Podcasts about tax season

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

"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.  

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.

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.

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.

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

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

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.

Jill Schlesinger, CBS Business analyst joins Debbie and Tom with 5 big changes to the federal income tax code this year.

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.

As a small business owner, it's important to be prepared and properly file your taxes. Staying up to date on rules and regulations will help ensure that you don't leave any money on the table, and we strongly recommend partnering with a tax professional to help you with the process. [01:04] The 2026 Tax & Compliance Landscape [01:31] “No Tax” Deductions Explained [03:40] Least Understood One Big Beautiful Bill Act Provisions [07:40] Overtime Deduction: What Qualifies [10:02] Tip Deduction: Key Rules & Limitations [11:46] Industries Affected by the New Tip Rules [12:44] New FICA Tip Credit Expansion [15:59] IRS Guidance for 2025 Reporting [18:48] Final Advice for Small Businesses This content is based on generally accepted HR practices, is advisory in nature, and does not constitute legal advice or other professional services. ADP does not warrant or guarantee the accuracy, reliability, and completeness of the content. Employers are encouraged to consult with legal counsel for advice regarding their organization's compliance with applicable laws. This content is current as of the published date.  Copyright © 2026 ADP, Inc. All Rights Reserved. The ADP logo, ADP, RUN Powered by ADP, and HR{preneur} are registered trademarks of ADP, Inc. and its affiliates. All other marks are the property of their respective owners.  Privacy at ADP

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.

Grown Woman Tax Season is a real good, feel good podcast about keeping your refund where it belongs with you!.We're talking no lending money out, starting an emergency fund, opening a savings account, and making smart money moves without stress or guilt. No shame. No pressure. Just grown woman boundaries, better habits, and a little joy along the way. Thank you for listening Aunty love you! Peace

Tax season is officially here. In this episode, Brent walks through what to expect as the IRS opens e-filing, key tax season deadlines, and practical steps everyone can take now to make the filing process smoother. From organizing tax documents to understanding extensions and payment timelines, this episode covers the essentials to help you stay prepared and avoid last-minute stress. ___________________________________________________________________________________ Do you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the community? We'd love to have you join the Wealth Game basics today to get some additional free resources, videos, and tools: Visit www.wealthgame.io For specific one on one, or group support for tax planning, strategy, tax preparation, bookkeeping, accounting, or other CPA firm related services, we recommend going to www.bementcompany.com to connected with our team of CPAs and professionals. Thank you for listening to another episode of the Wealth Game Podcast. The goal is to get informal yet actionable advice directly to business owners and investors. The episodes are intended to be short and simple to allow busy professionals to get right to the point of growing their wealth and reducing their taxes. For additional information and links to all available platforms please visit our website at www.wealthgame.io Contact Us: Websites: www.wealthgame.io www.bementcompany.com You can also stream The Wealth Game on: Spotify: https://open.spotify.com/show/5vKCgwK9K7zw1FrXoNAdoh?si=b95d0293bb4b41ad Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-game/id1638735155 Connect with Brent Bement: LinkedIn: www.linkedin.com/in/brentbement X: https://x.com/brentbement Instagram: https://www.instagram.com/brentbement/

SummaryIn this episode of Whistle Talk, host Michael D'Ambrosio welcomes tax expert Jeff Conrad to discuss the intricacies of tax reporting for football officials. They cover topics such as income reporting, the importance of 1099 forms, allowable deductions, self-employment tax, and the significance of meticulous record-keeping. Jeff shares insights on navigating tax season, avoiding common pitfalls, and understanding the implications of hobby loss rules. The conversation emphasizes the need for officials to stay organized and informed as they prepare for the upcoming season and tax obligations.Chapters00:00 Introduction to Whistle Talk03:16 Meet Jeff Conrad: The Tax Expert04:12 Understanding Officiating Income06:48 Navigating 1099s and Tax Reporting10:40 Expenses and Deductions for Officials14:15 Self-Employment Tax and Hobby Loss Rules20:39 Record Keeping and Audit Preparedness27:28 Multiple Sports and Deductions34:54 Home Office Deductions and LLCs39:31 State vs. Federal Tax Considerations40:04 Avoiding Gray Areas in Tax Reporting44:19 Final Thoughts and RecommendationsAbout Jeff ConradProfessional:Tax Partner at FGMK, LLP Licensed attorney and CPA for 30 yearswww.fgmk.comFootball Officiating:- Licensed 38 years- 91 playoff games, including 6 state finals- IHSA Football Clinician 20 years- Illinois - 2023 NFHS Football Official of the Year - Southwest Prairie Conference Football Assigner- Athletic Officials Association - football division president & Executive Board Vice  President- Joliet Football Officials Association - Board Member- IACO Football Clinic - Past Chairman- Referee Magazine - 2 articles publishedIn addition, for the last 8 years, I have prepared video based training for all IL associations, and I have assisted Sam Knox with a training video series - Football Focus -  you can find on Youtube.  I also speak/present at 10 to 12 football clinics each year.

When Brenda Cannon realized that tax season chaos didn't have to be a foregone conclusion, she set out to reimagine her entire firm. Brenda shares how she moved from the brink of burnout on Episode 86 of CPA Life, juggling 1,500 clients and sleepless nights, to building a practice where April 15th is just another day. She tells John Randolph that by introducing intentional scheduling, raising fees, and letting go of the "we've always done it this way" mindset, Brenda not only transformed her own work-life balance but also created SchedulEase, a tool now helping other accountants do the same. Along the way, she's confronted industry resistance, client education hurdles, and the deeply ingrained beliefs that keep so many stuck in survival mode. Her story is a testament to the power of questioning tradition and designing a firm that truly works for its people. Get the full show notes and more resources at CPALifePodcast.com

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.”

Mike Switzer interviews Francesca Passen, a certified financial planner with Hobbs Group Advisors in Greenville, SC.

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

Markets opened 2026 with early gains, improving breadth, and a rotation toward value—but mixed fundamentals and elevated expectations remain beneath the surface. Lance Roberts reviews key investor lessons from 2025 that matter most as we head into 2026. We review what worked, what failed, and why market narratives once again misled investors. Topics include value versus growth, volatility versus risk, the role of cash, earnings-driven returns, portfolio rebalancing, and why discipline—not prediction—remains the foundation of long-term investing. We also examine the technical backdrop for the S&P 500, key support and resistance levels, inflation and labor market catalysts ahead, and why risk management may matter more than return chasing in 2026. If your objective is to protect capital, reduce portfolio stress, and improve long-term outcomes, these investor lessons are essential. For ongoing market commentary and portfolio strategy, visit RealInvestmentAdvice.com. 0:00 - INTRO 0:19 - Jerome Powell in Hot Water 5:21 - Bracing for Market Volatility 10:05 - Economic Summit Preview 11:45 - Lessons We Should Have Learned in 2025 15:00 - Leave Narratives Behind 18:16 - Volatility is not Risk 21:43 - Cash has Value 26:12 - Earnings Drive Long Term Returns 30:16 - Your Plan Must Survive Stress 33:32 - Losing All Your Capital is a Problem - The Landman Example 38:18 - Thinking Ahead Instead of Looking Behind 41:58 - Earnings Estimates Preview 44:46 - Betting on the Economy Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=OIPCj5xEG0c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles Mentioned in Today's Show: "Investor Lessons From 2025 For 2026" https://realinvestmentadvice.com/resources/blog/market-outlook-for-2026-copy/ "2026 Earnings Outlook: Another Year Of Optimism" https://realinvestmentadvice.com/resources/blog/2026-earnings-outlook-another-year-of-optimism/ ------- Watch our previous show, "Big Beautiful Tax Breaks - 7 Changes for the 2026 Tax Season," here: https://www.youtube.com/watch?v=5dEwx5cGCZw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Volatility Risk Rising," is here: https://www.youtube.com/watch?v=I9FUNPzVZAg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketVolatility #StockMarketUpdate #RiskManagement #EarningsSeason #InvestingStrategy #InvestorLessons #2026MarketOutlook #RiskManagement #PortfolioStrategy #LongTermInvesting

Roger and Annie open 2026 by reviewing the major provisions from the Big Beautiful Bill that will affect this tax season, including no tax on tips, overtime exemptions, senior deductions, and car loan interest. They shift focus to practice management essentials that often get overlooked, discussing how to set boundaries with clients, right-size your firm, avoid becoming a bottleneck, and build a sustainable business model that doesn't require working 90-hour weeks. The conversation covers everything from engagement letters and payment policies to contingency planning and post-season evaluation.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - FTU 67 (00:37) - Overview of 2026 Tax Season Changes (02:31) - Key Tax Provisions for 2025 (05:16) - No Tax on Tips and Overtime (11:59) - Senior Citizen Deduction and Car Loan Interest (15:10) - Introduction of Trump Accounts (19:55) - Practice Management and Work-Life Balance (31:12) - The Importance of Delegation and Trust (31:59) - ‌ (34:54) - Contingency Planning for Unforeseen Circumstances (42:13) - Client Engagement and Scope Management (48:15) - Post-Tax Season Evaluation (53:13) - New Legislation and Client Communication (59:17) - Final Thoughts and Encouragement Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Markets opened 2026 with early gains, improving breadth, and a rotation toward value—but mixed fundamentals and elevated expectations remain beneath the surface. Lance Roberts reviews key investor lessons from 2025 that matter most as we head into 2026. We review what worked, what failed, and why market narratives once again misled investors. Topics include value versus growth, volatility versus risk, the role of cash, earnings-driven returns, portfolio rebalancing, and why discipline—not prediction—remains the foundation of long-term investing. We also examine the technical backdrop for the S&P 500, key support and resistance levels, inflation and labor market catalysts ahead, and why risk management may matter more than return chasing in 2026. If your objective is to protect capital, reduce portfolio stress, and improve long-term outcomes, these investor lessons are essential. For ongoing market commentary and portfolio strategy, visit RealInvestmentAdvice.com. 0:00 - INTRO 0:19 - Jerome Powell in Hot Water 5:21 - Bracing for Market Volatility 10:05 - Economic Summit Preview 11:45 - Lessons We Should Have Learned in 2025 15:00 - Leave Narratives Behind 18:16 - Volatility is not Risk 21:43 - Cash has Value 26:12 - Earnings Drive Long Term Returns 30:16 - Your Plan Must Survive Stress 33:32 - Losing All Your Capital is a Problem - The Landman Example 38:18 - Thinking Ahead Instead of Looking Behind 41:58 - Earnings Estimates Preview 44:46 - Betting on the Economy Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=OIPCj5xEG0c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles Mentioned in Today's Show: "Investor Lessons From 2025 For 2026" https://realinvestmentadvice.com/resources/blog/market-outlook-for-2026-copy/ "2026 Earnings Outlook: Another Year Of Optimism" https://realinvestmentadvice.com/resources/blog/2026-earnings-outlook-another-year-of-optimism/ ------- Watch our previous show, "Big Beautiful Tax Breaks - 7 Changes for the 2026 Tax Season," here: https://www.youtube.com/watch?v=5dEwx5cGCZw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Volatility Risk Rising," is here: https://www.youtube.com/watch?v=I9FUNPzVZAg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketVolatility #StockMarketUpdate #RiskManagement #EarningsSeason #InvestingStrategy #InvestorLessons #2026MarketOutlook #RiskManagement #PortfolioStrategy #LongTermInvesting

The 2026 tax season is shaping up to look very different—especially for retirees, near-retirees, and late-career workers. Richard Rosso & Jonathan McCarty break down some major tax changes tied to the “One Big Beautiful Bill” and recent retirement legislation that could materially impact your tax planning strategy. From higher standard deductions and new age-based write-offs to expanded SALT limits, auto-loan interest deductions, and larger 401(k) catch-up contributions, these changes create both opportunities and planning traps. 0:00 - INTRO 0:19 - The Big D in the OBBB 3:52 - Higher Standard Deductions 6:57 - Withholding Adjustments 10:25 - Higher SALT Deduction 12:33 - Automobile Loan Interest Deduction 15:29 - Larger Catch-up Contributions 19:15 - Tipped Workers & Qualifying Jobs 23:15 - To Itemize or Not to Itemize 23:56 - Getting Ready not to File Tax Returns 25:06 - Looking at Roth Options 30:52 - 2026 Economic Summit 33:14 - Roth Conversion Deadlines 35:43 - YouTube Poll Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=5dEwx5cGCZw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Watch our previous show, "2026 Market Forecasts: Why Wall Street Gets It Wrong," here: https://www.youtube.com/watch?v=cQA10SrDk3s&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Sector Rotation Quietly Begins," is here: https://www.youtube.com/watch?v=l6zc2wXLn5o&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #2026Taxes #TaxPlanning #RetirementPlanning #IRSUpdates #FinancialEducation

The 2026 tax season is shaping up to look very different—especially for retirees, near-retirees, and late-career workers. Richard Rosso & Jonathan McCarty break down some major tax changes tied to the "One Big Beautiful Bill" and recent retirement legislation that could materially impact your tax planning strategy. From higher standard deductions and new age-based write-offs to expanded SALT limits, auto-loan interest deductions, and larger 401(k) catch-up contributions, these changes create both opportunities and planning traps. 0:00 - INTRO 0:19 - The Big D in the OBBB 3:52 - Higher Standard Deductions 6:57 - Withholding Adjustments 10:25 - Higher SALT Deduction 12:33 - Automobile Loan Interest Deduction 15:29 - Larger Catch-up Contributions 19:15 - Tipped Workers & Qualifying Jobs 23:15 - To Itemize or Not to Itemize 23:56 - Getting Ready not to File Tax Returns 25:06 - Looking at Roth Options 30:52 - 2026 Economic Summit 33:14 - Roth Conversion Deadlines 35:43 - YouTube Poll Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=5dEwx5cGCZw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Watch our previous show, "2026 Market Forecasts: Why Wall Street Gets It Wrong," here: https://www.youtube.com/watch?v=cQA10SrDk3s&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Sector Rotation Quietly Begins," is here: https://www.youtube.com/watch?v=l6zc2wXLn5o&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #2026Taxes #TaxPlanning #RetirementPlanning #IRSUpdates #FinancialEducation

More on today's featured OneLegUpAlex Guest, NC State Tax Professor Nathan Goldman. Read his features in Forbes (https://www.forbes.com/sites/nathangoldman/)Original article I read that cited Proessor Goldman: Here's how Trump's Big Beautiful Bill could impact your tax refunds in April (https://nypost.com/2025/12/22/business/heres-how-trumps-big-beautiful-bill-could-impact-your-tax-refunds-in-april/)

In this episode of the Sunlight Tax Podcast, I'm breaking down my most effective tax prep strategies to help creatives and entrepreneurs start the year organized, confident, and ahead of the game. I share my January setup to make your taxes a breeze. I'll give you the exact systems I recommend for simplifying tax season without overwhelm or guesswork – like tracking mileage and mileage logs, setting up a simple document filing system, knowing your 1099 requirements, and a receipt management workflow that's easy to maintain all year long. If you want to avoid costly tax mistakes and move through tax season smoothly, this episode gives you actionable tools you can implement right now. Whether you're self-employed, earning 1099 income, or running a creative business, you'll walk away with a clear plan for staying compliant, reducing stress, and setting yourself up for a better money year. Also mentioned in today's episode:  01:12 New Year, New Tax Strategies 03:13 Essential Tax Preparation Tips 09:44 Understanding 1099s and Deadlines 14:01 Setting Up a Business Bank Account 15:54 Organizing Receipts for Tax Season 19:28 Other Resources   If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.   Links: Get your free January Checklist The Sunlight Tax Podcast EP4: Mileage: the best deduction you're missing Join my free class: Make Taxes Easier and Stash an Extra $152k in Your Savings Check out my program, Money Bootcamp Order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed Get your free visual guide to tax deductions  

In this episode of Canadian Investing in the U.S., Glen sits down with Tim Miron, CPA, founder of Pursuit CPA, to walk Canadian investors through how to properly prepare for tax season, especially when dealing with cross-border real estate and business income. Tim explains why January–March is the ideal time to get organized instead of waiting until April, and highlights common bottlenecks that slow down tax filings. The discussion covers ITIN requirements, what documents accountants actually need (and what they don't), how to properly summarize rental income and expenses, and when large repairs should be reviewed more closely. The conversation also dives into cross-border reporting, including T1134 and T1135 filings, HST considerations for short-term rentals, Airbnb reporting rules, and why tracking exchange rates on major capital expenses matters. This episode is a must-listen for Canadian investors who want to reduce stress, avoid penalties, and make tax season smoother on both sides of the border.

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

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. …

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:** -