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At the start of the new financial year, Australian citizens are preparing to file their tax returns, while the Australian Tax Office (ATO) is tightening its scrutiny on irrelevant and incorrect claims. In this podcast, ATO Assistant Commissioner Anita Challen explains what taxpayers need to know regarding work-related expenses, working-from-home deductions, rental property claims, and tax deadlines. - نئے معاشی سال کے آغاز پر آسٹریلین شہری اپنے ٹیکس ریٹرنز فائل کرنے کی تیاری کر رہے ہیں، آسٹریلین ٹیکس آفس (ATO) غیر متعلقہ اور غلط کلیمز پر اپنی نگرانی سخت کر رہا ہے۔ اس پوڈکاسٹ میں اسسٹنٹ کمشنر اینیٹا چیلن بتاتی ہیں کہ ورک ریلیٹڈ اخراجات، ورک فرام ہوم ڈِڈکشنز، رینٹل پراپرٹی کلیمز اور ٹیکس ڈیڈلائنز کے حوالے سے کون سی باتیں جاننا ضروری ہیں۔جانئے کس طرح ایس بی ایس اردو کے مرکزی صفحے کو بُک مارک کریں ہر بدھ اور جمعہ کا پورا پروگرام اس لنک پرسنئے, اردو پرگرام سننے کے دیگر طریقے, “SBS Audio”کےنام سےموجود ہماری موبائیل ایپ ایپیل (آئی فون) یااینڈرائیڈ , ڈیوائیسزپرانسٹال کیجئے۔ ہمیں فیس بُک اور انسٹا گرام پر فالو کیجئے۔
Tax season is approaching and the Office of the Tax Ombud is urging South Africans to prepare early. The Ombud says delays, penalties and stress often come from late filing or not knowing your rights with Sars. They advise taxpayers to be accurate and proactive and note independent help is available if disputes come up. We spoke to Russel Mamabolo, Specialist Communications and Outreach at the Office of the Tax Ombuds.
Stephen Grootes speaks to Warren Ingram, financial adviser and co-founder of Galileo Capital,, about the upcoming tax filing season which opens on 1 July. Despite arriving at the same time every year, it often catches people off guard, so what should we be doing now to get prepared? 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.
Stephen Grootes speaks to Warren Ingram, financial adviser and co-founder of Galileo Capital,, about the upcoming tax filing season which opens on 1 July. Despite arriving at the same time every year, it often catches people off guard, so what should we be doing now to get prepared? 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.
Is AI about to break the billable hour? Blake and David unpack what they heard at a major AI tax summit, where new tools promise to prepare complex returns in minutes instead of hours. They also debate Intuit's stock slide, Trump's extraordinary IRS settlement, and what shrinking oversight at the PCAOB could mean. You'll hear where AI is already changing accounting—and where humans still matter most.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casThe Value Builder System - http://accountingpodcast.promo/valueOnPay - http://accountingpodcast.promo/onpayMaxima. AI - http://accountingpodcast.promo/maximaChapters(00:00) - TAP 489 (02:24) - Blackor AI Tax Summit (03:14) - AI Agents Disrupt Tax (07:16) - Billable Hour Pressure (09:00) - Advisory Future Forecast (10:14) - Intuit Stock Shock (12:29) - TurboTax vs Tax Pros (17:31) - Intuit Layoffs Strategy (20:04) - Trump IRS Settlement (24:59) - PCAOB SEC Shakeup (27:33) - OnPay Payroll Pitch (28:42) - IRS Mystery Payments (30:48) - Busy Season Burnout (33:35) - California SaaS Tax Plan (34:54) - Big Four AI Hallucinations (36:48) - Are Consultants Replaceable (40:03) - AI Job Loss Chart (43:50) - Maxima Close Automation (45:12) - Musk Tax Return Training (46:03) - SpaceX IPO Breakdown (50:11) - CPE and Listener Q&A (52:51) - Wrap Up and Shoutouts Show NotesIntuit Lays Off 3,000 Employees Amid AI Pushhttps://officechai.com/ai/intuit-lays-off-3000-employees-amid-ai-push/U.S. Government Agrees to Drop Tax Claims Against Trump in Broadening of IRS Settlementhttps://www.npr.org/2026/05/19/g-s1-122938/irs-trump-settlement-tax-returns-auditDOJ Settlement 'Forever' Bars IRS Trump Audits, Sparks Backlashhttps://tax.thomsonreuters.com/news/doj-settlement-forever-bars-irs-trump-audits-sparks-backlash/U.S. Audit Watchdog Should Rescind Its Independence Rules, SEC Official Sayshttps://www.securitiesdocket.com/2026/05/08/u-s-audit-watchdog-should-rescind-its-independence-rules-sec-official-says-wsj/The SEC's New SOX Group – Potential Impacts for Audit Firms, Their Professionals, and Future PCAOB Enforcementhttps://www.kslaw.com/news-and-insights/the-secs-new-sox-group-potential-impacts-for-audit-firms-their-professionals-and-future-pcaob-enforcementIRS to Develop System to Track Missing Payments, TIGTA Sayshttps://www.thetaxadviser.com/news/2026/may/irs-to-develop-system-to-track-missing-payments-tigta-says/78% of Tax Pros Say Tax Season Negatively Impacts Personal and Professional Lifehttps://www.cpapracticeadvisor.com/2026/05/26/78-of-tax-pros-say-that-tax-season-negatively-impacts-personal-professional-life/183912/California Proposes Tax on All Digital Software Saleshttps://www.techtimes.com/articles/316734/20260516/californias-725-saas-tax-would-hit-every-business-running-microsoft-salesforce-workday.htmEY Gets Busted and Yeets Cybersecurity Report Littered With AI Hallucinationshttps://www.goingconcern.com/ey-gets-busted-and-yeets-cybersecurity-report-littered-with-ai-hallucinations/Investigation: Hallucinations in Ernst & Young Report on Loyalty Fraudhttps://gptzero.me/investigations/eyIs AI Putting Graduates Out of Work Already?https://www.economist.com/finance-and-economics/2025/03/27/is-ai-putting-graduates-out-of-work-alreadyMusk's xAI Fails to Pay Staff $420 for Giving Tax Returns to Grokhttps://www.bloomberg.com/news/articles/2026-05-18/musk-s-xai-promised-staff-420-for-their-tax-returns-hasn-t-paidSpaceX Files for IPOhttps://spacenews.com/spacex-files-for-ipo/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser:
Tax season may be over, but the planning that shapes next year's outcome is just beginning. In this conversation, Matt Landon, CFP® and CEO of Semmax Financial Group, and Jordan Shinsky, CFP®, discuss the difference between tax preparation and tax planning, why understanding the "why" behind your tax bill matters, and how proactive strategies can help reduce unnecessary taxes over time. From IRA distributions and Roth strategies to charitable giving and coordinating with trusted professionals, this episode highlights the value of taking a long-term, holistic approach to your financial life. Takeaways • The importance of post-tax season tax review • Differences between tax preparation and tax planning • Understanding your tax return and misconceptions • The role of professional advisors in tax strategy • Proactive vs reactive tax planning approaches • Strategies for managing IRA distributions and taxes • Holistic financial planning and tax implications • The impact of tax laws and legislative changes on planning • The importance of early and ongoing tax strategy • Integrating estate planning with tax planning Chapters 00:00 Navigating Post-Tax Season: Immediate Steps 02:45 Understanding Tax Preparation vs. Tax Planning 05:52 Diagnosing Your Tax Burden: Key Insights 08:34 The Importance of Professional Coordination 11:18 Proactive vs. Reactive Tax Strategies 14:10 Utilizing Financial Tools Effectively 17:11 Holistic Financial Planning: The Big Picture 19:57 The Role of Charitable Giving in Tax Strategy 22:43 Understanding the Interplay of Taxes and Estate Planning 25:55 Conclusion: Continuous Learning and Adaptation
When tax season ends, tax planning begins. Join host Bryan Bibbo as he sits down with Chad Weigl, CFF, BPC, NSSA, lead advisor at JL Smith Holistic Wealth Management, a Prosperity Capital Advisors company, to walk through what high-income earners and pre-retirees should consider once their return is filed. With more than a decade of experience in retirement income planning, tax strategy, Social Security, and estate planning, Chad breaks down which line items on your return reveal some of the biggest missed opportunities, and how to translate this year’s outcome into a smarter plan before the window closes. Key Topics: Your Tax Return as a Planning Tool: Why filing it away until next April can be a costly mistake, and which specific line items deserve your attention right now. The Hidden Cost of Capital Gain Distributions: How internal trades by mutual fund and exchange-traded fund (ETF) managers can generate surprise taxable events, and what strategies may help reduce them. Tax-Efficient Withdrawal Strategies: How structuring distributions across pre-tax, post-tax, and Roth accounts can help keep you in the lowest possible bracket throughout retirement. Roth Conversions and Market Downturns: Why periods of market volatility can create timely opportunities to convert more shares at a discount and let them recover tax-free. Planning for High-Income Earners: How to approach deferred compensation elections, restricted stock units (RSUs), and equity compensation, and why many of these decisions often need to be made a full year in advance.
Getting Your Taxes in Order: A Guide to Tax Season | Ep. 69 by Divine Mercy Radio
Tax day has passed, but the work isn't over. In this episode of The Millionaire Dentist, Jarrod Bridgeman sits down with CPA Brodie Hough to discuss how to navigate the "post-tax season" landscape without leaving yourself vulnerable to the IRS.We're moving beyond the filing deadline to tackle the logistical and strategic questions that keep practice owners up at night—from exactly how long you need to keep that stack of paper to why a "big refund" might actually be a sign of poor planning.In this episode, we cover:The Seven-Year Rule: A definitive guide on record retention for business vs. personal returns, and which documents you should never, ever throw away.The Price of Procrastination: Breaking down the 25% penalty traps for failing to file or pay, and how the IRS views extensions (hint: it's not an extension to pay).Aiming for Net Zero: Why a $1M practice should strive for a "near zero" tax balance and how to use quarterly estimates to stay penalty-safe.The "One-Time" Get Out of Jail Free Card: How to leverage IRS penalty abatement if you've found yourself on the wrong side of a deadline.Audit Myths Debunked: Why delaying your filing doesn't actually lower your risk of an audit, and the importance of CPA/Financial Planner coordination.Don't let post-tax season clutter or confusion stall your momentum. Join us for a tactical deep dive into protecting your practice and your peace of mind.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
After deadline season, it's tempting to move on and forget what didn't work — but this is the best time to make changes while the lessons are still fresh. In this episode, April Walker is joined by Nancy McClelland, owner of The Dancing Accountant, to discuss small, realistic practice changes that can dramatically reduce tax-season stress. From shifting annual tasks to year‑round workflows and setting clear client expectations to using technology that streamlines document collection and follow-up, Nancy shares practical strategies that help tax pros protect their time, teams and sanity — without overhauling everything at once. Questions answered in this episode: What's one practical change you can make right now that will noticeably improve next tax season? How can shifting "annual" work to monthly or year‑round workflows reduce deadline-season pressure? What are effective ways to set client expectations and boundaries — without damaging the relationship? How can technology reduce document-chaos, missing information and the constant chase for "one last form"? How do you define (and refine) your ideal client profile so you're working with clients you actually enjoy? AICPA resources ENGAGE 2026 conference session: How to Align Your Bookkeeper and Tax Accountant for Financial Success Optimizing your tax practice Reimagining your tax practice Tax Communities on Engage365 Other resources She Counts Ask a CPA - Nancy's YouTube channel Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.
What really happens inside a firm after April 15?In this episode of Pulse of the Practice, Mo Arbas sits down with Paul Miller of Business by Design for an inside look at what forward-thinking accounting and advisory firms are doing once the tax deadline passes—but before the next one hits.Paul breaks down how his 23-person firm uses the summer months to focus on what truly drives long-term success: training, standardization, staffing strategy, and technology adoption. They explore why tax returns are no longer “the event,” how firms are shifting bandwidth away from pure technical work and toward client experience, and why non-technical advisory support roles are quickly becoming essential.You'll hear practical insights on:How modern firms structure teams across client success, advisory, and technical tax rolesWhat to look for when hiring non-technical staff—and why curiosity matters more than resumesBuilding a firm-wide “playbook” to replace one-off decision-makingWhy summer is the ideal window for training, internal resets, and process refinementHow firm leaders should think about AI and technology adoption—and why delegating that responsibility can be a costly mistakeThe growing cost of “doing nothing” as the pace of industry change acceleratesIf you're a small to mid-sized firm owner, partner, or manager who feels busy all year but still wants to build something intentional, this episode is a clear reminder that the work between deadlines may matter most.
This month on Hancock Talks we welcome Meg Patterson, an attorney with John Hancock's Advanced Markets team, to discuss how to turn tax conversations into opportunities for broader wealth planning.Meg shares practical guidance on:Reframing tax conversationsRethinking retirement assetsUsing life insurance as a tool for tax efficiency and legacy planningThis episode offers financial professionals actionable insights to help clients move from understanding last year's results to making strategic choices about what comes next.Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.MLINY042826873-4
Roger and Annie kick off post-tax season with a checklist of what to do now — from chasing down e-file rejections to evaluating your firm's clients, staff, and workflow while it's all still fresh. They also cover the latest OBBA updates on No Tax on Tips, key IRS filing season stats from the April 15th Congressional hearing, and an urgent reminder about the Kwong v. United States penalty relief deadline that's closer than you think.SponsorsPadgett - Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - Welcome to Federal Tax Updates (01:11) - How Filing Season Went (03:22) - E File Perfection Period (05:43) - Avoid Rejection Penalties (06:42) - Post Season Firm Review (09:04) - Staff Clients Tech Tune Up (11:43) - Receivables And Reality Check (14:43) - Extensions And Client Capacity (17:36) - Kwong Case Penalty Relief (22:15) - How To File Form 843 (24:15) - Finding Penalties And Advising Clients (26:23) - Refund Tips Appeal Risk (28:30) - Appeal Or Move On (29:43) - Find Claims And Notify Clients (31:15) - Value Price The Filing (33:10) - No Tax On Tips Update (37:09) - Trump Accounts Stats (39:42) - Refund Credit Goes To Preparers (41:38) - IRS Hearing Highlights (47:10) - Budget Cuts And Tax Gap (52:08) - Wrap Up And DC Teaser Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
Tax season may be over, but the smartest planning starts now. Nick walks through simple, proactive steps you can take today to avoid stress, surprises, and missed opportunities next year. He focuses on how to approach the year ahead with intention so you're not reacting when deadlines hit again. A little planning now can make a big difference later. Here's what we discuss in this episode:
In this episode, we're breaking down one of the biggest misconceptions in real estate investing: the idea that you need to rush to file your taxes by April 15. If you've ever felt pressure to get your K-1s out early, file on time, or keep investors happy by hitting arbitrary deadlines, this episode is for you. We discuss why tax extensions are not only normal in the world of real estate syndications and funds, but often the smarter move. Rushing the process can lead to costly mistakes, amended returns, and unnecessary headaches for both operators and investors. You'll learn how to properly set expectations with your LPs, why accuracy matters more than speed, and what really happens when you file without complete information. We also cover key lessons from this tax season, including common misunderstandings around bonus depreciation, passive losses, and how income from things like high-yield accounts can create unexpected tax implications. Plus, we walk through what you should be doing right now, post tax season, to review your returns, improve your processes, and plan ahead for the rest of the year. Request a free discovery meeting: go.therealestatecpa.com/mlre Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide Subscribe to the REI Daily Newsletter: go.therealestatecpa.com/mlresubscriber Submit your questions to: go.therealestatecpa.com/question The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.
