Podcasts about tax season

Is private equity turning firms into a 'dumpster fire'? Blake and David unpack Accounting Today's survey showing partners are upbeat while staff are sour on PE. They hit Andersen's $176M IPO, why Big Four ties to Big Tech raise independence questions, and how AI could finally kill the billable hour. Plus, what tax pros really charge in 2025 - and the wild 'Middle Finger Ranch' fraud.SponsorsOnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:56) - Private Equity in Accounting Firms (01:51) - Sponsor Message: OnPay Payroll Solutions (04:15) - Arthur Andersen's Legacy and IPO (07:45) - Private Equity Survey Results (21:04) - Big Four and Tech Giants (28:25) - Pricing Models for CAS Engagements (30:22) - Tax Preparers' Fees Breakdown (36:12) - Cloud Accountant Staffing (37:34) - Economic Growth and Consumer Spending (40:26) - Fraud Stories: Middle Finger Ranch and More (43:24) - PCAOB Budget Cuts and Enforcement Actions (52:29) - IRS Readiness for Tax Season (53:43) - Conclusion and Upcoming Topics  Show NotesPE in accounting firms: From 'dumpster fire' to excitementhttps://www.accountingtoday.com/news/pe-in-accounting-firms-from-dumpster-fire-to-excitement Andersen Group Shares Gain 47% After $176 Million US IPOhttps://www.bloomberg.com/news/articles/2025-12-17/andersen-group-shares-jump-34-after-176-million-us-ipo Andersen goes public, hits $2.6B valuationhttps://thefinancestory.com/andersen-group-ipo-2-6b-valuation The Big Four consulting firms are embedded in Big Tech. Here's who audits each of the Magnificent 7 companieshttps://www.businessinsider.com/big-four-accounting-audits-magnificent-seven-financial-records-2025-12 What do tax preparers charge? https://www.accountingtoday.com/news/what-do-tax-preparers-charge How much do tax professionals charge in 2025? Insights from NATP's Fee Studyhttps://www.natptax.com/news-insights/blog/how-much-do-tax-professionals-charge-in-2025-insights-from-natp-s-fee-study/ U.S. economic growth surges in third quarter to 4.3%https://www.washingtonpost.com/business/2025/12/23/gdp-economy-consumer-spending/ The US economy expanded at the fastest pace in two years as wealthier Americans kept spending https://www.cnn.com/2025/12/23/economy/us-gdp-q3 Kansas accountant diverted family funds to fictitious 'Middle Finger Ranch'https://kansasreflector.com/briefs/kansas-accountant-diverted-family-funds-to-fictitious-middle-finger-ranch/ Kansas Accountant, Who Created Fictitious 'Middle Finger Ranch' for Fraud Scheme, Sentenced to 4 Years in Jailhttps://www.cpapracticeadvisor.com/2025/12/04/kansas-accountant-who-created-fictitious-middle-finger-ranch-for-fraud-scheme-sentenced-to-4-years/174381/ PCAOB to tighten budget in 2026 https://www.accountingtoday.com/news/pcaob-to-tighten-budget-in-2026 PCAOB Approves 2026 Budget https://pcaobus.org/news-events/news-releases/news-release-detail/pcaob-approves-2026-budget Accounting Firms Must Stop Charging for Timehttps://cpatrendlines.com/2025/12/02/accounting-firms-must-stop-charging-for-time/ Dirty money gangster jailed over plot worth almost £12mhttps://www.dailyrecord.co.uk/news/scottish-news/dirty-money-gangster-jailed-over-36410033 PCAOB Sanctions CPA for Violations Related to Audit Evidence and Her Former Audit Firm for Quality Control Issueshttps://pcaobus.org/news-events/news-releases/news-release-detail/pcaob-sanctions-cpa-for-violations-related-to-audit-evidence-and-her-former-audit-firm-for-quality-control-issues Ahead of Tax Filing Season, Warren, King, 15 Senators Warn of Tax Filing Chaos After Trump Admin Attacks on IRShttps://www.warren.senate.gov/newsroom/press-releases/ahead-of-tax-filing-season-warren-king-15-senators-warn-of-tax-filing-chaos-after-trump-admin-attacks-on-irsNeed 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?&n...

This is a bonus episode from a recent webinar Annie and Roger did. Prepare for Tax Season 2026 and the changes brought by the One Big Beautiful Bill Act. Join Federal Tax Updates co-hosts Roger Harris and Annie Schwab for a focused look at the most impactful provisions and what they mean for your clients. They break down the latest IRS updates, highlight the questions firms are already hearing, and share practical advice to help your firm prepare for the year ahead.Roger Harris, EA - https://www.linkedin.com/in/rogerharrispbs/Annie Schwab, CPA - https://www.linkedin.com/in/annie-schwab-852418261/Learn more about Padgett: https://www.padgettadvisors.com/

On this episode of Millennial Debt Domination, Katie highlights tax season.  It's December, which means the New Year is just around the corner, and so is tax season. That's right, filing officially kicks off in late January, so now is the perfect time to start organizing your tax documents and getting prepared.  On this episode, Katie is joined by George Dimov. George is a CPA with over 20 years of experience in accounting and consulting across a wide range of industries. He's also the president of Dimov Tax Specialists, a firm that offers personalized CPA services for both individuals and businesses.  Katie and George will cover what docuemtsn you need to file your taxes, the most common filing mistakes to avoid, how to spot tax-related scams, and much more.  Follow Navicore on Social Media: X: @NavicorePR Instagram: @navicoresolutions Facebook: NavicoreSolutionsPR More questions for Katie? E-mail us: olm@navicoresolutions.org About Navicore Solutions: We are a national nonprofit provider of financial education and compassionate personal finance counseling. We can help you gain control of your finances. A debt-free future is possible. Learn more about us here: http://navicoresolutions.org/    https://dimovtax.com/

