POPULARITY
Categories
Think your taxes will drop in retirement? Not always. Jake and Cory reveal how Required Minimum Distributions, taxes on Social Security, and IRMAA can trigger a retirement tax time bomb. Help defuse it by learning about Roth conversions, smart withdrawals, and tax-efficient planning. Real stories, practical tips, and a clear framework to help you retire with more of your money. --------------- Complimentary tax guide and more: https://bit.ly/45pkE53 Subscribe to our weekly newsletter: https://bit.ly/43RcVve Contact our team: https://bit.ly/43wksOJ Order Jake's Amazon best-selling book ‘Retiring Right': https://bit.ly/4mD2EKw --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #retirementplanning #taxstrategies #rothconversion #financialfreedom #requiredminimumdistributions #socialsecuritytax #medicareplanning #taxefficientinvesting #retirementtaxes #wealthmanagement
Succession planning is a critical topic. Understanding how to navigate succession planning is crucial for accountants, financial professionals and those involved in wealth management. In this second episode in the Tax Time 2025 series, you'll learn about the key points of wealth transfer and what you need to know about succession planning, including: Current trends Regulatory aspects Tax considerations for private groups Capital gains tax (GGT) in relation to succession planning Tune in to gain valuable insights into effective strategies for ensuring a smooth transition of wealth while meeting compliance requirements. Listen now. Host: Jenny Wong, Tax Lead, Policy and Advocacy, CPA Australia Guest: Jenny Lin, Assistant Commissioner, Private Wealth, Australian Taxation Office For information related to this episode, head to the ATO website for information on succession planning Additionally, you can listen to other episodes in this Tax Time 2025 series. And you can find CPA Australia's tax resources on the website. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au
WGN Radio's Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more! On The Alpha Wealth Hour this week, Tom wants to help you “Washington-proof” your investments to avoid the tax time bomb by tax planning as opposed to tax preparation. He also helps to attack the […]
Tax time is right around the corner, and there’s a whole range of things to think about at this time of year. There’s your actual tax return, there’s the sales at all the stores, but there’s also an increase in scams. In today's episode, we're unpacking everything you need to know to avoid getting scammed this tax time — from why there's an increase in scams at this time of year, and what to look out for to stay safe. Hosts: Billi FitzSimons and Emma Gillespie Producer: Emma Gillespie Want to support The Daily Aus? That's so kind! The best way to do that is to click ‘follow’ on Spotify or Apple and to leave us a five-star review. We would be so grateful.The Daily Aus is a media company focused on delivering accessible and digestible news to young people. We are completely independent. Want more from TDA?Subscribe to The Daily Aus newsletterSubscribe to The Daily Aus’ YouTube Channel Have feedback for us?We’re always looking for new ways to improve what we do. If you’ve got feedback, we’re all ears. Tell us here.See omnystudio.com/listener for privacy information.
Stay informed and prepared with the latest updates relevant to small business this tax season. In this episode, gain critical insights to help small business clients successfully navigate Tax Time 2025. Key topics covered include: Current ATO focus areas Specific tax considerations for small business owners Practical strategies to support compliance and informed decision-making Designed for CPA Australia members and the broader business community, this episode offers actionable guidance to help you stay ahead of regulatory changes and support your clients with confidence. Host: Jenny Wong, Tax Lead, Policy and Advocacy, CPA Australia Guest: Angela Allen, Assistant Commissioner, Small Business Experience, Australian Taxation Office, (ATO) For guidance and information related to this episode, head to the ATO website, where you'll find these helpful pages: Small business focus areas Quarterly to monthly GST reporting Tax Time toolkit for small business Essentials for strengthening your small business Additionally, you can listen to other episodes in this Tax Time 2025 series. And you can find CPA Australia's tax resources on the website. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au
Tax time is looming for property investors, and the countdown to June 30th has officially begun. This timely discussion with expert property manager Cleo Ritchie uncovers the essential strategies that savvy landlords are implementing right now to maximise their tax benefits.The conversation dives deep into the critical importance of proper preparation, revealing why June represents the busiest period for property managers nationwide. Cleo explains how landlords should be finalizing maintenance work, collecting outstanding invoices, and ensuring tenant payments are up-to-date before the financial year concludes. She emphasizes the genuine financial impact of negative gearing benefits – showing how property investors in higher tax brackets can effectively receive 40% or more of their maintenance costs back through tax deductions.Perhaps the most valuable gem in this discussion is the detailed explanation of the consolidated rental statement – what Cleo describes as "gold" for landlords at tax time. This comprehensive document compiles an entire year's worth of property financial data in one place, eliminating the need to hunt through emails and receipts. We also explore more advanced tax strategies employed by experienced investors, including the strategic withholding of rental income until the new financial year and the potential benefits of prepaying mortgage interest. These legitimate approaches can significantly reduce an investor's tax burden while maintaining full compliance with tax regulations.Whether you're a seasoned property investor or just starting your journey, this episode provides actionable insights that could put thousands of dollars back in your pocket. Don't miss Cleo's parting advice about the optimal timing for contacting your property manager about tax matters – waiting until the last minute could cost you dearly. Ready to make this tax season your most financially rewarding yet? Listen now and discover how to work the system legally and effectively.
In our latest episode, we discuss common mistakes made during tax time. Hosted by Sarah Power: Director of Business Concepts Group, Financial Planner and Accountant
This four-part tax time 2025 series provides you with comprehensive coverage of topics tailored to assist Australian accountants, finance professionals and their clients. In this first episode, learn about the latest updates from the Australian Taxation Office (ATO), as well as key information on: Deductions Record keeping Investments Digital tools ATO focus areas This episode will help ensure you and your clients are well prepared for tax season in 2025. Listen now. Host: Jenny Wong, tax lead, policy and advocacy, CPA Australia Guest: Rob Thomson, assistant commissioner at the Australian Taxation Office (ATO) For links related to this episode, head to the ATO website for information on: The ATO app Occupation guides Work-related expenses Work-related self-education expenses Super health check From June 24, 2025, the full four-episode tax time 2025 series will be available to listen on CPA Australia's site. And you can find CPA Australia's tax resources on the website. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au
The 2024-25 financial year is almost over, which means tax time is just around the corner. So what can taxpayers do to prepare? On this episode of the Friends With Money podcast, Money’s Tom Watson is joined by Mark Chapman, director of tax communications at H&R Block, to discuss key tax dates, contributions, deductions, documents and more. 00:00 Introduction 00:28 Key dates for the 2025 tax season 03:08 The taxpayers under ATO scrutiny 05:39 Last-minute deductions and contributions 10:41 Preparing for the new financial year 12:15 Upcoming tax changes and final thoughts #friendswithmoney #tomwatson #markchapman #tax Listen on Apple Podcasts Listen on Spotify Money Website YouTube Podcast Playlist Email Us: podcast@moneymag.com.au Get stories like this in our newsletter: bit.ly/3GDirbR See omnystudio.com/listener for privacy information.
Life, Culture and Current Events from a Biblical perspective.Your support sends the gospel to every corner of Australia through broadcast, online and print media: https://vision.org.au/donateSee omnystudio.com/listener for privacy information.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Brett McCollum interviews Cathi Korelin, an enrolled agent with over 20 years of experience in the tax industry, particularly focusing on real estate investors. Cathi shares her journey into the tax world, the importance of proper bookkeeping, and various tax strategies that can help real estate investors save money. She emphasizes the need for a collaborative team of professionals to navigate the complexities of taxes and offers insights into common mistakes made by investors. Cathi also discusses her upcoming book on creative real estate finance and tax strategies, aiming to educate investors on maximizing their financial outcomes. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Adding extra to your super before the end of the financial year could help you save on tax, as well as boost your super balance. And there are a few ways to do so, depending on your personal circumstances. In this episode, host Shane Hancock sits down with Education Manager Michelle Kelada to discuss the different ways to add to super and the potential tax benefits of each. For more information about adding extra to super, visit australiansuper.com/grow If you’d like a different question answered in the podcast about how you could make the most of your super, we’d love to hear from you. Complete the form at australiansuper.com/story To find out more about AustralianSuper visit australiansuper.com Before adding to your super, consider your financial circumstances, eligibility, contribution caps that may apply, tax issues and when your super can be accessed. We recommend you consider seeking financial advice. This may include general financial advice which doesn’t take into account your personal objectives, financial situation or needs. Before making a decision consider if the information is right for you and read the relevant Product Disclosure Statement, available at australiansuper.com/PDS or by calling 1300 300 273. A Target Market Determination (TMD) is a document that outlines the target market a product has been designed for. Find the TMDs at australiansuper.com/TMD. AustralianSuper Pty Ltd ABN 94 006 457 987, AFSL 233788, Trustee of AustralianSuper ABN 65 714 394 898.See omnystudio.com/listener for privacy information.
Welcome to Season 10 of All the Feelings, where your hosts Pete Wright and Tommy Metz III take you on a guided tour of that weird liminal space between “I should know better by now” and “Why does filling out a W-2 feel like a personality test written by Kafka?”In this premiere episode, the subject is Money, starting with the slow-burning crisis of homeownership. Tommy—staunch apartment loyalist and occasional demon extractor—wonders if owning property is still the pinnacle of adult success, or just another gatekeeping tradition propped up by 1940s mortgage policy and peer pressure from ghosts. Pete, long-time homeowner and accidental handyman, walks us through the real cost of grass, siding, and painting things that no landlord will pay for.Then, it's Tax Time: the annual gauntlet where America's adults cosplay as accountants and hope they don't accidentally confess to fraud. If you've ever had to Google “What is MAGI?” and gotten answers involving sorcery or the Nativity, this episode is for you. Pete recounts his annual ritual of fiscal shame and digital form-filling dread, and Tommy offers a scathing comparison between the IRS and the HOV lane—both of which function primarily through fear.Along the way, we explore the emotional toll of systems that are designed to be opaque, the quiet panic of feeling unqualified to do basic grown-up things, and why the true cost of adulthood might just be your confidence. Spoiler: No one really knows what they're doing. Even Einstein.
A tax tidal wave is coming — are you prepared? In this high-stakes episode of Wisdom to Wealth, The Retirement Professor exposes the looming 2025 tax code sunset and what it could mean for your retirement, your business, and your family legacy. From disappearing deductions and vanishing credits to surprise tax hikes for high earners — this isn't speculation. It's the writing on the wall. You'll discover: Six critical tax changes that could upend your financial strategy Why Roth conversions and QCDs may be your best move in 2024 How to protect your retirement income and legacy from being drained by Uncle Sam Real-life client stories and strategies already in motion This is your early warning system — and your action plan. Don't wait until next April to realize you missed the window. Tune in, take notes, and take control.
The US “Temu tax” takes effect at midnight, whereby US consumers pay their government for the privilege of buying low cost products directly from China. The tax is unlikely to show up in consumer price data (it is doubtful that Temu prices are used in the calculation), but it is a visible price increase to many US consumers—a reminder that they, not exporters, pay trade tariffs.
The Boyz keep the tradition and talk JP's 2024 Tax Bill, making $80 per night at 46 years old, how to golf 4 days a week instead of work, and much more.
You're not selling out, you're paying in. Enjoy a taxing rant about our prep and pain for every April 15th. Not just income tax, but a chat about all types of crazy things the government wants a piece of. Sorry, listening to this insanity is not deductible. (so says the IRS)
Send us a textComing at you this week again with a brand new one! The bros sit down on a glorious little Saturday and hit that record button. Jump right in and discuss one of our favorite shows that has officially returned for a new season. The Last Of Us is now back! Over in another universe a certain author is busy playing with some wolves instead of hitting his typewriter and everyone is mad at him. We got a recent update with the Fyre Fest 2 festival and what exactly the permits they received are for. Seems like a far stretch from what was promised which is totally shocking right? We lost a former MLB pitcher in one of the worst ways. Over in the sports world we jump in and look at how our Texas Rangers are doing so far this season. We wonder if it's time to hit that panic button on their offense? Things haven't started off looking so good. Then we end it all with a crazy funny story like always! Hit that play button out there for us!! Cheers!!https://linktr.ee/eskimobrotherspodcastwww.YouTube.com/@eskimobrotherspodcast
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Most business owners are paying way more in taxes than they should—and they don't even know it. In this episode, we reveal the #1 mistake that's costing entrepreneurs $10,000 to $20,000 (or more) every single year: picking the wrong business structure. Whether you're an LLC, S-Corp, or C-Corp, your setup could be helping or hurting your bottom line. You'll learn the truth about how each entity is taxed, how to know when it's time to switch, and the exact numbers to watch for if you want to start keeping more of what you earn. If you're running a business and want to stop handing extra money to the IRS, this episode is for you.
Join Jarrod, Steve Levy (CPA, JD), and Brodie Hough (CPA) for essential tax strategies. They cover extensions and audit risk (file on time to avoid penalties!), handling large tax payments via IRS plans, hitting prior-year HSA/IRA contribution deadlines (usually April 15th), and why quarterly estimated payments are crucial to avoid big bills later. Tune in for actionable advice for confident tax management.Interested in more info on how to Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
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
Tax season can be overwhelming, but federal employees can stay ahead with the right strategies. In this podcast episode, Micah and Christian break down essential tax planning techniques, including the importance of estimated tax payments, understanding tax brackets, and how to avoid common pitfalls. Discover how proactive tax planning can save you money and reduce stress when it's time to file. Don't wait until the deadline—start planning today for a smoother tax season! https://zurl.co/bbkyR
In this episode of Veteran On the Move, Joe welcomes Hubert Johnson, a Navy veteran who transitioned from military service to a successful career as a Tax Attorney and business owner. Hubert shares his inspiring journey, detailing his experiences navigating the transition, his path through education, and the valuable lessons he's learned along the way. He offers crucial advice for veteran entrepreneurs and small business owners on managing their taxes, highlighting common pitfalls and effective strategies for financial success. Episode Resources: Guardian Tax Law About Our Guest Hubert Johnson served 3 years in the US Navy and has been a Tax Attorney for 16 years. He founded Guardian Tax Law and has taught tax law, lectured at seminars and conferences and has co-written a book and a tax guide About Our Sponsors Navy Federal Credit Union Navy Federal Credit Union has made it their mission to help people in the military community. Navy Federal Credit Union is open to all branches of the military, Veterans and their families. They have lots of flexible savings and investing options to help their members reach their financial goals. Don't miss out. The sooner you start building your finances with savings and investing options, the better off they could be in the long run. At Navy Federal, our members are the mission. Join the conversation on Facebook! Check out Veteran on the Move on Facebook to connect with our guests and other listeners. A place where you can network with other like-minded veterans who are transitioning to entrepreneurship and get updates on people, programs and resources to help you in YOUR transition to entrepreneurship. Want to be our next guest? Send us an email at interview@veteranonthemove.com. Did you love this episode? Leave us a 5-star rating and review! Download Joe Crane's Top 7 Paths to Freedom or get it on your mobile device. Text VETERAN to 38470. Veteran On the Move podcast has published 500 episodes. Our listeners have the opportunity to hear in-depth interviews conducted by host Joe Crane. The podcast features people, programs, and resources to assist veterans in their transition to entrepreneurship. As a result, Veteran On the Move has over 7,000,000 verified downloads through Stitcher Radio, SoundCloud, iTunes and RSS Feed Syndication making it one of the most popular Military Entrepreneur Shows on the Internet Today.
In this episode of Cybersecurity Today, host David Shipley covers a range of crucial issues. With tax day approaching, Microsoft reports a rise in sophisticated tax-themed phishing campaigns. The IRS has issued a warning against using its name in phishing simulations to avoid legal repercussions. Furthermore, cybersecurity journalist Brian Krebs reveals that Minnesota cybersecurity expert Mark Lanterman is under FBI investigation for potentially falsifying his credentials, impacting thousands of court cases. Lastly, several Australian superannuation funds have been targeted in a cyber scam, raising questions about the necessity of multifactor authentication for financial services. The episode emphasizes the need for stringent standards in cybersecurity expertise and shared responsibility in financial security. 00:00 Introduction and Headlines 00:24 Tax-Themed Phishing Scams on the Rise 00:36 Microsoft's Findings and IRS Warnings 01:32 Phishing Simulations and Legal Risks 02:53 Educating Employees on Phishing 03:15 Minnesota Cybersecurity Expert Under Scrutiny 04:25 Allegations and Legal Implications 05:52 Australian Retirement Funds Cyber Scam 06:16 Impact and Response to the Breach 07:07 The Need for Stronger Security Measures 08:26 Conclusion and Contact Information
Tuesday, April 15th 2025 is the last day to file federal taxes without an extension. You may not know, it's also tax season in China. Taxes in China make it rain cash for the poor…Find out more with BeiBei and Jason. Hosted on Acast. See acast.com/privacy for more information.
Key Takeaways: Keep Financial Records Organized – Keeping track of income and expenses throughout the year makes tax time easy and stress-free. No scrambling for receipts at the last minute! Bookkeeping is More Than Just Taxes – Good record-keeping isn't just for tax season—it helps businesses understand their profits and plan for future growth. Be Strategic with Tax Deductions – While tax write-offs can lower your tax bill, they should fit into your bigger financial goals. Some deductions may not be worth it if they hurt your long-term plans. Sometimes Less Deductions = More Wealth – Taking fewer deductions can make a business look stronger on paper, which helps when applying for loans or attracting investors. It's not always about paying the least in taxes! Smart Borrowing and Investing Can Build Wealth – Instead of just focusing on saving money through taxes, business owners can use strategic borrowing and investments to grow their wealth without taking on huge tax burdens. Chapters: Timestamp Summary 0:00 Making Tax Season Stress-Free and Enjoyable 1:35 The Importance of Organized Bookkeeping for Tax Efficiency 4:02 Strategic Borrowing for Wealth Building in Cyberspace 4:53 Strategic Tax Planning and Investment Decisions 7:11 Leveraging Loans and Assets to Minimize Tax Liabilities Powered by ReiffMartin CPA and Stone Hill Wealth Management Social Media Handles Follow Phillip Washington, Jr. on Instagram (@askphillip) Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/ Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen! WBMS Premium Subscription Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Tax Time in the US! With all the cutbacks, is there anyone at the IRS to help. Let's call and find out.
For the final episode of the week, Dylan starts with a Bravo news dump. First up: Teresa and Louie are behind on their taxes, and it might be even worse than it seems. Next, we have a pair of Bravoleb departures, with Garcelle's announcement coming at a strange time for the RHOBH cast. Dylan has some thoughts on the season finale, and Erika's icky WWHL reaction. He also has some additional thoughts on this week's episode of Summer House, and Craig's continuing bad vibes. Learn more about your ad choices. Visit megaphone.fm/adchoices
With the tax deadline looming, here are some ways to earn points if you find you end up owing the government this year. It makes your tax bill a little less painful to pay if you know it can help fund your free travels!Want to learn my simple system to use miles and points to always fly for free? Come join my Families Fly Free membership, where you'll learn my expert process, receive personal support and get access to lots of great travel content and regular live webinars and Q&As. Learn more at https://www.familiesflyfree.com/joinJoin the Families Fly Free email list at https://www.familiesflyfree.com/emailGot questions about Families Fly Free? Email info AT familiestravelfree.com or text 844-403-2263CARD AFFILIATE LINKS:Chase Sapphire PreferredCapital One Venture XIHG Business PremierSouthwest Personal CardsRESOURCES:IRS Card Payment OptionsRELATED EPISODES:4 | You Can Earn Free Travel While Holiday Shopping! Here's How...86 | All About Capital One Venture X178 | The Benefits of Banking With Chase for Travel Rewards Now is the PERFECT time to join Families Fly Free, as I'm getting ready to launch a bigger and BETTER version of membership that goes BEYOND travel rewards. I'm spilling the beans on ALL my best secrets to make travel stress-free that I've learned through 25 years as a travel journalist for US News & World Report, USA Today and others. Join by Friday, March 28, 2025 to lock yourself in as a Founding Member, granting you secured pricing and lots of special benefits. Use code FOUNDING995 in the promo code box at checkout at https://www.familiesflyfree.com/join to pay just $995 and secure your Founding Member spot!
In this episode, I am diving into the must-have documentation you need to gather before tackling tax season. Whether you're filing on your own or working with a professional, this episode will help you organize everything you need to make tax time a breeze. Tune in for tips on what documents to collect, how to stay organized, and avoid common mistakes that could cost you later!RESOURCES DISCUSSED ON THIS EPISODE:The Finance Cafe Chillbooks Season 5 (Episode 17) Essential insights every business owner should know Season 3 (Episode 5) The three gifts that only bookkeeping can give you! Season 3 (Episode 3) Three Common Audit Flags HERE ARE SOME OTHER WAYS TO CONNECT WITH ME:My website! Email: thetaxchickpodcast@gmail.com@tax.chick (IG) LinkedInBe a "Tax Chick VIP"
A Funny FridayFirst a look at this day in History.Then The Dean Martin and Jerry Lewis Show, originally broadcast March 14, 1952, 73 years ago with guest Lizabeth Scott. Jerry sings (?) “I Like It”. Guest Lizabeth Scott seems to have developed a crush on Jerry? Followed by My Friend Irma starring Marie Wilson, originally broadcast March 14, 1949, 76 years ago, Al Wants To Move To Nebraska. Al plans to move west and leave New York City. He's going to move to Nebraska! (What did we ever do to Nebraska?) e orchid, which Irma thinks is lettuce for Al's sandwich.Then The Great Gildersleeve starring Harold Peary, originally broadcast March 14, 1943, 82 years ago, Income Tax Time. Gildersleeve does his income tax...with some help from his conscience. Followed by The Harold Peary Show originally broadcast March 14, 1951, 74 years ago,Income Tax Time. It's income tax time once again. Harold's waited until the last minute once again. Finally Claudia, originally broadcast March 14, 1949, 76 years ago, Taxed Again. It's income tax time again. Thanks to Sean for supporting our podcast by using the Buy Me a Coffee function at http://classicradio.streamFind the Family Fallout Shelter Booklet Here: https://www.survivorlibrary.com/library/the_family_fallout_shelter_1959.pdfhttps://wardomatic.blogspot.com/2006/11/fallout-shelter-handbook-1962.htmlAnd more about the Survive-all Fallout Sheltershttps://conelrad.blogspot.com/2010/09/mad-men-meet-mad-survive-all-shelter.html
- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com
Melissa Broughton is a tax and accounting specialist and the founder of Busy Bee Advisors, helping business owners and entrepreneurs get savvy about complex, even frustrating, tax and bookkeeping situations. Her background in corporate accounting and auditing complements her desire to serve as a financial translator, of sorts, to sole proprietors and small business owners so that they feel confident in their financial decisions. With her husband Eric, a tax professional, Melissa co-hosts a popular podcast, The Real Buzz: Taking the Sting Out of Taxes. She is a member of Business Network International, Rotary, FU Nights, Women in Consulting, and previously served as finance chair on the Sacramento Children's Receiving Home Board of Directors.
Ron preps his taxes and goes through his annual "financial colonoscopy"......
ALL BUSINESS •This IS a business podcast, after all. •It's Tax Time (never to be confused with “Toni Time”)! •Paying vendors. •ComicsPRO news (of which there is little when we recorded). •Comic talked about in this episode: ABSOLUTE FLASH #1 This episode is dedicated to all the hard workers of the ComicsPRO Annual Conference. ---------- This episode was edited and transcribed by Cleanvoice. How'd it sound? Contest of Challengers #725 Theme: Adam WarRock (with Mikal kHill) Intro/Outro: James VanOsdol “Patrick” Voices: Richie Kotzen, Christopher Daniels, James Acaster, Sue (Trent's Mom), RJ City, Arune Singh, James VanOsdol “Dal” Voices: James VanOsdol, RJ City, Dalton Castle, Sue (Trent's Mom), Kevin Conroy, Kris Statlander, Skye Blue, Arune Singh Dal and Patrick Artwork: Daimon Hampton ----------Challengers Comics + Conversation 1845 N Western Ave • Chicago, IL 60647 773.278.0155 • ChallengersComics.com
Join Adam Vansant and Sonja McGittigan as they review tax deadlines, how to quickly access your tax forms, and tips for making sure your 2024 IRA contributions are in before Tax Day. Watch now for simple steps to get your taxes in order and make the most of this year's filing process! Adam Vansant, […] The post Tax Time Insights first appeared on Fi Plan Partners.
Every Monday, Jon Hansen is joined by a specialist from Mesirow to discuss a different topic surrounding finances. In this episode, Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow, joins Your Money Matters to discuss organizing for tax season. For more information, visit www.mesirow.com or call 877 Mesirow.
In a discussion about all things tax-related, we break down federal and state taxes and explain how tax brackets and income taxation work. We talk about the legal ways you can minimize your tax liability and share some of the ways you can reduce your taxable income. We also discuss the pros and cons of DIY tax filing versus hiring a professional.Get the full show notes, show references, and more information here:https://www.insideoutmoney.org/096-tax-time-tips-pay-less-save-more/
SummaryIn this episode of Dentists, Puns and Money, host Shawn Terrell discusses the importance of tax preparation for dentists, sharing personal anecdotes and practical tips. He emphasizes the significance of a tax filing checklist to avoid common mistakes and ensure all necessary documents are accounted for.TakeawaysThe importance of having a financial treatment plan for life after dentistry.A tax filing checklist can help avoid missing important documents.Mistakes on tax returns can lead to complications later.-----------------------------Resources from Episode ------------------------------Dentist Exit Planning:Website: dentistexit.comEmail Shawn at: shawn@dentistexit.comSchedule a Discovery MeetingSign-Up for Dentist Exit Email Newsletter-------------------------------Follow Dentist Exit on Social Media:Facebook Group for DentistsWatch on YouTubeInstagramLinkedIn
In this "For The People" episode, Nick welcomes The Consumerman, Herb Weisbaum from Checkbook.org, to answer consumer questions and discuss important updates, including changes for Tax Time, new breach data affecting credit freezes, MFA, and Pass Keys, and tips on how to get great Valentine's Day flowers without overspending. Then, Car Guy Tom Appel from Consumer Guide Automotive joins Nick to talk about why the Cybertruck is already a flop, revisit a classic ad for the 1981 Ford LTD, and uncover why Nissan is keeping one of its 2025 models under wraps. Plus, another round of Starspotter and Mystery Show! [Ep 321]
What bank earnings reveal for 2025 Most big bank earnings are out now and the news and the guidance did lean on the positive side. A concern was revealed, which was no surprise to us that loan growth was only up 1.1% from a year ago. It is expected to see loan growth for 2025 of around 2.6%. Bank of America was the big winner here reporting loan demand grew 5 % from last year, but regional bank KeyCorp disappointed investors with their guidance as they are estimating loan balances would drop 2 to 5% in 2025. A positive in their report was net interest income would rise 20%. That was not good enough for the analyst community as the stock sold off following the report. Net interest income, also known as NII is the difference of what a bank pays for money and what they loaned it out at. This is a big factor when one is investing in banks considering it is such a large part of their profits. We have talked before that we do expect to see more mergers and acquisitions, also known as M&A going forward. This could help banks like KeyCorp and other smaller banks that go on sale as their stock drops, as there may be a floor to the fall with bigger banks potentially having some interest in scooping up the smaller banks as they go on sale. There are over 4500 banks in the United States, that is a lot of potential for bank M&A. Expected reductions in regulations for banking would also be a great benefit to Wells Fargo and some other banks as well. I do believe in having a strong balanced portfolio and if you don't have some type of financial bank or financial institution in your portfolio, I believe you are missing out. DeepSeek news sends US AI stocks into freefall! DeepSeek AI is a Chinese artificial intelligence start up that rivals US companies like ChatGPT, Anthropic, and several others. DeepSeek has seen it's popularity surge after releasing its reasoning model known as R1. This model apparently tops or is in line with the US competition and on Monday the DeepSeek app took over OpenAI's spot for the most downloaded free app in the US. Many of you can probably guess my thoughts on this after my concerns with TikTok, but I do feel this is extremely dangerous and users must be careful in understanding what type of data they are giving to China. The main reason this news sparked panic in the markets was DeepSeek was apparently able to launch its free, open-source large language model in just two months at a cost of under $6 million. That is million with an M and that is important considering all these US businesses that are spending billions and billions of dollars on AI. The first big question here is was all that money a waste and is there a more efficient way to achieve AI success like DeepSeek? Also, there have been curbs to insure China didn't receive the best chips. Did they steal trade secrets, find a way to get their hands on the chips, or most troubling would be, did they create their own technology that would rival a company like Nvidia? Personally, I was not too troubled by the decline on Monday considering we have no exposure to the AI space. I continue to believe it is just way too early to invest in this space and there could be other future competition that comes in that we don't even know of yet. I do also believe this points to how fickle the market can be and with a news story like this being able to take down some of the most beloved winners from 2024, the extremely high valuations for the market should concern investors in the broad-based S&P 500 or Nasdaq. I am still looking for value stocks to do well in 2025, but could this be the beginning of a decline for these overpriced tech names? Custodians are not Fiduciaries, why that's important to you? Your financial advisor may be a fiduciary, but their custodian might not be and it could cost you money. Being a fiduciary registered with the SEC for around 20 years now, we take seriously our obligation to always do what's best for our clients. That also includes choosing a custodian to hold our clients' assets. We spent a lot of time looking for the right fit to make sure our custodian doesn't charge any unnecessary fees. This may come as a surprise to you, but not all custodians are the same. There are custodians that advisors use that may charge little fees like trading fees or maintenance fees that are passed on to you the client, that the advisor should make you aware of. Something recently came to light called an asset shift where some custodians encourage investment advisors to switch out of certain funds so that the custodian will make more money off of the assets they recommend. Unfortunately, this may not be best for the client and they may receive a lower yield. Keep in mind this is not illegal because the custodian does not have a fiduciary responsibility to do what is best for the client. Also, if the custodian forces the investment advisor to switch some funds into funds where the custodian will make more fees off of the new recommended fund, it could also cause a taxable situation for the client. This may be more prevalent in your smaller advisory firms with maybe fifty to hundred million dollars in assets under management. The custodian could tell the advisor either you need to increase your assets with us or begin paying an annual custody fee of anywhere from $200-$400 a year. That fee could really hurt the advisor, as an example if the advisor had 100 clients and they were charged $400 a year per client that would cost them $40,000 a year. More than likely, the advisor would probably have to raise their management fee to their clients to help offset the expense. Investors should ask their financial advisor, even if they are fiduciary if any of their recommendations are being forced by their custodian, which would cost you the client more money. I'm happy to report at our firm the custodian that we have chosen and have used now for ten years puts no pressure on us at all. This could be perhaps because we do have nearly $700 million in assets under management. GDP growth shows the consumer was still strong in Q4 Gross Domestic Product or GDP missed expectations for 2.5% growth in the fourth quarter, but the growth rate of 2.3% was still ok. For the full year we did see a small deceleration in growth as GDP growth fell from 2.9% in 2023 to 2.8% in 2024. While none of this sounds overly optimistic, the consumer really carried the GDP growth in Q4, which I see as positive. Personal consumption expenditures saw growth of 4.2% in Q4 thanks to growth of 6.6% for goods and 3.1% for services. It was surprising to see durable goods really saw nice growth of 12.1% in the quarter, which compared to nondurable goods growth of 3.8%. The miss compared to the expectations can largely be attributed to the change in private inventories as that subtracted 0.93% from the headline GDP number. This category is quite volatile and considering it subtracted 0.22% from the headline number in Q3, I would not be surprised to see it actually benefit the headline number in the first quarter of this year. Considering the strength of the consumer, I was actually quite pleased with this report and I believe it is a good sign for our economy as we look forward. I do believe we will see some bumps in the road this year, but I still think we should see GDP growth in the 2-3% range for the full year. Get Organized for Tax Time Tax season is upon us which means you are probably starting to receive tax documents that will be used to file your taxes. Whether you file taxes yourself, or work with a tax preparer, make sure you gather all the information needed and have at least some understanding of what it means. The tax documents alone do not always provide the information required to complete a tax return. For example, contributions to a traditional IRA can either be tax deductible or non-deductible, such as when making a backdoor Roth contribution. However, no tax form is generated to tell the tax preparer that a contribution was made at all which means the tax deduction would be missed, or your basis in the IRA would not be reported. In both cases you would be paying more tax than necessary. With tax-deferred retirement accounts anytime money is distributed, a 1099-r is generated, but it is not always clear whether the distribution is taxable or not. If the tax preparer is not aware that the 1099-r is from a direct or indirect rollover, a qualified charitable distribution, or the conversion from a non-deductible IRA, they may incorrectly report the distribution as taxable income. When you are gathering your documents, make sure you are gathering everything. If you have a taxable brokerage account, even if you didn't withdraw any money, you will still receive a 1099 because any interest, dividends, or realized capital gains are reportable. If you have a mortgage, you will receive at least one 1098 and you may receive multiple. If you refinanced during the year or even if your mortgage was sold from one lender to another, which is quite common, you will receive a 1098 from each lender. If you don't include all of them, you won't receive your full interest deduction. Most people don't like dealing with taxes and everyone hates paying them, but take the time to understand your situation enough so you don't pay more than you need to. Companies Discussed: Electronic Arts Inc. (EA), CSX Corporation (CSX), Dole PLC (DOLE), Juniper Networks, Inc. (JNPR)
Key Takeaways: Debt Financing: Borrowing allows businesses to retain control but comes with the responsibility of repaying loans with interest. Equity Financing: Selling ownership stakes brings in funds but can impact decision-making and profit sharing. Inflation's Impact on Cash: Cash loses value over time due to inflation, which must be considered in financial planning. Proactive Financing: Secure funding under favorable conditions instead of waiting for urgent needs. Financial Analysis Matters: Regularly review finances to decide the best time and method for raising funds. Chapters: Timestamp Summary 0:00 Introduction and Cost of Capital Overview 0:26 Tax Time and Business Growth Discussion 0:51 Understanding Debt in Business 2:06 Debt Examples and Considerations 2:40 Advantages of Debt Over Equity 4:09 The Cost of Cash and Inflation 4:47 Exploring Equity and Partnership Considerations 7:01 Insights on Funding and Patience Powered by ReiffMartin CPA and Stone Hill Wealth Management Social Media Handles Follow Phillip Washington, Jr. on Instagram (@askphillip) Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/ Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen! WBMS Premium Subscription Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Counting the Money: 1099/1098 Time of Year ✅ Please like, subscribe, and share! ✅ Are you a new or experienced private lender or hard money lender? Join Jason Balin and Chris Haddon from Hard Money Bankers as they draw from their extensive experience running a successful hard money lending company since 2007. Tune in weekly with episodes elated to all aspects of private lending. From discovering lucrative loan opportunities to securing private capital, effectively managing your loan portfolio, handling defaults, and much more, we've got you covered. ✔️ Tune in now and watch the full video podcast at www.privatelenderspodcast.com ✔️If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/private-lenders-podcast/id1476153070 ✔️Make sure to check out the #1 Online Community For New and Experienced Private and Hard Money Lenders.. Create your account at www.hardmoneymastermind.com FOLLOW US ON SOCIAL Get updates or reach out to Get updates on our Social Media Profiles! ✅ Instagram: https://www.instagram.com/hardmoneymastermind/ ✅ Tiktok: https://www.tiktok.com/@hardmoneymastermind
Enjoying the Ecommerce Coffee Break Podcast? Here are a few ways to grow your business: https://ecommercecoffeebreak.com/level-up/---In this episode, we explore how automation and software can streamline tax management for online sellers. Kevin Reeth, founder and CEO of SellerLedger, joins host Claus Lauter to discuss modern solutions for e-commerce bookkeeping. With his extensive experience Kevin shares insights on simplifying accounting through automated data integration and tax compliance. Topics discussed in this episode: Why traditional accounting fails e-commerce. What causes duplicate data issues.How Schedule C automation works. Why inventory tracking is key. Why separate personal and business finances. How to catch up on 2024/2025 bookkeeping. Why APIs transformed e-commerce bookkeeping. Why automation future-proofs bookkeeping. Links & Resources Website: https://sellerledger.com/ Shopify App Store: https://apps.shopify.com/seller-ledger Instagram: https://www.instagram.com/sellerledger/ Facebook: https://www.facebook.com/sellerledger YouTube: https://www.youtube.com/@Sellerledger Get access to more free resources by visiting the show notes athttps://tinyurl.com/2bheypp8 MORE RESOURCESDownload the Ecommerce Conversion Handbook for store optimization tips at https://tinyurl.com/CRO-ebook Best Apps to Grow Your eCommerce Store: https://ecommercecoffeebreak.com/best-shopify-marketing-tools-recommendations/ Become a smarter online seller in just 7 minutes Our free newsletter is your shortcut to ecommerce success. Every Thursday. 100% free. Unsubscribe anytime. Sign up at https://newsletter.ecommercecoffeebreak.com Rate, Review & Follow Enjoying this episode? Help others like you by rating and reviewing my show on Apple Podcasts. Rate here: https://podcasts.apple.com/us/podcast/ecommerce-coffee-break-digital-marketing-podcast-for/id1567749422 Follow the podcast to catch all the bonus episodes I am adding. Do not miss out. Hit that follow button now!
