Podcasts about tax returns

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.

In this episode of The Tax Track, we look ahead to the 2024/25 tax return season, highlighting areas to watch out for, and explain our concerns with draft legislation for Finance Bill 2025/26 that promises to make significant changes to the tax system, particularly for agents.  Links ICAEW has major concerns about draft Finance Bill legislation - https://www.icaew.com/insights/tax-news/2025/sep-2025/icaew-has-major-concerns-about-draft-finance-bill-legislationGovernment's plans for agents may harm the tax system - https://www.icaew.com/insights/tax-news/2025/sep-2025/governments-plans-for-agents-may-harm-the-tax-systemTaxpayers encouraged to ensure returns are correct and complete -  https://www.icaew.com/insights/tax-news/2025/sep-2025/taxpayers-encouraged-to-ensure-returns-are-correct-and-completeIn-year CGT rate changes cause tax return errors - https://www.icaew.com/insights/tax-news/2025/aug-2025/in-year-cgt-rate-changes-cause-tax-return-errorsHMRC targets personal expenditure - https://www.icaew.com/insights/tax-news/2025/aug-2025/hmrc-targets-personal-expenditureGet ahead with 2024/25 tax returns - https://www.icaew.com/technical/tax/tax-faculty/taxline/articles/2025/get-ahead-with-2024-25-tax-returnsHostStephen Relf, Technical Manager, Tax, ICAEWGuestsLindsey Wicks, Senior Technical Manager, Tax Policy, ICAEWKatherine Ford, Tax Manager, ICAEWProducerEd AdamsEpisode recorded: 23 September 2025Episode published: 1 October 2025

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.

Payment summary හෙවත් ගත වූ මූල්‍ය වසරේ ඔබේ ආදායම් සහ බදු අයකිරීම් පෙන්වන වාර්තාවේ සඳහන් තොරතුරු මූල්‍ය වසර අවසන් වූ පසු වෙනස් විය හැකි අවස්ථා තිබෙනවා. Services Australia ආයතනයේ වෙබ් අඩවිය සඳහන් කර සිටින්නේ ඔවුන් විසින් ලබා දෙන ගෙවීම්වල වෙනස්කමක් මත සිදු වන වෙනස්කම් ද ඊට ඇතුළත් බවයි. මේ කෙටි පොඩ්කාස්ට් විශේෂාංගය ඒ පිළිබඳවයි.

Have you not filed your taxes in a few years? Are you worried you might be facing jail time? Here is everything you need to know about tax evasion and what will send you to jail! 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   

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.

Looking to get caught up on your tax returns? Is it impossible? NO! Here is why...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

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)

KPMG Partner and Global Mobility Services Tax Lead in Victoria Ursula Lepporoli and Australian Taxation Office Assistant Commissioner Rob Thomson discuss key interest areas for individuals when it comes to lodging their tax returns, including the private health rebate, working from home deductions and superannuation checks.   Register for KPMG Tax Now for regular updates. 

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

Getting ready to lodge your tax return this year? Tune into this podcast featuring an Australian Taxation Officer Jagjit Singh, who answers key tax questions and highlights the important dates for tax time 2025.

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

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

Tuesday Headlines: Police are investigating Bop Vylan and Kneecap over Glastonbury performances, Sydney under ‘prepare now’ orders as east coast low hits, House prices reach record highs, grow twice as fast as wages, AI could boost the Australian economy by $115bn within five years, and Albo reacts to ‘Daddy’ Trump on Ten's new News program. Deed Dive: It's tax time but before you lodge your return, it’s important to know what you can claim, what you can’t and some of the new areas the ATO are keeping on their radar. So, what is the best way to get the most out of you tax return and should you be using an account or is MyGov enough?In this episode of The Briefing, Helen Smith is joined by accountant and business advisor Emma Bowdler from The Women's Accountant to discuss. Follow The Briefing: TikTok: @listnrnewsroom Instagram: @listnrnewsroom @thebriefingpodcast YouTube: @LiSTNRnewsroom Facebook: @LiSTNR NewsroomSee omnystudio.com/listener for privacy information.

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:** -

In this inspiring episode, we sit down with Barb, a former accountant turned powerhouse tax strategist and retreat host, who shares how she transformed her career—and brand—through authenticity, strategy, and showing up in the right rooms. From gaining her first clients through social media and word-of-mouth in the MLM space to hosting sold-out retreats in places like NYC, Barb unpacks the marketing moves that made it all happen. We also dive into fun (and unexpected) tax write-offs, how real estate agents can expand their income streams, and why retreats aren't just a tax deduction—but a smart business move. Whether you're an entrepreneur, agent, or coach, this episode is packed with golden takeaways you won't want to miss.Show Notes:How Barb transitioned from corporate accounting to entrepreneurship and built her own tax strategy firmThe impact of social media, referrals, and MLMs on growing her client base organicallyStrategic tax tips specifically tailored for real estate agents and small business ownersA behind-the-scenes look at planning and hosting successful business retreatsThe importance of being in the right rooms and environments to elevate your brand and businessFollow us on Instagram! Podcast: @‌momsinrealestateHost: @‌heykristencantrell @‌thehellocultureGuest: @yourtaxcoach Check out our amazing sponsors: Your Tax Coach // Professional Tax Accountants. We're not just saving you money, we're changing lives! @‌yourtaxcoach‌ Reel Social Agent // Social Media Mentors for Real Estate Pros Helping Real Estate Pros turn their social media into their best calling card! @‌reelsocialagent Colibri Real Estate // The online real estate school committed to flexibility. Click HERE to check out their amazing courses!

آرام آرام به پایان سال مالی در استرالیا نزدیک می شویم. یکی از موضوعاتی که در پایان سال مالی همواره برای بسیاری از افراد مهم است، موضوع کار از منزل و مطالبه هزینه های آن در هنگام تسلیم اظهارنامه های مالیاتی خود در زمان تسویه حساب مالیاتی (Tax Return) است.

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.

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

Let's be honest—tax season doesn't exactly spark joy. But there's a lot more to it than just plugging numbers into a software and hitting “submit.” In this episode, Tim Clairmont MSFS™, LACP™, and Tyler Andrews CFP® sit down to unpack some of the real questions people are asking right now: Are you withholding too much or too little from your paycheck? Are there deductions or credits you're overlooking? Could a few small adjustments now save you headaches (and maybe dollars) next year? 

Let's be honest—tax season doesn't exactly spark joy. But there's a lot more to it than just plugging numbers into a software and hitting “submit.” In this episode, Tim Clairmont MSFS™, LACP™, and Tyler Andrews CFP® sit down to unpack some of the real questions people are asking right now: Are you withholding too much or too little from your paycheck? Are there deductions or credits you're overlooking? Could a few small adjustments now save you headaches (and maybe dollars) next year? 

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!

If you are behind on your student loan, your vote for Trump was likely a vote to get your wages, tax returns, and pension garnished.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

Do you spend or save your tax return every year? Join Intern John, Sos, and Rose as we share what we like to use our tax return for and more!Make sure to also keep up to date with ALL of our podcasts we do below that have new episodes every week: The Thought Shower Let's Get Weird Crisis on Infinite Podcasts

In today's episode of the Sunlight Podcast, I'm sharing why it's so important to review your tax return—even after you've filed. We'll also chat about the power of taking a digital detox during the busy tax season to help you reset and recharge. I'll walk you through how to understand the key sections of your tax return, what tax estimates really mean, and how to reconcile what you owed with what you paid. Plus, I'm offering some simple, practical strategies for adjusting your future payments if your income changes—so you can feel more confident, prepared, and in control come tax time. Whether you're self-employed or just trying to make sense of your finances, this episode is here to support you! Also mentioned in today's episode:  00:00 Digital Detox: A Refreshing Break 02:02 Post-Tax Filing: Key Steps for Improvement 07:16 Understanding Your Tax Return: Key Insights 12:07 Adjusting for Future Taxes: Strategies for Success 15:43 Resources for Tax Management: Programs and Support   Takeaways Digital detox can improve mental clarity during tax season. Reviewing your tax return is crucial for financial planning. Understanding your tax return helps avoid future whammies. Taxes are retroactive; you only know your tax rate after the year ends. Your total tax owed is reconciled with what you've paid throughout the year. Aim to have your tax payments equal your total tax owed. Adjust your estimated taxes based on income fluctuations. Self-employed individuals must be proactive with tax payments. Utilizing tax programs can simplify the filing process. Seek help from tax education programs for better understanding.   If you enjoyed this episode, please rate, review and share it!  Every review makes a difference by telling Apple or Spotify to show the Sunlight podcast to new audiences.   Links: Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. My On-demand class: Make Taxes Easier and Stash an Extra $152k in Your Savings Check out my program, Money Bootcamp Sunlight Podcast Episodes about Quarterly Taxes: Two Myths About Quarterly Taxes Avoid a Tax Bill: How to Start Estimated Quarterly Taxes How to Pay Quarterly Taxes When Your Income Changes

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.

Send us a textJoin us as we sit down with Enrolled Agent, and Founder of Golden Lion Tax Solutions, Morgan Q. Anderson, to discuss everything you need to know about Innocent Spouse Protection and Relief when filing jointly on an income tax return.As a leading divorce firm in Portland, our attorneys provide guidance on custody, alimony, separation, estate planning, and more. Learn what to expect in Oregon and Washington divorce cases and how we can help.If you would like to speak with one of our attorneys, please call our office at (503) 227-0200, or visit our website at https://www.pacificcascadelegal.com.To learn more about Morgan and how she can help you with your tax questions, you can visit her website at: https://www.goldenliontaxsolutions.com/Disclaimer: Nothing in this communication is intended to provide legal advice nor does it constitute a client-attorney relationship, therefore you should not interpret the contents as such.

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