Podcasts about tax time

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.

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

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. 

...is the week right before or after April 15 this is the time of year when most taxpayers are acutley aware of the financial picture and have had conversations with their financial advisors regarding large purchases and investments the documents the need for mortgage qualification are easily accessible to provide to lenders for approval its also a time where those with children in school are preparing for a summer move that takes place between the end and start of the school year so now that we know the best time to sell it becomes more important than ever  to be "in the market" with your home sale pricing timing the market is never easy but the data has shown mid April to be the most advantageous time to sell todays podcast talks about the forced multiplier of this savvy home sales strategy

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

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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

Today we're talking about money. What to do when you've got no money, what to do when you have a cash shortfall, and what to do when tax time comes and you don't have money to pay him. Kate emphasized the importance of effective financial management for small business owners and e-commerce entrepreneurs, suggesting the use of a bucket or envelope system for allocating funds. She shared her personal experience of transitioning from financial hardship to relative comfort and advised that running a business requires financial discipline and sometimes sacrifices. Kate also mentioned that she offers a little profit training on her website and that the concept of the envelope system is detailed in her book, 'Six Figures in School Hours'. Useful resources:  Buy my book: Six Figures While You Sleep Join the Six Figures While You Sleep Program Join the Digital Marketing Collective membership   Head to all Daily Toon episodes   Freebies:  Personal Branding Workbook Productivity Cheat Sheet Join the Misfit Entrepreneurs on Facebook  

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!

Pastor Phil welcomed Darren Key, CEO of Christian Financial Resources to discuss the significance of donor advised giving funds and their advantages for charitable contributions. 00:01 - Donor Advised Giving: Christian Financial Resources 00:56 - What is Christian Financial Resources? 03:34 - Donor advised Giving Funds 06:58 - CFR for Tax-Time 07:46 - Giving Funds 11:16 - Tax Smart Families: The 3 Tax Advantage's 14:59 - CFR Giving Funds: Simplify Giving and Give anonymously 19:56 - Donor Giving Funds 24:02 - Three Steps to Maximizing the Kingdom Impact 26:41 - Matching 250 Grant to LifePoint Donor Advisred Giving Funds simplify the donation process while providing tax benefits and maximizing kingdom impact, as the money stays within a system that supports church loans and ministry growth. Darren emphasized that utilizing a giving fund can help individuals avoid unnecessary taxes and streamline their charitable giving, making it easier to track donations. Finally, Darren encouraged members to consider establishing a giving fund to enhance their stewardship and legacy while positively impacting their communities. #lifepointchurch #kingdomimpact #stewardship LifePoint Church is a community of Christ-followers meeting weekly in Longwood, Florida. Join us online each week for friendly people, dynamic worship, and Bible-based teaching.

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

Tax Time And Lines

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!  

It's not too early to get ready for tax time. In fact, now is the time! Tune in for why it's so important to prepare now for April 15th and important things you need to know about taxes for your US-based Reiki business. Please note that this episode contains tax information and not advice. Standing Stones Healing Co. cannot be held liable for any errors or omissions. Please seek the consult of your own tax professional. Don't fear April 15th! The Reiki Business Tax Class has your back: https://standingstoneshealing.com/taxclass Episode 79 on Money Mindset: https://youtu.be/DmnawvcVl0Q Use my self-paced Back to Center program for a powerful start to the year in your Reiki business: https://standingstoneshealing.com/backtocenter Join the waitlist for next year's Reiki Business Summit and get the 2024 recordings: ⁠⁠https://standingstoneshealing.com/summit⁠⁠ Join the Reiki Business Collective no matter where you are on your Reiki business journey: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/groups/reikibiz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the world's most comprehensive Reiki business program: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://standingstoneshealing.com/build⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Build Your Reiki Business podcast offers information and encouragement for Reiki business owners and Reiki practitioners considering starting a Reiki business. Thank you, and blessings to your Reiki biz! Christian Standing Stones Healing Legal Disclaimer: Standing Stones Healing Co. does not diagnose, treat, or cure any physical or mental illness with this podcast or any other services, products, or media offered by Standing Stones Healing Co. By using Standing Stones Healing Co. products, services, or media, you agree to hold harmless Standing Stones Healing Co. for any adverse reactions that may result from use of said products, services, or media. Standing Stones Healing Co. services are not a replacement for licensed medical care or professional legal, business, tax, or financial consultation. All Standing Stones Healing Co. services, products, messages, and media are for informational, educational, and entertainment purposes only and do not constitute medical, emotional, financial, or legal advice. Thank you. For more information, see the Standing Stones Healing Co. Terms of Service: https://standingstoneshealing.com/terms

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.

Alicia shares her detailed observations from the floor at the Intuit Connect conference, focusing on upcoming QuickBooks Online features and improvements. From customizable dashboards and enhanced payroll capabilities to streamlined sales tax filing and improved bank feed experiences, she breaks down the major changes coming to the platform. Her thorough exploration of the exhibition floor reveals Intuit's focus on automation, AI integration, and improved workflow management tools that will impact how accounting professionals work with QBO in the coming months.SponsorsZoho Expense - https://uqb.promo/zohoexpenseCoefficient - https://uqb.promo/coefficientRoboDebit - https://uqb.promo/robodebit(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:52) - Exploring Intuit Connect (02:20) - Innovations in Dashboards (05:00) - Payroll Enhancements (16:11) - Sales and Income Tax Updates (26:18) - New Features in QuickBooks Online for Accountants (29:17) - Bank Feeds and Transactions (33:45) - MailChimp Integration (37:31) - BillPay and AP Automation (47:28) - Conclusion and Upcoming Events Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907Lean more about Alicia's QuickBooks Training http://learn.royalwise.comHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Dive into the major updates announced at November's In The Know webinar. The enhanced 1099 filing system promises to streamline vendor management and state filing requirements, while QuickBooks Online Accountants users can look forward to a more functional Work Center in January 2025. The new Work Center features improved project management tools and standalone task capabilities to help accountants track work without switching to external apps.SponsorsFishbowl - https://uqb.promo/fishbowlCoefficient - https://uqb.promo/coefficient MediaBooks - https://uqb.promo/mediabooks(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (02:35) - ProAdvisor Academy Overview (06:08) - 1099 Enhancements in QuickBooks Online (12:13) - New Work Center in QBOA (17:42) - Conclusion and Upcoming Events Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

The Moneywise Radio Show and Podcast Friday, November 15th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Show Notes: Visualizing Every Company on the S&P 500 Index  

Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insights. The hosts share practical tips for leveraging related table data, creating KPI widgets, and maximizing the flexibility of the new reporting system, while also discussing how these features compare to classic QuickBooks reports.SponsorsZoho Expense - https://uqb.promo/zohoexpenseIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Enroll for Alicia's Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/Intuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appAlicia's 1099 class: http://royl.ws/QBO1099Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (02:19) - Exploring Custom Report Builder Templates (05:22) - Visualizing Reports with Chart View (10:22) - Advanced Filtering and Boolean Logic (18:21) - Grouping and Subgrouping Data (22:20) - Leveraging More Columns for Detailed Insights (28:21) - Pivot Tables and Summary Reports (30:01) - Benefits of Pivot Tables (34:33) - General Options and Formatting (41:37) - Exporting and Sharing Reports (45:19) - Upcoming Classes and Events (48:05) - Conclusion and Final Thoughts

Hector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share their thoughts on the upcoming Intuit Connect conference and its significance for QuickBooks professionals.SponsorsIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientArtiffex - https://uqb.promo/artiffexSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Enroll for Alicia's Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/Intuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appAlicia's 1099 class: http://royl.ws/QBO1099Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Introduction to QuickBooks Online October 2024 Updates (01:50) - Intuit Enterprise Suite: Pricing and Features (10:38) - W9 Management Module Enhancements (22:15) - AI-Powered Payroll Anomaly Detection (26:43) - HR Manager Role and Payroll Customizations (31:22) - Payroll Updates: Direct Deposit Changes (32:33) - Enhanced Payroll Cost Allocations (40:43) - Advanced Search in QuickBooks Online (48:03) - Recurring Payments and PCI Compliance (54:42) - ProConnect Tax Adjustments (57:29) - Upcoming Events and Conferences

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

Alicia examines Intuit's strategic shift towards cloud-based solutions and its impact on QuickBooks users and ProAdvisors. She discusses the challenges of transitioning from Desktop to Online, while highlighting the potential benefits of Intuit's integrated financial management platform. Alicia offers insights on adapting to these changes and maintaining a positive outlook amidst industry evolution, emphasizing the importance of community and expert feedback in shaping QuickBooks' future.SponsorsIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientMercury - https://uqb.promo/mercury*Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Hector's Reframe Conference - https://www.reframe2024.com/Enroll for Alicia's Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/Intuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia's QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Introduction and Overview (02:44) - The Evolution of Intuit and QuickBooks (04:37) - Transitioning from Desktop to Online (07:42) - The Role of Technology in Accounting (12:54) - Intuit's Community and Feedback (17:38) - New Course Announcement

What are the 4Qs? (1) Three favorite films. (2) An underrated film. (3) An overrated film. (4) A lesser-known film people should seek out. What's up everyone and welcome back! This last week Raphael Buisson was on the podcast and we had a wonderful time talking film, living abroad, and so much more. Raphael brought one of my favorite short comedy films, “Tax Time” to the Film Invasion Los Angeles festival in 2023 where it won the Programmers Prize. We obviously wouldn't leave you hanging without following up with his 4Qs! Follow Raphael on Instagram at @raphael9619 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Discover Indie Film Website – Instagram – Facebook – X/Twitter The INDIE Channel The INDIE Channel Website – Instagram – Facebook – X/Twitter – TikTok

In this episode, Hector takes the mic alone to delve into the significant changes in the QuickBooks ecosystem as Intuit phases out new licenses for QuickBooks Desktop Pro and Premier. He explores the implications for existing users, the shift towards QuickBooks Online and Enterprise solutions, and shares personal insights on the emotional impact for long-time QuickBooks Desktop users and consultants. Hector offers a candid and in-depth look at this pivotal moment in accounting software history.SponsorsFishbowl - https://uqb.promo/fishbowlIgnition - https://uqb.promo/ignitionMercury - https://uqb.promo/mercury*Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Links/Apps Mentioned in this episode:Hector's Reframe Conference - https://www.reframe2024.com/Hector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia's QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Introduction: The End of an Era (02:50) - Impact on Existing QuickBooks Desktop Users (04:42) - The Decline of QuickBooks Desktop (08:50) - Intuit Enterprise Suite: The Future of QuickBooks (12:27) - New Features and Updates in QuickBooks Desktop (26:18) - The Emotional Farewell to QuickBooks Desktop and Final Thoughts

What do you do to diffuse the retirement time bomb? The government has a plan, and you won't like it. Joe was the emcee recently for maybe the biggest name in tax planning -- Ed Slott -- and his book launch event. We're replaying as our mentor segment today Joe's interview with Ed from that event because there are so many "a-ha" moments and good direction toward ensuring that your tax time bomb doesn't go off all over your retirement. In our headline, we talk about interest rates and the financial markets. How do you avoid chasing interest rates and instead focus on the big picture? Doug and OG dive into this topic. Plus, we take a call from Nicole, who wonders about her husband's stock options. We talk options, restricted shares, and planning. How do you ensure that you don't overpay taxes on these incentives but at the same time don't end up holding on to worthless options or with an underdiversified portfolio. This type of planning can be messy, so today we help you unwind it all. Of course, Doug shares his trivia and much, much more! FULL SHOW NOTES: Add show notes url here. Be sure to please include https://www at the beginning of the show notes url that makes it clickable on YouTube Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices