Podcasts about tax time

Tax time can add to the stress of small business.  So, to help reduce that worry, this episode is devoted entirely to small business issues for tax time 2026.  With high-level expertise from the ATO's Angela Allen, assistant commissioner responsible for small business experience, in the studio with CPA Australia's tax lead Jenny Wong, explore the most common tax issues affecting small business, and how you can stay compliant.  In this episode, you'll gain valuable information on:  The most common tax time mistakes made by small businesses  Why accurate record keeping is still critical for compliance  The ATO's key focus areas for small business audits and reviews  How data matching is changing tax reporting and enforcement  What businesses need to know about Payday Super changes  How the instant asset write-off applies this financial year  Why cashflow management is essential for meeting obligations  The support tools and learning resources available for business owners  How the ATO is addressing shadow economy activity and tax evasion  Why early engagement with advisers and the ATO can prevent bigger problems  Tune in now.  Host: Jenny Wong, tax lead, CPA Australia  Guest: Angela Allen, assistant commissioner at the ATO, responsible for small business experience  For more, head to CPA Australia's tax time tools and resources page.  And of course, you can head to the ATO website or you can download the ATO app.  The ATO also has online services and you can go to the ATO website and search verify or report a scam or how to stay scam safe for more information. And you can phone the ATO on 1800 008 540.  Loving this episode?  Listen to more With Interest episodes and other CPA Australia podcasts on YouTube. https://www.youtube.com/@CPAaustralia/podcasts  And don't forget to click subscribe to the channel for a wide range of content that will help your career.  CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance and accounting:  With Interest https://www.cpaaustralia.com.au/tools-and-resources/podcasts/with-interest  INTHEBLACK https://www.cpaaustralia.com.au/tools-and-resources/podcasts/intheblack  INTHEBLACK Out Loud https://www.cpaaustralia.com.au/tools-and-resources/podcasts/intheblack-outloud  Excel Tips https://www.cpaaustralia.com.au/tools-and-resources/podcasts/excel-tips  Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au  Chapters: 00:00 Cash Flow Pressure for Small Businesses and When to Contact the ATO 00:16 Tax Time 2026 Overview with Angela Allen, Australian Taxation Office 01:00 Common Small Business Tax Time Mistakes and Record‑Keeping Errors 02:06 ATO Record‑Keeping Tools: Recordkeeping Evaluation and myDeductions App 02:38 ATO Small Business Compliance Focus Areas for 2026 02:58 ATO Small Business Compliance Risks: Income Reporting, Employer Super Obligations, and Cash‑in‑Hand Payments 04:08 ATO Small Business Tax Time Toolkit and Online Learning Resources 05:27 Managing Cash Flow Stress and Early Engagement with the ATO 05:51 Tax Time 2026 Changes: TPAR Reporting and Pre‑Fill Data 06:37 Instant Asset Write‑Off Rules for Small Businesses 06:56 Payday Super Starting 1 July and Employer Readiness 07:18 Staying Compliant Year‑Round Using Digital Tax Tools 08:15 GST, PAYG Withholding, Superannuation, and Cash Flow Planning 09:05 ATO Priorities on the Shadow Economy and Cash‑in‑Hand Payments 10:26 Episode Wrap‑Up and CPA Australia Resources #taxtime #smallbusiness #smallbusinesstax #compliance #ATO

People can get really stressed about tax time, tax debts and how to handle it all but it's really something you need to master. Accruing tax debts that compound is not good for you or your business so Rach has come to help out. Rach dives into strategies to get your tax under control and guess what pulling in more customers rarely does anything to help you. Rach dissects where you're probably going wrong and how you can effectively turn things around to see green instead of red this year. Whispering Loudly, The Workshop Whisperer's Podcast. Thanks to Titanium Sponsor, Mechanic Desk and Diamond Sponsor Ventavid. Find out more about the Workshop Whisperer - https://workshopwhisperer.com/ Want to find out how The Workshop Whisperer team can help put your auto repair shop on the path to business success? Head to https://www.workshopwhisperer.com/whisperingloudlySee omnystudio.com/listener for privacy information.

Tax time 2026 is upon us. And in this first episode, unpack the ATO's major focus areas.  Also, for tax agents and taxpayers, gain practical insights ahead of lodgement season. Key learnings:  The ATO's biggest priorities for tax time 2026  Why misinformation and AI-generated advice are growing risks  Common errors in work-related and car expense claims  What taxpayers often miss in income reporting  How to manage work-from-home deductions correctly  Why accurate record keeping matters more than ever  What agents should know about trust reporting updates  How to identify increasingly sophisticated tax scams  Why trusted advice and official sources are still critical  Tune in now.  Host: Jenny Wong, tax lead, CPA Australia  Guest: Anita Challen, assistant commissioner, ATO.  For more, head to CPA Australia's tax time tools and resources page.  And of course, you can head to the ATO website or you can download the ATO app.  The ATO also has online services and you can go on the ATO website and search verify or report a scam or how to stay scam safe for more information. And you can phone the ATO on 1800 008 540.  Loving this episode?  Listen to more With Interest episodes and other CPA Australia podcasts on YouTube. https://www.youtube.com/@CPAaustralia/podcasts  And don't forget to click subscribe to the channel for a wide range of content that will help your career.  CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance and accounting:  With Interest https://www.cpaaustralia.com.au/tools-and-resources/podcasts/with-interest  INTHEBLACK https://www.cpaaustralia.com.au/tools-and-resources/podcasts/intheblack  INTHEBLACK Out Loud https://www.cpaaustralia.com.au/tools-and-resources/podcasts/intheblack-outloud  Excel Tips https://www.cpaaustralia.com.au/tools-and-resources/podcasts/excel-tips  Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au  Chapters: 00:00 Episode opening  00:14 Introduction to CPA Australia's With Interest podcast Tax Time episode 1  01:01 What is the ATO focusing on this tax time?  02:17 Tax time 2026 updates agents need to know  03:24 ATO toolkits, rental property checklists and trust return pre-fill  04:32 How the ATO is using AI and automation  05:39 The biggest tax mistakes taxpayers still make  06:00 Why record keeping and substantiation matter  07:03 Work-related expenses under ATO scrutiny  07:12 Car expense claims: what you can and cannot claim  08:43 Self-education deductions: what qualifies and what does not  09:24 Working from home deductions: records, rates and receipts  11:07 Income reporting mistakes that trip people up  12:49 Do cash jobs need to be declared?  13:03 Good record keeping habits for tax time  13:59 How to spot tax misinformation online  15:09 Tax scams: warning signs and how to stay safe  16:09 How to verify ATO contact using the ATO app  17:45 Final advice for agents and clients heading into tax time 2026  18:37 Episode wrap-up and key takeaways 

Trouble at Tax Time (broadcast date: 05/31/2026)

The Australian Taxation Office (ATO) says it will have its eye on two key areas as Australians lodge their returns, as it warns a surge in online 'tax hacks' and artificial intelligence (AI)-generated advice could leave people facing penalties. - ઓડિયો સાંભળવા ઉપર આપવામાં આવેલા પ્લે બટન પર ક્લિક કરો.

Want to pay less tax and grow your retirement savings at the same time?

Canadian Taxpayers' Federation on Carney's spring economic statement; Last-minute tax tips!; Plus, Art City Surrealist Ball this Saturday!

The ASX slips to a three week low ahead of a pivotal week for global markets, with Raymond Chan from Morgans breaking down what to watch as central banks meet, US tech giants report earnings and fresh inflation data lands. At the same time, the countdown to tax time begins, with Assistant Commissioner Anita Challen outlining the ATO's focus on work related deductions, side hustles and misleading advice circulating online.

The ASX slips to a three week low ahead of a pivotal week for global markets, with Raymond Chan from Morgans breaking down what to watch as central banks meet, US tech giants report earnings and fresh inflation data lands. At the same time, the countdown to tax time begins, with Assistant Commissioner Anita Challen outlining the ATO's focus on work related deductions, side hustles and misleading advice circulating online.

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The well dressed Matt Delawder of SWD and fastener golf ace Jake "Valdez" Davis of BTM Manufacturing discuss industry developments and the upcoming MWFA 80th anniversary extravaganza (12:01). Huyett CEO Tim O'Keeffe joins news editor Mike McNulty on the Fastener News Report to analyze skyrocketing FDI numbers (59:41). Feature: Dealing with tariff rebate questions using AI with Nick Pericle of Tenexity (1:45:12). On the Fastener Training Minute, Carmen Vertullo discusses fastener straightness (1:36:01). Plus: How to find "invisible money" on the warehouse floor (48:48), and what happened to Claude on tax day? Brian and Eric order Mac Minis and more Vegemite. Run time: 02:21:37

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.It's tax day — and whether you're celebrating a finished return or still working through an extension, tax payments are on your mind. In this episode, we walk through a practical framework for planning your quarterly estimated tax payments so you're not scrambling, stressed, or surprised come tax time. We cover the two ways ODs pay taxes through the year, IRS safe harbor targets to avoid underpayment penalties, and a simple system to automate the whole process so you stay ahead all year long.What You'll LearnThe two ways ODs pay federal taxes through the year — payroll withholdings vs. quarterly estimated paymentsWhich payment method applies based on how you practice (W2, sole prop, S Corp)The three IRS safe harbor targets that protect you from underpayment penaltiesHow to calculate your quarterly payment amount step by stepHow to set up a dedicated tax savings account and automate depositsWhere quarterly tax payments fit in your practice's cash flow priority orderHow to adjust your payments as income changes through the yearThe importance of working proactively with your professionalsKey TakeawayThe biggest tax payment headaches come from not having a system. Pick your safe harbor target, calculate your quarterly amount, automate deposits into a dedicated tax account, and adjust as you go. It's not glamorous — but it's how you move from reactive and stressed to in control.And keep in close contact with your financial and tax professionals to make sure you're making proactive decisions with tax payments and planning throughout the year!Resources & LinksIRS Pay OnlineIRS Form 2210 — Underpayment of Estimated TaxSchedule a call with Optometry Wealth AdvisorsThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide. 

It's time for our 3rd annual P.F.A.N.T.S.S episode. Spring is in the air, and with that comes a time when people like to clean. So Nate came up with a simple acronym to help you think through what might need some attention in your digital and tech world. Plus, we've got tech news, tips, and more to help you tech better! Watch on YouTube! - Notnerd.com and Notpicks.com INTRO (00:00) It's Tax Time (02:30) Stunning Artemis II phone wallpapers (04:15) MAIN TOPIC: Kick off your P.F.A.N.T.S.S. (05:55) Episode 492: Check Your P.F.A.N.T.S.S.! Episode 436: Spring Cleaning Your Tech – Consider Your P.F.A.N.T.S.S. Physical Files Apps Notifications Time Subscriptions Security DAVE'S PRO-TIP OF THE WEEK: Save money by not being lazy (26:25) JUST THE HEADLINES: (32:15) Meta builds AI version of Mark Zuckerberg to interact with staff Botched IT upgrade ended liquor sales for the entire state of Mississippi Robot birds deployed by park to attract real birds Anthropic asks Christian leaders for help steering Claude's spiritual development AI that bankrupted a vending machine is now running a store in San Francisco Testing suggests Google's AI overviews tells millions of lies per hour WITHIN REACH! Dave 4-2, this is round 8 Nate Goes First (35:05) TAKES: Amazon to end support for older Kindle devices (39:40) Dead Google (41:40) Microsoft Patch Tuesday April 2026 (45:20) BONUS ODD TAKE: Your Life in Weeks (46:55) PICKS OF THE WEEK:  Dave:  Freetaxusa.com (50:05) Nate: TAKAVU Car Window Cleaning Tool, Windshield Wiper Cleaner with Extendable Long-Reach Handle, 3 Washable Reusable Microfiber Bonnets, Car & Home Inside Interior Exterior Use - Lint Free (Green) (54:45) Guest Pick: Hey Grandma - Xenvo Shutterbug - Camera Shutter Remote Control - Bluetooth Wireless Selfie Button Clicker - Compatible with iPhone, iPad, Android, Samsung, and Google Pixel Cell Phones, Smartphones and Tablets (57:15)

As a young banker, I had lunch with a friend whom I hadn't seen since college. He was an aggressive new entrepreneur building a prosperous business. As we finished lunch he asked for my lunch receipt. When I asked why, he said, “I gather receipts to write off my taxes.” He laughed and said, “They ... The post The Tax Time Test appeared first on Unconventional Business Network.

As tax season reaches its peak, this episode of Your Real Estate Life breaks down the critical connection between your tax return and your mortgage opportunities. Michael Harris explains how what you report to the IRS directly impacts your ability to qualify for a home loan, why common write-offs can reduce borrowing power, and how to navigate that challenge especially for self-employed borrowers. The program also highlights advanced strategies including bank statement and DSCR loans, along with the often-overlooked concept of interest rate versus total interest volume. With timely insight into the week's economic data and practical guidance for those who owe taxes or expect a refund, this episode helps listeners turn tax-time uncertainty into a clear financial and real estate strategy. On this radio program, Michael imparts invaluable advice, financial insights, and practical resources for effectively managing your loans and transforming debt into wealth. While he may not have authored the lending programs you're currently enrolled in, his objective is to enlighten you on proper repayment strategies. Though he is not a certified public accountant, attorney, estate planner, or realtor, he can connect you with top-notch professionals through his extensive business network, ensuring you receive the best possible assistance. The economy is dynamic and ever-evolving. You will encounter numerous external factors beyond your control and face challenging questions that test your knowledge. However, amidst these challenges, there are still opportunities to secure your real estate future. Start saving time and money today on your purchase or refinance with the perfect interest rate and plan tailored to you and your family. Discover how to navigate the complex loan selection and acquisition process to meet your unique needs. Break free from the grip of your landlord and start building equity through homeownership. When it comes to finding your dream neighborhood and elevating your financial status, having the right support is crucial. Find it all in this enlightening radio program today. Investment loans are available in all states except North Dakota (ND), Nevada (NV), South Dakota (SD), and Vermont (VT). Please follow us on YouTube www.youtube.com/@YourRealEstateLife and visit our websites: yourrealestatelife.com and unitedforloans.com

As we step into spring, we're joined by Jennifer Johnson of Three Magnolias Financial Advisors to revisit the ongoing global economic challenges stemming from the recent conflict in Iran and its impact on the financial markets. Jennifer shares her insights on how these events have influenced oil prices, consumer spending, and overall market performance.In this episode, we'll discuss:• The current state of the market one month after the onset of the conflict• The ripple effects of rising oil prices on everyday expenses and investments• Proactive strategies for investors during turbulent times• The importance of tax planning as the filing deadline approaches• Tax loss harvesting and Roth conversions as potential strategies to considerJennifer emphasizes the necessity of remaining calm and informed, encouraging listeners to avoid emotional decision-making in response to market fluctuations. With practical advice and actionable insights, this episode equips you with the knowledge to navigate these uncertain times while keeping your long-term financial goals in sight.To reach Jennifer and her team:jennifer@3-magnolias.com336-701-1600The Triad Podcast Network is proudly sponsored by The Ginther Group Real Estate, Dewey's Bakery, and Three Magnolias Financial Advisors.

Tim Powers fills in for Vassy Kapelos today, as U.S. President Donald Trump escalates his threat to destroy Iran's critical civilian infrastructure. On today's show: Gas prices are set to rise again, as stations switch to the Summer Fuel blend. Tim chats with Dan McTeague, the President at Canadians For Affordable Energy. Retired General Tom Lawson, a former Chief of Defense Staff, discusses the situation with the Iran War. A new report from BMO warns of staggering economic impacts if the Iran War continues to drive up the price of oil. Tim speaks with BMO Senior Economist Sal Guatieri. Money Talk with John Klotz: It's Tax Time! The Daily Debrief Panel - featuring Jordan Paquet, Sharan Kaur, and Nojoud Al Mallees. Registered Child Psychologist Dr. Janine Hubbard reacts to the Saskatchewan government mulling over a U-16 social media ban. It might be early in the baseball season, but the Toronto Blue Jays have dropped 5 straight after a 4-1 start. TSN 1050 radio host Aaron Korolnek tries to calm things down, but keeps things honest.

Episode 111: IRS and Tax Time Guest: Michelle Lee  In this episode Bingham sits down with Elder Michelle Lee, longtime member of Integrity Deliverance Church, Head Administrative Assistant, and longtime IRS professional. Bingham and Lee discuss the following: Where she was born and raised What college she attended Her college major Her career choice Integrity Deliverance Church Tax law Tax Fraud Charitable contributions Her favorite constitutional right Her favorite civil rights activist Future tax law Family life You can listen to the JFA Podcast Show wherever you get your podcast or by clicking on one of the links below. https://dlbspodcast.buzzsprout.com    https://blog.feedspot.com/social_justice_podcasts/    https://peculiarbooks.org   Also if you are interested in exercise and being healthy check out the Top 20 Triathlon Podcasts. https://blog.feedspot.com/triathlon_podcasts/ 

March 26, 2026 ~ Chris Renwick, Jamie Edmonds, and Lloyd Jackson discuss the tax deadline. Maria Monte, Partner and CPA with ShindelRock, explains extensions and potential refunds, including higher standard deductions for many filers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we talk about the tax time bomb hiding inside retirement accounts for healthcare professionals. We focus on clinicians who have done everything right:.you saved consistently. You deferred income. You maximized our 403(b) and 457(b) plans. But we explain how those smart decisions can create large tax consequences later in retirement.Here's the core issue. Decades of tax deferral during high earning years allow retirement accounts to grow substantially. Over time, those accounts often become the largest part of net worth. The problem is not the saving. The problem is what happens when required minimum distributions begin. These RMDs are not based on lifestyle needs. They are based on account size. The larger the balance, the larger the forced withdrawal. And those withdrawals are taxed as ordinary income. They stack on top of Social Security, pensions, deferred compensation, and sometimes part time work. That is how many clinicians end up in their highest tax years after they stop working.The common assumption that taxes drop in retirement: it does not always hold true for prepared professionals. Retirement changes where income comes from, not necessarily how much income there is. Social Security taxation depends on total income. Medicare premiums increase when income crosses thresholds. Strong market growth can quietly increase future RMDs. Income can show up whether we want it or not.The most valuable planning window often happens before RMDs and Social Security begin. Those transition years between retirement and age 73 can offer meaningful control. If income temporarily dips while net worth remains high, we may have opportunities to shift assets strategically.What about Roth conversions? They are not about avoiding taxes. They are about choosing when to pay them. By moving money from traditional IRAs to Roth accounts during lower income years, we reduce future RMDs and create flexibility. Now, these conversions can feel uncomfortable because they increase short term taxable income and may affect Medicare premiums. But we emphasize that the real goal is to reduce sharp income spikes later.Again, these tax issues are often the result of doing everything right. Flexibility matters more than perfect timing. Thoughtful planning today can prevent forced decisions later.(00:00) Introduction(00:51) How 403(b) and 457(b) Plans Create Future Tax Risk(02:59) Why Taxes May Not Drop in Retirement(04:36) Social Security and Medicare Income Traps(07:01) The Transition Years Planning Window(10:26) Understanding Roth Conversions(14:46) How Early Planning Reduces RMD Pressure(16:17) The Power of Tax Diversification(18:21) Key Takeaways for Clinicians To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.The ThimbleberryU Podcast is produced by JAG Podcast Productions - https://jagpodcastproductions.com/

Bob talks to IRS tax expert, Dan Pilla, about the 19 tips you need to know.

In this episode of The Empowered Investor Podcast, Keith Matthews and Andrea LeRoyer break down how to approach tax season with clarity and structure. From key deadlines to recent tax changes, they walk through what actually matters when preparing your return.The discussion goes beyond basic compliance, highlighting how organization, awareness of credits, and proactive planning can materially impact your after-tax outcomes. They also cover practical frameworks, including what documents you'll receive, what you need to track down, and how different life situations, from students to retirees, affect your tax strategy.This episode offers a structured approach to navigating tax season efficiently while avoiding missed opportunities and costly oversights, an essential listen for anyone serious about managing their financial life with discipline and foresight.Key Topics:● April 30 = main filing & payment deadline. (00:02:56)● Self-employed file later, but must pay by April 30. (00:03:08)● Most tax slips arrive by late February. (00:04:25)● Trust slips may delay filing into March/April. (00:04:43)● First tax bracket reduced to 14%. (00:05:15)● Some tax credits slightly reduced in value. (00:05:53)● New/expanded benefits: grocery, disability. (00:06:35)● Non-compliant short-term rentals lose deductions. (00:08:58)● Digital news credit eliminated. (00:09:36)● Underused housing tax removed. (00:09:55)● Organize: income slips, assessments, installments. (00:11:14)● Track manually: childcare, tuition, medical, donations. (00:15:12)● Home office = prorated expense deductions. (00:18:20)● Students should file to unlock credits & benefits. (00:20:47)● First-time homebuyers eligible for tax credits. (00:22:32)● Families gain access to child-related benefits. (00:23:48)● Seniors benefit from multiple targeted credits. (00:25:28)● Pension income splitting can reduce taxes. (00:32:20)● Tax planning is year-round, not seasonal. (00:35:38)Thanks for Listening!Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. Feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112.Follow Tulett,Matthews & Associates on social media: LinkedIn, Facebook, and more!Follow The Empowered Investor on Facebook, LinkedIn, and Instagram.

Welcome aboard, fellow groomers and pet professionals! On this episode of the Traveling Groomers Podcast, Chris Anthony and Mary Oquendo dive deep into the not-so-glamorous but oh-so-important world of business taxes, work-life balance, and—yes—the realities of burnout in the grooming industry. As tax season looms, they share practical tips for keeping tax-time stress at bay, from using QuickBooks and the latest IRS resources to deciding when it's worth hiring an accountant. But it's not all numbers and paperwork! The conversation flows into the art of setting boundaries, both with challenging clients and within your own family—because maintaining your mental health is just as vital as running a well-oiled grooming business. Chris Anthony and Mary Oquendo share candid stories, gentle (and sometimes not-so-gentle) strategies for saying “no,” and a healthy dose of laughter about everything from family phone calls at odd hours to accidental cat-hair explosions. If you're feeling the pressure of busy season or just need reassurance that you're not alone in the chaos, this episode is packed with relatable wisdom, encouragement, and a few unexpected detours that will make you smile. So grab your travel mug, and join us as we navigate the journey of grooming, taxes, and self-care—because your sanity is just as important as your scissors!

At tax time, it's all about the placement of the chairs? full 120 Wed, 11 Mar 2026 14:41:25 +0000 LLukIYDsLqt5tLWVkq3kSsDOIMJlNLtC society & culture The Doc Show society & culture At tax time, it's all about the placement of the chairs? The Doc Show with Jessie   2024 © 2021 Audacy, Inc. Society & Culture False https://player.amperwavepodcasting.c

In this episode of ThimbleberryU, we dig into why tax season can feel particularly overwhelming for tech professionals and how to approach it with less stress and more predictability. We focus on the common sources of tax complexity, equity compensation and bonuses, and offer a simple framework for making tax season less dramatic and, ideally, boring.We start by exploring how tech income is rarely just a paycheck. When restricted stock units (RSUs), employee stock purchase plans (ESPPs), bonuses, or job changes are layered on top of a base salary, tax situations become more complex. These types of income show up in chunks and are taxed differently, often creating withholding gaps and surprises at filing time. Most payroll systems handle base salary well, but they may fall short when irregular income is involved.We walk through how RSUs are taxed at vesting, and how withholding often underestimates what's truly owed, especially for higher earners. ESPPs add another wrinkle: taxes are triggered when shares are sold, not purchased, and withholding is often absent entirely. And bonuses, while taxed as regular income, are frequently withheld at flat rates that don't match the recipient's tax bracket. This leads to confusion and contributes to the myth that bonuses are taxed more heavily.Throughout the conversation, we emphasize that withholding is NOT the same as actual tax owed, and that tax visibility (not perfection) is the real goal. We suggest starting the year by forecasting equity and bonus income, applying a rough tax rate, and comparing that to projected withholdings. If there's a gap, it's not a problem; it's a signal to adjust.We share real client examples, showing how a lack of planning around year-end RSU vests led to surprise tax bills. A few proactive steps, like setting aside cash when equity vests or bonuses hit, can prevent financial strain. We encourage creating a running file of key documents, such as vesting summaries, pay stubs, and equity sale confirmations, to simplify reporting and planning.Finally, we outline a system for turning tax planning into a repeatable habit: review compensation annually, capture documents in real time, run a mid-year check, and coordinate with financial and tax professionals before tax returns are finalized. The message is clear. Calm comes from process, not hope. With the right approach, taxes can feel manageable, even boring. And in this case, boring is a very good thing.(00:00) – Intro: Why Tax Season Feels Overwhelming(01:40) – The Hidden Complexity of Tech Income(03:00) – Where Tax Risk Typically Shows Up(04:00) – How RSUs and ESPPs Are Taxed(07:00) – The Bonus Tax Withholding Myth(09:00) – Estimating Tax Exposure (Visibility > Precision)(10:26) – A Real-World Tax Surprise Story(12:32) – Gathering Tax Documents Throughout the Year(14:45) – Managing Cash Flow from Equity & Bonuses(17:43) – Building a Repeatable Tax Planning System(19:17) – Final Thoughts: Calm Comes from Process To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.The ThimbleberryU Podcast is produced by JAG Podcast Productions - https://jagpodcastproductions.com/

There's a ticking tax time bomb… hiding inside your retirement savings. Find out what it is, and how you can avoid it… on a special edition of Retirement Solutions Radio.

On Tuesday, The Joel Natalie Show aired our annual Tax Show with John Baker of Kingdom Tax Services. There are many changes this year because of the Big Beautiful Bill, and so we had a wide-ranging conversation about making sure you don't pay too much.

THE BEST BITS IN A SILLIER PACKAGE (from Thursday's Mike Hosking Breakfast) Is a Tax/Time to Hate the Banks Again/What the Hell Is Cultural Leave?/Judge the Judge, Day 3/What's On Sky?See omnystudio.com/listener for privacy information.

Even though we ALWAYS get a refund I HATE tax time.  I have to gather so much info and funnel it into a spreadsheet and I just wish I had a "guy" or "gal" to do all of this... but ya know me.... ONE MAN SHOW!!!

Taxes don't have to feel like something that happens to you. Joe Saul-Sehy, OG, and Neighbor Doug break down the biggest recent tax changes and, more importantly, how to use them intentionally instead of accidentally leaving money on the table. This isn't about memorizing the tax code or becoming a DIY CPA. It's about understanding where the real opportunities are right now, which moves matter most at different life stages, and how smart planning today can quietly add up to thousands of dollars over time. From new deductions to retirement-focused strategies, this episode helps you move from reacting at tax time to planning all year long. What You'll Learn: • The most important recent tax changes and who actually benefits from them • How the expanded SALT deduction works and when it matters • What the new senior deduction could mean for retirees and near retirees • Why maximizing retirement accounts isn't just about saving for later but lowering taxes now • How Health Savings Accounts create one of the most powerful tax advantages available • When tax loss harvesting helps and when it's mostly noise • Why managing your tax bracket in retirement can be as important as investment returns • Smarter charitable giving strategies that align generosity with tax efficiency • How education savings tools fit into a broader tax plan for those who need them • Common tax season mistakes that quietly cost people money every year This Episode Is For You If: • You suspect you're paying more in taxes than you should • Tax planning feels overwhelming so you just deal with it in April • You want to understand which tax moves actually matter at your life stage • You're tired of hearing about strategies that don't apply to your situation • You're ready to stop reacting to taxes and start planning for them This episode is for anyone who wants their tax strategy to support their bigger financial goals, not work against them. If you're looking to keep more of what you earn and make fewer "wish I'd known that earlier" decisions, this is one to queue up. FULL SHOW NOTES: https://stackingbenjamins.com/tax_planning_moves_for_2026-1798 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/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Taxes don't have to feel like something that happens to you. Joe Saul-Sehy, OG, and Neighbor Doug break down the biggest recent tax changes and, more importantly, how to use them intentionally instead of accidentally leaving money on the table. This isn't about memorizing the tax code or becoming a DIY CPA. It's about understanding where the real opportunities are right now, which moves matter most at different life stages, and how smart planning today can quietly add up to thousands of dollars over time. From new deductions to retirement-focused strategies, this episode helps you move from reacting at tax time to planning all year long. What You'll Learn: • The most important recent tax changes and who actually benefits from them • How the expanded SALT deduction works and when it matters • What the new senior deduction could mean for retirees and near retirees • Why maximizing retirement accounts isn't just about saving for later but lowering taxes now • How Health Savings Accounts create one of the most powerful tax advantages available • When tax loss harvesting helps and when it's mostly noise • Why managing your tax bracket in retirement can be as important as investment returns • Smarter charitable giving strategies that align generosity with tax efficiency • How education savings tools fit into a broader tax plan for those who need them • Common tax season mistakes that quietly cost people money every year This Episode Is For You If: • You suspect you're paying more in taxes than you should • Tax planning feels overwhelming so you just deal with it in April • You want to understand which tax moves actually matter at your life stage • You're tired of hearing about strategies that don't apply to your situation • You're ready to stop reacting to taxes and start planning for them This episode is for anyone who wants their tax strategy to support their bigger financial goals, not work against them. If you're looking to keep more of what you earn and make fewer "wish I'd known that earlier" decisions, this is one to queue up. FULL SHOW NOTES: https://stackingbenjamins.com/tax_planning_moves_for_2026-1798 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

TWS News 1: Soda Jingles – 00:26 The People’s Challenge – 3:50 Snap Judgement – 6:34 TWS News 2: Tax Time – 15:07 How to Believe in a God You Can’t See – 18:44 TWS News 3: A.I. Veggies – 23:40 Kazoo Game – 26:17 Rock Report: Most Streamed Shows of 2025 – 32:23 Boss Queen – 35:50 You can join our Wally Show Poddies Facebook group at www.facebook.com/groups/WallyShowPoddies This podcast is crowd funded - that means that you help make it possible. If you like it and want to support it, give here.

Alicia walks through her systematic approach to year-end cleanup, explaining why many business owners' books contain errors that go unnoticed until tax time. She covers the most common trouble spots—from duplicate revenue in undeposited funds to improperly categorized transactions—and demonstrates how to use QuickBooks' built-in tools like the Reclassify feature and Report Options to fix problems at their source rather than just making adjusting journal entries. The episode emphasizes why proper cleanup matters: automations and banking feeds learn from past behavior, so correcting the underlying transactions prevents the same mistakes from recurring year after year.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:25) - Year-End Cleanup for Tax Time (02:30) - Importance of Accurate Bookkeeping (04:32) - QuickBooks Tools for Cleanup (14:49) - Reconciling Accounts Properly (18:19) - Categorizing Transactions Correctly (20:51) - Adjusting Inventory and Equity (24:42) - Analyzing Reports for Anomalies (26:03) - Conclusion and Class Promotion Alicia's current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEPayroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907  We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

January 28, 2026 ~ Detroit Free Press Personal Finance Columnist Susan Tompor talks with Paul W about her column about preparing your tax returns. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A surprising retirement strategy could turn a required tax burden into a powerful wealth‑building opportunity. On this episode, Steve Anzuoni breaks down proactive tax planning, smart RMD moves, and a little‑known way retirees can create tax‑free legacy dollars for their families. Jessica Forkel guides the conversation as they explore why couples should tackle money decisions together, how Social Security really fits into retirement income, and where annuities may help fill long‑term income gaps. It's a practical, clear‑eyed look at building stability and confidence in retirement. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media: Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.

Filing taxes married filing separately can be one of the most powerful tools for lowering income-driven student loan payments. But it's also one of the easiest ways to make costly mistakes if you're not careful. Meagan McGuire, CFP®, ChFC®, CSLP®, walks through what borrowers need to double-check before tax season hits. You'll learn when filing separately actually saves money, when it backfires, and how community property states completely change the math. Key moments: (05:32) Why married filing separately can dramatically lower IDR payments (09:58) Real numbers: comparing tax cost vs. student loan savings (17:28) The Roth IRA trap many married borrowers miss (23:37) Why community property states often create extra student loan savings   Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon Music Leave an honest review on Apple Podcasts  Subscribe to the newsletter Join SLP Insiders for student loan loopholes, SLP app and member community Feeling helpless when it comes to your student loans? Try our free student loan calculator Check out our refinancing bonuses we negotiated Book your custom student loan plan Get profession-specific financial planning Do you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!  

What if your biggest retirement asset is also your biggest tax trap? Ryan Herbert dives into the realities of 401(k) withdrawals, required minimum distributions (RMDs), and how shifting tax laws could quietly erode your nest egg. This episode unpacks why following “Uncle Sam’s plan” may cost you far more than you expect and how proactive tax planning can save hundreds of thousands over your lifetime. Learn the pitfalls of relying on default strategies, the impact of future tax rates, and actionable steps to protect your legacy. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights:

In this episode of the 9Innings Podcast, I break down the hidden tax traps inside your 401(k). Most people think pre-tax contributions are an automatic win—but the tax bill eventually comes due. We walk through how RMDs, rollover mistakes, and poor documentation can trigger unexpected taxes, higher Medicare premiums, and even push more of your Social Security into the taxable column.I also share real-life examples of how a simple error—like a tax professional misreporting Form 8606 basis—can cost retirees thousands. This episode is all about avoiding land mines: understanding IRS rules, tracking your paperwork, and being proactive so you can keep more of what you've earned.(00:00:00) Introduction & Why 401(k)s Create Hidden Tax Traps (00:00:58) Pre-Tax Contributions & The Future Tax Bill (00:03:46) RMD Shock: How Distributions Raise Taxes & Medicare Premiums (00:06:16) The Rollover Minefield: After-Tax vs. Pre-Tax vs. Roth (00:07:38) Real Case Study: The Form 8606 Basis Error (00:12:39) The Widow's Penalty & Timing Risks in Retirement (00:14:54) How to Avoid 401(k) Tax Traps NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

Every year small business owners act shocked when they owe money at tax time, but why? If you took money out of your business, the IRS wants its share. Today, we break down why you keep getting surprised and the simple system that will save you from the stress: setting up a high-yield savings account and moving money over every month. Even 10% is better than nothing. Whether you transfer a percentage or a set amount, the goal is the same - build a habit of saving so tax season doesn't break you. Stop being blindsided and start taking control of your numbers. -----------------------------   CONTACT ME:

Required Minimum Distributions (RMDs) can impact taxes, Medicare premiums, and cash-flow in retirement. In this episode, Ken Moraif and Jeremy Thornton explain when RMDs start (age rules), how the penalties work, and practical ways retirees plan ahead—like tax-bracket management, Roth conversions, qualified charitable distributions (QCDs), spousal planning, and timing tactics that help you stay organized and invested.RPOA Advisors, Inc. (d/b/a Retirement Planners of America) (“RPOA”) is an SEC-registered investment adviser. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RPOA has attained a certain level of skill or training.This podcast has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, personalized investment, financial, tax, or legal advice. RPOA does not provide tax or legal advice. You should consult your own tax and legal advisors before engaging in any transaction or strategy.Opinions expressed are those of RPOA as of the date of publication and are subject to change. Investing involves risks, including possible loss of principal. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss. Past performance is no guarantee of future results.

Big Rich, TD and Fletch fire up the imaginary time machine and debate the one moment in history worth a single round trip. Rich admits he's finally tackling last year's taxes (in October…), and the crew breaks down why the new season of Stranger Things better blow our minds with the budget they're burning through.

Roth conversions may be one of the most overlooked tax planning opportunities in retirement, and the cost of waiting could be staggering.  With recent legislative changes, longer life expectancies, and compressed inheritance timelines for your heirs, it's never been more important to get this right. In this episode of Retirement Unlocked, Larry Heller, CFP®, CDFA®, … Read More Read More

Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

BBC TV Licence Is a Poll Tax – Time to Scrap It? BBC #TVlicence #Axethetax #BBCbias #JonGaunt#UKPolitics Is the BBC TV licence still worth paying in 2025 — or is it an outdated poll tax on British households?  We debate whether the BBC's funding model should be scrapped in the digital age. I worked inside the BBC for years, winning three Sony Awards in one night as a top talk radio presenter. But I'm now ashamed of what it has become — from political bias and overpaid talent to a shrinking audience and competition from streaming giants like Netflix, YouTube, and Spotify.  We discuss: BBC bias and impartiality — including their own admissions in recent controversies Whether BBC Radio 1, Radio 2, Radio 4, and Radio 5 Live could thrive in the private sector.  The streaming revolution — Netflix, YouTube, Spotify vs the BBC  The Glastonbury coverage controversy.  The reality of the TV licence “poll tax” — and why refusal to pay can lead to prison  #BBC #TVlicence #ScrapBBC #BBCbias #BBCcontroversy #TVlicencedebate #BBCimpartiality #BBCpolltax #UKbroadcasting #BBCfunding #BBCsalaries #BBCwaste #EndTVlicence #NoTVlicence #BBCcompetition #ClassicFM #TalkSport #GBNews #NetflixvsBBC #YouTubevsBBC #StreamingvsBBC #AbolishTVlicence  BBC TV licence, scrap BBC licence, BBC bias, BBC controversy, TV licence debate, BBC impartiality, BBC poll tax, UK broadcasting, BBC funding, BBC salaries, BBC waste, end TV licence, no TV licence, BBC competition, Classic FM, TalkSport, GB News, Netflix vs BBC, YouTube vs BBC, streaming vs BBC, abolish TV licence  This video is a politics blog and social commentary by award winning talk radio star, Jon Gaunt  

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   —--------------------

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 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.

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.

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