn tax prep into subscription advisory.Chapters(02:49) - Technology Expectations of New Accountants (03:38) - The Shift from Desktop to Cloud-Based Tax Software (05:14) - Thomson Reuters' Approach to Customer-Centric Tax Technology (05:55) - Automation and AI in Tax Workflow (10:58) - The Role of SurePrep in Data Entry Automation (18:34) - Advisory Services and Ready to Advise (24:53) - AI in Onboarding and Knowledge Transfer (25:35) - Empowering Junior Associates with AI (26:41) - AI in Education and Talent Attraction (30:40) - AI's Role in Tax and Accounting (33:58) - The Future of AI in Tax Preparation (41:59) - AI-Driven Advisory Services (47:41) - Practical Steps for Tax Firms to Embrace AI Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our GuestsElizabeth Beastromhttps://www.linkedin.com/in/elizabeth-beastrom/Kirat Sekhonhttps://www.linkedin.com/in/kirat-sekhon-2172022/Learn more about Thomson Reutershttp://thomsonreuters.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

The Dual Challenge: It's a high-stakes start to 2026. While the January 31st Tax Return for Photographers deadline is looming, an even bigger shift is coming this April. Specialist accountant Vicki Pascoe joins us to provide a two-part roadmap for your business.• The 10-Day Warning: If you haven't filed yet, hear the critical reason why you cannot afford to wait until the 31st—and the specific "Gateway" hurdle that catches most photographers out.• The April 6th Shift: We pull back the curtain on "Making Tax Digital." Find out if your Commercial Photography turnover triggers the new mandatory requirements and what the quarterly filing actually means for you.• The Case for Outsourcing: Why hiring a professional for your Accounting for Photographers is often a profit-making move rather than a cost, and how to decide if it's finally time to stop doing your own bookkeeping.⁠Download the free guide to Marketing and Creativity here

⭐ Get my coaching & community to achieve financial freedom → https://www.coachcarson.com/rpm-pod-ep470  ⚒️Get my best investor tools for FREE → https://www.coachcarson.com/toolkit-pod-ep470  ▶️Next Video: DSCR Loans Explained: How to Qualify Without a W2 or Tax Returns - https://youtu.be/cEm90D-Wcxc?si=OuFyx91UJhFBvtOQ   -------------------------- EPISODE NOTES:

The Self Assessment deadline has a habit of arriving faster than expected.This episode covers who needs to file, what needs reporting, and how to avoid common pitfalls - with practical guidance for anyone who is self-employed, earning extra income, or managing a more complex tax setup.Vestpod founder Emilie Bellet speaks with Maike Currie, VP of Personal Finance at PensionBee, about key deadlines, pension considerations, and how Making Tax Digital will change the process from 2026.This episode is for general information only and does not constitute personal tax or financial advice.#ad Thank you to our partner PensionBee:With PensionBee, you can combine your old pensions, add money when it suits you, and make withdrawals (from age 55, rising to 57 from 2028). It's a straightforward way to take control of your retirement savings and join a community of over 300k customers. Its monthly podcast, The Pension Confident Podcast, aims to help listeners better understand the world of personal finance and pensions. Listen or watch the full episodes on YouTube. And if you're already a PensionBee customer, you can listen in the PensionBee app!When investing, your capital is at risk.Listen on Apple Podcasts, Spotify, or Podlink.Connect with Vestpod:Sign up to The Edit newsletter: https://www.vestpod.com/subscribe Courses and bootcamps: https://www.vestpod.com/courses Follow on Instagram: https://www.instagram.com/vestpod/ Emilie's book: You're Not Broke, You're Pre-Rich Hosted on Acast. See acast.com/privacy for more information.

If you think the IRS is always right because they “have the numbers,” this episode will shake that faith real quick.In this 12 Days of Giving episode, I'm back with Enrolled Agent, Morgan Q. Anderson, and she walks us through a real-life tax horror story that somehow turns into a Christmas win. A client invests in an alternative fund, the administrator bails, and out of nowhere a bogus 1099-R for $196,000 gets dropped on his file. The IRS treats it like gospel and grabs $116,000 of his refund for a tax bill on income he never actually received.We break down the whole thing: the original $90K investment, the reinvestment, the admin resigning because of an expired card, and then the lazy “we're done, here's a 1099-R, good luck” move. Morgan lays out how that one piece of bad paper turned into years of notices, threats, and stress—and how both the IRS and the account administrator basically played hot potato with responsibility while holding this guy's six-figure refund hostage.Then we get into the fight. Morgan walks through the timeline of building the case: documenting the transactions, proving the money was never distributed, pulling statements, getting a letter from the fund manager, and invoking the Taxpayer Bill of Rights—specifically your right to pay no more than the correct amount of tax. When the IRS dragged their feet for over a year with five “give us 90 more days” letters, she took it to the Taxpayer Advocate Service and finally forced movement.The best part? Not only did her client get the $116,000 refund back, the IRS also had to pay over $30,000 in interest on money they sat on for almost two years. That's why we call this a Christmas story. The system is messy and often unfair—but you're not powerless, and you're not crazy for questioning a notice.We close by turning this into a playbook: how to pull your wage and income transcript, why you need to update your address with every financial institution you touch, and why you should never let a scary letter push you into quietly overpaying tax you do not owe. This episode will calm your anxiety, piss you off a little, and give you very real steps to protect yourself this tax season.

How to gift over the annual limit with no gift tax return

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

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   —--------------------

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.

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

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

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

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.

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