In this episode, financial advisors Jim Martin and Casey Bibb discuss the potential tax time bomb lurking in your retirement portfolio, particularly within IRAs, as highlighted in Ed Slott's new book. They delve into the importance and strategies of proactive tax planning to avoid excessive taxes when taking required minimum distributions (RMDs). They also touch on the effects of current interest rates on retirees and the complexities surrounding these financial decisions. Additionally, the hosts highlight the importance of having a comprehensive tax strategy and the various levers retirees can pull, such as Roth conversions and charitable donations. Lastly, there's a fun segment on lottery odds and a caution against considering it as a viable retirement plan. www.taxgpa.com
Is it possible to buy a home without a credit score? We're joined by special guest Steve Stewart, podcast editor, who shares how he moved his family to Colorado and secured a mortgage without a traditional credit score. Steve, who hasn't opened a credit account since 2008, reveals tools and strategies for documenting payment history, navigating homeownership as a single-income household, and overcoming challenges as a self-employed borrower. We also discuss why the credit scoring system prioritizes debt, how professionals with unconventional financial profiles can still secure a mortgage, and how to handle tax reporting, 1099 forms, and business structuring for freelancers and entrepreneurs. Key moments: (05:29) The myth that a credit card is safer than a debit card (09:19) Strategies to get a mortgage without a traditional credit score or manual underwriting (21:36) What living without credit means for missing out on card perks (27:13) Simplifying 1099 income reporting and third-party processor confusion Links mentioned: eCredable Experian Boost Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon Music Leave an honest review on Apple Podcasts Subscribe to the newsletter Feeling helpless when it comes to your student loans? Try our free student loan calculator Check out our refinancing bonuses we negotiated Book your custom student loan plan Get profession-specific financial planning Do you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!
Discover how to embrace “lazy” money management, maximize Roth IRA contributions and fix over-contribution mistakes. How can you passively grow your money? What should you do if you over-contribute to a Roth IRA? Hosts Sean Pyles and Sara Rathner discuss lazy money-management strategies and Roth IRA over-contribution fixes to help you stay on top of your finances with minimal effort. They begin with a discussion of "lazy" personal finance tips, with actionable advice on automating investments, leveraging savings buckets, and using target-date funds for hands-off financial growth. Then, investing expert Sam Taube joins Sara and co-host Elizabeth Ayoola to discuss managing Roth IRA contributions, especially for those who may have over-contributed. They explore strategies to fix over-contributions, steps for setting up a backdoor Roth IRA, and how to maximize retirement contributions before tax deadlines. Find your next Roth IRA account on our Investing Nerds' list of the best Roth IRA accounts: https://www.nerdwallet.com/best/investing/roth-ira-accounts See how your savings and investment account balances can grow with NerdWallet's free compound interest calculator: https://www.nerdwallet.com/calculator/compound-interest-calculator Here is the IRS' guide on the amount of Roth IRA contributions that you can make for 2024: https://www.irs.gov/retirement-plans/plan-participant-employee/amount-of-roth-ira-contributions-that-you-can-make-for-2024 In their conversation, the Nerds discuss: lazy money management, Roth IRA over-contribution, backdoor Roth IRA, automating investments, savings buckets, target-date funds, passive investing, retirement contributions, dollar-cost averaging, financial autopilot, how to fix Roth IRA over-contributions, Roth IRA contribution limit, personal finance podcast, investment mistakes, investing for beginners, retirement planning, retirement savings, tax penalties on Roth IRAs, how to manage finances, savings accounts strategy, budgeting tips, financial organization, avoiding Roth IRA penalties, fixing retirement account errors, best investment strategies, personal finance tips, financial independence, smart money management, lazy ways to save money, easy investment strategies, financial automation, retirement fund mistakes, high-yield savings accounts, joint accounts vs individual accounts, managing childcare expenses, CFP financial advice, IRA custodians, tax filing tips, maximizing retirement contributions, financial stress relief. 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.
On this TCAF Tuesday, Ritholtz Wealth CFO Bill Sweet joins Josh Brown to discuss "The Tax Time Bomb", and what becomes of the tax cuts of late 2017, post election. Then, at 29:00, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to YCharts for sponsoring this episode! Get 20% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them WAYT sent you (new customers only): https://go.ycharts.com/which-asset-classes-perform-best-as-inflation-is-driven-lower?utm_source=WAYT&utm_medium=partnership&utm_campaign=CPI_Whitepaper Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices