Podcasts about tax rules

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Best podcasts about tax rules

Latest podcast episodes about tax rules

Investing Compass
Most surprising tax rules in 2025–2026

Investing Compass

Play Episode Listen Later Feb 21, 2026 14:54


Mr. Taxman, Adrian Raftery, listed 101 tax rules - Mark and Shani run through the ones that jumped out at Shani when she read the book.You can find the full article here.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we've released a weekly podcast to arm you with the tools to invest successfully. We've always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We've shared our journeys with you, and you've shared back. We've listened to what you're after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

DC Dynamics
The Future of Tax Rules for Crypto and Digital Assets

DC Dynamics

Play Episode Listen Later Feb 19, 2026 11:51


In DC Dynamics episode 24: The Future of Tax Rules for Crypto and Digital Assets, host Ray Beeman, managing partner at Washington Council EY, and Bill Rys from the WCEY team walk through the current policy landscape for the tax treatment of cryptocurrency and digital assets.  

RNZ: Morning Report
What are the tax rules for influencers?

RNZ: Morning Report

Play Episode Listen Later Feb 18, 2026 2:30


Businesses can claim tax on their expenses - unless they're personal. But what if your business is influencing and your subject matter is your personal life? Money correspondent Susan Edmunds has been looking at how tax works for the growing influencer industry and spoke to Ingrid Hipkiss.

The Morning Brief
Explaining the new Income Tax Rules

The Morning Brief

Play Episode Listen Later Feb 13, 2026 18:06


India's 2026 income tax overhaul marks a pivotal transformation from compliance heavy bureaucracy to trust based governance. The dramatic cut in unexplained income tax from 78% to 39% signals a strategic pivot toward voluntary disclosure and broadening the tax base. Simultaneously, the unified tax year concept eliminates decades of confusing nomenclature, aligning India with international standards. Expanded HRA benefits for metro cities and inflation adjusted thresholds provide relief for middle class workers. Yet concerns persist: aggressive cash monitoring, faceless proceedings, and retrospective amendments risk creating new litigation cycles. Host Anirban Chowdhury talks to Aditi Goyal, Tax Partner at Trilegal, about whether this framework genuinely reduces complexity or signals sharper, data driven state scrutiny.You can follow Anirban Chowdhury on his social media: Twitter and LinkedinCheck out other interesting episodes like: How Will a Volatile ₹ Impact You in 2026?, How Quick Commerce is Triggering a Health Crisis for Gen Z, India’s Labour Law Reboot, Viral to Valuation: Building Women’s Cricket as a Brand and much more. Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.See omnystudio.com/listener for privacy information.

Mint Business News
Sending Money Abroad Got Cheaper | New Tax Rules: Simpler Forms, Harder Choices | Neopolis: Hyderabad's New Manhattan |

Mint Business News

Play Episode Listen Later Feb 11, 2026 15:34


Good Morning, I'm Nelson John. On today's episode of Top of the Morning: Hyderabad's real estate market is on fire with 200 million square feet sanctioned in 2025 alone, and a new district called Neopolis is being called the city's Manhattan with land prices crossing 150 crore per acre. Meanwhile, Sattva Group just entered Mumbai with a massive 11,000 crore redevelopment bet across six projects. On the tax front, the new draft income tax rules look simpler on paper but actually make choosing between old and new regimes harder than ever. And if you send money abroad, TCS on education and medical remittances just dropped from 5 percent to 2 percent. All this and more on today's show. Learn more about your ad choices. Visit megaphone.fm/adchoices

BRave Business and The Tax Factor
The Tax Factor – Episode 110 - Rulings, Returns & Regional Tax Rules

BRave Business and The Tax Factor

Play Episode Listen Later Jan 30, 2026 19:23


This week on The Tax Factor, Robert Salter and Sarah Stenton begin with a roundup of the Top 3 tax stories making headlines which includes a key government U-turn… Sarah and Robert begin by sharing timely insights on Self-Assessment tax returns, including HMRC receiving a big pay day, common pitfalls and practical tips as deadlines approach. Robert then provides insight into Advanced Tax Certification Rulings, explaining how they work, when they’re useful, and why certainty from HMRC continues to be so valuable. The episode also investigates the Boulting v HMRC tax case, analysing the key issues and what it could mean for future disputes, before rounding off with a look at Scottish tax and how devolved rules continue to evolve. Informative and accessible.See omnystudio.com/listener for privacy information.

Take Back Retirement
129: What Women Need to Know About Charitable Giving and Retirement

Take Back Retirement

Play Episode Listen Later Jan 30, 2026 36:54


"There are ways to get some more net dollars to the charity, having a smaller financial impact on your own situation. It just takes a little bit of looking at [your financial situation]." Our hosts Stephanie McCullough of Sofia Financial and Kevin Gaines of American Financial Management Group tackle the ins-and-outs of charitable giving, and reveal how strategic planning can maximize impact while preserving your financial security. While charities treat all dollars equally (they pay zero taxes), how you give dramatically affects your bottom line! First up, they cover critical 2026 tax changes, including a new above-the-line deduction ($1,000 single, $2,000 married) and an unfortunate 0.5% AGI floor for itemizers. Donating appreciated assets (stocks or mutual funds held over a year) beats cash donations, because you avoid capital gains taxes while deducting the full current value, not just what you paid. Donor-advised funds emerge as timing powerhouses, letting you bunch donations in high-income years while distributing to charities over time. For those 70½ and older, Qualified Charitable Distributions (QCDs) from IRAs offer tax-efficient giving that doesn't count as income. That's crucial for avoiding Medicare IRMAA surcharges and Social Security taxation pitfalls. The 2026 QCD limit is $111,000 per person. Estate planning gets attention, too. Naming charities as IRA beneficiaries saves heirs from devastating tax bills on inherited retirement accounts. Stephanie and Kevin also offer creative strategies involving life insurance policies and charitable trusts. The key takeaway is the importance of consulting professionals early in the year. Tax laws change constantly, and thoughtful planning transforms charitable impulses into maximum impact without jeopardizing your retirement security.   Key Topics: New 2026 Tax Rules for Cash Donations (5:44) Donating Appreciated Assets and Capital Gains (08:08) Donor-Advised Funds: Timing and Flexibility (14:09) Qualified Charitable Distributions (QCDs) from IRAs (18:41) Estate Planning: Beneficiary Designations for Charities (26:05) Creative Strategies: Life Insurance and Charitable Trusts (30:22)   Resources: Women + Roth IRA's – What Should You Be Aware Of? (episode)   If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

Retire Smarter
The 2026 Gift Tax Rules Explained: How to Gift Cash, Stock, and Family Loans Correctly

Retire Smarter

Play Episode Listen Later Jan 29, 2026 13:05


Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Many parents and grandparents want to help family financially, but gift tax rules are often misunderstood. In this episode, Tyler Emrick, CFA®, CFP®, breaks down the 2026 gift tax rules in plain English, including how much you can give without triggering tax, when gifting appreciated stock makes sense, and how to properly structure family loans using IRS guidelines. We also explain when a gift tax return is required—and why filing one doesn't necessarily mean you'll owe tax. If you're considering gifting money to children or grandchildren, this episode will help you do it the right way. Here's some of what we discuss in this episode:

The Paychex Business Series Podcast with Gene Marks - Coronavirus
Wage Laws to Tax Rules: What's Really Changing for Employers in 2026

The Paychex Business Series Podcast with Gene Marks - Coronavirus

Play Episode Listen Later Jan 27, 2026 70:43


Navigate 2026's biggest regulatory changes with confidence! Gene Marks sits down with Paychex experts to tackle your pressing questions on no tax on tips and overtime, multi-state paid leave requirements, worker classification rules, and mandatory Roth catch-up contributions under SECURE 2.0. From understanding R&D deductions to managing retirement plan updates, this episode breaks down complex regulations into actionable insights. Whether you're an HR leader, payroll professional, or business owner, discover what you need to know to keep your company compliant and your employees informed in the year ahead. Watch the full webinar: https://bit.ly/4afnAD9 Have a topic idea? Share it at https://payx.me/thrivetopics Topics include: 00:00 – Episode preview 01:16 – Meet the tax expert 01:51 – No tax on tips and overtime 11:40 – Research and development tax credits 16:09 – Work Opportunity Tax Credit (WOTC) updates 18:45 – Tax segment wrap-up 20:13 – Meet the HR expert 20:52 – Paid family and medical leave changes 30:11 – Paid sick leave requirements 37:06 – Worker classification rules 42:03 – Overtime overview 46:00 – HR segment wrap-up 47:32 – Meet the retirement expert 48:05 – What is a Roth 401(k)? 51:01 – SECURE 2.0 and “Rothification” 57:01 – Retirement and employer responsibilities 66:50 – Tax credits under SECURE 2.0 69:20 – Wrap up and thank you DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

Business By The Numbers
The New Tax Rules That Could Save (or Cost) Your Shop Thousands in 2026 [E206]

Business By The Numbers

Play Episode Listen Later Jan 22, 2026 29:12


Thanks to our partners Promotive and Wicked FileAre you sure you're capturing every tax deduction your shop — and your employees — are entitled to this year?What if missing one small detail hands more money to the IRS than necessary?In this episode, Hunt Demarest kicks off the new tax season by breaking down the most important tax rule changes shop owners need to understand for 2026, and just as importantly, who actually qualifies for them.From overtime deductions and tip taxation to the surprisingly nuanced rules around car loan interest and a new senior tax break, Hunt explains what's real, what's misunderstood, and where shop owners should (and should not) be taking action.Using real-world payroll examples and clear math, this episode cuts through the headlines to show how these changes affect employees, owners, and families differently — and why failing to understand the details could mean leaving thousands of dollars on the table or creating unnecessary IRS risk.What you'll discover…(02:00) The four major tax changes affecting auto repair businesses this year(04:49) Why most auto repair shops do not qualify for tip deductions(07:15) How overtime deductions actually work — and what “qualified overtime” really means(09:55) How state overtime rules can complicate federal tax deductions(14:55) Why owners, spouses, and many family members do not qualify for overtime deductions(16:55) The new car loan interest deduction — and why most shop owners won't qualify(18:00) The hidden rules that eliminate many vehicles from the car loan write-off(22:05) Why “made in the USA” matters more than brand name(23:10) When buying a new car might make more sense than a used car financially(25:25) The new senior tax deduction and who benefits most from itThanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit https://gopromotive.com/Thanks to our Partner WickedFileTurn chaos into clarity with WickedFile, the AI for auto repair shops. Transform invoices into insights, protect cash flow, and stop losing parts, cores, or credits to maximize your bottom line. visit https://info.wickedfile.com/Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop The Automotive Repair Podcast Network:

Dr. Friday Tax Tips
Permanent Tax Rules Make Long-Term Planning Easier

Dr. Friday Tax Tips

Play Episode Listen Later Jan 20, 2026 1:00


Dr. Friday explains why permanent tax provisions make long-term planning easier than laws that constantly expire. She also clarifies how enrolled agents help taxpayers plan, prepare, and handle IRS issues. Transcript G’day, I’m Dr. Friday, president of Dr. Friday’s Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment. One of the things we all like about the one big beautiful bill is, plain and simple, it gives us the tools to do long-term planning. Under the last couple passes of tax law, there’s been four years, five years, and then they expire. A lot of expiring, and that leads to a difficult time for us as tax people and also just as taxpayers to sit down and say, hey, in the next five years I’m going to do this, this, and this. If you don’t have that kind of window, it’s difficult to do good planning. And remember, tax preparers are preparers. Enrolled agents help you plan as well as prepare your taxes, and also represent you if you need help. drfriday.com. You can catch the Dr. Friday Call-in Show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.

RETIREMENT MADE EASY
2026 Changes You Can't Ignore: Social Security, Tax Rules, and Withdrawal Realities, Ep #202

RETIREMENT MADE EASY

Play Episode Listen Later Jan 15, 2026 40:01


Welcome to 2026! A new year brings a fresh set of rules for your retirement savings, and not all of them are straightforward. With the turning of the calendar comes changes to contribution limits, Social Security adjustments, and new tax mandates that could catch you off guard if you aren't paying attention. In this first episode of the year, I break down exactly what is changing for 2026, from the "good news" of higher contribution limits to the "bad news" of Medicare premium hikes that might eat up your entire Social Security cost-of-living adjustment. I also dive into a controversial new rule from the Secure Act 2.0 that forces high earners to change how they save in their 401(k)s, removing the choice of pre-tax savings for many. We also tackle some fantastic listener questions, including a look at why Target Date Funds had a "lucky" year in 2025 (and why I still don't recommend them), and I dismantle a dangerous misconception about retirement withdrawals, the "Mayonnaise Jar" math that convinces retirees their money will last 20 years when, in reality, inflation and life have other plans. You will want to hear this episode if you are interested in... (00:23) Intro to 2026 Changes. (04:36) Social Security COLA vs. Medicare Premiums. (06:40) New IRA and 401(k) Contribution Limits. (10:24) The New "Roth Catch-Up" Mandate for High Earners. (18:57) New Charitable Deduction Rules. (20:03) Listener Q: Target Date Funds Explained. (29:12) Listener Q: The "Mayonnaise Jar" Withdrawal Mistake. The "Fake" Raise: Social Security vs. Medicare in 2026 We start the year with what sounds like a win: a 2.8% Cost of Living Adjustment (COLA) for Social Security recipients. However, before you start budgeting that extra cash, you need to look at the other side of the ledger. Medicare Part B premiums have jumped by nearly 9.67%, rising to $202.90 a month. For many retirees, this increase will come directly out of their Social Security check, effectively wiping out the "raise" they thought they were getting. It is a reminder that healthcare inflation often outpaces general inflation, and your plan needs to account for that reality, not just the headline numbers. The $150k Trap: New Mandatory Roth Rules One of the biggest changes for 2026 comes from the Secure Act 2.0, and it impacts high earners. If you earned $150,000 or more in FICA wages in 2025, you no longer have a choice on how you make your "catch-up" contributions. Uncle Sam now mandates that your catch-up contribution (the extra $8,000 you can save if you are over 50) must go into a Roth 401(k). This means you lose the immediate tax deduction on those dollars. It is a way for the government to grab more tax revenue now rather than later, and for many savers, it removes the flexibility to design a tax strategy that fits their specific needs. If your employer doesn't offer a Roth option, you might be out of luck entirely. Why "Cookie Cutter" Investing Still Fails (Even When It Wins) A listener asked why their Target Date Fund performed so well in 2025. The answer lies in a rare alignment of international markets and bond performance that boosted these funds last year. But one good year doesn't change my fundamental problem with these funds: they are "cookie-cutter." They treat every 65-year-old exactly the same, ignoring your personal goals, your risk tolerance, and your income needs. It's like walking into a car dealership and being told you have to buy a minivan just because everyone else your age is buying one. You deserve a plan customized to your life, not a default setting based on your birth year. The "Mayonnaise Jar" Math Mistake Finally, I address a listener who believed he was set for 20 years because he could withdraw $50,000 a year from his $1 million nest egg until it hit zero. I call this "Mayonnaise Jar" math, assuming you can just pull cash out of a stagnant jar until it's empty. This logic fails because it ignores inflation. As we saw in 2025 with beef prices jumping 20%, the cost of living does not stay flat. $50,000 today will not buy $50,000 worth of goods in ten years. If you don't have your money invested to grow and outpace inflation, you aren't planning for a 20-year retirement; you're planning to run out of purchasing power long before you run out of money. Resources & People Mentioned 3 Steps to Retirement Planning Retirement Budgeting Tool Connect With Gregg Gonzalez Email at: Gregg.gonzalez@lpl.com Podcast: https://RetirementMadeEasyPodcast.com Website: https://StLouisFinancialAdvisor.com Follow Gregg on LinkedIn Follow Gregg on Facebook Follow Gregg on YouTube Subscribe to Retirement Made Easy On Apple Podcasts, Spotify, Google Podcasts

John Williams
Tom Fortino: What to know about new 2026 tax rules

John Williams

Play Episode Listen Later Jan 13, 2026


Tom Fortino, Founder and Principal, Alpha Wealth Group, and host of “The Alpha Wealth Hour” on WGN Radio, joins John to talk about the strong market performance so far this year, what he anticipates for interest rates this year, the positive economic news coming out recently, and what you should know about new 2026 tax rules.

The Money Show
SARS tightens tax rules for multinationals, Sim swap and fraud deepen telecom losses and the future of African business schools 

The Money Show

Play Episode Listen Later Jan 13, 2026 73:37 Transcription Available


Stephen Grootes speaks to Chris Yelland, Energy Expert and Journalist about whether Eskom’s legal challenge to NERSA over licenses granted to five private power producers has been stayed or paused. They also touch on Eskom’s Generation Recovery Plan, which has added 4,400 MW of capacity, and whether this boost makes electricity supply sustainable The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

WGN - The John Williams Full Show Podcast
Tom Fortino: What to know about new 2026 tax rules

WGN - The John Williams Full Show Podcast

Play Episode Listen Later Jan 13, 2026


Tom Fortino, Founder and Principal, Alpha Wealth Group, and host of “The Alpha Wealth Hour” on WGN Radio, joins John to talk about the strong market performance so far this year, what he anticipates for interest rates this year, the positive economic news coming out recently, and what you should know about new 2026 tax rules.

WGN - The John Williams Uncut Podcast
Tom Fortino: What to know about new 2026 tax rules

WGN - The John Williams Uncut Podcast

Play Episode Listen Later Jan 13, 2026


Tom Fortino, Founder and Principal, Alpha Wealth Group, and host of “The Alpha Wealth Hour” on WGN Radio, joins John to talk about the strong market performance so far this year, what he anticipates for interest rates this year, the positive economic news coming out recently, and what you should know about new 2026 tax rules.

The Ag View Pitch
#736 - "New Tax Rules That Could Put Thousands Back in Your Pocket"

The Ag View Pitch

Play Episode Listen Later Dec 22, 2025 39:49


https://19-minutes.supercast.com/A clear, money-focused breakdown of the latest tax changes and how they could directly impact your bottom line. We walk through higher standard deductions, new exemptions on tips and overtime, expanded deductions for retirees, vehicle purchase write-offs, and the increased child tax credit. This episode is purely about understanding the financial opportunities available and how to keep more of what you earn.https://www.crazymanpinkwig.com/https://www.igniteplanning.com/https://www.thegivingsolution.org/

EY talks tax
EY talks tax: Navigating digital asset tax rules: tax year 2025 and the road ahead (December 5, 2025)

EY talks tax

Play Episode Listen Later Dec 19, 2025 56:27


With the 2024 filing season now behind us, taxpayers and advisors are at a pivotal moment for digital asset tax compliance and reporting. In this episode, panelists spotlight the key tax and reporting changes coming in 2025 and beyond, and what you need to do now to stay ahead.

Wealth Coffee Chats
House & Land Tax Rules Explained: What Property Investors Can (and Can't) Claim

Wealth Coffee Chats

Play Episode Listen Later Dec 2, 2025 14:03


In this Tax Edition of Wealth Coffee Chats, Kim Wolfenden breaks down one of the most confusing areas for property investors: what you can claim as tax deductions when buying house-and-land for investment. The ATO's rules have shifted several times in recent years, leaving many investors unsure about deductions for vacant land, construction loans, tiny homes, and holding costs. Kim simplifies the legislation, outlines the key definitions you must understand, and explains what's deductible — and what's not — based on real ATO guidance. Whether you're mid-construction, planning to build, or already holding land for an investment property, this episode gives you the clarity you need to stay compliant and maximise your tax outcomes.   Episode Highlights Why the ATO changed the rules in 2019 on claiming holding costs for vacant land. What “holding costs” really mean: loan interest, council rates, land tax, and basic maintenance. The narrow exceptions: businesses, primary producers, companies, and managed investment trusts. What counts as vacant land — and why tiny homes on wheels don't qualify as permanent structures. When a structure becomes “substantial and permanent” (and therefore changes deductibility). How deductions work once the property becomes rent-ready, including apportioning expenses. The key difference between land loan interest (non-deductible while vacant) and construction loan interest (deductible).

Money Matters with Wes Moss
Planning Clarity: Family Support, Tax Rules, and the Workforce of Tomorrow

Money Matters with Wes Moss

Play Episode Listen Later Nov 20, 2025 41:12


Ready to explore the real questions shaping today's retirement conversations? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase respond to listener scenarios on family financial decisions, workplace retirement plans, and the changing job landscape—offering context to help listeners better understand the factors involved in long-term planning. In this episode, you'll: • Explore how non-monetary inheritance can influence family values, expectations, and financial communication across generations. • Review key considerations when evaluating whether to help adult children with debt while maintaining alignment with your own financial priorities. • Understand how focusing on personal financial stability can contribute to more durable and sustainable multigenerational planning. • Clarify what may occur when accessing target date funds and how portfolio allocation generally functions within workplace retirement plans. • Analyze the current discussion surrounding backdoor Roth IRA strategies in connection with 2025 tax legislation and broader tax-advantaged planning choices. • Assess situations that may prompt a review of your financial plan, including market fluctuations, life transitions, or meaningful changes in account balances. • Highlight World Economic Forum projections on how artificial intelligence may influence workforce trends and job categories over the coming years. • Identify occupations that may evolve, contract, or emerge as technology expands—from smart-home system roles to next-generation agricultural positions. • Compare traditional and Roth considerations commonly discussed within the FIRE community across various income situations. • Outline factors individuals may consider when receiving lump-sum back pay, including potential implications for overall financial planning. • Enjoy a lighthearted discussion about Gala versus SnapDragon apples and how everyday preferences can reflect broader spending habits. • Examine how fixed-income sources can be viewed within the context of an individual's overall retirement framework. This episode provides clear, educational discussion for anyone seeking to deepen their understanding of retirement-related topics. Listen and subscribe to the Retire Sooner Podcast to stay connected to future conversations. Learn more about your ad choices. Visit megaphone.fm/adchoices

Your Active Wealth
New 2025 Tax Rules for Business Owners

Your Active Wealth

Play Episode Listen Later Nov 10, 2025 14:38


Terry Sylvester Charron, head of investment advisory and planning solutions, and Jere Doyle, senior wealth strategist, unpack changes to Qualified Small Business Stock as result of OBBBA. 

Japan Real Estate
Basic Tax Rules for Property Investment via GK/KK

Japan Real Estate

Play Episode Listen Later Oct 21, 2025 41:18


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

Charleston's Retirement Coach
The Big Beautiful Bill: How New Tax Rules Could Transform Your Retirement

Charleston's Retirement Coach

Play Episode Listen Later Oct 14, 2025 13:30


Could a new tax law change your retirement strategy? Brandon Bowen explores the impact of the One Big Beautiful Bill Act, revealing how new deductions, Roth conversions, and charitable moves can reshape your nest egg. Learn why timing matters, how income thresholds affect your benefits, and why Social Security filing is more complex than you think. Get practical insights on maximizing opportunities before they disappear, and discover how a proactive approach can help you keep more of what you’ve earned. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Highlights from Newstalk Breakfast
Is it time to change inheritance tax rules?  

Highlights from Newstalk Breakfast

Play Episode Listen Later Oct 2, 2025 7:59


83 per cent of people believe the family home should be exempt from inheritance tax. That's according to a new survey from Royal London Ireland So, is it time to change inheritance tax rules? All to discuss with Barra Roantree, Assistant Professor of Economics at Trinity College and Joe Neville, Fine Gael TD, Member of The Budgetary Oversight Committee & Chartered Accountant.

Newstalk Breakfast Highlights
Is it time to change inheritance tax rules?  

Newstalk Breakfast Highlights

Play Episode Listen Later Oct 2, 2025 7:59


83 per cent of people believe the family home should be exempt from inheritance tax. That's according to a new survey from Royal London Ireland So, is it time to change inheritance tax rules? All to discuss with Barra Roantree, Assistant Professor of Economics at Trinity College and Joe Neville, Fine Gael TD, Member of The Budgetary Oversight Committee & Chartered Accountant.

Small Business Tax Savings Podcast | JETRO
Car Write-Offs Explained: The 2025 Tax Rules You Need to Know

Small Business Tax Savings Podcast | JETRO

Play Episode Listen Later Sep 17, 2025 22:34


Send us a textMost business owners are driving right past thousands in tax savings without realizing it. In 2025, the IRS raised the standard mileage rate to 70 cents per mile, but that's only the beginning.In this episode, Mike breaks down exactly how to structure your auto deductions, avoid costly mistakes, and choose between the mileage method and actual expenses.

The Casino Business Podcast
Casino Tax Rules: Tracking Wins, Losses & Deductions, & More!

The Casino Business Podcast

Play Episode Listen Later Sep 16, 2025 30:53


In this interview, Hawk Tax Solutions Tax Director and Enrolled Agent Ashley Davis joins URComped CEO Craig Shacklett to answer some of the most common gambling accounting and tax questions players face. She breaks down what qualifies as a professional gambler, how to properly track wins and losses, and which expenses can be deducted. The conversation also covers tricky areas like sweepstakes casinos, crypto play, state-to-state taxation, and how content creation can support professional claims.   Topics Discussed: - Why sweepstakes casino losses don't offset winnings - How to keep an acceptable gambling journal or win-loss record - Criteria for qualifying as a professional gambler, even with a day job - Using YouTube or content creation to support professional status claims - Deductible expenses for professional gamblers (travel, software, coaching, tournaments, ATM fees) - Tax treatment of daily fantasy sports, offshore casinos, and crypto gambling - State taxation issues and when it makes sense to itemize losses   Learn more: https://urcomped.com/blog/details/6131103/casino-tax-rules-tracking-wins-losses-deductions-more

My Amazon Guy
Amazon Vine for Sellers Worth it? (2025) - Average Rating 4.1 Stars ⭐⭐⭐⭐

My Amazon Guy

Play Episode Listen Later Sep 11, 2025 11:34


Send us a textAmazon Vine gives early reviews, but most items in the program are low-value, niche, or not appealing. Reviewers are taxed on items and split into Silver and Gold tiers, with quality products disappearing fast. If your Vine units aren't claimed in 24 hours, the product might be too niche or low quality. While 2025 updates allow pre-launch reviews and reseller access, the risks still outweigh the rewards for most sellers.#AmazonVine #AmazonReviews #FBAlaunch #AmazonSellingTips #productlaunch Get a strategy call to review if your product is even right for Amazon Vine before it's too late: https://bit.ly/4jMZtxuWatch these videos on YouTube: From 0 to 100k a Month - Jeffrey I Valen Testimonial of My Amazon Guy: https://www.youtube.com/watch?v=2gNhMGzr6ZI&list=PLDkvNlz8yl_ZKCwqsFEaR0fm37L6yabg4&index=2$87 Spend $1000 Monthly Revenue with PPC Hack, Coaching Testimonial of My Amazon Guy: https://www.youtube.com/watch?v=atTQQqV9TeE&list=PLDkvNlz8yl_ZKCwqsFEaR0fm37L6yabg4&index=1-----------------------------------------------Tired of marketplace limits? Download our DTC Growth Stack: https://bit.ly/4p7TyqjStop wasting ad spend. Grab the PPC guide that actually drives results: https://bit.ly/4lF0OYXRank higher and sell faster, get the SEO tools built for real growth: https://bit.ly/3JyMDGoBe ready before problems hit, download the kit every brand should have: https://bit.ly/4maWHn0Timestamps00:00 - Inside the Amazon Vine Program00:26 - What Vine Reviewers See in Their Dashboard01:35 - Tax Rules for Amazon Vine Reviewers02:27 - Why Vine Reviews Often Have Lower Ratings03:10 - Risks of Using Vine for Supplements and Complex Products03:56 - Real Examples of Vine Review Feedback04:50 - When Vine Reviews Hurt Your Image Quality05:56 - Who's Using Vine Most (And Why)06:27 - The Two Types of Vine Reviewers: Gold vs. Silver06:55 - Collecting Reviews Before Product Launch07:35 - 50% Off Launch Strategy vs. Using Vine08:34 - New Rules for Authorized Resellers in Vine09:16 - Vine Review Fees Explained10:00 - Why the Vine Program Isn't Free Anymore10:57 - Vine Review Limits and New Parentage Rules11:19 - Focus on Click-Through Rate Instead of Reviews----------------------------------------------Follow us:LinkedIn: https://www.linkedin.com/company/28605816/Instagram: https://www.instagram.com/stevenpopemag/Pinterest: https://www.pinterest.com/myamazonguys/Twitter: https://twitter.com/myamazonguySubscribe to the My Amazon Guy podcast: https://podcast.myamazonguy.comApple Podcast: https://podcasts.apple.com/us/podcast/my-amazon-guy/id1501974229Spotify: https://open.spotify.com/show/4A5ASHGGfr6s4wWNQIqyVwSupport the show

Dentists Who Invest
Got Crypto? Listen To This To Make Sure You Don't Break Any Tax Rules with Emily Bingham

Dentists Who Invest

Play Episode Listen Later Sep 5, 2025 20:52 Transcription Available


Get a free audit of your indemnity cover here >>> https://quote.allmedpro.co.uk/dental-indemnity-2025-new-proposal-dwi/———————————————————————Collect unlimited free verifiable CPD for UK Dentists here >>> https://www.dentistswhoinvest.com/videos/got-crypto-listen-to-this-to-make-sure-you-dont-break-any-tax-rules-with-emily-bingham———————————————————————We've brought in crypto-specialist accountant Emily from Alexander & Co to demystify the complex world of cryptocurrency taxation specifically for dental professionals. This comprehensive guide walks you through everything from basic capital gains calculations to the nuanced tax implications of staking rewards and stable coin investments. With capital gains tax rates now at 18% for basic rate taxpayers and 24% for higher rate taxpayers, getting this right is essential for your financial wellbeing.The conversation reveals several potential pitfalls that catch many dentists by surprise. Did you know that the "30-day rule" could create tax liabilities even when you believe you've made losses? Or that staking rewards are subject not only to income tax at your marginal rate but also to student loan repayments? For higher-rate taxpayers with outstanding student loans, this means nearly half of your staking rewards could be claimed by HMRC and the Student Loans Company combined.Looking ahead, we explore the seismic shift coming in January 2026 when the Crypto Asset Reporting Framework makes it mandatory for exchanges to share your data with tax authorities. With 52 countries already committed to this global initiative, the window for getting your crypto tax affairs in order is closing. Emily shares practical advice on voluntary disclosure and how to minimize penalties if you haven't been fully compliant.Don't miss this opportunity to claim free verifiable CPD by completing the short questionnaire linked in the description. Equip yourself with the knowledge to confidently manage your crypto investments while staying firmly on the right side of HMRC regulations.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us a text

The Mike Hosking Breakfast
Geof Nightingale: Independent tax expert on the new migrant tax rules

The Mike Hosking Breakfast

Play Episode Listen Later Aug 26, 2025 4:06 Transcription Available


A view that new migrant tax rules will put us on par with other countries. The Government's proposing a bill to stop migrants being taxed on estimated overseas income and instead, only what they actually earn. Independent tax expert Geof Nightingale told Mike Hosking the current settings are a problem for high-value migrants, particularly now we have the Active Investor Plus scheme. He says these people usually have a portfolio of shares of other things around the world but we tax them on an annual basis, no matter if they sell. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Retirement Starts Today Radio
Inside the new Tax Rules for Retirees

Retirement Starts Today Radio

Play Episode Listen Later Aug 18, 2025 28:38


We're going inside the new tax rules for retirees.  From a brand-new $6,000 deduction for seniors to major changes in how charitable giving is handled, the One Big Beautiful Bill Act has reshaped key parts of the retirement tax landscape.  We'll break down what's changed, what's just political spin, and what you can do right now to take advantage of these new rules.  After that, we answer a listener question: Have you ever wondered what the letters behind a Financial Advisor's name mean? Resources: John Manganaro article from ThinkAdvisor: How the New $6,000 Tax Deduction for Seniors Really Works Article from Fidelity Charitable: One Big Beautiful Bill (OBBB): Impact on charitable giving   Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Work with Benjamin: https://retirementstartstoday.com/start Follow Retirement Starts Today in:Apple Podcasts, Spotify, Overcast, Pocket Casts, Amazon Music, or iHeart  Get the book!Retirement Starts Today: Your Non-financial Guide to an Even Better Retirement  

The Educated HomeBuyer
EP182 - New Tax Rules Could SHAKE UP the Housing Market

The Educated HomeBuyer

Play Episode Listen Later Aug 11, 2025 25:31


The One Big Beautiful Bill just passed, but will it actually save you money as a homeowner—or cost you more? In this episode, we break down exactly how the bill affects mortgage interest deductions, SALT caps, and future interest rates. Whether you're buying your first home or thinking about selling, this tax change could impact your bottom line. Watch now and get expert clarity from Jeb and Josh so you can buy right, borrow smart, and build wealth. Start your stress-free loan journey todayJoin Rate Watch – we'll watch rates for youEmail: info@theeducatedhomebuyer.comConnect with Us

SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
259 \\ The New Tax Rules That Supercharge Real Estate Investing (New Tax Laws Decoded Part 11)

SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions

Play Episode Listen Later Aug 6, 2025 17:18


Real estate just became one of the most tax-efficient investments again. In this episode, we break down how the permanent changes to depreciation rules, bonus depreciation, and NOLs have unlocked major cash flow advantages for real estate investors. We cover cost segregation, real estate professional status, and how to pair these with 2025 tax laws to stack your savings. Whether you own rental properties or are planning to expand, this episode gives you the playbook for smarter tax moves in real estate.   Next Steps:

The Stacking Benjamins Show
How to Turn 2025's New Tax Rules Into Big Savings (SB1714)

The Stacking Benjamins Show

Play Episode Listen Later Jul 28, 2025 53:01


Big changes are coming to the tax code—and that could mean big savings if you know where to look. On today's episode, Joe, OG, and Doug break down the most important updates in the 2025 tax laws and share smart, simple ways to keep more of your hard-earned cash. Whether you're a spreadsheet-loving tax nerd or someone who still asks, “Wait, do I have to file?”—this episode will help you navigate the new rules like a pro. Here's what we unpack: The 2025 Tax Overhaul: What changed, what stayed the same, and how it affects your bottom line Credits vs. Deductions: Why that $1 credit might be worth more than a $5 deduction (math, but fun) Above-the-Line Moves: Claim valuable deductions without itemizing New Wins for Givers and Drivers: Above-the-line charitable contributions AND (drumroll…) personal auto loan interest is back! Family Tax Breaks: Expanded dependent care accounts and beefed-up child credits 50 and Thriving: New 401(k) catch-up rules that can help you max out your retirement Listener Mailbag: JJ asks how to contribute more to his 401(k) after age 50—and we bring the strategies The TikTok Minute: Because money wisdom can live on the internet too Doug's Trivia & Financial Shenanigans™: Of course You'll walk away with clear, practical takeaways that could add thousands to your bottom line—without needing to read the tax code (you're welcome). FULL SHOW NOTES: https://stackingbenjamins.com/upcoming-tax-changes-1714 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Smartinvesting2000
July 25th, 2025 | Cautious Bank Outlook, Crypto Law Update, Dividends or Buybacks, New Tax Rules, Union Pacific Corporation (UNP), Toast, Inc. (TOST), American Eagle Outfitters, Inc. (AEO) & (ABT)

Smartinvesting2000

Play Episode Listen Later Jul 26, 2025 55:37


Big bank earnings give a cautious green light on the economy Every quarter we get excited about listening to and reading about how things went for the big banks in the most recent quarter as they release their earnings. I'm primarily talking about JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. We have held a couple large banks in our portfolio for years and they have provided very useful information along with great returns as well. Overall, the big banks were happy with the low rates of consumer delinquencies and writing off debt that was unrecoverable stayed around the same rate as last year. One banker made a comment that with a 4.1% unemployment rate it's not likely to see a lot of weakness in their portfolio. This is something we have said for quite a while now, but we believe as long as the employment picture stays strong, the economy should do well. Deal making for the banks looked pretty good across the board and all of them had profit increases compared to one year ago. The overall tone from the bankers was largely upbeat, but a couple banks did call out some concern around commercial real estate and office buildings. There are certain cities with economies that are doing well, but there are other areas that are more problematic and the banks generally have commercial real estate in many markets across the country. To summarize, it appears the bankers feel pretty good, but they still remain somewhat cautious as bankers always should.   Understanding new legislation on cryptocurrencies Last week new legislation on cryptocurrencies was announced as the Genius Act, which stands for Guiding and Establishing National Innovation for US stable coins, made its way through Congress and to the President's desk. The legislation is supposed to provide licensing and oversight for stable coins as issuers must obtain licenses through either a national trust bank charter with the OCC, which stands for the Office of the Comptroller of the Currency, or a state level money transmission license. The Genius Act is supposed to provide consumer protection in the case of the issuer of a stable coin becoming insolvent. The solution in the Genius Act is to prioritize stable coin holder claims so the holders of those coins should be able to get their money back. This is nowhere near the safety one has in a bank where your deposits are insured by the FDIC should that bank fold. I feel this law will give people a false sense of security and I don't believe it will prevent a major collapse of stable coins. There's also a conflict of interest from President Trump‘s promotion of digital currencies since he himself has a coin and his sons Donald Trump Junior and Eric Trump run a bitcoin mining firm called American Bitcoin and are heavily involved in the crypto space. I believe the whole thing is just adding to the bubble of cryptocurrencies. Keep in mind that a bubble can last 10 to 12 years, if not longer, but the bigger it gets the bigger the financial disaster it causes.   What is better for investors stock dividends or stock buybacks? Unfortunately, there's no hard and fast rule based on performance figures in terms of what is better for stock investors, but I would have to lean towards stock dividends. If you look at the right companies paying dividends over a 10-year period you can find that perhaps the company you invested in is now giving you a yield of maybe 7-8% based on your initial investment. Those dividends can be a really great tool for long-term investing and while companies could always stop the dividend, most companies that have paid a dividend for the long-term do not like to stop or even reduce paying that dividend. This can help stabilize returns during downturns and may help investors be less emotional. A problem with stock buybacks is they can be announced and the stock may see a little bounce, but then it's possible that management does not fulfill the commitment to buy back all the shares they had planned to. Also, if the company or the markets were to hit a rough patch many times the first thing to go is stock buybacks. It is also possible that the company could do a stock buyback, but within a year or two the stock might drop below the price where the repurchases occurred, which would make those investments a questionable use of capital. Benefits to stock buybacks include the fact that there's no taxes for shareholders when they occur and they do increase your ownership of that business. While dividends are generally taxed, they are tax favored and depending on one's tax bracket you may pay very little or no tax at all. And don't forget about the compounding effect of reinvesting those dividends back into another investment. Unfortunately, it has become harder to find good quality companies paying dividends for a reasonable price. Looking at the S&P 500 index, the yield is now only 1.2%, which is near the all-time low that was hit during the dot-com bubble. Over the long-term history of the S&P 500, it's yield is generally around the 10-year Treasury and I was surprised to learn that up until the 1960's, the S&P 500 actually generally yielded more than the 10-year Treasury. Even looking just 10 years ago they were both yielding around 2%, but currently the spread between the two is about 3%. This comes as the S&P 500 has seen its forward P/E based on the next 12 months of earnings expand from 17 to around 22 during that time frame. Could this be another warning sign that the S&P 500 index is overvalued?   Financial Planning: New Tax Rules for Tips and Overtime Starting in tax year 2025 and through 2028, the One Big Beautiful Bill Act exempts up to $25,000 in tip income and up to $12,500 in qualifying overtime pay per individual from federal income tax—doubling to $50,000 and $25,000 respectively for married couples filing jointly. The tip exemption applies only to workers in occupations where tips are customary and must be properly reported through W-2s. The overtime deduction applies only to the premium portion of overtime wages—i.e., the extra pay above an employee's standard hourly rate—and must be paid in accordance with Section 7 of the Fair Labor Standards Act (FLSA), meaning it only covers overtime worked in excess of 40 hours per week under federal rules. Overtime paid under state laws or union contracts does not qualify unless it also meets the FLSA criteria. The full exemption is available to taxpayers with modified adjusted gross incomes up to $150,000 (single) or $300,000 (married filing jointly) and begins to phase out above those levels. To claim the exemption, workers must file a new IRS Form 10324-T with their annual tax return. Keep in mind Social Security, Medicare, and state taxes still apply to the tip and overtime pay. The policy begins with wages and tips earned on or after January 1, 2025, with claims first filed on 2025 tax returns in 2026.   Companies Discussed: Union Pacific Corporation (UNP), Toast, Inc. (TOST), American Eagle Outfitters, Inc. (AEO) & Abbot Laboratories (ABT)

The 9Innings Podcast
The Greatest Challenges Facing Retirees: Tax Rules That Need Reform ft Steven Jarvis CPA

The 9Innings Podcast

Play Episode Listen Later Jul 21, 2025 41:44


In this episode, host Kevin Thompson and guest Steven Jarvis, CPA, discuss the complexities and frustrations of current retirement tax rules, focusing on the Roth IRA five-year rule, Social Security taxation, and the “widow's penalty.” They highlight how outdated IRS technology and convoluted regulations create unnecessary stress for retirees. The conversation blends personal stories, professional insights, and broader reflections on workforce development and education, ultimately calling for tax reform and modernization to make retirement planning simpler, fairer, and more effective for individuals navigating today's financial landscape.Stephen Jarvis' Athletic Background (00:00:51) The Roth IRA Five-Year Rule (00:06:41) Record Keeping and Tax Complexity (00:09:19)Social Security Taxation Formula (00:12:48) Behavioral Incentives in Tax Law (00:16:30) Higher Education and Workforce Development (00:20:31)Economic Value of College Degrees (00:23:33)Philosophy, Ethics, and Self-Presentation (00:26:19)The Widow's Tax Penalty (00:31:42) National Debt and Tax Policy Complexity (00:33:02) IRS Modernization and Administrative Complexity (00:36:31)Challenges of Government System Updates (00:37:45)Podcast Wrap-Up and Closing Remarks (00:39:00)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icapLinkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428facebook: / mlb2cfp Buy MLB2CFPHere: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

Best Real Estate Investing Advice Ever
JF 3965: Permanent Tax Rules, Inflation Risks, and Market Strategy with John Chang

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jul 13, 2025 32:44


On this episode of The Horizon, John discusses the long-term implications of the newly passed U.S. tax law and its impact on commercial real estate. He highlights the permanence of key provisions like accelerated depreciation, Opportunity Zones, and LIHTC expansions, explaining how they open the door for long-term investment strategies and development models. John also breaks down the potential inflationary effects of tariffs—particularly on construction materials—and how that could influence interest rates and Federal Reserve policy. He closes with insights on job market data, noting mixed signals beneath the headline unemployment rate and suggesting caution ahead. Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Associates on Fire: A Financial Podcast for the Associate Dentist
106: New Tax Rules Just Passed—Here's What Dentists Need to Know

Associates on Fire: A Financial Podcast for the Associate Dentist

Play Episode Listen Later Jul 9, 2025 49:49


In this important episode, Wes Read walks dental and healthcare practice owners through the major tax provisions of the sweeping “One Big Beautiful Bill,” passed just before July 4th. This landmark legislation includes hundreds of provisions designed to extend prior tax cuts, adjust deductions, and shape the future of business and personal tax planning. Wes distills the dense legislation into clear, actionable takeaways to help you make informed decisions for your practice.Who This Is For:Dental and healthcare practice owners, business managers, and anyone interested in staying ahead of tax law changes that can affect practice profitability and personal finances.Special Note:This episode focuses exclusively on the tax-related provisions of the bill. Other elements, such as savings accounts or unrelated policy changes, are not covered.Key PointsExtension of 2017 Tax Cuts: The bill makes the 2017 Tax Cuts and Jobs Act tax brackets “permanent,” preventing them from reverting to pre-2017 higher rates in 2026.National Debt Concerns: Despite extending lower rates, the U.S. continues running significant deficits, adding trillions in debt—raising questions about long-term fiscal sustainability.SALT Deduction Increase: The state and local tax deduction cap rises from $10,000 to $40,000, especially benefiting practice owners in high-tax states like California and New York.Pass-Through Entity Tax (PTE): Practice owners still have the option to deduct state taxes via their business entity rather than personal Schedule A—requiring careful planning to choose the optimal strategy.Phase-Out Thresholds: SALT benefits phase out for married couples earning over $500,000 ($600,000 for full phase-out), making PTE elections more favorable for higher earners.Child Tax Credit Increase: The credit increases slightly from $2,000 to $2,200 per child through 2028, with income phaseouts beginning at $400,000 for married filers.Tax Planning Imperative: Proactive tax forecasting is critical to maximize deductions and avoid missed opportunities in this evolving tax environment.#DentalPractice #TaxPlanning #SALTdeduction #DentalFinance #PracticeCFO #DentalBoardroomPodcast #HealthcareFinance #TaxLawUpdate #SmallBusinessTaxes #PassThroughEntityTax

People Processes
New No Tax Rules for Tips & Overtime: What Employers Must Know NOW

People Processes

Play Episode Listen Later Jul 8, 2025 15:47


The One Big Beautiful Bill Act (H.R. 1) just introduced major federal tax deductions for employees — but the recordkeeping burden now falls squarely on employers. In this episode, Rhamy Alejeal breaks down what you must do to stay compliant, avoid audit risk, and support your workforce with accurate W-2 reporting for 2025.Free Download: No Tax Tips & Overtime Deductions Guide Need Help? Book a free consultation with Rhamy Alejeal — exclusively for U.S. businesses with 10+ employees.https://youtu.be/ji7LYWrfjfA

The Knicks Recap: A New York Knicks Podcast
Knicks Drafted Mohamed Diawara To Beat INSANE NEW Luxury Tax Rules | Knicks News | The Knicks Recap Podcast

The Knicks Recap: A New York Knicks Podcast

Play Episode Listen Later Jul 2, 2025 9:18


We finally understand the REAL REASON that the Knicks drafted Mohamed Diawara. Diawara is extremely talented but he's a RAW prospect that will need years to develop the right way. So why did the Knicks draft a PROJECT? It's All About The CAP! Not only the cap but the new NBA luxury tax rules that make even adding a second round pick to a contract adds salary to the books, something the Knicks desperately do not want to do. So what does the future hold for Mohamed Diawara and what plans does NY have for him?... Troy Mahabir breaks all of this down! SHOW CHAPTERS: 00:00 - Intro 00:41 - Why The Knicks Drafted Mohamed Diawara 01:06 - Knicks Drafted Mohamed Diawara Due To CAP Concerns 03:05 - Knicks Plans For Mohamed Diawara 05:41 - Diawara WILL BE ON Knicks Summer League Team 07:46 - Knicks Must Elevate Roles Of Rookies To Save More Salary Cap 09:49 - Knicks DESPERATE For A Championship LISTEN NOW TO GET YOUR KNICKS FIX! Catch the latest special interviews, shorts, fan interactions, and more by following the show! Don't forget to turn on notifications so you don't miss another episode! Rather Watch the latest Knicks Recap episode? Catch us on YouTube here: https://www.youtube.com/@TheKnicksRecap Follow The Knicks Recap on all social media platforms! Twitter: https://twitter.com/TheKnicksRecap Instagram: https://www.instagram.com/TheKnicksRecap/ Reddit: https://www.reddit.com/u/TheKnicksRecap?utm_source=share&utm_medium=android_app&utm_name=androidcss&utm_term=1&utm_content=share_button Facebook: https://www.facebook.com/TheKnicksRecap/ Rather Listen to The Knicks Recap on a different platform? Catch us on ALL of your favorite streaming platforms: Apple Podcast: https://apple.co/3SKSl8o Spotify: https://spoti.fi/3QrEfr6 iHeart Radio: https://www.iheart.com/podcast/269-the-knicks-recap-a-new-yor-100895112/ Amazon Music: https://amzn.to/3QoZrOd Other Pod Channels: https://anchor.fm/the-knicks-recap Grab our MERCH featuring some of the graphics you've seen us create to take your Knicks fandom to the NEXT LEVEL: MAIN STORE: https://theknicksrecap.myspreadshop.com/ CashApp: $TheKnicksRecap Have a comment about the show, an interview, or a graphic idea? Reach out to The Knicks Recap on ALL SOCIAL MEDIA PLATFORMS!

Investing for Americans Abroad & U.S. Expats | Gimme Some Truth for Expats
Buying Property Abroad: Tax Rules, Risks & Smart Planning for Expats

Investing for Americans Abroad & U.S. Expats | Gimme Some Truth for Expats

Play Episode Listen Later Jun 2, 2025 19:24


BlockDrops com Maurício Magaldi
EN-S6E20: Chainlink + JPM + Ondo: DvP, OK Computers NFT, Crypto Tax Rules in the UK, and much more

BlockDrops com Maurício Magaldi

Play Episode Listen Later May 18, 2025 12:24


Drop 1: Chainlink, Kinexys, Ondo: DvP https://www.prnewswire.com/news-releases/chainlink-kinexys-by-jp-morgan-and-ondo-finance-team-up-to-bring-bank-payment-rails-to-tokenized-asset-markets-302455268.htmlDrop 2: OK Computers NFThttps://x.com/dailofrog/status/1918446358358573507Drop 3: HMRC Crypto Rules: CARF - Crypto Assets Reporting Framework https://www.gov.uk/government/collections/reporting-to-hmrc-if-you-provide-cryptoasset-services-in-the-ukCoinbase breaks into S&P 500, the first crypto-native company to do sohttps://www.theblock.co/post/354016/coin-jumps-8-on-news-coinbase-will-become-the-first-pure-play-crypto-firm-to-join-sp-500-indexCoinbase hack could cost up to $400M to the exchange https://www.wired.com/story/coinbase-will-reimburse-customers-up-to-400-million-after-data-breach/The Infinite Node Foundation acquires the CryptoPunks IP from Yuga Labs for around USD 20Mhttps://nftnow.com/news/cryptopunks-ip-sells-20-million/Accountable and vlayer partner to solve Continuous Proof of Reserves and Verifiable Yieldhttps://www.vlayer.xyz/blog/accountable-and-vlayer-join-forces-to-enable-continuous-proof-of-reserves-and-verifiable-yieldCF Inovacao + Netspaces partner to launch the first on-chain real estate exchange in the worldhttps://www.bloomberglinea.com.br/negocios/ex-bc-e-co-fundador-da-movile-se-unem-para-lancar-bolsa-de-imoveis-tokenizados/New report from the Cambridge Centre for Alternative Finance: Digital Mining Industry Report: Global Operations, Sentiment, and Energy Use https://www.jbs.cam.ac.uk/faculty-research/centres/alternative-finance/publications/cambridge-digital-mining-industry-report/Input | Output Partners with Brave to Integrate Cardano into Brave Wallethttps://brave.com/blog/io-cardano/Sundial Enables First Cross-Chain BTC Transfer Between Bitcoin and Cardanohttps://www.sundialprotocol.com/news/sundial-enables-first-cross-chain-btc-transfer-between-bitcoin-and-cardanoStablecorp Closes Strategic Funding Round With Coinbase Ventures to bring the QCAD stablecoin to market in Canadahttps://www.prweb.com/releases/stablecorp-closes-strategic-funding-round-with-coinbase-ventures-302456193.htmlFireblocks report: State of Stablecoins https://www.fireblocks.com/report/state-of-stablecoins/. Redes sociais / comms.. https://blockdropspodcast.xyz/.. Instagram.com/blockdropspodcast.. Twitter.com/blockdropspod.. Blockdrops.lens .. https://warpcast.com/mauriciomagaldi.. youtube.com/@BlockDropsPodcast.. Meu conteúdo em inglês twitter.com/0xmauricio.. Newsletter do linkedin https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7056680685142454272.. blockdropspodcast@gmail.com

The Mike Hosking Breakfast
Geof Nightingale: Tax Expert on the tax rules for charities remaining unchanged in this year's budget

The Mike Hosking Breakfast

Play Episode Listen Later Apr 28, 2025 3:52 Transcription Available


Charities have been spared from tax changes in this year's Budget. Finance Minister Nicola Willis has been proposing revisions to tax rules that could see charities taxed on their business activities. But she says there are still complex issues that need to be worked through before any rules are updated. Tax expert Geof Nightingale told Mike Hosking it's likely too hard. He says there's been several goes at this over the last 20 years, with not enough tax revenue being the main problem. LISTEN ABOVE See omnystudio.com/listener for privacy information.

budget taxes tax remaining charities nightingale unchanged geof tax rules tax expert mike hosking finance minister nicola willis listen abovesee
RTÉ - News at One Podcast
New Local Property Tax rules from November

RTÉ - News at One Podcast

Play Episode Listen Later Apr 1, 2025 17:01


Minister for Finance Paschal Donohoe and Work and Technology Correspondent Brian O'Donovan join the programme ahead of US President Donald Trump's tariff announcement tomorrow.

The Retirement Café Podcast
193: New Tax Rules Ahead - How to Safeguard Your Estate Now

The Retirement Café Podcast

Play Episode Listen Later Apr 1, 2025 47:27


Are you worried about the future of your wealth? You're not alone. Sweeping reforms to pensions, inheritance tax, business relief, and agricultural relief are coming in 2026 and 2027 — and they could have a major impact on your estate and the legacy you leave behind. In this must-listen episode of The Retirement Café Podcast, I'm joined by Lucy Obrey, Partner and Head of Private Client at Higgs LLP, to break down what these proposed changes really mean for business owners, landowners, and pension holders — in other words, most of us. You'll learn:

Beyond the Money
Navigating Spring Break Chaos

Beyond the Money

Play Episode Listen Later Mar 11, 2025 10:19


This week, Jackie Campbell discusses the challenges of spring break in Miami Beach, the complexities of tax rules that affect retirement, and the importance of understanding Social Security and Medicare taxes. She emphasizes the need for a solid retirement roadmap and the significance of financial freedom in retirement planning. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

WSJ Your Money Briefing
Tax Season 2025: What's New in the Tax Rules That Can Save You Money

WSJ Your Money Briefing

Play Episode Listen Later Feb 9, 2025 10:55


The IRS has new tax changes for some filers who are victims of natural disasters or purchased an electric vehicle last year. In the second episode of our series, Wall Street Journal reporter Ashlea Ebeling joins host Ariana Aspuru to discuss the latest tax credit changes, disaster relief, and how to stay organized this tax season. If you missed the first episode, you can find it here.  Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

NerdWallet's MoneyFix Podcast
Will New Tariffs and Tax Rules Cost You? (Plus: Travel Rewards & Roth IRA Tips)

NerdWallet's MoneyFix Podcast

Play Episode Listen Later Feb 6, 2025 31:01


Get the latest on tariffs, federal spending and the CFPB shake-up — plus answers to your travel credit card and Roth IRA questions. What tariffs has President Trump implemented? What's the best travel credit card for earning rewards and perks? How do you open a Roth IRA and choose investments? Hosts Sean Pyles and Elizabeth Ayoola discuss the latest financial news, including new tariffs, federal spending changes, and what's happening with the CFPB under the Trump administration. They begin with a discussion of how tariffs may raise prices for consumers, how government funding uncertainties could affect personal finances, and what to know about potential changes to financial protections. Then, host Sara Rathner joins Sean to answer a “lightning round” of listener questions, including questions about travel credit cards and Roth IRAs. They cover top travel credit cards and their perks, how to decide if a travel rewards card is right for you, and what to consider when opening a Roth IRA. NerdWallet's roundup of the best brokers for beginner investors: https://www.nerdwallet.com/best/investing/online-brokers-for-beginners  In their conversation, the Nerds discuss: best travel credit cards, how to open a Roth IRA, travel rewards cards, Roth IRA step-by-step, tariffs impact on prices, federal spending freeze, CFPB changes, financial protections, Chase Sapphire Reserve review, American Express Gold Card benefits, best credit card for travel perks, how to choose a credit card, travel credit card comparison, investment accounts for kids, best brokerage accounts, best 529 college savings plan, credit freeze explained, credit card points vs. cash back, pros and cons of travel credit cards, Roth IRA tax benefits, how to pick a Roth IRA provider, best robo-advisors for retirement, what is a custodial account, UTMA vs. 529 plan, how to invest for grandkids, personal finance news, money tips, financial literacy, best tax-advantaged accounts, step-by-step Roth IRA guide, best credit card welcome bonuses, tax implications of travel rewards, how tariffs affect your wallet, how to budget for travel, how to avoid credit card debt, and how to maximize credit card rewards. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend.

Good Morning Thailand
Good Morning Thailand EP.804 | Thailand's New Tax Rules Raise Concerns for Expats & More..

Good Morning Thailand

Play Episode Listen Later Jan 16, 2025 22:14


Today we'll be talking about a panty thieving creep terrorizing a community, questions looming over potential money laundering issues in Thailand's future casino industry, and a little later the mass migration of users to RedNote from TikTok as the United States prepares to ban the popular social media platform.

The Bird Bath
Mars goes to India, AI Advancements, TAMU Fighting Aging, Tax Rules

The Bird Bath

Play Episode Listen Later Jan 14, 2025 12:23


Third week of January, what'd you miss in vet med?AI hits Animal Health Drug CreationTexas A&M pursues Rapamycin for agingMars invests in IndiaTax Laws in Spain, and US counterpartsHelpful links:The Bird Bath substackDog Aging Project2025 Animal Health Summit Emerging Company Application