During this week's AICPA Town Hall, hosted by CPA.com's Michael Cerami, we explored the evolving audit transformation landscape and how firms can accelerate their audit journeys with CPA.com's Emily Remington and Schneider Downs & Co., Inc.'s Jeanne Barrett. The episode also featured post–tax season planning opportunities, with insights from AICPA's Cary Sinnett and Kidd Advisors' Matt Kidd. Plus, the latest technical updates from DC.
Every weekday at 5:26 PM, Droppin' Jewels delivers practical life wisdom, and the Monday debut of “Mind Yo Money” puts the spotlight on financial empowerment just in time for tax season. The kickoff conversation breaks down why a big tax refund isn't always a win, how adjusting your W-4 can boost your monthly cash flow, and why freelancers must track expenses to maximize deductions. The segment also encourages listeners to treat refunds as tools for generational wealth—prioritizing debt payoff, emergency savings, and business investment before splurging. It's a motivating call to take control of your money and build a stronger financial future.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1321: Sedans eye a comeback as affordability bites, tax refunds rise but don't fully convert to sales, and a $2K stripped Tesla proves EV durability in the wildest way possible.Show Notes with links:https://www.autonews.com/manufacturing/automakers/an-general-motors-sedan-strategy-0419/#After years of getting crowded out by crossovers, sedans are quietly making a return. Rising prices, shifting regulations, and a hunger for something different have automakers reconsidering the segment many left for dead.Automakers like GM, Stellantis, and Infiniti are exploring new sedan entries, some targeting sub-$30K price points to win back budget-conscious buyers.Sedans are gaining traction again, with Camry, Accord, and K5 posting double-digit sales increases while some crossovers lose share.With average vehicle prices over $50K, sedans offer a more affordable alternative and fill an underserved gap in the market.Design fatigue is real—executives say SUVs are getting “boring,” while sedans offer more room for style and brand differentiation.“There's opportunity for sedans to nibble into utility vehicles,” said S&P's Stephanie Brinley.https://news.dealershipguy.com/p/https-news-dealershipguy-com-p-first-tax-season-under-one-big-beautiful-bill-ends-refunds-up-11The first tax season under the “One Big Beautiful Bill” brought bigger refunds—but not a clean win for dealers. Higher cash in pockets met higher costs at the pump and on loans, creating a mixed bag on showroom floors.Average refunds jumped 11% to $3,462, with total payouts up 14.5%, boosted by new deductions, credits, and no tax on tips or overtime.Dealers saw uneven results—some stores surged, others lagged—as gas prices topped $4 and interest rates stayed elevated.Used market demand leaned toward “near-new” value buys, as shoppers stretched dollars against $50K new-vehicle pricing.Subprime activity ticked up, but down payments shrank, signaling affordability pressure despite larger refunds.“If the war ends…we could see a monster Q4 in '26,” said Potamkin CEO Cole Potamkin.https://electrek.co/2026/04/18/youtuber-buys-stripped-tesla-model-3-go-kart-2000-212-miles-range/YouTuber, Remmy Evans, bought a completely stripped Tesla Model 3 for $2,000—and drove it like a go-kart. Somehow, the battery and motors didn't get the memo.The car had no body panels, windshield, or seatbelts—just the core EV components—and still showed 212 miles of range.Despite 78 error codes and missing safety systems, it was driven on public roads, drifted, off-roaded, and even jumped.Charging proved tricky, with hacked adapters and slow Level 2 charging due to software limitations.Tesla's software may eventually restrict functionality as it detects missing components, highlighting challenges for rebuilders.The big takeaway: EV drivetrains are incredibly durable—even when everything else is gone.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
April 15 is in the rearview mirror—but what did we actually learn from this tax season? In this episode of Dollars & Sense, Joel Garris and CPA/CFP® Kristin Castello break down the biggest takeaways we saw on real tax returns, plus what the latest IRS/Treasury stats may be signaling for households heading into the rest of the year.
Guest Dr. Paul Kengor, author "American Pontiff", joins to break down the drama between President Trump and Pope Leo. Is Trump losing the Catholic and religious vote? Discussion of Trump's AI picture, fighting against potential allies, and going "rogue" on policy. Are we seeing an ideological difference between the Catholic church and American values? Discussion of the Pope's criticism of Trump, and involvement in foreign conflicts. Tax season is over...did you file properly?
G. Brown, director of the Colorado Music Experience sits down with the Sun's Kevin Simpson to put the just completed tax season to music.See omnystudio.com/listener for privacy information.
American Institute of CPAs - Personal Financial Planning (PFP)
In this episode, Cary Sinnett sits down with Dr. Brianne Smith to explore how CPAs can turn tax work into fully integrated personal financial planning. Drawing on decades of experience leading both a CPA firm and an advisory practice, Brianne breaks down what really changes when you move beyond compliance and step into ongoing client relationships. They unpack the real barriers holding professionals back, how the PFS credential accelerates the shift, and why the future belongs to advisors who can connect tax and planning into one seamless client experience. Key answers you'll get: How can financial planning shift from an add-on to a core part of a CPA's value proposition? What is one of the pricing models that can reshape both client behavior and advisor relationships? What practical first steps could a CPA take to integrate planning without disrupting their existing practice? AICPA resources: Pathways to Practicing Personal Financial Planning Checklist: Building a PFP business Analysis of a Tax Return for Financial Planning Opportunities Guide to Investment Advisory Business Models This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search "AICPA Personal Financial Planning" on your favorite podcast app.
In this episode, we explore three topics that touch us all in different ways: the impact of organ donation, the beauty of The Blossom Belt, and the stress (and strategy) behind tax season. It's a down-to-earth discussion about giving, growth, and navigating the responsibilities of adult life.
It's that time of the year again. Have you finished filing your return?Doing taxes this season has been particularly fraught – for both taxpayers and the Internal Revenue Service. It's been a year since DOGE slashed federal funding and cut droves of federal employees. Those departures hit the IRS hard. Its leadership has largely turned over.Also, Republicans in Congress took back billions of dollars the agency had received to improve its systems. Then, they gave the IRS even more tax code changes to enforce.Can the IRS handle it all? And what do taxes – and a functional tax agency – have to do with the strength of U.S. democracy? We sit down with a panel of experts to find out.Find more of our programs online. Listen to 1A sponsor-free by signing up for 1A+ at plus.npr.org/the1a.To manage podcast ad preferences, review the links below:See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy
IRS Stakeholder Liaison Glenn Gizzi returns with a sobering mid-tax-season update: data breaches affecting tax practitioners are already outpacing 2024, with over 206,000 taxpayers potentially compromised — and that's only what's been reported. Roger and Annie dig into why so many breaches go unreported, what a paper return filing means for a client's refund timeline (hint: think late 2027), and why getting every client an IP PIN before the next deadline isn't optional anymore.SponsorsPadgett - Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - Tax Season Check In (00:58) - Why Pros Are Targets (03:29) - Breach Stats Rising (05:16) - Reporting And Fallout (06:29) - Paper Return Backlog (09:46) - IP PIN For Everyone (11:41) - Long Term Identity Damage (15:51) - Monitor Your EFIN (16:37) - EFIN Compromise Explained (19:14) - Fast IRS Response Process (23:12) - Top Email Scams Today (27:37) - MFA And Safe Replies (31:24) - Train Your Staff (32:11) - How Breaches Start (33:34) - WISP Reality Check (36:11) - WISP Becomes Law (37:46) - Bank Info Hijacks (40:59) - Stop Refund Fraud Fast (43:16) - Refund Speed Risks (46:28) - IP PIN Protection Plan (51:59) - Stakeholder Liaison Help (57:42) - Closing Security Takeaways Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
Isn't it cute how ridiculous the IRS is? -BOOP- See omnystudio.com/listener for privacy information.
#395 - Tax Season. The quilt. Coochine crimes. Tasks are the worst. Unsayable things. Love On the Spectrum. Allies.Want to support our show?Patreon.com/RareFormRadio for extra content, bonus episodes & goodies!RareFormRadio.Threadless.com for some rad merch. http://linktr.ee/RareFormRadio
Tax season rolls around every year, so instead of dreading it, why not make it a little more enjoyable? In this episode, Marlene shares five songs with a tax-related theme—just for fun… and to make your time more enjoyable—and, hopefully, a little less taxing! Start Your Free 7-day Yo-Guitar Video Library Trial! Join our Guitar Tips Community! Don't miss out, our next jam session is April 15th! Marlene's Guitar Courses & Learning Resources Yo-Guitar Video Library Learn to Play Guitar in a Day! Coaching Sessions Marlene's Tips For Guitar Playing Success book Thursday Tips blog Facebook Instagram X (Twitter) YouTube Thank you to our sponsor! GatorCo.com Available on... @YouTube @applepodcasts @applemusic @spotify @spotifypodcasts #TaxDay #Taxsongs #TaxThemedSongs #TaxSongsGuitar #howto #learnguitar #guitar #learnguitar #playguitar #guitartips #guitarpodcast Credits: Creator, Host, Producer: Marlene Hutchinson This podcast was made possible in part by: Gator Cases I Create Sound - www.icreatesound.com
Whether you crave deeper conversations or just need that quick compliance fix, this episode will help you understand how to build a partnership with your CPA that goes the distance.Welcome to another episode of the Empowering Entrepreneurs Podcast. Glenn Harper and Julie Smith talk about one of the most common questions facing business owners and taxpayers during tax season—why isn't my CPA calling me back?In this episode, they break down the differences between compliance-focused CPAs and those who act as year-round advisors, highlighting the importance of proactive communication and relationship-building.They explore practical advice for listeners struggling to connect with their tax professionals, discuss strategies for navigating the busy tax season, and offer tips on getting the most value from your CPA relationship—beyond just filing your returns.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Key takeaways:Know your CPA's role: If your relationship is focused only on compliance (just getting the return filed), expect limited time for deep conversations during tax season. Building an ongoing advisory relationship means vital conversations happen all year, not just in April.Communicate efficiently: During these busy weeks, keep your questions direct and to the point. Save in-depth discussions for after the filing deadline, or consider filing an extension to create space for them (03:03).Plan for next year: If you felt rushed or frustrated, use this as an opportunity to find a CPA who prioritizes year-round communication and proactive advice (01:51, 03:48).Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree.https://creativecommons.org/licenses/by-nd/4.0/Copyright 2026 Glenn HarperMentioned in this episode:Brought to you by Harper & Company CPAs PlusRunning a business takes vision, grit… and the right financial partner. At Harper & Company CPAs Plus, we don't just crunch numbers—we empower entrepreneurs. From proactive tax strategy and accounting to business advisory services, our team helps you keep more of what you earn and scale with confidence. Whether you're launching, growing, or preparing for exit, Harper & Company is in your corner with expert guidance built for business owners like you. Visit www.harpercpaplus.com to book a complimentary discovery call today - or call us at 614-456-7222. Brought to you by Harper & Company CPAs Plus
Chip Summers worked 2,900 hours a year for over 25 years. Every Saturday. Some Sundays. Always behind. Then he made a series of decisions that transformed his firm.He raised prices across the board. He moved on from high-maintenance, low-return clients. He gave up control and let his staff handle work from start to finish. He invested in technology that made everyone more efficient. And in December 2025, for the first time in over 25 years, he was caught up. He had almost nothing to do. It felt weird, but wonderful.Today, Chip's eight-person firm in Orangeburg, South Carolina doesn't work Saturdays anymore. They close every Friday after tax season. During tax season, they're only open half days on Fridays. His staff isn't burnt out. His clients bring organized documents instead of shoe boxes. And he's serving as Vice Chair of the South Carolina Board of Accountancy while running a healthier practice than he ever thought possible.This is the fourth episode in our Power of Focus series, where we explore how CPA firm owners use focus as a strategic advantage. Chip's story shows that transformation doesn't happen overnight, but when you touch every aspect of your practice with intentional changes, the results compound.The conversation covers:How working 2,900 hours a year with no end in sight became the motivation for changeWhy pricing was only part of the transformation, giving up control mattered just as muchThe year they set minimums and lost fewer than five clientsHow technology investments made the team more efficient without increasing hoursWhy closing Fridays after tax season boosted staff morale and reduced turnoverThe decision to exit attestation work and focus entirely on tax planning and consultingHow being upfront about pricing changes led to almost zero pushback from clientsChip's biggest lesson? You can't do it all yourself. Most accountants want to touch everything from start to finish. But when you structure your staff to handle work properly, invest in the right technology, and price your services to match the value you deliver, you create capacity you didn't know was possible. And that capacity changes everything.This episode is for firm owners working too many hours for the revenue they're generating, leaders curious about how to delegate without losing quality, practitioners wondering if it's possible to run a firm without weekend work, and anyone ready to transform multiple aspects of their practice at once.Time Stamps:00:14 - Introduction: Chip Summers, Orangeburg CPA since 199101:34 - Serving as Vice Chair of SC Board of Accountancy02:36 - The CPA firm that said yes to everyone for 45 years03:18 - Why being everything to everybody became impossible04:01 - Working 2,900 hours a year with no end in sight05:32 - Caught up for the first time in 25 years: how it felt06:10 - You can't do it all yourself: restructuring Accounting staff workflows07:17 - Technology investments that made everyone more efficient07:29 - Discussing pricing upfront and what changed08:39 - From shoe boxes to organized Tax clients09:24 - A completely different CPA firm than four years ago10:21 - No more Saturday work for staff10:57 - Raising prices 5-10% every year and losing fewer than five clients12:03 - The biggest change: giving up control13:27 - When staff burn out, thDownload Now: https://poegroupadvisors.com/accounting-practice-academy/increase-letter/Price increases are nothing to fear. The real challenge is effectively informing clients of these changes. Our templates will help you demonstrate your value and help clients understand the increases necessary to keep your firm afloat.*Download now and receive:*- (1) Major Fee Increase Letter Template- (1) 20% Fee Increase Letter Template
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David A. Perez explains why this tax season is seeing a surge in early and error‑prone filings as investors grapple with changes to SALT deductions and depreciation rules. He outlines why AI tools from Google (GOOGL) and Microsoft (MSFT) fall short on tax nuance, discusses higher refunds, and stresses why filing extensions may be critical to avoid costly mistakes.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
In this episode, Ross discusses the ongoing situation with Iran, sharing his thoughts on President Trump's recent statements and the potential for military action. He also talks to Leland Vittert, a commentator on the Iran situation, about the possibility of a war crime if Trump targets civilian infrastructure. Additionally, Ross shares a heartwarming story about astronauts naming a lunar crater after a fallen astronaut's wife, and discusses the importance of grades in education, specifically the proposed cap on A's at Harvard University. The episode also touches on the NCAA Championship game and the challenges of winning six games in three weeks.See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings for Delta Airlines and a focus on 3 stocks for the week ahead. In the UK – a look ahead to the new tax year in the UK. In Asia – a look ahead to China CPI and PPI data. See omnystudio.com/listener for privacy information.
In this episode of the Independent Dealer Podcast, Jeff Watson and Luke Godwin break down the reality of tax season 2026 — what dealers actually saw, why customers didn't show up the way they expected, and what you need to do right now before the slow season sets in. From voluntary surrenders and charge-off severity to aged inventory strategy and ad spend adjustments, this is the post-tax debrief every independent dealer needs.What You'll Learn:Why tax season 2026 underperformed for many BHPH dealers — and what it signals about customer affordabilityHow outside lenders are competing for your buy here pay here customers with longer loan termsWhen and how to refinance or restructure a customer's payment to save an account before it turns into a repoThe right way to reprice aged inventory to generate leads fast without running to the auctionHow to tighten expenses, pay down credit lines, and fine-tune your ad spend coming out of tax seasonIf you're a buy here pay here or independent dealer trying to figure out your next move after a softer-than-expected tax season, this episode is your playbook.Support the businesses that support the podcast: Buckeye Risk Services - Reinsurance and wealth strategies for independent dealers. https://theindependentdealer.com/buckeyeBlytzPay - BHPH payment processing with fast funding and text-to-pay. https://theindependentdealer.com/blytzpayIturan GPS - Asset protection and customer management for BHPH and retail dealers. https://theindependentdealer.com/ituranFollow & Connect: Website: www.theindependentdealer.comFacebook Group: @independentautogroup Luke Godwin: @lukegodwin Jeff Watson: /sendtojeffwLike, subscribe, and share this with a dealer who needs to hear it.
Whether you're dodging your tax returns or dreaming of reviewing them from a beach, this episode will empower you to take control of your numbers.Welcome to another edition of the Empowering Entrepreneurs Podcast! In this episode, Glenn Harper and Julie Smith talk about the anxiety-inducing world of tax season. They candidly unpack why taxes are so stressful for many entrepreneurs and highlight the vastly different experiences between those who plan ahead with a tax advisor and those who avoid their numbers until the last minute.They share key insights on transforming tax-time dread into stress-free confidence and explain why knowledge truly is power when it comes to managing your finances.Here are their top 3 takeaways to transform your tax season stress into confidence:Choose an Advisor, Not Just a Preparer: Working with a tax advisor who collaborates year-round ensures you aren't left guessing in April. An advisor helps you plan ahead and avoid unwanted surprises.Replace Fear with Curiosity: Taxes don't have to be terrifying. When you gain knowledge and engage with your tax situation, you shift from anxiety to empowerment. Become a smarter taxpayer by asking questions and seeking to understand your numbers.Plan Ahead for Predictable Results: Proactive planning means no frantic scrambling or dread. Our clients who plan throughout the year often find themselves enjoying spring break stress-free, knowing their results are exactly as anticipated.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree.https://creativecommons.org/licenses/by-nd/4.0/Copyright 2026 Glenn HarperMentioned in this episode:Brought to you by Harper & Company CPAs PlusRunning a business takes vision, grit… and the right financial partner. At Harper & Company CPAs Plus, we don't just crunch numbers—we empower entrepreneurs. From proactive tax strategy and accounting to business advisory services, our team helps you keep more of what you earn and scale with confidence. Whether you're launching, growing, or preparing for exit, Harper & Company is in your corner with expert guidance built for business owners like you. Visit www.harpercpaplus.com to book a complimentary discovery call today - or call us at 614-456-7222. Brought to you by Harper & Company CPAs Plus
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz break down their favorite tax credits + share the playbook for stress-free filing. ---
n this episode of Pulse of the Practice, Mo Arbas and Paul Miller dig into the real-world pressures of tax season — from the grind of long days and missed spring weather to the growing chaos of client document habits. They explore why multitasking is a myth, how time seems to “collapse” in modern firms, and why protecting your schedule has become essential.But the conversation quickly expands to the bigger shift happening in the profession. Mo and Paul break down how technology, automation, and emerging AI-driven agents are rapidly reshaping tax prep, document handling, staffing needs, and client expectations. They discuss why traditional tax preparation is no longer the “bread and butter,” what firms must standardize to scale, and how the role of the accountant is evolving toward advisory and year‑round financial insight.It's an honest, forward‑looking conversation about the pressures firms face today — and the opportunities that lie ahead for those willing to rethink their workflows, client relationships, and service models.
Welcome to Mastering Cyber with Host Alissa (Dr Jay) Abdullah, PhD, SVP & Deputy CSO at Mastercard, and former White House technology executive. Listen to this weekly one-minute podcast to help you maneuver cybersecurity industry tips, terms, and topics. Buckle up, your 60 seconds of cyber starts now! Sponsored by Mastercard: https://mastercard.us/en-us.html
Every tax season, your clients tell you exactly what they need.They mention hiring plans.They're thinking about selling assets.They say things like, “I wish I had known that sooner…”And in the moment, you recognize it:
Terre Haute Republican Greg Goode is facing two primary challengers in his state senate race - one of whom is supported by President Donald Trump. Travelers at the Indianapolis International Airport should expect slightly longer wait times, thanks to spring break and the partial government shutdown. Several provisions of the ‘One Big Beautiful Bill Act' signed last year go into effect this tax season. Before landing a role in “One Battle After Another,” breakout star Chase Infiniti got her start on Indianapolis stages. The Notre Dame Fighting Irish women are going to the Sweet 16 in the NCAA basketball tournament.
It's tax season. Therefore, it's also tax scam season. A new McAfee survey finds nearly one in four Americans has been a victim of a tax-related scam, and AI is only making scams more convincing. This morning, we'll share what to look out for and how to stay safe. Also, the uncertainty of war in the Middle East means that safe haven investments aren't acting all that safe, and a San Francisco jury decided that Elon Musk defrauded Twitter shareholders during takeover negotiations.
It's tax season. Therefore, it's also tax scam season. A new McAfee survey finds nearly one in four Americans has been a victim of a tax-related scam, and AI is only making scams more convincing. This morning, we'll share what to look out for and how to stay safe. Also, the uncertainty of war in the Middle East means that safe haven investments aren't acting all that safe, and a San Francisco jury decided that Elon Musk defrauded Twitter shareholders during takeover negotiations.
BJ is a little disheveled this morning because he's trying to get everything together for his taxes! Does tax season stress you out, or are you happy because you get a refund??
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Oil prices have surged to their highest levels since 2022, with Brent crude hitting over $119 per barrel amid Middle East conflict escalation. This dramatic spike is forcing central banks to reconsider rate policies and create major implications for energy sector investments and inflation hedging strategies.Today's Stocks & Topics: Lear Corporation (LEA), Market Wrap, Traveling Investor, Ero Copper Corp. (ERO), Oil Shock: How $120 Crude is Reshaping Energy Investment Strategy, Space Investment, Howmet Aerospace Inc. (HWM), Chewy, Inc. (CHWY), Power Solutions International, Inc. (PSIX), MetLife, Inc. (MET), Tax Season.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
In this episode, Catrina Craft shares overlooked tax strategies that entrepreneurs often miss, including entity stacking, income shifting, and leveraging family offices to build long-term wealth. Discover how to maximize your tax benefits and grow your business effectively.Welcome back to the show, Catrina! Head to the bottom of the episode description to stay current in on tax savings and tips. As You Listen00:00 Introduction and Series Overview 01:11 The Difference Between a CPA and a Tax Strategist 02:18 Stop the Simple Strategies: Beyond Basic S-Corp Filing 04:13 Entity Stacking: Using C-Corp and S-Corp for Tax Flexibility 05:12 Income Shifting: Family Members and Business Support 07:06 Stop Chasing Revenue: Invest in Wealth-Building Assets 08:57 Investing in Film Production for Tax Deductions 10:15 Using Real Estate and Oil & Gas for Tax Savings 11:29 Recap of Entity Strategies and Their Benefits 13:40 The Power of Family Management Offices 16:30 Personal Story: Overcoming Financial Challenges 18:27 Working with the Right People and Building Wealth 19:34 Teaser for Next Episode and Final Thoughts 20:09 Where to Find Katrina Kraft Online
-Schools in Texas, Florida and Tennessee have no state income tax, which theoretically should give them an advantage in tryingto get players to go to their schools-This is not new as we brought this up in past months, but more schools in states---like Mississippi—passed a no tax on NILbill…these athletes really are above the lawOur Sponsors:* Check out BetterHelp: https://www.betterhelp.com* Check out Progressive: https://progressive.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Tax season is here — and this year, it looks different. A major new tax law just took effect, bringing changes that could impact millions of Americans filing their 2025 returns. Andrew Lautz, Director of Tax Policy at the Bipartisan Policy Center, joins us to explain what's new, what could be confusing, and what it all means for you. We also zoom out to discuss federal revenue, IRS funding, President Trump's lawsuit against the IRS, and why all of it is making this one of the most closely watched filing seasons in years. Learn more about our guest(s): https://www.theNewsWorthy.com/shownotes Join us again for our 10-minute daily news roundups every Mon-Fri! Become an INSIDER and get ad-free episodes here: https://www.theNewsWorthy.com/insider Get The NewsWorthy MERCH here: https://www.theNewsWorthy.com/merch Sponsors: Grab Rosetta Stone's LIFETIME Membership for 50% OFF! That's unlimited access to 25 language courses, for life! Visit https://www.rosettastone.com/newsworthy Receive 50% off your first order of Hiya's bestselling children's vitamin. To claim this deal, go to hiyahealth.com/NEWSWORTHY. To advertise on our podcast, please email: ad-sales@libsyn.com
Farnoosh reflects on her appearance on the TODAY Show, where she shared practical strategies to maximize your finances during tax season — from last-minute IRA contributions and new tax deductions to choosing the smartest way to file and setting yourself up for next year.She also discusses the latest money headlines, including the Supreme Court's decision on sweeping tariffs and what it could mean for small businesses and markets.Then, it's time for your questions. Farnoosh breaks down:• How much you really need in emergency savings in today's job market • What to do after contributing to your 401(k) — should you open a Roth IRA? • How income limits affect Roth contributions and what a Backdoor Roth really means • Ways to set your children up for financial success beyond just a 529 planPlus, Farnoosh shares details about her Build a Profitable Podcast mentorship program, kicking off soon with only a few spots remaining. Apply here. Hosted on Acast. See acast.com/privacy for more information.