Podcasts about tax rules

With crypto prices swinging wildly, many Canadians are sitting on gains or losses and aren't sure what to do next. Certified financial planner Jason Heath of Objective Financial Partners and Objective Tax and Accounting breaks down exactly how the CRA treats cryptocurrency: when profits are taxed as capital gains versus business income, how switching between coins triggers a taxable event, what to do with a capital loss, and why the lack of T-slips makes crypto reporting more complicated than most people expect. Whether you bought Bitcoin on a dip or mined your way to a windfall, Jason has the tax clarity you need. Find out more at objectivefinancialpartners.com and connect on X, Facebook, and Instagram.

In this episode of the That's Just Good Podcast, host Nick Marino Jr. breaks down what the latest tax legislation means for corporate giving, business philanthropy, and charitable strategy. Let's be honest. Taxes are not the most exciting topic. But for companies that care about making an impact, understanding these changes could significantly influence how they give, when they give, and the long-term strategy behind their philanthropy. As businesses navigate a new tax landscape, leaders have an opportunity to move beyond reactive charitable donations and build more intentional giving strategies that benefit both their communities and their organizations. In this episode, Nick discusses: • How the new tax law impacts corporate philanthropy and charitable giving • What business leaders should know about charitable deductions • Why strategic giving matters more than ever in 2026 • The role of Donor-Advised Funds for Business • How businesses can align tax planning with community impact • Building a long-term corporate giving strategy • Why philanthropy should be treated as part of business strategy, not an annual transaction Whether you're a CEO, business owner, CSR professional, executive leader, or someone responsible for your company's community impact efforts, this episode provides practical insights into navigating the evolving world of corporate philanthropy. Because the most effective businesses aren't just asking how much they should give. They're asking how they can give smarter.

The “Henssler Money Talks” hosts tackle a listener question about inheriting and gifting money. From estate taxes and inheritance taxes to annual gift exclusions and lifetime exemptions, we'll explain what the rules are — and just as importantly, what they aren't. Learn how annual gift exclusions, lifetime exemptions, carryover basis, and step-up in basis rules can affect your family's financial future. Original Air Date: May 30, 2026Read the Article: https://www.henssler.com/the-tax-rules-that-shape-your-legacy

In this episode of Dollars & Sense, Kristin Kalley and Christina Lamb tackle two important financial topics that can have a big impact on your family's future. First, they break down which accounts parents should prioritize when they have a baby, including 529 plans, custodial accounts, and newer savings opportunities that could help build long-term, tax-advantaged wealth for children. Then, they shift gears and unpack some of the most commonly misunderstood federal income tax rules—covering tax brackets, write-offs, refunds, Roth conversions, capital gains, and more.If you've ever wondered how to start saving for your child, or if you've heard tax advice that sounded a little too simple to be true, this episode will help you think more strategically and avoid costly mistakes.

Thinking about gifting money or assets to your kids or other family members? Before you write that check or transfer that stock, there are some important tax rules and planning pitfalls you need to understand.In this episode of Gimme Some Truth, Nate, Evan, and Polly break down everything you need to know about lifetime gifting — from the 2026 annual gift tax exclusion ($19,000 per recipient) to the lifetime gift tax exemption ($15 million individual / $30 million for married couples). They explain when you need to file Form 709, what types of assets you can gift, and why gifting appreciated stock can actually backfire thanks to the step-up in basis trap.The conversation goes beyond tax rules into the real-world side of gifting that most people overlook. How do you talk to your kids about receiving a large gift? What happens to your child's college financial aid if you gift them money at the wrong time? And why does relinquishing control over the gift matter more than most people realize?They also cover custodial accounts vs. 529 plans, the tax implications of gifting real estate, and the most common pitfalls advisors see when clients try to gift without a plan. Whether you're thinking about helping your kids with a down payment, funding a grandchild's education, or simply passing along wealth while you're alive to see it enjoyed, this episode gives you the framework to do it the right way.Topics covered:- What assets you can gift (cash, stock, real estate, and more)- 2026 annual gift tax exclusion ($19,000) and when to file Form 709- Lifetime gift tax exemption ($15M individual / $30M married)- The step-up in basis trap when gifting appreciated stock- Real estate gifting considerations- Why communication with gift recipients matters- How gifting affects college financial aid and FAFSA- Custodial accounts vs. 529 plans- Why relinquishing control is essential- Where to start before you gift- Common gifting pitfalls to avoidCheck out the related blog post for additional information - https://walknercondon.com/blog/gifting-to-family-members-what-to-know-before-you-give/ Chapters:0:00 – Introduction & Evan's CFP Journey1:49 – Polly's Milestone: First Tooth & the Tooth Fairy Economy3:03 – What Assets Can You Gift?4:50 – 2026 Annual Gift Tax Exclusion ($19,000) & Form 7096:13 – Lifetime Gift Tax Exemption ($15M Individual / $30M Married)6:50 – Gifting Stock: The Step-Up in Basis Trap9:04 – Real Estate & Other Asset Gifting Considerations9:57 – Why Communication with Recipients Matters11:37 – Impact on College Aid & FAFSA12:41 – Custodial Accounts & 529 Plans14:52 – The Importance of Relinquishing Control15:47 – Where to Start Before You Gift18:13 – Common Gifting Pitfalls to Avoid21:16 – Best Gifts We Ever Received21:56 – Closing Thoughts & Contact InformationSubscribe @walknercondon Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

About this episode In this episode, we explain how paying school fees through your business can create tax issues if it is not structured correctly. It may seem sensible for a company with available cash to help fund school or university fees, but HMRC may treat the payment very differently depending on how it is arranged. We look at the risks of reimbursement, the benefit in kind route, the wholly and exclusively rule, director loans, dividend planning for children, and why professional advice matters before any agreement is made. This is especially relevant for business owners thinking about tax for small businesses, business tax planning UK, and wider family financial planning. Introduction Paying for education can be expensive, and many business owners may wonder whether their company can help fund school or university fees. On the surface, it may feel like a simple cash flow decision. However, tax rules can quickly turn that idea into a costly mistake. In this episode of I Hate Numbers, we explain why the way a payment is made matters. We also look at how business owners can avoid the most expensive routes and consider more structured ways to plan ahead. Can your business pay school or university fees? The short answer is yes, but the tax treatment depends on how the payment is made and who is legally responsible for the fees. If the school contract is in your personal name and the company simply reimburses you, HMRC may treat the money as earnings, salary, dividends, or another taxable extraction from the company. That can lead to PAYE income tax, National Insurance, employer National Insurance, or dividend tax consequences. For higher rate taxpayers, this can make the arrangement extremely expensive. Therefore, the key issue is not just whether the company has the money, but whether the payment is structured correctly. Why it matters Using company funds without understanding the rules can create unnecessary tax costs, interest, and penalties. It can also damage cash flow management if the business owner assumes the company payment is tax-efficient when it is not. Good planning matters because education funding, company cash, personal tax, and corporation tax can all overlap. For small business finance UK, this is a practical example of why profit and financial control are not only about making money, but also about using money in the right way. Key breakdown 1. The reimbursement trap One common mistake is paying the school personally and then taking the money back from the company. If the contract is in your name, HMRC may see the company payment as a personal benefit, salary, bonus, or dividend. This can create income tax and National Insurance consequences. It may also result in employer National Insurance for the company. In many cases, this becomes one of the most expensive ways to fund education costs through a business. 2. Using the benefit in kind route A more structured option is for the company to contract directly with the school or university. In that case, the company pays the education provider directly and the arrangement may be treated as a benefit in kind. This does not make the payment tax-free, but it may reduce some of the National Insurance cost. The business may also be able to claim corporation tax relief, depending on whether the expense meets the relevant rules. 3. The wholly and exclusively rule HMRC may ask whether the payment is wholly and exclusively for the purposes of the trade. If the student is the owner's child and not an employee doing actual work for the business, HMRC may challenge whether the company can claim the payment as a business deduction. This is where professional advice becomes important. A payment may still create a benefit in kind, but that does not automatically mean it qualifies as a corporation tax deduction. 4. Director loans under £10,000 The company may lend up to £10,000 interest-free without creating a benefit in kind charge, provided the balance stays within the limit throughout the year. This may help with a single school term, a university fee payment, or a short-term funding gap. However, if the loan goes even slightly over the limit, the rules change. The loan may become a beneficial loan, and tax may apply to the interest that should have been paid. A director loan is mainly a timing tool, not always a tax-saving strategy. 5. Long-term dividend planning for children Some business owners may think about giving shares to children and paying dividends to help fund education. However, if a parent gives shares to a minor child, income above £100 may be taxed on the parent under the settlements legislation. There is a “grandparent loophole”. If a grandparent provides the funds for the grandchild to get shares, the £100 limit does not apply. The child can then use their own personal allowance, currently £12,570. However, this needs proper legal setup. 6. Salary sacrifice warning Salary sacrifice for school fees is not the useful planning route it may once have appeared to be. Unless the arrangement relates to something like a workplace nursery, the tax benefit is likely to be limited or unavailable. Business owners should also be aware that salary sacrifice rules continue to change, including future National Insurance treatment. Therefore, this is not an area to approach without up-to-date advice. Practical steps before paying school fees through a business Check who the school or university contract is with.Avoid simply reimbursing yourself from the company without advice.Consider whether a company-paid benefit in kind route is more suitable.Review whether the payment meets the wholly and exclusively rule.Be careful with director loan limits.Consider long-term family planning only with proper legal and tax support.Get professional clearance before signing any contracts. If you need support with financial control, planning, bookkeeping, or cash flow, our Xero accounting support can help you keep better visibility over your business numbers. Related episodes Sole Trader or Limited Company: Decide What's RightTax and Your Self Employed BusinessUnderstanding Your Financial Statements Key takeaway Using your business to pay school or university fees can be valid, but it is not automatically tax-efficient. The structure matters. Reimbursement can be expensive, direct company contracts may work better, director loans can help with timing, and longer-term planning may require careful family and legal structuring. The main lesson is simple: do not treat education funding as just another company payment. Treat it as part of wider business tax planning UK and get advice before committing.

The 401k access rules they never taught you — RMDs, hardship withdrawals, loans & hidden costs.

The Moneywise Radio Show and Podcast Tuesday, April 21st  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guests: John Duffield CPA/MST website: https://www.bakersfieldaccountants.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. John Duffield & Integra Acccountancy Corporation  are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

This week on Cash Chats, new hosts Steve Alderton and James Andrews will be chatting about the changes to council tax payment rules. While the changes are very welcome, Steve and James also discuss if they go far enough and what remains broken. For links and further reading head to becleverwithyourcash.com/cashchats ABOUT CASH CHATS Cash Chats is the award-winning podcast brought to you by the team of money geeks at Be Clever With Your Cash, sharing the latest updates from the world of personal finance and helping you to navigate the everyday money challenges we all face. Show notes can be found at becleverwithyourcash.com/podcast. BE CLEVER WITH YOUR CASH ON SOCIAL twitter.com/BeCleverCash instagram.com/becleverwithyourcash   youtube.com/@becleverwithyourcash   GET OUR WEEKLY NEWSLETTER You'll also get a free Quidco bonus for signing up https://becleverwithyourcash.com/newsletter/ MUSIC The music is Easter Island by Lonely Punk and provided on a creative commons licence 

Chris’s SummaryJim and I are joined by Jake as we discuss tax rules and mistakes through two tax-focused PSAs before moving into listener emails. Jake covers a denied non-cash charitable deduction due to an incomplete Form 8283 and missing contemporaneous documentation, then walks through how estimated tax payments and safe harbor rules are calculated from prior-year tax liability. We then address listener emails on establishing home basis after a spouse's death, how the senior deduction is reduced for married couples, and comparing IRA versus Roth withdrawal strategies. Jim’s “Pithy” SummaryChris and I are joined by Jake as we spend some time on two tax-focused PSAs from Jake before getting into listener emails. Jake walks through a tax court case where a non-cash charitable donation was denied because Form 8283 wasn't completed correctly and the required documentation wasn't done at the time—even though the donation itself was valid. This highlights how strict tax rules and mistakes around them can cost you. He also breaks down estimated tax payments—those quarterly amounts that show up on your return after you've already paid what you owed—and how they're calculated off the prior year to get you into the safe harbor. We then get into a situation involving a home purchased in the early 1970s, no improvements over the years, a spouse passing in a community property state, and now the question of what the basis actually is and how to determine it years later without anything documented at the time, which is more common than you'd think. There's also a question on the senior deduction where the reduction ends up applying to each spouse, which changes the expected result. Finally, we look at two different withdrawal approaches using traditional IRA and Roth accounts over the next few years, and how those choices shift balances and taxes depending on how the income is sourced and what you're actually trying to accomplish with it. The post Tax Rules and Mistakes: EDU #2615 appeared first on The Retirement and IRA Show.

Of all the conversations Gerry has about cross-border life, the ones involving Canadians who have quietly become US tax residents without realizing it are among the most urgent. In this episode, Gerry sits down with Karlene Mulraine of Brij Professional Corporation to walk through what Canadian digital nomads actually need to understand about working in the United States. From the rolling three-year calculation that catches even financially savvy Canadians off guard, to the sticky-state problem that can make double taxation impossible to avoid, to the very real cost of trying to file a cross-border return on your own, this is the conversation to have before your wanderlust makes the decision for you.Why the 183-day rule is not the tax shield most Canadians believe it to be, and how the Substantial Presence Test actually works across three calendar yearsHow Form 8840, the Closer Connection Exception Statement, can protect your Canadian tax status even after you have technically triggered US residencyWhy Canadian employers are almost never equipped to handle US payroll sourcing, and what that means for the employee working from Palm SpringsWhat happens when you file both a 1040NR and a T1, and why the CRA's foreign tax credit review process is where most DIY cross-border returns fall apartWhy New York, California, and Hawaii are sticky states, and why working in any of them may leave you exposed to true double taxation that no treaty can fixHow treaty tiebreaker positions under Article 4 of the Canada-US Tax Treaty can be used as a planning tool, not just a last resortWhat a CRA reassessment looks like in practice when a $30,000 foreign tax credit claim gets reversed, and the interest and penalties that followWhy tracking your days across jurisdictions is the single most foundational habit any cross-border traveler or worker can buildWhat You'll Learn in This EpisodeResources and LinksKarlene Mulraine - Brij Professional Corporation: https://brij.tax/Snowbird US Day Tracker App: Available on the App Store and Google PlayComing Soon: The Snowbirds Expat Radio Book

In this episode, farm charities offer a listening ear as inheritance tax rules come into effect – leaving farming families facing a hefty bill following the death of a loved one. We’ve the latest on help for those who might be affected by the changes, including farmers who haven't yet taken advice. The Farming Community Network helpline is 03000 111 999 (7am to 11pm daily) or via email at help@fcn.org.uk. Electricity standing charges go up this month – we examine what it means for your farm business with some suggestions for what you can do. What’s hot and what’s not: we look at the latest arable farm management software, including the options and prices thanks to Mike Abram. And we catch up with the National Sheep Association about a new law on livestock worrying – which could help to reduce dog attacks on sheep this Easter Bank Holiday. This episode of the Farmers Weekly Podcast is co-hosted by Johann Tasker, Louise Impey and Hugh Broom. Edited and produced by Johann Tasker. Contact or follow Johann: linkedin.com/in/johanntasker/ Contact or follow Louise: linkedin.com/in/louise-impey-95470b20b/ Contact or follow Hugh: linkedin.com/in/hugh-broom-9b11906a/ For Farmers Weekly, visit fwi.co.uk or follow linkedin.com/company/farmers-weekly To contact, sponsor or advertise on the Farmers Weekly Podcast, email podcast@fwi.co.uk. In the UK, you can also text the word FARM followed by your message to 88 44 0. We'd love to hear from you.See omnystudio.com/listener for privacy information.

Send us Fan MailIn this episode of the London Property News Bulletin, we unpack a major shift in how homeowners, landlords and renters need to think about property in the capital. We explore why aggressively paying off your mortgage could unintentionally inflate your inheritance tax bill, and how smart use of mortgages, pensions, ISAs and gifting can change the numbers. We cover key tax changes for the new year, including digital tax returns for landlords, reduced relief on AIM shares, and tighter inheritance tax rules for high-value estates.You'll also hear about a headline-grabbing proposal to let graduates swap up to 20% of their student debt for a government equity stake in their first home, the upcoming Renters Rights Act and Sadiq Khan's new enforcement fund targeting rogue landlords, plus the latest data on London's deepening housing supply crisis. If you own, invest or rent in London, this is an essential briefing.The London Property Podcast Hosted by Farnaz Fazaipour, londonproperty.co.ukIndependent intelligence for serious London property owners and investors.Every episode cuts through the noise with 30 years of prime London market experience  no estate agent spin, no vested interests. Just practical insight on where the market is moving, what the legislation means for your wealth, and where the real opportunities are.Trusted by 1,500 HNWI members across the UK and internationally.Topics include prime and super-prime London, leasehold reform, IHT planning, rental market shifts, regeneration areas, and the tax and legal changes every serious owner needs to understand. #LondonProperty #PropertyInvestment #LondonRealEstate 

Staying current on taxes is about more than meeting a deadline. In this episode of the Senior Matters Podcast, Dean Hahn, CPA, and Mark Wight, host and estate planning attorney, breaks down why timely tax payments matter, how penalties and interest can escalate quickly, and what taxpayers can do to avoid unnecessary surprises. The discussion covers estimated tax payments, proper withholding, choosing between standard and itemized deductions, and how capital gains taxes apply to primary residences versus secondary properties. Dean also explains current gift and estate tax rules, including the annual gift exclusion and lifetime exemption, and why strategic planning can reduce future tax exposure. With frequent changes to tax laws at both the federal and state level, this episode emphasizes preparation, documentation, and professional guidance to help individuals and families make informed decisions and reduce stress during tax season.

In this episode, Warren Ingram and Pieter de Villiers unpack South Africa's latest tax adjustments, highlighting how these changes impact savers, investors, and homeowners. Discover key updates, practical tips, and what they mean for your financial planning.Takeaways:Impact of inflation-adjusted tax brackets and rebatesChanges to retirement contribution limits and tax-free savings accountsCapital gains tax exemptions and property sale exclusionsInternational money transfer allowances and deregulationDonation exemptions and estate duty reforms Learn more about Prescient Investment Management here.Send us Fan MailHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Federal workers and military families are navigating one of the most complex tax seasons in recent memory. New rules on overtime, car‑loan interest, and Social Security are changing how many households will file. Here to break down the changes and what they mean in practice is Mike Meese, president of Armed Forces Mutual.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Charitable giving rules are changing in 2026, and many business owners have no idea their tax deductions could quietly shrink.The One Big Beautiful Bill Act introduced new limits, floors, and deduction caps that change how charitable donations work depending on your income level and whether you itemize deductions. In some cases, you could donate the exact same amount and receive a smaller tax benefit than before.Today we're breaking down the new charitable giving tax rules, who wins under the new system, who loses, and how smart business owners can still give generously while protecting their tax strategy.

As U.S. and Israeli strikes on Iran dominate headlines, Brian Wiley and Jeremiah Bates break down what a Middle East escalation could mean for oil prices, inflation, and the stock market. They analyze the risk surrounding the Strait of Hormuz, discuss how markets have historically responded to geopolitical shocks, and explain why panic-driven decisions often do more damage than the events themselves. Most importantly, they outline how proper liquidity planning and structured allocation can protect investors from being forced into bad moves during volatile periods. The episode also features CPA Stephanie Helms, who unpacks the real details behind the new federal tax changes. From the fine print on "no tax on tips" and overtime pay to the new senior deduction for Social Security recipients and the complex auto loan interest deduction tied to VIN rules, the conversation exposes what actually qualifies and what doesn't. They also discuss state tax conformity issues, refund delays, and why some taxpayers may need to amend returns.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts Brian Wiley & Jeremiah Bates ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————

Today we are talking about a piece of legislation in Florida that, if it ultimately becomes law, could reshape how property taxes are calculated across the state for decades to come. It is House Joint Resolution 203, often referred to as HJR 203, and it has just passed the Florida House. Now, first, a reminder, a joint resolution like this is not a typical statute change. It proposes a constitutional amendment. In Florida, that means voters ultimately decide, and it generally requires a 60 percent approval threshold on the ballot. So what does HJR 203 propose?The short version is that it would gradually expand the homestead exemption for non school property taxes by $100,000 per year for ten years beginning in 2027, and by 2037, it would fully exempt homestead property from non school ad valorem taxes. School district levies remain. So why does this matter to real estate investors, even investors who do not own homesteads?Because property taxes are not just a line item. They are a transfer system. If you change who is exempt, you change who must carry the load, or you change what services get funded, or both. And if you change the tax base, you can change market behavior.------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

WHEN ASSET PROTECTION LEADS TO HIGHER TRUST TAXES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Senior Tax & Planning Advisor Larry Post about how trusts are taxed, why they often reach higher tax brackets quickly, and what trustees and beneficiaries should understand before filing. Learn more about how BWFA supports trustees and families through our Tax Planning services page. Read Full Description Trusts can be powerful estate planning tools, but they come with their own set of tax rules. Many people assume a trust is taxed the same way an individual is taxed. In reality, trust tax brackets are compressed, which means income can be taxed at higher rates much more quickly. In this episode of Healthy, Wealthy & Wise, Tessa speaks with BWFA Senior Tax & Planning Advisor Larry Post about how trusts are taxed, how income is treated inside a trust, and what trustees need to know when preparing annual filings. The conversation explains the difference between income that remains in the trust and income that is distributed to beneficiaries. The episode also highlights how capital gains are typically handled and why distribution decisions can significantly affect the overall tax outcome. Trustees must consider not only investment performance but also the tax implications of retaining income versus passing it through. Larry discusses common misunderstandings, including how trust tax brackets differ from individual brackets and why planning ahead can help avoid unintended tax burdens. He also explains why coordination between trustees, beneficiaries, and tax professionals is essential to ensure compliance and efficiency. Throughout the discussion, the focus remains on clarity. Trust taxation does not have to be overwhelming, but it does require attention to detail and proactive communication. Whether serving as a trustee or receiving distributions as a beneficiary, understanding the structure and reporting requirements can help reduce surprises. This episode reinforces that trusts are not just legal documents. They are financial vehicles that require ongoing management, particularly when it comes to taxation.

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.

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.  

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.

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.

"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.

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:

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.

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 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.

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

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.

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.

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.

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.

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/

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.

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

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. 

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

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.

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.

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

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

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 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

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:

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

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/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

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