If you think the IRS is always right because they “have the numbers,” this episode will shake that faith real quick.In this 12 Days of Giving episode, I'm back with Enrolled Agent, Morgan Q. Anderson, and she walks us through a real-life tax horror story that somehow turns into a Christmas win. A client invests in an alternative fund, the administrator bails, and out of nowhere a bogus 1099-R for $196,000 gets dropped on his file. The IRS treats it like gospel and grabs $116,000 of his refund for a tax bill on income he never actually received.We break down the whole thing: the original $90K investment, the reinvestment, the admin resigning because of an expired card, and then the lazy “we're done, here's a 1099-R, good luck” move. Morgan lays out how that one piece of bad paper turned into years of notices, threats, and stress—and how both the IRS and the account administrator basically played hot potato with responsibility while holding this guy's six-figure refund hostage.Then we get into the fight. Morgan walks through the timeline of building the case: documenting the transactions, proving the money was never distributed, pulling statements, getting a letter from the fund manager, and invoking the Taxpayer Bill of Rights—specifically your right to pay no more than the correct amount of tax. When the IRS dragged their feet for over a year with five “give us 90 more days” letters, she took it to the Taxpayer Advocate Service and finally forced movement.The best part? Not only did her client get the $116,000 refund back, the IRS also had to pay over $30,000 in interest on money they sat on for almost two years. That's why we call this a Christmas story. The system is messy and often unfair—but you're not powerless, and you're not crazy for questioning a notice.We close by turning this into a playbook: how to pull your wage and income transcript, why you need to update your address with every financial institution you touch, and why you should never let a scary letter push you into quietly overpaying tax you do not owe. This episode will calm your anxiety, piss you off a little, and give you very real steps to protect yourself this tax season.

In this episode, we demystify tax season for female real estate investors, proving it doesn't have to be stressful or last-minute. Drawing on our personal experiences, we share practical systems for year-round organization, from mastering 1099 and W-9 requirements to distinguishing between capital expenditures (CapEx) and repairs for smarter tax benefits. We also highlight the value of digital bookkeeping tools, such as QuickBooks, and discuss the advantages of hiring a real estate-specific bookkeeper. Additionally, we detail the importance of preparing quarterly estimated tax payments to avoid penalties. The conversation covers setting up digital filing systems for receipts and closing statements, maintaining a Properties Quick Guide, and diligent record-keeping for those pursuing Real Estate Professional Status (REPS). You will learn actionable steps to streamline processes, maximize deductions, and work effectively with CPAs. Packed with community resources and honest advice, this episode provides empowering strategies to help you face tax time with confidence and focus on building your real estate success. Resources:Simplify how you manage your rentals with TurboTenantGet in touch with Envy Investment GroupGet the deets on working with the WIIRE BookkeeperMake sure your name is on the list to secure your spot in The WIIRE Community Leave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram

Tax stress doesn't start in April—it starts when we ignore the basics. We sit down with Rose, best-selling author of Add a Zero, to turn anxiety into a simple, repeatable system that keeps your books clean and your tax bill smaller. From hiring an affordable bookkeeper to building monthly routines, we walk through the exact steps that make compliance easy and strategy possible.We dig into the power of clean data: connecting your accounts to QuickBooks, letting a pro categorize your transactions, and answering a short monthly list of questions so your P&L stays accurate. Then we layer in automation using project tools like Asana—recurring tasks for contractor 1099s, retirement contributions before the cutoff, and a post-filing strategy session with your CPA. The result is less guesswork, fewer surprises, and more time to focus on work that grows the business.Rose breaks down the tax-savvy retirement options many entrepreneurs skip. Learn how a solo 401k can combine employee and profit-sharing contributions toward a high annual limit, why a SEP IRA might fit certain team setups, and how a defined benefit pension plan can unlock six-figure, tax-deductible contributions for high earners. We also cover structure choices, salary versus distributions, and the low-hanging savings a good accountant will spot when you bring organized numbers and smart questions.If you're ready to stop scrambling and start saving, this conversation gives you the playbook: simple systems, clear roles for your bookkeeper and CPA, and proven strategies to keep more of what you earn. Subscribe, share with a founder friend, and leave a review with the tax question you want us to tackle next.Read more HERESupport the show

Smart tax planning happens in November, not April. Private wealth advisor Thiago Glieger explains why federal employees earning over $145,000 face a major TSP catch-up contribution change in 2026 and how borrowing from TSP beats credit cards during financial hardship, and what tax-saving strategies can reduce next year's bill.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Joey Speers breaks down the complexities of taxes for self-employed creatives - offering practical strategies to manage finances effectively and reduce how much you owe on taxes or, even worse, getting caught off guard when the tax bill comes. The episode covers the importance of understanding profit versus revenue, the benefits of business expenses, the advantages of different business entities, bookkeeping and working with an accountant.Get the free 6 Figure Money Management Training -https://www.creativrise.com/pl/2148617426Free Tools & Trainings:→ Pricing Calculator: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠creativrise.com/pricingcalculator⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠→ Productivity Course: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠creativrise.com/productivity⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠→ $10K/Mo Creator Workshop Replay: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠creativrise.com/workshop⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠→ Money Management Training: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠creativrise.com/moneytraining⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠→ Fix Your Inquiry Form: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠creativrise.com/inquiryform⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listen & Subscribe:→ Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠apple.co/creativrise⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠→ Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠open.spotify.com/show/creativrise⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Along:→ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@creativrise⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@joeyspeers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@christyjspeers⁠

Whether you're considering a big purchase, making investments, or just want to optimize your finances, this episode is packed with actionable advice to help you take control, plan ahead, and maybe even celebrate tax season like you've just won the Super Bowl.Welcome back to the Empowering Entrepreneurs Podcast! Glenn Harper and Julie Smith explore how proactive tax planning for entrepreneurs makes tax time stress-free—starting now! Instead of letting April 15th become a source of anxiety, they're here to show you how it can just be another day—with the right strategies in place.Glenn and Julie give you practical tips like maximizing your retirement contributions, mastering tax loss harvesting, leveraging donor-advised funds, and making the most of charitable giving. They also touch on new opportunities provided by recent tax legislation and remind you why staying connected with your advisor year-round is key to avoiding last-minute stress.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Moments00:00 "Tax Planning for Smart Savings"05:24 CPA Guidance Starts With Input06:56 Proactive Tax Planning Tips09:29 Julie Smith Overview Here are 3 key takeaways:Start NOW: Waiting until April 15th is too late. Early conversations with your CPA or advisor set you up to leverage every tax benefit available and avoid last-minute stress.Maximize Your Planning: From retirement plan contributions and tax loss harvesting to charitable donation stacking, there are so many proactive moves you can make before year-end.Constant Communication is Key: Keep your advisor in the loop before making big decisions—from buying property to major purchases—so everything is set up for success, not cleanup.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper...

In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes Shauna Wekherlien, known as the Tax Goddess, a top 1% US tax strategist, to discuss building a premier accounting firm. They explore Shana's journey from astrophysics to tax, the power of branding, writing a book for client authority, and strategies for effective tax planning versus preparation. In This Episode: 00:00 Introducing Shana The Tax Goddess 02:02 From Astrophysics to Tax Goddess 05:09 The Accidental Brand: Tax Goddess 09:52 Overlooked Tax Deductions for Businesses 15:00 Tax Preparation vs. Tax Planning 22:24 Managing Tax Audits and Offshoring 29:26 The Entrepreneurial Journey & Gratitude 39:37 Closing Thoughts and Resources Key Takeaways: Build a thriving accounting firm by focusing on quality services and proper pricing. Develop a unique brand to distinguish your business and attract ideal clients. Leverage a book as a "calling card" to establish authority and pre-qualify clients. Differentiate between tax preparation and tax planning to clearly define client expectations. Consider offshore teams to manage administrative tasks and support growth efficiently. Featured Quotes: "If your mama, your goddess gets upset, what do you do? You figure it out, right?" — Shauna Wekherlien "In today's day and age, writing a book is effectively a really long calling card." — Shauna Wekherlien "Do what makes you feel in love with life." — Shauna Wekherlien Behind the Story: Shana recounts her personal motivation for entering the tax profession after seeing her mother struggle with tax issues. This led her to challenge traditional firm structures and build her own company, Tax Goddess Business Services PC, in 2004. Her unique brand, "The Tax Goddess," emerged serendipitously during a networking event, demonstrating the power of authenticity in business. She further cemented her authority by writing "The 6% Life," a narrative-driven book designed to educate and attract clients. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Shauna, the Tax Goddess, CPA, MTax, CTC, CTP, CTS, Top 1% The 6% Life is a way for business owners and entrepreneurs to reduce their taxes to pay 6% or less every year by using the same strategies, tactics, and day-to-day financial changes that Shauna cultivated over her last 25 years in becoming a leader in the https://www.amazon.com/Life-Strategies-Successful-Entrepreneurs-Consistently/dp/0996032916   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve.  This is a webinar you don't want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.   In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

CAUTION: Tax season is quickly approaching. We know that it can be shocking to see a huge or unexpected tax bill, and this time of year, it seems like everyone is advertising a way to save. How can physicians like you know if these methods are legit or a good idea? Nate Reineke and Chelsea Jones break down some of the ways you may be able to save on taxes throughout the year and what accounts could offer you tax savings. We also talk about ways you could lower your “lifetime tax bill.” We also answer your colleagues' questions. A Cardiologist in Oregon says, “As I approach my retirement date, what should I be doing to optimize my taxes for the near future?” Another cardiologist in Oregon asks, “I am retiring next year, and we plan to downsize. If we have to buy the smaller house before our current house sells, should we liquidate part of our portfolio to pay for it/ have a sizable down payment?” An Orthopedic surgeon in Illinois was just reading a story that, in the future, catch-up contributions to our 401(k) will have to be put into a Roth. They are pretty sure their company does not offer a Roth. In the event that their company does not offer a Roth, can they just put those into my Betterment Roth? A Family Med doctor in California is having trouble with their CPA. They ask, “Should I just do my own taxes, or do I need a tax professional?” Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It's time to make a plan and get on track. To find out if we're a match visit physicianfamily.com and click get started or, you can ask a question of your own by emailing podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures

Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! This pre-tax season, our favorite Bookkeeping Mensch, Paul Rosenblum is having fun because he's knee-deep in one of his favorite things—a DIY bookkeeping cleanup. He takes us along on the clean up journey, including two tangled LLCs, years of unreconciled accounts, and more. He finds joy in the process by relabeling accounts, sorting out equity, and turning confusion into clarity. It's a reminder that not every mess is a nightmare, especially when the client is cooperative, communicative, and appreciative. As pre-tax season ramps up, Paul's feeling—dare we say—pre-seasoned and proud of this bookkeeping cleanup.Support the show

