Podcasts about tax season

Roger Harris is joined by Amanda Aguillard, COO of Padgett, to share what they heard from accounting firm owners on this summer's IRS and association conference tour: owners are tapped out and don't know where to start. Amanda walks through Padgett's right-sizing framework (the right work, for the right clients, at the right price, with the right staff). She covers why a "simple" $1,000 business return can hide $7,000 to $8,000 of unbilled cleanup, how to grade every client A through F, and why fewer than 10% of clients walk away from a price increase. With next tax season approaching, she argues that pricing is the one fix that makes everything else possible, from hiring to advisory work.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsLink to Resource https://www.padgettadvisors.com/join/the-rightsizing-playbook/Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Welcome and Guest Intro (02:29) - Amanda's Career Journey (05:08) - Conference Pain Points (06:20) - Right Sizing Framework (11:09) - CEO Mindset Shift (14:01) - The Hidden Work Trap (19:41) - Advisory Capacity Opportunity (22:09) - Client Census and Grading (25:59) - Pricing Fears and Reality (29:25) - Emotionless Pricing Mindset (30:25) - Exceptions Not Strategy (31:22) - Drop The Guilt (33:10) - Objective Pricing Framework (34:07) - Complexity Risk Value (36:43) - Profitability Benchmarks (39:02) - Pricing Enables Hiring (43:50) - Case Study Cutting 1040s (46:27) - Raise Fees Now (47:42) - Clients Accept Increases (51:15) - Rip The Band Aid (52:57) - Pricing Beats Tech (55:42) - Wrap Up Resources 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.

In this episode, Miguel Gonzalez shares five habits that can help make tax season easier—from organizing financial documents and tracking major life changes to keeping charitable giving records and meeting with financial and tax professionals before year-end.Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families with retirement income planning, investment strategies, and personalized retirement plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique financial planning firm focused on helping clients prepare for every stage of their financial lives.#TaxSeason #TaxPreparation #TaxPlanning #FinancialPlanning #PersonalFinance #FinancialOrganization #MoneyManagement #FinancialWellness #TaxTips #FinancialDocuments #MoneyHabits #YearEndPlanning #CharitableGiving #FinancialEducation #RetirementPlanning #WealthManagement #SmartMoneyMoves #Cortburg #CortburgSpeaksRetirement #MiguelXGonzalez

Are you waiting until tax season to start thinking about taxes? That could be costing your business money.In this episode of the Know Your Numbers Podcast, Chris McCormack breaks down the quarterly tax planning system used at Better Books to help business owners, real estate investors, and high-income earners take a more proactive approach to taxes.Tax planning isn't something that should only happen in February, March, or April. By then, many of the opportunities to make strategic decisions may already be gone.Instead, effective tax planning starts with accurate bookkeeping and follows a consistent rhythm throughout the year. Chris explains what business owners should be reviewing in Q1, Q2, Q3, and Q4 and how each quarter plays a different role in preparing for and potentially reducing your tax liability.From reviewing your prior-year financials and entity structure to forecasting income, evaluating retirement contributions, considering real estate strategies, accelerating deductions, and deferring income, this episode provides a practical framework for making tax planning a year-round system instead of a last-minute scramble.The tax code isn't just a burden. When you plan ahead, it can become a blueprint for making smarter financial decisions and building long-term wealth.If you found this episode valuable, like, subscribe, leave a review, and share it with another business owner who needs to hear this.••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/booking-calendar/better-books-consultation••••••••••••••••••••••••••••••••••••••••••••Connect with Better Books on Social MediaFacebook: https://www.facebook.com/betterbooksaccounting.coInstagram: https://www.instagram.com/betterbooksaccounting.co→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@betterbooksaccountingThe Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, 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.

Running a small business and handling your own books can only take you so far. Messy records, missed deductions, and unpredictable cash flow are all signs it may be time for professional CPA support. To learn more, visit https://associatesinaccountingcpa.com/resources/do-i-need-a-cpa-for-my-business/ Associates in Accounting, CPA City: Louisville Address: 9405 Mill Brook Road Website: https://www.associatesinaccountingcpa.com

17 Aug 2026. Corporate tax filing is underway, so what questions might the FTA be asking about executive bonuses? We ask tax lawyer Nils Vanhassel, Partner and Head of Tax for the Middle East at Addleshaw Goddard. Plus, it’s almost back to school. Parents are getting ready, but what does the spend look like this year? We speak to Home Centre and Noon. And almost everything on your plate is imported. We find out how one food business kept supplies moving through months of disruption.See omnystudio.com/listener for privacy information.

Send us Fan MailSchedule an Rx AssessmentWelcome to another episode of the Bottom Line Catch Up and the team is buzzing about Taylor Swift's wedding and World Cup fever! In this episode, we break down:R&D tax credit documentation requirements for 2026Trump Accounts going live for kidsTrade show seasonAnd more!Stay connected with us:FacebookTwitterLinkedInScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP TwitterBonnie Bond – CPA LinkedInBonnie Bond – CPA TwitterMore resources on this topic:Podcast - The Bottom Line Catch Up | Ep. 1 | Tax Season, Transitions, and the Peptide WavePodcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24Podcast – 2026 Quarter 2 Pharmacy Update

Stephen Grootes speaks to Luncedo Mtwentwe, managing director at Vantage Advisory, about why tax season should be more than a compliance exercise for South Africa's small businesses. With filing season now in full swing, many entrepreneurs focus on meeting SARS deadlines, but tax time also offers an opportunity to assess the financial health of a business. 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 6 pm to 8 pm (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     Let's keep the conversation going online:   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.

Manuel Aragon helps individuals and small businesses build financial clarity through expert accounting, bookkeeping, and tax preparation, delivering clean books, confident decisions, and a stronger foundation for growth. Top 3 Value Bombs 1. You cannot build a successful business on a weak financial foundation. Clean books create the visibility needed to make confident decisions and scale effectively. 2. Financial clarity drives growth. Accurate records help entrepreneurs secure funding, identify profit leaks, improve cash flow, and make better strategic decisions. 3. A great accountant or bookkeeper should not feel like an expense. They should function as an investment that continually pays for itself through improved financial performance and decision-making. Check out Manuel's website to learn more about him and his services - Aragon Tax Return Services Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Strawberry - Discover what's possible with a professional coach by your side. Start today and get 50 percent off your first coaching session at Strawberry.me/fire.

CapeTalk’s Sara-Jayne Makwala King is joined on Weekend Breakfast by Andre Bothma, Head of Tax and TaxTim. Weekend Breakfast with Sara-Jayne Makwala King is the weekend breakfast show on CapeTalk. This 3-hour morning programme is the perfect (and perky!) way to kickstart your weekend. Author and journalist Sara-Jayne Makwala-King spends 3 hours interviewing a variety of guests about all things cultural and entertaining. The team keeps an eye on weekend news stories, but the focus remains on relaxation and restoration. Favourites include the weekly wellness check-in on Saturdays at 7:35 am and heartfelt chats during the Sunday 9 am profile interview. Listen live on Primedia+ Saturdays and Sundays between 07:00 and 10:00 am (SA Time) to Weekend Breakfast with Sara-Jayne Makwala-King broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/AgPbZi9 or find all the catch-up podcasts here https://buff.ly/j1EhEkZ Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Bongani Bingwa speaks to SARS Commissioner Dr Johnstone Makhubu about tax season, refunds, compliance, the latest filing changes, and what taxpayers need to know to avoid delays and stay on the right side of the law. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg-based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team brings you all you need to know to start your day Thank you for listening. Listen live on Primedia+ weekdays from 6 am to 9 am (SA Time) https://buff.ly/gk3y0Kj For more from the show and catch-up podcasts, visit Primedia+ here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Let’s keep the conversation going online: 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/Radio702 702 on YouTube: https://www.youtube.com/@radio702See omnystudio.com/listener for privacy information.

Send us Fan MailSend us Fan MailSchedule an Rx AssessmentWelcome to another episode of the Bottom Line Catch Up and the team is back together celebrating America 250!In this episode, we break down:Tradeshow seasonMFP refunds and taxesHow to find a pharmacy buyerAnd more!Stay connected with us: FacebookTwitterLinkedInScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP TwitterBonnie Bond – CPA LinkedInBonnie Bond – CPA Twitter More resources on this topic: Podcast - The Bottom Line Catch Up | Ep. 1 | Tax Season, Transitions, and the Peptide WavePodcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24Podcast – 2026 Quarter 2 Pharmacy Update

For everyone in Australia, the experience of lodging a tax return for the first time can be different. Junaid Tahir, based in Wollongong, lodged his first tax return last year. What was his experience like, and were there things he discovered during the process that he did not know beforehand? - آسٹریلیا میں ہر ایک کے لئے پہلی بار ٹیکس ریٹرن کا تجربہ مختلف ہو سکتا ہے۔ وولنگاگ میں مقیم جنید طاہر نے پچھلے سال پہلی بار ٹیکس ریٹرن کیا۔ ان کا ٹیکس ریٹرن کرنے کا تجربہ کیسا رہا اور کیا کچھ ایسی باتیں معلوم ہوئیں جن کا انہیں پہلے علم نہیں تھا۔Explore more ways to listen to the Urdu program here: Listen to SBS Urdu. Install our mobile app “SBS Audio” on Apple (iPhone) or Android devices: SBS Audio App. Download on Apple App Store, Download on Google Play. Follow us on social media: SBS Urdu on Facebook and on SBS Urdu on Instagram. - 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۔

Relebogile Mabotja speaks to Stian de Witt, an executive head of financial planning at NMG, about the tax traps that catch ordinary South Africans off guard, from unexpected tax bills and missed deductions, many taxpayers only discover costly mistakes when it is too late. Broadcaster veteran Relebogile Mabotja brings a fresh, relaxed take on the issues of the day, alongside lifestyle talk and all things entertainment. Thanks for listening. Catch the Afternoons with Relebogile Mabotja live on 702 weekdays from 1 pm to 3 pm (SA time). Find more from the show and catch-up podcasts on the Primedia+ app https://buff.ly/gk3y0Kj Subscribe to the 702 newsletters for more https://buff.ly/v5mfetc Let’s keep the conversation going online: 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/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

Send us Fan MailSchedule an Rx AssessmentWelcome to the inaugural Bottom Line Catch Up and Hawaiian Shirt Friday at Sykes & Company, and the team is back together including Bonnie, who survived a grizzly bear encounter in Yellowstone for a wide-ranging post-tax season catch-up.In this episode, we break down the hottest topics right now in pharmacy including:Transition conversationsMulti-store expansion opportunitiesWhy peptides may be the biggest thing to ever hit compounding pharmacyAnd more!Stay connected with us: FacebookTwitterLinkedInScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP TwitterBonnie Bond – CPA LinkedInBonnie Bond – CPA TwitterMore resources on this topic:Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24Podcast – 2026 Quarter 2 Pharmacy UpdatePodcast – Building a Super Culture in Your Pharmacy

Before the 2026 tax season begins, taxpayers need to review their receipts, records and the eligibility of their claims. Incorrect or unsupported claims can lead to audits and penalties. Syed Fahad Ali, partner and senior accountant at a Sydney-based tax and accounting firm, says that understanding the rules and preparing in advance can help taxpayers lodge better tax returns. Learn more in this podcast. - ٹیکس سیزن 2026 شروع ہونے سے پہلے ضروری ہے کہ ٹیکس دہندگان اپنی رسیدیں، ریکارڈز اور کلیمز کی اہلیت کا جائزہ لیں۔ غلط یا غیر مستند دعوے آڈٹ اور جرمانوں کا سبب بن سکتے ہیں۔دی ٹیکس فیکٹر کے پارٹنر اور سینئر اکاؤنٹنٹ، سید فہد علی کا کہنا ہے کہ قواعد سے آگاہی اور پیشگی تیاری بہتر ٹیکس ریٹرن میں مدد دیتی ہے۔مزید جانئے اس پوڈ کاسٹ میں۔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۔

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۔

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:

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.

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.

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.

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.

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

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.

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. ---

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.

Hi friends and happy friday!!! Thank you so much for yapping with me and I hope you have the best weekend! :) Write In Your Questions/Stories: https://docs.google.com/forms/d/1Po-xXACQPyiFYy4UP9ctxg7UAOh1bFoUnG65hAz5GRM/preview

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 

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.

As W-2s arrive, we will discuss how the 2026 tax filing season could act as a hidden stimulus for the economy—and the specific deductions you need to capture this year.Today's Stocks & Topics: Global X Super Dividend U.S. ETF (DIV), Market Wrap, Analog Devices, Inc. (ADI), Proprietary Trading, Tax Season: The "Refund" Stimulus, Transferring Money from 401k to I-R-A, The Dollar, Powell Industries, Inc. (POWL), Precious Metals, Vanguard Total International Stock Index Fund ETF Shares (VXUS), Productivity.Our Sponsors:* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Tax filers, start your engines, tax season officially opens on January 26th and this year, there are going to be a slew of changes that could impact you. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ "Jill on Money" theme music is by Joel Goodman, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.joelgoodman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices