Podcasts about tax season

Day federal income tax returns are due in the US

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Best podcasts about tax season

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Latest podcast episodes about tax season

InvestTalk
Oil Shock: How $120 Crude is Reshaping Energy Investment Strategy

InvestTalk

Play Episode Listen Later Mar 11, 2026 45:56


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

“What It’s Really Like to be an Entrepreneur”

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 

Home Sweet Home Chicago with David Hochberg
IRS tax attorney Steven A. Leahy on preparing business owners for tax season

Home Sweet Home Chicago with David Hochberg

Play Episode Listen Later Mar 8, 2026


Featured on WGN Radio's “Home Sweet Home Chicago” on 03/07/2026: IRS tax attorney Steven A. Leahy of the Law Office of Steven A. Leahy, PC, with Opem Tax Advocates, joins the program to discuss what every season business owner should know about a single-member LLC. Go to fightbacknow.com or call 312-664-6649.

Early Break
We are smack dab in the middle of tax season, and college athletes appear above the law more than ever before

Early Break

Play Episode Listen Later Mar 5, 2026 18:08


-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

The Growth Minded Accountant
The 3 Tax Season Signals That Reveal Your Firm's Next Growth Opportunity

The Growth Minded Accountant

Play Episode Listen Later Mar 4, 2026 15:41


Tax season isn't just the busiest time of year for accountants.It's also one of the most revealing.In this micro-episode of The Growth Minded Accountant, Lee Reams and Rebekah Barton break down the three signals that show up repeatedly in client conversations during tax season—and what those signals reveal about the future growth of your firm.They call them the SUC Signals:Surprise – “I wish I had known that earlier.” Urgency – “I need this done by Friday.” Confusion – “Why do I owe so much?”These phrases aren't just client frustrations. They're signals about how your firm is positioned, how your systems operate, and where your next growth opportunity may be hiding.In this short episode, you'll learn:• Why tax season feedback is one of the best diagnostic tools for your firm • How “surprise” reveals missed tax planning opportunities • Why urgency often signals a positioning problem • How confusion points to gaps in client education and communication • Simple changes firms can make to reduce tax season chaos and grow advisory servicesGrowth minded firms don't just push through tax season.They listen to it.Because the conversations you're having right now are telling you exactly where your firm can grow next.

KMOJCast
03-04-26 Jay Haapala, Associate State Director for Community Engagement with AARP Minnesota, talks with Freddie Bell and Chantel Sings about about IRS imposter scams and how to avoid tax-season fraud

KMOJCast

Play Episode Listen Later Mar 4, 2026 8:56


On the KMOJ Morning Show, Freddie Bell and Chantel Sings speak with Jay Haapala about the spike in IRS imposter scams during tax season. He explains how criminals pose as IRS agents through voicemails, texts, and emails to demand payment, steal personal information, or gain access to devices and financial accounts. Haapala outlines common red flags—including requests for payment by gift cards or cryptocurrency—and reminds listeners that the IRS does not initiate contact in these ways. He also highlights protective tools like the IRS Identity Protection PIN program and encourages people to stay informed through AARP's Fraud Watch Network to avoid becoming victims. 

Financial Planning for Entrepreneurs and Tech Professionals
Navigating Tax Season: Top 10 Smart Saving Tips for 2026

Financial Planning for Entrepreneurs and Tech Professionals

Play Episode Listen Later Mar 2, 2026 26:37 Transcription Available


In this episode of Five Minute Finance, CFP® Mike Morton and Matt Robison walk through 10 smart tax-saving strategies for 2026, from maximizing retirement accounts and using HSAs to capital loss harvesting, 529 planning, small business strategies, and income timing. Rather than overwhelming listeners, they present a practical “buffet” approach — choose one idea, take a five-minute action step, and keep more of what you earn without overcomplicating your financial life.Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

The NewsWorthy
Special Edition: What's Changed This Tax Season

The NewsWorthy

Play Episode Listen Later Feb 28, 2026 16:47


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    

LotParty, helping dealerships move around their virtual lot.
Used Car Market Review TAX SEASON. Lotwalk.com #first30 #lotwalk

LotParty, helping dealerships move around their virtual lot.

Play Episode Listen Later Feb 27, 2026 12:30


Used Car Market Review TAX SEASON. Lotwalk.com #first30 #lotwalk

Montreal Now with Aaron Rand & Natasha Hall
MONTREAL NOW PODCAST: Canadian long-track Olympic speed skater is sounding the alarm over lack of funding, an accountant tells you what you need to know for tax season, affordable cars in 2026, & the threat of a referendum has cost us $100 million, ac

Montreal Now with Aaron Rand & Natasha Hall

Play Episode Listen Later Feb 27, 2026 40:23


ON Point with Alex Pierson
Are Canadians doomed to be in debt forever, it is tax season, how can you make a dent on that huge debt? Paul Ihnatiuk - Vice President, Licensed Insolvency Trustee joins Drex

ON Point with Alex Pierson

Play Episode Listen Later Feb 26, 2026 11:45


Learn more about your ad choices. Visit megaphone.fm/adchoices

The Show on KMOX
Tax Season: Best Practices and Scam Avoidance

The Show on KMOX

Play Episode Listen Later Feb 26, 2026 12:24


Rebekah Tucker is a Tax Senior Manager with Anders CPA in St Louis. She joins Chris & Amy with tips on how to avoid tax relief scams. Rebekah says the tax scammers attempt to prey on emotions, and provides advice on how to recognize these scams. She also highlights some potential deductions that you could use this tax season.

Student Loan Planner
Tax Season Student Loan Tips & Big Mistakes We See

Student Loan Planner

Play Episode Listen Later Feb 24, 2026 55:19


If your student loan payment is tied to your income, your tax return isn't just paperwork — it's part of your repayment strategy. Listen to a live tax webinar we did with Sim Terwilliger, CFP®, CSLP®, Director of Tax at SLP Wealth, as we share the biggest mistakes we're seeing this season, especially around married filing separately, community property states, and backdoor Roth IRAs — plus when filing an extension can legitimately save you real money on income-driven repayment. If you're navigating forgiveness, IDR, or just trying not to overpay Uncle Sam, this one's for you. Key moments: (02:09) Married filing separate vs. joint: when it lowers payments (08:29) The top mistake: Backdoor Roth errors that trigger penalties (20:37) Niche tax savings under RAP plan, managing AirBnbs, and passive income (35:31) The new SALT cap changes and who benefits   Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon Music Leave an honest review on Apple Podcasts  Subscribe to the newsletter Join SLP Insiders for student loan loopholes, SLP app and member community Feeling helpless when it comes to your student loans? Try our free student loan calculator Check out our refinancing bonuses we negotiated Book your custom student loan plan Get profession-specific financial planning Do you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!  

TODAY
TODAY February 23, 3rd Hour: The Olympic Torch Passes to Los Angeles | All You Need to Know for Tax Season | Laura Linney Discusses "American Classic"

TODAY

Play Episode Listen Later Feb 23, 2026 36:57


The Olympic torch officially passes to Los Angeles for the 2028 summer games and Olympic gymnast Suni Lee stops by Studio 1A to kick off the countdown. Also, NBC's senior business correspondent Christine Romans breaks down everything you need to know about tax season as the filing deadline is less than 2 months away. Plus,  Laura Linney shares all about her new comedy series "American Classic." And, NBC's law enforcement analyst Evy Poumpouras shares tips on how to avoid travel scams and what to be on the lookout for.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CP Newswatch: Canada's Top Stories
Canadians urged to avoid travel to Mexico, OpenA-I questioned over Tumbler Ridge shooting, Tax Season Begins.

CP Newswatch: Canada's Top Stories

Play Episode Listen Later Feb 23, 2026 4:13


For the latest and most important news of the day | https://www.thecanadianpressnews.ca To watch daily news videos, follow us on YouTube | https://www.youtube.com/@CdnPress The Canadian Press on X (formerly Twitter) | https://twitter.com/CdnPressNews The Canadian Press on LinkedIn | https://linkedin.com/showcase/98791543

So Money with Farnoosh Torabi
1947: Ask Farnoosh: Tax Season Moves, Optimal Rainy Day Funds, Traditional or Roth IRA?

So Money with Farnoosh Torabi

Play Episode Listen Later Feb 20, 2026 26:21


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.

CP Newswatch: Canada's Top Stories
Alberta's Smith promises referendums this fall, CRA promises easier tax season; administratively speaking

CP Newswatch: Canada's Top Stories

Play Episode Listen Later Feb 20, 2026 4:14


For the latest and most important news of the day | https://www.thecanadianpressnews.ca To watch daily news videos, follow us on YouTube | https://www.youtube.com/@CdnPress The Canadian Press on X (formerly Twitter) | https://twitter.com/CdnPressNews The Canadian Press on LinkedIn | https://linkedin.com/showcase/98791543

Thrive Blogger Podcast
397 | A Stress-Free Tax Guide for Content Creators: LLCs, Write-Offs & Peace of Mind with Katie Callaway of Cookie Finance

Thrive Blogger Podcast

Play Episode Listen Later Feb 19, 2026 32:37


Tax season doesn't have to be scary, especially when cookies are involved. In this episode, I'm joined by Katie Callaway from Cookie Finance to tackle all things taxes for content creators. We break down exactly what you need to have in place—from LLCs to business bank accounts—and demystify the world of write-offs, quarterly payments, and how much to set aside for the IRS. The team at Cookie is specifically trained for and tailored to creators like us. They actually get our industry and all of the nuance that goes into our purchases.   Find It Quickly: 00:16 - Meet Katie from Cookie Finance 06:39 - The Importance of LLCs for Content Creators 11:23 - Setting Up Business Bank Accounts 15:14 - Preparing for Tax Season 19:48 - Common Tax Deductions for Content Creators 24:17 - Cookie Finance Services   Connect with Cookie: Try Cookie: thrivetogether.blog/cookie    

More Sense Than Dollars
Tax Season Survival Guide: Keeping It Simple

More Sense Than Dollars

Play Episode Listen Later Feb 19, 2026 29:46


Confused about filing your taxes? You're not alone. In this episode we break down who needs to file, how deductions work, and whether DIY tax software is worth it so you can file confidently and avoid overpaying.

Organized On Purpose | Decluttering, Home Organization, Prioritization, Routines, Biblical Encouragement
153 | What's the Cost of Holding Onto “Just-In-Case” Paperwork? (Tax-Season Edition)

Organized On Purpose | Decluttering, Home Organization, Prioritization, Routines, Biblical Encouragement

Play Episode Listen Later Feb 18, 2026 13:53


Paperwork becomes overwhelming when you're responsible for it but unsure what actually needs to be kept or how to organize it in a way that lasts—especially when you're managing documents for yourself or a loved one. In this episode of the Organized On Purpose Podcast, I share clear guidance on how long tax paperwork should be kept and how to organize important records so they're accessible and easy to maintain. I also talk through practical options for storing documents securely, whether you prefer physical files, digital systems, or a combination of both. This episode is for anyone feeling buried by paperwork, preparing for tax season, or helping a family member sort through years of documents. The focus is on clarity, decision-making, and setting up a paperwork system that works long term. Praying this helps you find some freedom from paper clutter!

Happy Hour with Johnny and Duce
Happy Hour 575- Tax Season is upon us!

Happy Hour with Johnny and Duce

Play Episode Listen Later Feb 17, 2026 48:59


Hello Happy Hour! This week, we talk about the season that is upon us and that is Tax Season! We shed some light on this crazy cold snap! Have a great week, everyone!

The Voice of Reason with Andy Hooser
Richard Battle/Mark Quann: President's Day, Tax Season, and Government Transparency

The Voice of Reason with Andy Hooser

Play Episode Listen Later Feb 16, 2026 36:50


Guest Richard Battle, author "AmeriCANs Who Made America", joins to discuss President's Day, the history of recognizing American leaders, and more. The origins with President's day, George Washington's Birthday, and leadership in the nation. Can we compare Trump to Washington or Lincoln?  Guest Mark Quann, author "Be Smart. Pay Zero Taxes", joins to discuss tax season. Tax returns already show an average 10% increase from year. What is the outlook for the economy moving forward? Discussion of the rigged system, banking industry, and ways to keep your own money. 

#AskPhillip
Clean the House Before You Build the Future

#AskPhillip

Play Episode Listen Later Feb 13, 2026 14:14


Key Takeaways: Organize Financial Documents Digitally: Storing receipts and records in boxes or piles leads to lost information. Using digital tools keeps documents safe, organized, and easy to access when needed. Keep Essential Financial Reports: Every business should regularly track profit and loss statements, balance sheets, and bank or credit card statements. These reports support smart decisions and accurate tax filings. Bookkeeping Should Be Ongoing: Waiting until tax season creates stress and mistakes. Reviewing your numbers regularly helps your business grow and keeps surprises to a minimum. Build the Right Support Team: Hiring professional bookkeeping or accounting help allows business owners to focus on running and growing their business instead of chasing paperwork. Stay Clear and Organized: Clean, well-labeled financial records prevent confusion, reduce errors, and make tax preparation much smoother.   Chapters: Timestamp Summary 0:00 Preparing for Tax Season and Organizing Financial Data 1:30 The Perils of Shoebox Accounting and Digital Solutions 2:55 Essential Financial Documents and Bookkeeping for Business Owners 7:22 Common Mistakes in Business Financial Record Organization 9:35 Organizing Finances for Stress-Free Tax Seasons 13:23 Investment Advice and Risk Awareness in Financial Strategies   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

The Get Ready For The Future Show
Fastest Four: What's New This Tax Season?

The Get Ready For The Future Show

Play Episode Listen Later Feb 13, 2026 3:44


Your tax refund in 2026 could be bigger than you think — and most people have no idea why. In this week's Fastest Four Minutes in Finance, Scott Inman breaks down 5 major tax law changes from the “One Big Beautiful Bill” that could increase your refund or lower what you owe this year. According to the Tax Foundation, the average refund could be up to $1,000 higher. But here's the real question: If you do get a bigger refund… what will you do with it?

The Independent Dealer Podcast
#418 - Tax Season Sales Tips for Car Dealers

The Independent Dealer Podcast

Play Episode Listen Later Feb 12, 2026 28:20


In this episode of the Independent Dealer Podcast, hosts Jeff Watson and Luke Godwin break down essential strategies for maximizing tax season sales at your dealership. Tax season is your biggest opportunity of the year—but only if you execute properly.What You'll Learn:How to mine your database for approved-but-not-delivered customersWhy increasing down payments during tax season creates better dealsCollection strategies to maximize cash flow when customers have moneySmart inventory management to avoid running out of stockThe importance of maintaining processes even when you're slammed6 Tax Season Tips:Mine your database for previous approvals and conditionsTighten up and increase down payment requirementsAggressively collect on your portfolio when customers have cashPlan inventory ahead to avoid running out of carsManage cash flow carefully during high-volume sales periodsDon't let volume break your processes and best practicesThis isn't just about selling more cars during tax season—it's about selling BETTER cars to BETTER customers while improving your cash position.Support the businesses that support the podcast:Buckeye Risk Services - Reinsurance, tax planning, and long-term wealth strategies built specifically for independent dealers.https://theindependentdealer.com/buckeyeBlytzPay - Buy Here Pay Here payment processing with fast funding, text-to-pay, and real dealer-focused support.https://theindependentdealer.com/blytzpayIturan GPS - GPS and payment technology for BHPH and retail dealerships focused on asset protection, recovery tools, and customer management.https://theindependentdealer.com/ituranFollow & Connect: Website: www.theindependentdealer.comEmail: info@independentdealer.comFacebook Group: @independentautogroupLuke Godwin: @lukegodwinJeff Watson: /sendtojeffwLike, subscribe, and share this episode with another dealer who needs to maximize their tax season results.

Michigan Business Network
100% Hustle - Leslea Burnett-Little - Tax Season Without the Panic Mini-Series

Michigan Business Network

Play Episode Listen Later Feb 8, 2026 30:00


100 % Hustle Host: Vicki Hamilton Topic: Tax Season Without the Panic Mini-Series Guest: Leslea Burnett-Little, Enrolled Agent and Founder of Simply Balanced Accountants Guest Bio: Leslea Burnett-Little is an Enrolled Agent and Founder of Simply Balanced Accountants, a Michigan-based Tax Advisory firm focused on clarity, strategy, and concierge-level support. With more than 20 years of experience, Leslea works with entrepreneurs and business owners to clean up confusing financials, replace reactive tax prep with proactive planning, and align business success with long-term personal and family goals. She is known for translating complex tax concepts into practical guidance that helps Michigan businesses grow with confidence. Blog Summary: Episode 1 Small Business Tax Advice Without the Panic | What Michigan Entrepreneurs Get Wrong About Taxes Wearing every hat as a small business owner is hard enough. Taxes should not feel like a guessing game. In this episode of 100% Hustle, host Vicki Hamilton launches a must-know tax series for Michigan entrepreneurs who want clarity instead of confusion. Joined by Leslea Burnett-Little of Simply Balanced Accountants, this conversation cuts through online tax myths, TikTok advice, and misinformation that often leave business owners feeling overwhelmed and unsure. You will learn why taxes are the area even capable hustlers struggle with most, when “figuring it out as you go” becomes risky, and why the right guidance matters more than being perfect. This episode is designed to help small business owners build confidence, reduce anxiety, and make smarter tax decisions without fear. If you are a Michigan business owner, freelancer, or entrepreneur trying to stay compliant while growing your business, this episode will help you feel more informed and less alone. Episode 2 QuickBooks Says You're Fine, But Your Gut Says You're Not | Bookkeeping vs Tax Confidence Your books may be clean, but that does not always mean you are protected. In this episode of 100% Hustle, host Vicki Hamilton sits down again with Leslea Burnett-Little of Simply Balanced Accountants to explore why so many small business owners feel uneasy even when their bookkeeping software shows all green lights. This conversation breaks down the difference between bookkeeping accuracy and true tax confidence, common deduction mistakes when personal and business finances overlap, and why unpredictable income makes tax planning more complex for entrepreneurs. You will also learn why relying on software alone can leave business owners exposed and what one key fix can make the biggest difference before year-end. If you use QuickBooks, run a service-based business, or manage fluctuating income, this episode will help you understand what your numbers are really telling you and what they are not. Episode 3 Your Business Grew, But Your Tax Strategy Didn't | Proactive Tax Planning for Growing Businesses Business growth should bring confidence, not more tax confusion. In the final episode of the Tax Season Without the Panic series on 100% Hustle, host Vicki Hamilton and tax expert Leslea Burnette Little discuss what happens when a business grows faster than its tax strategy. This episode addresses common myths about “not paying taxes,” why April tax surprises happen so often, and what proactive, year-round tax planning actually looks like for successful small business owners. You will hear how integrated personal and business tax strategies support long-term financial and family goals, and why planning ahead creates peace of mind instead of stress. If your revenue is increasing but tax season still feels uncertain, this episode will help you understand how strategic planning turns growth into stability rather than risk. Contact info: Proactive Strategy. Personalized Planning. Simply Balanced. - business website Facebook connect@simplybalancedaccountants.com Tel: (517) 897-2144

Nightside With Dan Rea
It's Tax Season! Part 1

Nightside With Dan Rea

Play Episode Listen Later Feb 7, 2026 39:04 Transcription Available


This year’s tax season is a little different thanks to President Trump’s "One Big Beautiful Bill Act" that was signed into law last July. The new tax bill includes new deductions for seniors, car loan interest, tipped income, and overtime pay. CPA Mark Misselbeck with Cherry Bekaert Advisory LLC joined us to discuss what might be different about filing your taxes this year, and he answered all your tax-related questions, especially those changes in the tax codes!See omnystudio.com/listener for privacy information.

Nightside With Dan Rea
It's Tax Season! Part 2

Nightside With Dan Rea

Play Episode Listen Later Feb 7, 2026 38:22 Transcription Available


This year’s tax season is a little different thanks to President Trump’s "One Big Beautiful Bill Act" that was signed into law last July. The new tax bill includes new deductions for seniors, car loan interest, tipped income, and overtime pay. CPA Mark Misselbeck with Cherry Bekaert Advisory LLC joined us to discuss what might be different about filing your taxes this year, and he answered all your tax-related questions, especially those changes in the tax codes!See omnystudio.com/listener for privacy information.

InvestTalk
Tax Season: The "Refund" Stimulus

InvestTalk

Play Episode Listen Later Feb 6, 2026 44:56 Transcription Available


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

Always An Expat with Richard Taylor
72. Removing Tax Season Stress: The Hidden Risks of DIY Cross-Border Taxes

Always An Expat with Richard Taylor

Play Episode Listen Later Feb 5, 2026 30:08


For expats, financial mistakes are not usually the result of bad decisions; they stem from incomplete information in an incredibly complex system. Different professionals can interpret the same treaty differently, and multiple defensible positions can coexist. In cross-border taxation, especially when tax treaties are involved, ambiguity is the norm.   In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by James Boyle – Lead Financial Planner at Plan First Wealth. They explore real-world examples of how even well-informed expats can misinterpret reporting requirements, sometimes resulting in costly mistakes, especially as retirement approaches. Richard and James also address listener questions on Pension Commencement Lump Sums (PCLS) and provide insights into Federal Reserve rates and the US financial markets.   Richard and James discuss: Pension Commencement Lump Sum confusion: Why tax professionals may give different answers on whether the UK 25% pension commencement lump sum is taxable in the US.   DIY cross-border taxes: Why handling the US system alone can be risky, given its complexity and the severe penalties for mistakes.   The danger of "scaremongering": How US offshore reporting penalties can compound through penalty stacking, and how working with cross-border tax professionals can help avoid costly mistakes. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ -- Expat Wealth is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.

Love, Death, and Money: A Woman’s Guide to Legally Protecting Yourself

Get Help With Your Financial Planning this tax seasonSee omnystudio.com/listener for privacy information.

Mark Reardon Show
Mark Milton Shares Which Tax Changes to Know About Prior to the Start of Tax Season

Mark Reardon Show

Play Episode Listen Later Feb 3, 2026 10:18


In this segment, Mark is joined by Mark Milton, the Managing Attorney of Milton Law Group, a local tax lawyer and a former DOJ Tax Division Trial Attorney. He discusses which tax changes you need to know about as people prepare to work on tax forms.

FSEN
Property Playbook

FSEN

Play Episode Listen Later Feb 2, 2026 11:13


Episode 6 -- It's Tax Season!!!!

Good Mornings Podcast Edition
S24 E141: Tax Season is Here

Good Mornings Podcast Edition

Play Episode Listen Later Feb 2, 2026 60:38


Hancock County Sheriff Michael Cortez recaps the local response to last week's winter storm... the most significant we've seen in several years (at 14:15) --- By now, you should have all the forms and paperwork you need to get started on your return... It's a tax season that will be very different for millions of Americans (at 21:37) --- What's Happening: Details on this month's programs and events at the Findlay-Hancock County Public Library (at 31:12) --- More of What's Happening: A full slate of February entertainment is on tap at the Marathon Center for the Performing Arts (at 50:36)

Music Studio Startup: Helping music teachers thrive as entrepreneurs
178 - 2026 Tax Season Kickoff with Charles Harris, CPA

Music Studio Startup: Helping music teachers thrive as entrepreneurs

Play Episode Listen Later Jan 28, 2026 17:47


Welcome back! It's January, which means tax season is officially upon us—so today I'm sitting down with CPA Charles Harris to kick things off. We're covering the basics—who needs to file, what to know about quarterly payments, and a few key deadlines—so you can feel clear on your next step. And quick note: registration is open for our free Self-Employment Tax Crash Course webinar coming up on February 5. You can find all the details for that at musicstudiostartup.com/tax.   A full transcript and resources from this episode can be found at musicstudiostartup.com/episode178   Resources MSS Entrepreneurs Hub + Mastermind MSS Studio Launch Grant Competition Music Studio Business Building 101 Business Finance for Music Teachers   MSS Tax Podcast Episodes:  162 – Business Travel and Conference Deductions for Music Teachers with Charles Harris, CPA 159 – Tax Prep Service for Music Teachers – Q&A with Charles and Andrea 158 – Charles Harris, CPA on Tax Prep Tips and FAQs for 2025   Tax-related Blog Resources:  Music Teacher Income + Tax Calculator Lowering Taxes with Business Expenses 3 Ways to Track Your Mileage for Tax Purposes 4 Music Teacher Tax Myths 7 Smart Ways to Use a Tax Refund

ProMarketer's Podcast
The Simple Tax Season Marketing Move To Get More Clients

ProMarketer's Podcast

Play Episode Listen Later Jan 28, 2026 36:59


"I know marketing matters, but I just can't deal with it during tax season."   Once tax season starts, you're buried in client work and relying on referrals. Time is not something you have an excess of. So, tax season marketing falls to the bottom of the priority list.   But this is actually when your marketing matters MOST. Potential new clients are actively searching Google for help and choosing competitors who look more credible online.   In this episode, TaxProMarketer CEO Christian Jones and Sales Manager Noah Jenks break down one of the most overlooked (yet controllable) tax season marketing levers: Google reviews. They explain why reviews directly impact rankings and lead volume.    Listen in to find out how a simple, repeatable Google Review strategy can help you attract higher-quality clients during tax season without adding more chaos to your plate.  

TODAY
TODAY News, January 27: Major Shake-Up in Minnesota ICE Operations | South Battered by Brutal Winter Weather | Top Tips as Tax Season Gets Underway

TODAY

Play Episode Listen Later Jan 27, 2026 26:07


The Trump administration appears to be shifting its strategy in Minnesota. Plus, more than half a million Americans remain without power after the weekend's deadly snowstorm, with no end to the brutal cold in sight. Also, new details emerge in the multibillion-dollar international drug trafficking case against former Canadian Olympic snowboarder Ryan Wedding. And, tax season starts this week — TODAY breaks down major changes you should know before submitting your return. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gary and Shannon
Tax Season, Vegas Reality & the Suitcase Killer

Gary and Shannon

Play Episode Listen Later Jan 27, 2026 30:51 Transcription Available


Hour 4 runs through the day’s most talked-about stories before heading to Vegas, true crime, and a cautionary tale that’s trending again. From costly government programs and confusing gambling rules to a viral Lifetime movie and the mystery behind the “Suitcase Killer,” Gary and Shannon close out the show with headlines, hard truths, and viewer warnings.• #WhatsHappening: Care Court costs soar with little impact, winter storm victims grow, a social media trial ends instantly, decaf coffee isn’t decaf, and a firing stirs controversy in Buffalo.• Vegas Reality Check: New W-2G rules, loss deductions, and why Vegas isn’t built for young people without disposable income.• #TrueCrimeTuesday: The “Suitcase Killer” resurfaces as a Lifetime movie grabs attention.See omnystudio.com/listener for privacy information.

Preston Scott Show
Ep. 5531: Tax Season Is Here.

Preston Scott Show

Play Episode Listen Later Jan 27, 2026 95:41 Transcription Available


This is the full episode of The Morning Show with Preston Scott for Teusday, Janurary 27th.Our guests today include:- Michael Alford- Howad Eisenman- - Follow the show on Twitter @TMSPrestonScott. Check out Preston's latest blog by going to wflafm.com/preston. Listen live to Preston from 6 – 9 a.m. ET and 5 – 8 a.m. CT!WFLA Tallahassee Live stream: https://ihr.fm/3huZWYeWFLA Panama City Live stream: https://ihr.fm/34oufeR Follow WFLA Tallahassee on Twitter @WFLAFM and WFLA Panama City @wflapanamacity and like us on Facebook at @wflafm and @WFLAPanamaCity.

Jill on Money with Jill Schlesinger
Tax Season 2026 Opens

Jill on Money with Jill Schlesinger

Play Episode Listen Later Jan 26, 2026 9:19


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

NerdWallet's MoneyFix Podcast
Tax Season Scams and Identity Theft Red Flags, Plus a 401(k) and IRA Rollover Lightning Round

NerdWallet's MoneyFix Podcast

Play Episode Listen Later Jan 26, 2026 41:37


Protect your identity from tax-season scams and learn when 401(k) and IRA rollovers make sense. How do you roll over old 401(k)s and IRAs? And is a mega backdoor Roth worth the hassle? Hosts Sean Pyles and Elizabeth Ayoola answer listener questions about retirement account rollovers, including when consolidation can help and how to avoid common missteps. But first, they kick off Identity Theft Awareness Week (and tax season) with a refresher on how you can protect your data, including pausing before you click or pay, updating passwords and tightening account security, and recognizing common scam tactics like fake websites, IRS impostors, smishing, and AI-powered impersonation. Then, investing Nerd Sam Taube joins Sean and Elizabeth for a lightning round all about retirement account rollovers. They answer listener questions about whether to roll over and consolidate multiple old 401(k) accounts, whether a mega backdoor Roth is worth the hassle and potential tax complexity, whether consolidating multiple IRAs is likely to boost returns or mainly simplify finances, and whether rollover IRAs have the same bankruptcy and creditor protections as 401(k)s. Links discussed in this episode:  Report fraud through the FTC: https://reportfraud.ftc.gov/ 5 Low-Cost Target-Date Funds for 2026 https://www.nerdwallet.com/investing/learn/what-is-a-target-date-fund-and-when-should-you-invest-in-one  Mutual Fund Calculator: Growth and Fees https://www.nerdwallet.com/investing/calculators/mutual-fund-calculator  Best IRA Accounts for 2026 https://www.nerdwallet.com/retirement/best/ira-accounts  Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: tax season scams, identity theft, phishing scams, smishing, gift card draining, fake websites, IRS impostor scam, government impostor scam, emergency scam, bogus debt scam, employment scams, AI scams, voice cloning, deepfake scams, data breaches, mail theft, public Wi-Fi risks, password updates, credit report monitoring, billing statement review, Federal Trade Commission, reporting fraud, 401(k) rollover, IRA rollover, consolidating retirement accounts, legacy 401(k)s, target-date funds, expense ratios, mutual fund screener, after-tax 401(k) contributions, employer match, mega backdoor Roth, Roth conversion, pro-rata rule, taxes on investment gains, conversion limits, managed accounts vs self-directed investing, robo-advisor investing, beneficiary organization, bankruptcy protection, creditor protection, and rollover IRA protections. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Bird Brain Podcast
Bird Brain | S9E4 (339): Tax Season, But make it Emotional: The self Audit

The Bird Brain Podcast

Play Episode Listen Later Jan 26, 2026 13:35


Accepting new clients www.birdbrainwellness.com This episode is not about fixing your life. It's about taking inventory. In the spirit of audit season, I'm walking through the idea of a self Audit- looking honestly at where our time, care, energy, and Presence are going, and how they're being met.

TODAY
TODAY January 20, 3rd Hour: Tax Season Prep | Claire Foy Talks ‘H is for Hawk' | Your Roots Don't Define You with Chris Appleton

TODAY

Play Episode Listen Later Jan 20, 2026 35:02


NBC News senior business correspondent Christine Romans breaks down what you need to know to prepare for tax season. Also, Claire Foy stops by to catch up and discuss her new film ‘H is for Hawk,' based on the true story of a grieving woman who takes up falconry after her father's death. Plus, celebrity hairstylist Chris Appleton joins to talk about opening up on his journey in his debut book Your Roots Don't Define You. And, dermatologist Dr. Angela Lamb shares NBC Select's list of the “100 Best Skin Care” products. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Until Next Week
Girl Boss Influencers (Ep. 160)

Until Next Week

Play Episode Listen Later Jan 19, 2026 73:46


Listen in as we discuss the best deal in food, the top things we are leaving in 2025, and the impossible goal Jerry Jones has set for himself.---Additionally, Dane is overloading on Biblical knowledge and Samuel shares some Chick-fil-A fun facts.---If you want an Until Next Week Podcast shirt shipped to you for $30, email untilnextweekpodcast@gmail.com or DM us on Instagram. ---Please follow our Instagram & TikTok to stay updated on all things podcast and make sure to send us a voice message via Instagram DM to be featured on one of our next episodes.https://www.instagram.com/untilnextweekpodcasthttps://www.tiktok.com/@untilnextweekpodcast---Please leave us a 5 STAR REVIEW on both Spotify and Apple for a chance to be mentioned on a future episode.---SUPPORT DANE: [Please send us a DM with your name and amount if you decide to donate for tracking purposes] https://hillcityglobal.managedmissions.com/MyTrip/danebiesemeyer1---GET $5 OFF THE BEST LISTED DISCOUNT FOR 2 FRIDAY PICKLEBALL PADDLES: [USE CODE SAMUEL 14434]https://www.fridaypickle.com/discount/SAMUEL14434---Key words for the algorithm: Clean Podcast, Clean Comedy, Friday Pickleball, Ghostrunners Podcast, Correct Opinions Podcast, Tim Hawkins Podcast, Becoming Something Podcast, Youth Group Chronicles Podcast, Almost Athletes Podcast with Dude Perfect, Green Bay Packers, Dallas Cowboys, The World is Going to End, The Bears are Bums, Chili's is Amazing, Jokes with Jack Calls the Podcast, Free iPhone, Chick-fil-A Mystery Cups, Gym Equipment, Tax Season, Property Tax, Chandler Morris QB, NBA, and Lindsey Reed calls in.

The Chris Voss Show
The Chris Voss Show Podcast – Tax Strategies and Planning Tips for Small Business Success as Tax Season Approaches

The Chris Voss Show

Play Episode Listen Later Jan 13, 2026 30:16


Tax Strategies and Planning Tips for Small Business Success as Tax Season Approaches Books4hospitality.com Solutionsbychs.com About the Guest(s): Douglas Carpenter is a seasoned financial expert with over 40 years of experience in accounting and financial consulting. He holds credentials as a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA). Starting his career as the youngest registered stockbroker in America at age 17, Douglas has built an illustrious career across various high-level CFO and consulting positions. He currently owns and operates Comprehensive Accounting Solutions, specializing in tax-saving strategies and accounting services for small businesses, with a particular focus on the hospitality sector. Episode Summary: In this insightful episode of The Chris Voss Show, host Chris Voss welcomes Douglas Carpenter, a distinguished CPA and CFA, to discuss strategies for effective tax planning as we move into 2026. The conversation kicks off by highlighting the unique challenges of accounting in the hospitality sector and how Comprehensive Accounting Solutions provides tailored services to mitigate these complexities. Chris and Douglas dive into the importance of preparing for tax season early, discussing strategic planning that can save individuals and businesses considerable amounts in taxes. Douglas shares his extensive expertise on tax strategies, focusing on key elements like proper entity structuring and the nuances of different business setups, such as S-Corps and C-Corps. Douglas stresses the importance of regular evaluation of financial strategies and planning for cash flow and budgeting in small and medium-sized businesses. The episode offers valuable insights into how businesses can effectively manage and plan their taxes, preventing last-minute rushes and the often-fatal “head in the sand” approach to budgeting and cash management. This episode is a must-listen for business owners eager to optimize their tax planning for the upcoming year. Key Takeaways: Proper entity structuring and regular financial reevaluation are critical to maximizing tax savings. The difference between tax preparation and tax planning can greatly affect a business's financial health. Early organization and strategic planning can prevent rushed decisions and missed opportunities in tax deductions. Understanding new tax laws, such as the Secure Act, can offer additional avenues for financial optimization. Comprehensive tax solutions involve integrating tax planning with broader financial strategies for sustained success. Notable Quotes: “The important thing to remember, if you owe the tax, pay the tax, but don’t overpay the tax.” “Tax planning is very different from just getting your tax return done.” “Proper entity structure is a key area where business owners can save significantly on their taxes.” “Regularly reevaluating your financial strategy is crucial for making the most of your business’s tax situation.” “A well-prepared and organized approach to taxes is essential to avoid last-minute frustrations and missed deductions.”

SH*T I'M 30! Podcast with Carla Wilmaris & Friends
EP 63: White Couch Era, Tax Season Scams & Lawsuits

SH*T I'M 30! Podcast with Carla Wilmaris & Friends

Play Episode Listen Later Jan 12, 2026 53:33


We're back again with another episode a week has passed and somehow a lot happened. Dex has officially entered her white couch era (growth!), Carla shares a voice note from a friend that sparks conversation, and Dex is now claiming her title as a sports girly… to the point where she believes if she doesn't watch the game, her team will lose. Logic? Questionable. Commitment? Real. With tax season right around the corner, Carla gives her annual reminder to stay alert and read your paperwork — because the scams are scamming. We also get into Venus Williams' five-day wedding, the Cam Newton interview with T.D. Jakes on the NXT Chapter podcast, and how T.D.'s words hit Carla with a much deeper message about purpose, presence, and cherishing the life you're living right now. Plus, we debate a wild legal story out of Italy involving a restaurant promo video that allegedly exposed a man's affair. Does he have a case? And would he actually win? A little light, a little deep — just how we like it.   WHAT WE GET INTO Dex's white couch era and what it says about growth A voice note that sparks reflection and conversation Becoming a "sports girly" and superstition logic Tax season is coming — don't get scammed, read your paperwork Venus Williams' five-day wedding Cam Newton x T.D. Jakes on the NXT Chapter podcast Messages about purpose, time, and being present The Italian restaurant promo lawsuit — does he have a case?   CONNECT WITH US ON SOCIAL MEDIA: CARLA WILMARIS | DEX