Tax Season 2026 is shaping up to be one of the biggest stimulus events of the year—and most dealers aren't ready for it.In this dedicated episode, Bill Neylan, founder and CEO of Tax Max, breaks down why this tax season will be different and how independent dealers can capitalize on massive refund opportunities. With new tax laws creating $2,500-$3,500 MORE per customer in refunds, there's huge potential for dealers who prepare NOW instead of waiting until January.What We Cover:Why 2026 is different: No tax on overtime/tips but withholdings weren't adjusted = HUGE refundsThe 98% collection rate case study: One dealer had 245 Q4 deals and collected on 241How Tax Max works now: Customers self-file via text (zero dealer paperwork), refund advances start January 2ndFive collection "buckets": Past due, repos, side notes, recoveries, and low balance customersCash flow strategy: Getting more money IN your dealership with less ON the streetFourth quarter vs Q1 programs: Why Q4 deals perform better and last longerWeekly Tax & Consulting Groups starting November for real-time guidanceGovernment shutdown impact and IRS opening predictions

In this episode: What the IRS's latest move on paper checks means for your refund timing. The “tip deduction” that could put more money back in the pockets of both employees and self-employed workers. New per diem rates that might change how your company reimburses travel. A helpful update for farmers dealing with drought-related losses. What crypto investors should watch for in their mailbox this coming tax season. Inside scoop on IRS staffing challenges, and how that could delay refunds and responses. The ripple effect of new legislation on tax software, filing timelines, and your 2026 tax prep. This week on Accounting and Accountability, Tammy and Hilari sit down with Amy Thompson, President and CEO of the Greater Ocean City Chamber of Commerce, to pull back the curtain on what it really takes to keep a beach town's business community thriving year-round. Amy shares how Ocean City's economy is evolving beyond tourism, why festivals like Oceans Calling and Country Calling are a massive win for local businesses, and what legislative issues are making waves,  from short-term rental regulations to the offshore wind debate. Listeners will hear how the Chamber advocates for small business owners at every level of government, why membership is more than just mixers and ribbon cuttings, and where the next wave of entrepreneurial opportunity may be hiding in Ocean City.

Don't hire a marketing strategist in the middle of tax season.   Sounds strange coming from me, right? But if you're a CPA or financial pro trying to outsource your marketing between December and April, you're setting yourself up for overwhelm.   In this episode, I'm breaking down: Why tax season is the worst time to start outsourcing your marketing The real reason onboarding with a strategist takes a full month A behind-the-scenes look at my onboarding process with clients A story of a client I had to let go (and what it taught me) Why trusting the process leads to long-term results Book a Free Call: www.beesimplified.com Let's Connect: LinkedIn: http://www.linkedin.com/inbiancamarissasmith Instagram: http://www.instagram.com/beesimplified

Why September is the PERFECT Time to Start Tax Season PrepThink it's too early to plan for tax season? Think again! Jeff and Luke break down the 5 critical steps every independent dealer needs to take RIGHT NOW to maximize their biggest sales opportunity of the year.Key Takeaways:* Tax season isn't just for buy-here-pay-here dealers* Start preparation in September, not December* Your current customer base is your goldmine* Higher down payments can help you control inventory flowSupport the businesses that support the podcast!Blytzpay for your credit card processing and text communications. Tell them IDP sent you to get 3 free months!https://www.blytzpay.comBuckeye Risk Services for all your education and reinsurance needshttps://www.buckeyerisk.comTaxmax for flexibility with your tax returns. Use the code “Podcast2024” for 40% off sign up!https://www.taxmax.comIgnite Consulting Partners are there to identify problems, create solutions, and help your business thrive!www.ignitecp.comPlease subscribe, leave us a review, and share with a friend.Connect with us online: / independentautogroup / jlukegodwin / sendtojeffwListen to all our episodes on Anchor:https://anchor.fm/theindependentdealer

Megan chats with Amy Northard about how to treat your blog like a business, what expenses you can write off, and how to finally feel confident about finances as a food blogger. Amy Northard is the Accountant for Creatives®. She is a Certified Public Accountant (CPA) who specializes in working with creative small business owners to make taxes and bookkeeping less stressful. She has a passion for helping small business owners navigate the financial aspects of starting and operating a business so they can focus on their craft. Money can feel overwhelming, but the right systems and mindset will save you stress, time, and money. This episode covers the essential steps to separate hobby from business, make smart financial decisions, and prepare for tax season without panic. Key points discussed include: - Start with separation: Why opening a business bank account is the easiest first step. - Bookkeeping basics: How to track income and expenses without overcomplicating it. - Avoid hobby status: What the IRS looks at when deciding if you're really running a business. - LLC vs. S Corp: When it makes sense to take the leap and what benefits each structure offers. - Top deductions to claim: From groceries and mileage to courses, masterminds, and retreats. - Quarterly taxes explained: How to set aside the right amount without stress. - Documentation made simple: The easiest way to track receipts and stay audit-ready. - Hiring help wisely: What you need to know about contractors and 1099s. If You Loved This Episode… You'll love Episode 632: How to Survive an IRS Audit and Which Red Flags to Look Out For with Ansley Beutler. Connect with Amy Northard Website | Instagram

Topics include:  Key DC updates   AI, tech and transformation trends in accounting  Technical updates    Speakers:   Erik Asgeirsson, President & CEO, CPA.com  Mark Koziel, President & CEO, AICPA  Lisa Simpson, VP, Firm Services, AICPA  Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA  Sarah Ference, Risk Control Director, Accountants, CNA Insurance  Nicole Graham, Risk Consultant, Aon 

Busy season horror stories of 80-hour weeks, sleepless nights, and lost weekends have long defined the accounting profession. But Samantha Bowling, managing partner at GWCPA, is rewriting that narrative.This past tax season, her firm went bold: no weekends, a 50-hour cap, mandatory extensions, upfront pricing, and a 15% fee increase. The payoff? Nearly full client retention, lighter partner workloads, and a team that felt energized instead of exhausted.In this episode, Samantha shares how GWCPA pulled it off, what challenges came with change, and why people-first innovations like these may be the key to attracting talent and future-proofing the profession.If you have ever thought, “There has to be a better way,” you will want to hear this conversation.ResourcesSamantha Bowling, CPA, CFE, CGMA LinkedIn ProfileGWCPA Firm WebsiteMACPA Preferred Providers

Topics include:  Key DC and technical updates   Current hiring trends and what they mean for your firm or business  Changes that firms can make now to improve next year's tax season    Speakers:   Michael Cerami, EVP, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA  Erin Hartman, Senior Manager, Firm Services - PCPS, AICPA  Steve Saah, Executive Director, Finance & Accounting - Permanent Placement, Robert Half  Brenda Cannon, Co-founder & Partner, Cannon & Associates, CPAs 

Learn more about PEAK FREEDOM Does tax season have to feel chaotic?Before Pick Your Week, Holly never knew who was coming or when. Some weeks felt overwhelming, others eerily quiet. The mental whiplash was constant, good one day, uh-oh the next. In this episode, she shares how she smoothed out the workload and (!!) “ran two weeks ahead all tax season.”…Link to full shownotes: https://www.businessstrategyforcpas.com/360…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

https://vimeo.com/1106717036?share=copy#t=0 https://www.currentfederaltaxdevelopments.com/podcasts/2025/8/2/2025-08-04-a-late-tax-season-start-expected This week we look at: Filing Season Forecast to Start in Mid-February in the Coming Season Settlement Proceeds Found to Be Taxable and Taxpayer Stuck With Late-Filing Penalties IRS Issues Relief for Certain Issues Related to Partnership Investments and the Corporate Alternative Minimum Tax Corporate Mergers and the Same Taxpayer Rule for Interest Netting What Is an Educational Organization for Unrelated Business Income Tax (UBIT) Purposes? Another Microcaptive Arrangement Falls Under Court Challenge Taxpayer's Claim She Didn't Consent to the Filing of a Joint Return Didn't Impact Denial of Innocent Spouse Relief

IRS Commissioenr announces expected late start of tax season upcoming, CAMT relief provided in Notice and more.

This week we look at: Filing Season Forecast to Start in Mid-February in the Coming Season Settlement Proceeds Found to Be Taxable and Taxpayer Stuck With Late-Filing Penalties IRS Issues Relief for Certain Issues Related to Partnership Investments and the Corporate Alternative Minimum Tax Corporate Mergers and the Same Taxpayer Rule for Interest Netting What Is an Educational Organization for Unrelated Business Income Tax (UBIT) Purposes? Another Microcaptive Arrangement Falls Under Court Challenge Taxpayer's Claim She Didn't Consent to the Filing of a Joint Return Didn't Impact Denial of Innocent Spouse Relief

Learn more about PEAK FREEDOM Tired of chaotic tax seasons? Rebecca Warnick, CPA, shares how she transformed hers using “Pick Your Week.” With smoother workflows, happier clients, and less stress, she explains how this simple change brought massive benefits—without working more or earning less. A must-listen if you want more control and calm in busy season.https://www.thewarnickgroup.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/359…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

On this episode of the Inner Edison Podcast, host Ed Parcaut sits down with Leeroy Beeby, chartered accountant, entrepreneur, and founder of Checkthelevel.com—to talk about the real-world struggles and solutions in the world of small business finance. Leeroy shares his journey from South Africa to Bermuda to Canada, and how growing up in a family of serial entrepreneurs shaped his drive for innovation. He opens up about the challenges of building and managing remote teams, how introverts thrive in entrepreneurship, and the lessons learned from hiring (and firing) fast. Most importantly, Leeroy unpacks the most frequent—and expensive—bookkeeping mistakes businesses make, and how his company's “Grammarly for bookkeeping” is helping owners and bookkeepers catch errors before they snowball. You'll hear actionable advice for entrepreneurs and accounting professionals alike, plus candid takes on the reality of AI in bookkeeping, remote work culture, and why sustainable growth matters more than just getting bigger. Ready to feel more confident about your books? Grab your headphones and get ready to learn, laugh, and start seeing your financials in a whole new light! Try Checkthelevel.com with a 30-day free trial (no credit card required), and connect with Leeroy on LinkedIn or by emailing contact@checkthelevel.com. **Contact Ed Parcaut:** -

Courtney De Ronde, co-founder and CEO of Forge Financial and Management Consulting, joins Randy for Episode 222 of The Unique CPA. Courtney's groundbreaking approach to the accounting profession, with an emphasis on physical and mental well-being, efficiency, and a healthy work-life balance, takes center stage as she shares her journey from working nights and weekends to implementing practical strategies for better time and energy management. Forge has abolished timesheets and reduced working hours, including all the way down to 40 max during tax season, leading to increased productivity and more fulfilled lives for her team. Courtney's Simple ScaleUp System, a framework designed to help organizations grow intentionally while aligning finance, structure, and execution, stresses mindset shifts and being intentional about team dynamics. Get the full show notes and more resources at TheUniqueCPA.com

Send us a textWe created our monthly accounting plan to solve the recurring problem of clients coming to us at tax time with messy books and missing tax-saving opportunities, and after nine months with our beta group, we're sharing how it's working and opening up a few more spots.• Our monthly accounting plan provides accountability and real-time bookkeeping support, like having a personal trainer for your finances• Works better than self-doing, external bookkeepers, or costly internal accountants who often create more problems• Includes monthly one-hour calls at reduced rates with private booking link and priority access• Tax returns completed by January with no extensions needed because books are maintained throughout the year• Free tax projections eliminate surprises at tax time• Covers QuickBooks training, reconciliations, tax strategy, retirement planning, and business decisions• Costs $225/month with no contracts and consistently saves clients more in taxes than they pay for the service• Email reminders on the first of each month highlight important deadlines and considerationsIf you're interested in one of our limited spots, you can email us directly at carson@sandco.netYou can also book a discovery call with us to address any questions you have on the monthly accounting plan HERECreate a STAN Store - Click here to try it out!Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!Shop our business guides!Our Instagram PageOur family page

In this episode of *Everyday Black Men* podcast, the crew breaks down the new Trump tax bill with Stylish kicking things off with confusion about how MAGA accounts would even work. White Collar Suge argues that while it benefits the wealthy, working-class folks won't see real change unless they own assets, not just jobs. Riker leans in with sarcasm, wondering if the new lick will be opening a business overseas, while the Black Libertarian opposes the bill as a loss for personal freedom and smaller government due to the attack on personal exemption taxes. The group later debates whether trickle-down economics is just cosplay for rich people playing economist by raising taxes on the poor. As always, the episode wraps up with strong opinions, sharp jokes, and just enough chaos to make you question your next paycheck.Become a supporter of this podcast: https://www.spreaker.com/podcast/everyday-black-men--2988631/support.

Roger and Annie discuss important tax updates that occurred during the busy tax season, including new IRS guidance on Employee Retention Credits and the current status of Beneficial Ownership Information reporting requirements. They explore the significant staffing challenges and leadership turnover at the IRS, with insights from Roger's recent visit to Washington DC. The hosts then shift focus to post-tax season priorities for practitioners, offering advice on evaluating software, optimizing client relationships, and implementing strategies to improve profitability and efficiency for the next filing season.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome Back to Federal Tax Updates (02:02) - Post-Tax Season Reflections (03:18) - Employee Retention Credit Updates (12:20) - Beneficial Ownership Information Reporting (18:55) - Current Legislative Landscape in DC (25:34) - IRS Staffing and Morale Issues (31:37) - Challenges Facing the IRS (37:27) - Post-Tax Season Business Strategies (42:08) - Client Management and Pricing Strategies (47:11) - Maximizing Client Relationships and Billing Opportunities (51:07) - Preparing for the Next Tax Season (52:46) - Summer Plans and Final Thoughts Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

BOOM Tech earnings– a few big winners here! GDP goes negative – jobs numbers – pockets of concern. Yields down and the Fed is in play again. Tax Season ended, but it is never really over This week's guest, Tax Expert - Dan Pilla.NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.” Dan Pilla's primary calling is that of tax litigator. He is considered America's leader in taxpayer defense, taxpayers' rights, and IRS abuse prevention and cure. Regarded as one of the country's premiere experts in IRS procedures and general tax financial-problems resolution techniques, he has helped hundreds of thousands of citizens solve personal and business tax problems they thought might never be solved. As the author of fifteen books, dozens of research reports, and well over a thousand articles, Dan's work is regularly featured on radio and television, as well as in major newspapers, leading magazines and trade publications nationwide. Dan is a frequent guest on numerous talk radio and TV programs where he is heard by millions of people each year.   Visit Dan's Website Follow @danieljpilla Check this out and find out more at: http://www.interactivebrokers.com/   Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (META), (AMZN), (NVDA), (MSFT)

Tax Day might be over, but smart financial planning never stops!

Thanks to our partners, NAPA TRACS and PromotiveApril 15th is behind us — but your tax strategy shouldn't stop there. In this episode, Hunt Demarest, CPA at Paar Melis, shares exactly what auto repair shop owners need to be doing based on how their tax season wrapped up. Whether you filed early, waited until the last minute, or punted with an extension, Hunt helps you take the right steps now to avoid penalties, reduce next year's bill, and keep your shop's finances dialed in. In this episode, you'll learn:Why filing an extension isn't always a problem — but failing to plan ahead isThe costly myth about tax extensions that trips up even seasoned shop ownersWhat to do now if you owed a big tax bill or got a refundThe IRS's rules on estimated taxes and why ignoring them leads to penaltiesSmart financial habits every shop owner should adopt after tax season endsDid you know that NAPA TRACS has onsite training plus six days a week support?It all starts when a local representative meets with you to learn about your business and how you run it. After all, it's your shop, so it's your choice.Let us prove to you that Tracs is the single best shop management system in the business. Find NAPA TRACS on the Web at NAPATRACS.comThanks to our partner, PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit www.gopromotive.com.Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop The Aftermarket Radio Network: https://aftermarketradionetwork.com/Remarkable Results Radio Podcast with Carm Capriotto https://remarkableresults.biz/

Hey Y'all!   In this episode, we pull out our journals to discuss the woes of adulting once again.In this episode we talk about the challenges of tax season, and the importance of communication and professionalism in business relationships.  We also discuss the emotional toll of pursuing education and career goals, reflecting on the journey of adulthood and the responsibilities that come with it. We explore the complexities of motherhood, family expectations, and the pressures surrounding pregnancy. The discussion also touches on the innocence of children, family dynamics, cultural expectations regarding marriage, and frustrations with testing and future plans. Cocktail of the Week: Lemon Drop Martini As always you can connect with the ladies of UNestablished on TikTok, Instagram, and Facebook. You can also email any questions and/ or comments to unestablishedpodcast@gmail.com. If you would like to give a donation or support UNestablished as a podcast, you can head over to Buy Me a Coffee. There you can give a donation to help the podcast! Don't forget to leave us a five star rating and review on Apple Podcast, Spotify, and Audible. Thanks for listening and we hope you enjoy...Cheers! 

As most of you know, our Patreon audience has the INSIDE access to the KF Show. The year 2025 will be an important one for Patreon specifically and if you'd consider jumping up to the $5 level it would sure help. The $10 level will remain and we now have a brand new $20 level as well! All members who join at that level will receive a sticker swag pack in the mail, you'll be IMMEDIATELY entered in the monthly prize grab, and you'll receive a phone call from one (or all) of us to chat up whatever you want for 30 minutes! Thank you SO MUCH to those of you who have joined in for the extra content that is only for Patreon supporters. To get in on the action and support the show with a minor financial contribution just click the link below to sign up. Join up via Patreon at patreon.com/KFSHOW ======================================== Presented with Holley - Back for 2025!  Phase 3 of Kibbe and Friends is officially here, and Holley is back for more fun, foolishness, and flying orange Chargers! Once again we're proud to be associated with the historic name that has made cars fast for years and years, and their innovations continue forward (as always)! Make sure that you visit Holley.com to place your speed parts orders - and THANK THEM for continuing on as the Title Sponsor of the KF Show!  ======================================== Car Movie Review: Vince Vaughn and Kevin James play college best friends and entrepreneurs that are the classic Visionary/Integrator of successful business. Neither would be successful without the other! They go into business - to electrify Dodge muscle cars - that provide the sounds to fool the customer into thinking they're listening to a V8 while they're just hearing an electric motor spin. Did we mention this movie came out in 2011? In between the car drama, Kevin James wife is cheating on him (and he's doing a few shameful things too). Vince Vaughn is stuck in the dilemma of trying to protect his best friend while dealing with the doubt of others from his past as a gambling addict. The end result is that we get an entirely movie of hilarity and HEMI powered classic Dodges - just for fun! This movie has "real" other actors too! Winona Rider, Jennifer Connately, Channing Tatum, and Queen Latifah round out the ensemble. Even more impressive, the director was a big name too; Ron Howard! I'm telling you, in 2011 someone at Dodge saw this movie and just copied the whole thing. 14 years later, it's a realty. The new 2025 Charger is electric and has a speaker system of V8 sounds. Even better, we get a bro movie between Vince Vaughn and Kevin James. The only thing that would make it better is if it were Paul Blart Mall Cop 3! Movie Rating: 10 Corndogs!  ======================================== Welcome to the High Performance Expo! We are pleased to announce that the all new High Performance Expo has joined us to share their inaugural event, the exclusive business and enthusiast show of the North Carolina Motorsports Association (NCMA), will be held from June 3-5, 2025, at the Charlotte Convention Center, followed by area-wide enthusiast activities. The event will bring together all segments of the racing, aftermarket, restoration, and performance community for the first time in the heart of the auto racing industry. We'll be bringing you more details until the show starts! Visit https://thehpx.com for details.   ======================================== National Parts Depot Presents: Bernie on the News! https://www.npdlink.com. The post K&F Show #326: 2025 Tax Season and Hollywood Predicting EV Motors with Fake V8 Sounds; Car Movie Review “The Dilemma” from 2011 first appeared on The Muscle Car Place.

Earmark Media Presents a bonus episode of Earmark Podcast:Join Blake Oliver as he interviews Yuri Kapilovich, a CPA who's cracked the code on balancing work and life in accounting. Discover how Yuri maintains a thriving practice while working just 10-15 hours per week outside tax season and a maximum of 40 hours during crunch time. Learn actionable strategies for setting the right fees, optimizing workflows, and prioritizing fun and family without sacrificing success. Yuri will share his insights on transforming accounting from a grueling profession into an enjoyable and rewarding career. This webinar will equip you with practical tools to revolutionize your work-life balance and rediscover the joy in accounting. Don't miss this opportunity to make your career more fulfilling and efficient!(Originally recorded on December 4, 2024, on Earmark Webinars+)Meet Our Guest, Yuri KapilovichLinkedIn: https://www.linkedin.com/in/ykapilovich/Learn more about The Fun CPAhttps://www.thefuncpa.co/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 Cloud 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: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Tax season doesn't have to be stressful—it can actually be an opportunity to improve your financial health! In this episode, we break down essential strategies to help you tackle tax season with confidence. Learn how to create a clear plan, avoid common mistakes, and use taxes to work for you—not against you. Whether you're a first-time filer or a seasoned pro, this episode is packed with tips to make tax time less overwhelming and more empowering.   Our website: www.forbetterandworth.com Get Ericka's book, Naked and Unashamed: 10 Money Conversations Every Couple Must Have Check out our local TV spotlight Connect with us: Instagram: @forbetterandworth YouTube: @forbetterandworth Ericka: @erickayoungofficial Chris: @1cbyoung  

As tax season unfolds, scammers are exploiting uncertainty and using familiar tactics like fake IRS communications and promises of large refunds to target taxpayers. Today's Stocks & Topics: CPS - Cooper-Standard Holdings Inc., Market Wrap, MYRG - MYR Group Inc., Volkswagen, This Tax Season is A Peak Time for Scams Amid IRS Uncertainty, SEZL - Sezzle Inc, Annuities, Market Madness, CORT - Corcept Therapeutics Inc., The Oil Market, SBSW - Sibanye-Stillwater Ltd. ADR, WELL - Welltower Inc., The Live Music Industry.Our Sponsors:* Check out Kinsta: https://kinsta.com* Check out ShipStation: https://shipstation.com/INVEST* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Hour 3 for 3/24/25 Drew was joined by Paul Oster to discuss avoiding tax scams and identity theft (1:25). Topics: the dark web (11:50), IRS issues (16:57), IRS pin (19:50), getting rid of the dark web (21:58), crypto issues (29:01), LifeLock (31:54), husband stole my identity (35:36), stolen vehicle (41:23), food stamp hacks (43:00), and text message scam (45:15). Link: https://www.youtube.com/@BetterQualifiedLLCEatontown

The second Trump administration is reportedly working on a plan to dramatically reduce the workforce at the Internal Revenue Service. As much as half of the workers at the tax collecting agency could be let go through a combination of layoffs, buyouts and attrition. Also on this morning’s show: We’ll preview the spring break travel economy and hear why wealth informs how quickly those affected by the Southern California wildfires can rebuild.

The second Trump administration is reportedly working on a plan to dramatically reduce the workforce at the Internal Revenue Service. As much as half of the workers at the tax collecting agency could be let go through a combination of layoffs, buyouts and attrition. Also on this morning’s show: We’ll preview the spring break travel economy and hear why wealth informs how quickly those affected by the Southern California wildfires can rebuild.

To encourage Americans to save for retirement, Congress has set up tax-favored accounts. While these accounts offer plenty of benefits, there are some pitfalls when it comes to how and when you contribute to them, or take money out. Wall Street Journal reporter Laura Saunders joins host Ariana Aspuru to discuss what you need to know about IRAs, 401(k)s, contribution limits and penalties. To hear WSJ's cheat sheet for tax information related to homeowners listen here. For issues related to investing, listen here. And our series on Tax Season 2025, can be found here. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

What can I do to maximize my tax returns? ============= If you enjoy today's episode, please leave us a review and share with someone who may also find value in this content! Connect with Mark and Tom: StraightUpChicagoInvestor.com Email the Show: StraightUpChicagoInvestor@gmail.com Guest: Michael Procaccio, Pro Financial Services Group Inc. Link: Build Your Team | Straight Up Chicago Investor Podcast ----------------- Production House: Flint Stone Media Copyright of Straight Up Chicago Investor 2025.

Last week, President Trump fired 6,700 IRS employees, while the chronically underfunded agency, is in the midst of tax season. In a New York Times guest essay, seven former IRS commissioners, who served in both Democratic and Republican administrations, decried the cuts, which constitute 7% of the agency's work force, as bad policy that would make the agency less efficient and effective. We talk to tax experts and former IRS commissioner Daniel Werfel, who oversaw efforts to overhaul the agency during the Biden administration, about the impact of these cuts to the agency and to the federal budget and Trump's policy towards the IRS. Guests: Vanessa Williamson, senior fellow, Urban-Brookings Tax Policy Center; she is the author of "Read My Lips: Why Americans Are Proud to Pay Taxes'; she is also a senior fellow in the Governance Studies department at Brookings Daniel Werfel, former IRS commissioner, Werfel served as the 50th Commissioner of the IRS from March 2023 to January 2025

Where should YOU invest in 2025? Stay tuned because we're going to share our top seven real estate markets for buying rental properties this year. We'll tell you why we like them, why they're growing, and whether it's worth moving there to invest! Welcome back to another Rookie Reply! Today, Ashley and guest cohost Garrett Brown are answering recent questions from new investors just like you. Do you feel behind in your real estate investing journey compared to other investors? You can't believe everything you see on social media, BUT if you have big plans to grow your real estate portfolio, we'll show you some of the secrets to scaling! Next, we'll dive into our favorite markets in 2025. Whether you're investing in long-term rentals or short-term rentals, we have beginner-friendly options for all strategies. Finally, we'll break down a real estate deal an investor is working on and steer them in the right direction! Looking to invest? Need answers? Ask your question here! In This Episode We Cover: The top seven real estate markets we're investing in this year The secret to scaling your real estate portfolio (without a ton of money!) How to buy an investment property without a 25% down payment Discovering profitable short-term rentals using the 20% revenue rule Why stabilizing your properties is more important than buying more Why you should always choose your investing strategy before buying property And So Much More!   Links from the Show Ashley's BiggerPockets Profile Tony's BiggerPockets Profile Join BiggerPockets for FREE Real Estate Rookie Facebook Group Real Estate Rookie YouTube Follow Real Estate Rookie on Instagram Ask Your Question for a Future Rookie Reply “Like” Real Estate Rookie on Facebook BiggerPockets Rental Property Calculator BiggerPockets Market Analysis Template BiggerPockets Top Investment Housing Markets for 2025 BiggerPockets Buy Box Checklist BiggerPockets How to Pick a Short-Term Rental Market Guide BiggerStays YouTube Channel AirDNA Navigate The 2025 Tax Season with an Investor-Friendly Tax Expert Ask Your Question for a Future Rookie Reply Grab the Book “Smarter Short-Term Rentals” Sign Up for the Real Estate Rookie Newsletter Find Investor-Friendly Lenders Real Estate Rookie 473 - Moving 1,500 Miles Away to Buy His First Rental with Just $25,000 Connect with Garrett (00:00) Intro (00:38) The Secret to Scaling (12:12) 7 Best Real Estate Markets (23:37) Property Analysis 101 (32:59) Connect with Garrett! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/rookie-529 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Tackle tax season with our two-part series, “Tax Season 2025: What's New” where we break down the latest changes from the IRS to save you money. In episode one, Wall Street Journal reporter Ashlea Ebeling joins host Ariana Aspuru to discuss how to file your taxes for free, secure your tax data with a PIN, and a new way to check the status of your return. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices