Podcasts about tax tips

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Best podcasts about tax tips

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Latest podcast episodes about tax tips

CPA Trendlines Podcasts
Disguised Tax Hikes Are Back on the Table | Quick Tax Tip

CPA Trendlines Podcasts

Play Episode Listen Later Sep 10, 2025 3:24


This stealthy tax rule could hit clients starting in 2026.Quick Tax TipWith Art WernerCPE TodayEvery tax bill hides a few surprises, and the OBBB is no exception. According to tax guru Art Werner, one of those surprises could wallop high earners through the quiet return of the PEASE limitation.Click here for more Art WernerIn the newest episode of Quick Tax Tip, he breaks down this often-overlooked provision, its history, and what it could mean for your clients. 

CPA Trendlines Podcasts
Werner: Tax-Free Tips? Not So Fast | Quick Tax Tip

CPA Trendlines Podcasts

Play Episode Listen Later Sep 3, 2025 3:41


A campaign promise turns into tax code reality—but only for a limited time.Quick Tax TipWith Art WernerCPE TodayOn the latest Quick Tax Tip, tax guru Art Werner unpacks one of the buzziest provisions tucked into the “One Big Beautiful Bill”: the partial exemption of tips from taxation.Click here for more Art WernerDuring their campaigns, both former President Trump and Vice President Harris floated the idea of eliminating taxes on tips. Now, some of that rhetoric has made its way into law—but with caveats that every taxpayer, accountant, and employer in the hospitality sector needs to understand.

Accumulating Wealth with Hunter Satterfield
Ep. 249: Tax Tips and Touchdowns

Accumulating Wealth with Hunter Satterfield

Play Episode Listen Later Sep 2, 2025 20:26


Now that several tax-saving opportunities are permanent through the One Big Beautiful Bill, the potential for strategic, proactive planning is greater than ever. The guys walk through the top tax tips, covering QBI, bonus depreciation and more. Plus, college football is back, and the guys are making their predictions for the season.   LINKS Podcast Video cainwatters.com Submit a Question Facebook | YouTube | Instagram

CPA Trendlines Podcasts
Werner: Reward Loyalty, Retain Talent, and Reduce Taxes | Quick Tax Tip

CPA Trendlines Podcasts

Play Episode Listen Later Aug 30, 2025 2:24


The PFML federal tax credit is no longer temporary. Here's how to claim it, avoid pitfalls, and support your workforce.Quick Tax TipWith Art WernerCPE TodayIf you've been taking advantage of the federal Paid Family and Medical Leave (PFML) credit, here's some good news: It's no longer set to expire. Thanks to recent legislation, the enhancement of this credit is now permanent—a significant win for employers who want to support their staff without taking a major financial hit. Click here for more Art Werner Catch more Art Werner, Wednesday, Sept. 3, for Tax Rumors, Episode 3, with CPA Steve Yoss, and hosted by CPA Trendlines' Rick Telberg. In the latest Quick Tax Tip episode, tax expert Art Werner breaks down exactly what this means for your business, how you can qualify, and the rules you must follow to keep this benefit in play.

Tax Relief with Timalyn Bowens
Car Loan Interest Deduction

Tax Relief with Timalyn Bowens

Play Episode Listen Later Aug 29, 2025 17:32


Episode 66:  In this episode, Timalyn continues the discussion begun in Episode 64 about the One Big Beautiful Bill Act.  Timalyn opens up the episode with a reminder of what the One Big Beautiful Bill Act is. Timalyn also warns that this tax year may not be the one where you want to let someone who is not a professional handle your preparation.  Today, she's explaining the car loan interest deduction. If there is any part of this new tax law that you'd like to hear her cover, please let us know. Car Loan Interest Deduction This new deduction is effective for tax years 2025 - 2028.  The vehicle must be purchased new for personal use, and leased on vehicles do not count for this deduction.  The maximum deduction is $10,000. The deduction begins phasing out for single and head of household taxpayers with a modified adjusted gross income of $100,000. That amount doubles to $200,000 for married taxpayers who file jointly. This deduction is not available for taxpayers who are married but file separately.   This deduction is only for qualified vehicles. The vehicle has to have final assembly in the United States. It has to be less than 14,000 pounds, so it can be any of the following: Car Minivan Motorcycle Pick-up truck SUV   To qualify for the deduction, the loan has to have originated after December 31st, 2024, for personal use. Used vehicles do not qualify for the deduction. The loan must also be secured by a lien on the vehicle.  Lenders will be responsible for reporting the interest paid to both the IRS and the taxpayer on an interest statement.    Timalyn warns taxpayers that this is the year they may not want to let a family member who is not a professional handle their taxes. There are a lot of mid-year changes that, if not handled correctly, can lead to tax issues.   To stay up to date with these changes, Timalyn lets listeners know that Tax Tips with Timalyn will be coming back. There will be different paid versions to subscribe to relevant information for individual taxpayers and business taxpayers.   Need Tax Help Now? If you need answers to your tax debt questions, book a consultation with Timalyn via her Bowens Tax Solutions website.  Click this link to book a call. Please consider sharing this episode with your friends and family.  There are many people dealing with tax issues, and you may not know about it.  This information might be helpful to someone who really needs it.  After all, back taxes shouldn't ruin their life either.  As we conclude Episode 65, we encourage you to connect with Timalyn on social media. You'll be able to subscribe to this podcast on Spotify, Apple Podcasts, YouTube, and many other podcast platforms.    Remember, Timalyn Bowens is America's Favorite EA, and she's here to fill the tax literacy gap, one taxpayer at a time.  Thanks for listening to today's episode.  For more information about tax relief options or filing your taxes, visit https://www.Bowenstaxsolutions.com/ .  If you have any feedback or suggestions for an upcoming episode topic, please submit them here:  https://www.americasfavoriteea.com/contact.  Disclaimer:  This podcast is for informational and educational purposes only.  It provides a framework and possible solutions for solving your tax problems, but it is not legally binding.  Please consult your tax professional regarding your specific tax situation.

Martinka Consulting's Getting the Deal Done Podcast
Capital Gains Tax Tips for Business Sales

Martinka Consulting's Getting the Deal Done Podcast

Play Episode Listen Later Aug 29, 2025 32:23


Patrick Lonergan is an expert on how to legally reduce and defer taxes. He discusses numerous strategies that many business owners and sellers can apply with an emphasis on what business seller's can do.John MartinkaJessica MartinkaContact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/https://www.martinkaconsulting.com/ https://www.gddpodcast.buzzsprout.comhttps://www.youtube.com/c/JohnAMartinka/videos 425-515-4903

CPA Trendlines Podcasts
Werner: The Hidden Tax Traps of OBBBA—and How to Avoid Them | Quick Tax Tip

CPA Trendlines Podcasts

Play Episode Listen Later Aug 27, 2025 2:16


The One Big Beautiful Bill Act can reward smart planners—and punish the unprepared.Quick Tax TipWith Art WernerCPE TodayIn the aftermath of the newly enacted One Big Beautiful Bill Act (OBBBA), taxpayers and businesses alike are scrambling to determine whether they stand to gain or lose under the sweeping changes. But according to tax authority Art Werner, the dividing line between winners and losers is clear: those who plan will win; those who don't will lose. Click here for more Art Werner Catch more Art Werner, Wednesday, Sept. 3, for Tax Rumors, Episode 3, with CPA Steve Yoss, and hosted by CPA Trendlines' Rick Telberg. “There are always winners and losers in a tax bill,” Werner says in the latest Quick Tax Tip podcast. “But the best answer I can give at this point is that the winners are going to be the people who plan.”

CPA Trendlines Podcasts
Werner: Parking Perks That Pack a Tax Punch | Quick Tax Tip

CPA Trendlines Podcasts

Play Episode Listen Later Aug 23, 2025 2:38


Nonprofit employees face a new tax reality on fringe benefits.Quick Tax TipWith Art WernerCPE TodayFor years, employers could offer free or subsidized parking or public transit passes as a valuable fringe benefit without triggering extra tax for employees. Businesses could deduct the cost—up to an inflation-adjusted $325 per month in 2024—while employees enjoyed the perk tax-free. Click here for more Art Werner Catch more Art Werner, Wednesday, Sept. 3, for Tax Rumors, Episode 3, with CPA Steve Yoss, and hosted by CPA Trendlines' Rick Telberg. That changed under the Tax Cuts and Jobs Act (TCJA). Now, if a business deducts the cost of parking or transit benefits, employees must count it as taxable income. Employers can still shield employees from the tax by choosing not to deduct the expense.

Accounting and Accountability
Episode 123: Big Bill Energy: Tax Tips, Roth Moves, and What the IRS Isn't Telling You

Accounting and Accountability

Play Episode Listen Later Aug 22, 2025 33:24


Update on the One Big Beautiful Bill (OBBB): The firm is actively educating clients on this fast-tracked legislation, which passed with drafting errors that may require technical corrections. Nonprofit Retirement Plan Credit: A new bipartisan bill proposes extending up to $5,000 in startup retirement plan tax credits to nonprofit organizations, similar to what's already available to for-profits. Roth IRA Conversions & RMDs: Listeners get clarity on converting pre-tax retirement funds into Roth IRAs, including the rule that Required Minimum Distributions (RMDs) must be taken before a Roth conversion is allowed. Taxability of Legal Settlements: The episode breaks down when lawsuit settlements are taxable, including distinctions between physical vs. emotional damages and the implications of gross settlements (taxed before attorney fees). Penalty Relief Through Reasonable Cause: Entrepreneurs learn how to pursue IRS penalty abatement by showing reasonable cause, acting in good faith, and behaving like a prudent taxpayer. Potential End of IRS Paper Refund Checks: The podcast closes with an update on the White House's push to eliminate paper refund checks—a change that likely won't happen by the proposed September 30th deadline. Room for All: How CAMP Rehoboth Builds Community That Lasts In this episode, Kim Leisey, Executive Director of CAMP Rehoboth, joins Keith Kahn to share how the organization is evolving while staying true to its mission of inclusion, advocacy, and connection in Southern Delaware. From volunteer programs to partnerships with local businesses, Kim lays out a blueprint for meaningful nonprofit impact. Key Takeaways: Rooted in Purpose: CAMP Rehoboth began as a safe space for the LGBTQ+ community and continues to welcome all who align with its mission. Smart Partnerships: Kim focuses on “intersections”—connecting with businesses and organizations through shared goals. Scaling With Heart: Even as events grow, CAMP Rehoboth prioritizes emotional safety, connection, and community-building. Mission-First Leadership: The team avoids “mission creep,” sticks to core values, and leans on transparent governance. Volunteers with Purpose: People are matched to meaningful roles that use their skills and deepen their connection. Businesses Wanted (Beyond the Check): Kim encourages business owners to engage—through board service, volunteering, and partnership—not just donations.

CPA Trendlines Podcasts
Werner: When Ethics Trump Client Loyalty | Quick Tax Tip

CPA Trendlines Podcasts

Play Episode Listen Later Aug 20, 2025 1:47


Unreported income from prior years may trigger a Circular 230 compliance issue that forces you to end the relationship.Quick Tax TipWith Art WernerCPE TodayIn the latest Quick Tax Tip from CPA Trendlines, tax guru Art Werner dives into a sticky — but all too familiar — scenario facing tax professionals: discovering a client's unreported income years after the fact. Click here for more Art Werner Catch more Art Werner, Wednesday, Sept. 3, for Tax Rumors, Episode 3, with CPA Steve Yoss, and hosted by CPA Trendlines' Rick Telberg. It begins innocently enough. A client brings in a Form 1099-K — perhaps for the first time — showing payments received through online sales platforms. The conversation reveals that this “new” activity isn't new at all. The client has been running an internet-based side business for years, but never disclosed it to their preparer.“Now you have a Circular 230 problem,” Werner warns.

CPA Trendlines Podcasts
Werner: Private Foundations Under the Microscope | Quick Tax Tip

CPA Trendlines Podcasts

Play Episode Listen Later Aug 13, 2025 1:44


Progressive tax changes could reshape the charitable giving landscape.Quick Tax TipWith Art WernerCPE TodayPrivate foundations may soon find themselves writing bigger checks to the IRS. In the latest Quick Tax Tip podcast, tax expert Art Werner explains a key provision of the OBBBA that increases the tax rate on net investment income for certain private foundations under section 4940(a). Click here for more Art Werner Catch more Art Werner, Wednesday, Sept. 3, for Tax Rumors, Episode 3, with CPA Steve Yoss, and hosted by CPA Trendlines' Rick Telberg. “It's a progressive tax now for the larger foundations,” Werner says, noting that while many foundations are set up for truly noble purposes—think the Red Cross or the Boy Scouts—the government is tightening the rules to ensure fairness and accountability.

CPA Trendlines Podcasts
Werner: Why that eBay Sale May Be Reportable | Quick Tax Tip

CPA Trendlines Podcasts

Play Episode Listen Later Aug 6, 2025 1:52


New 1099-K reporting rules mean your eBay, Etsy, or other online sales could land on the IRS's radar—even if you're just cleaning out your garage.Quick Tax TipWith Art WernerCPE TodayIf you've been selling old collectibles, furniture, or other personal items on eBay, you might think of it as a quick way to make cash, not something that belongs on your tax return. But according to tax guru Art Werner, new reporting thresholds for 1099-K forms are changing that, and the IRS could already have your sales data in hand.Click here for more Art Werner“In the past, the threshold for receiving a 1099-K from a payment processor or credit card company was $20,000,” Werner explains in the latest episode of Quick Tax Tip. “If you didn't hit that threshold, you wouldn't get the form, and frankly, no one was looking.”That's no longer the case.

Highlights from Lunchtime Live
Should we tax tips?

Highlights from Lunchtime Live

Play Episode Listen Later Aug 5, 2025 21:02


Public Expenditure Minister Jack Chambers confirmed in a Dáil statement that there are no plans to alter the tax treatment of tips.It comes after TD Ken O'Flynn accused the Government of penalising low-income workers for doing their jobs well.Do you think there should be a tax on tips for people working in the hospitality sector, or should they be scrapped altogether?Joining Andrea to discuss is Adrian Cummins, CEO of the Restaurants Association, Hairdressing Group Owner Terence Boyle, CEO of Kinore and Accountant Larissa Feeney and more.

CPA Trendlines Podcasts
Werner: No Tax on Overtime from 2025-2028? | Quick Tax Tip

CPA Trendlines Podcasts

Play Episode Listen Later Jul 30, 2025 3:26


New tax proposal offers four years of relief for qualified workers, starting retroactively in 2025.Quick Tax TipWith Art WernerCPE TodayDuring his campaign rallies, Donald Trump made repeated promises to eliminate taxes on overtime pay, and that promise has now been incorporated into legislative language. According to tax expert Art Werner, the proposed tax break is indeed included in the new tax bill, and it's one of the few provisions that start early and end early.Click here for more Art Werner“This is one of the parts of the bill that actually sunsets,” said Werner in a recent episode of Quick Tax Tip. “It goes from 2025 to 2028, unlike the rest of the bill, which largely begins in 2026.”The provision eliminates federal tax on qualified overtime compensation, but don't get too excited just yet. The deduction only applies under very specific conditions.

Commercial Real Estate Investing for Dummies
Trump's Big Beautiful Bill Impact on Commercial & Multifamily Real Estate

Commercial Real Estate Investing for Dummies

Play Episode Listen Later Jul 29, 2025 12:54


If you own commercial or multifamily property, Trump's Big, Beautiful Bill delivers serious tax benefits. Discover what's new, what's permanent, and most importantly, how it can help you keep more money in your pocket.Key Takeaways:4 major tax advantages property investors can leverage under the new billWho qualifies for the 20% pass-through income discountThe changing depreciation rules and what they mean for your propertyThe impact on long-term cash flow and wealth-building strategiesPractical examples from investor scenarios and tax simulations

CPA Trendlines Podcasts
Werner: What the "Big Beautiful Bill" Really Means for SALT Deductions | Quick Tax Tip

CPA Trendlines Podcasts

Play Episode Listen Later Jul 23, 2025 3:15


SALT changes may not be as sweet as clients think.Quick Tax TipWith Art WernerCPE TodayTax guru Art Werner doesn't pull punches—and when it comes to the state and local tax (SALT) deduction limits in the proposed “Big Beautiful Bill,” he's sounding the alarm for tax pros across the country.“This was the one area under the Tax Cuts and Jobs Act that had the most screaming going on,” Werner says, referencing the uproar he witnessed during live lectures in high-tax states like New York and California. “They were really angry.”Click here for more Art WernerWhile early rumors suggested the SALT cap might rise dramatically—perhaps even to $40,000—the current proposal sets the limit at $30,000 for married filing jointly and $15,000 for married filing separately, tripling the current $10,000 cap. That might sound like a win… until you read the fine print.

Divorce Master Radio
What to Know About Filing Taxes as a Single Person Post-Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later Jul 22, 2025 2:14


Divorce Master Radio
What to Know About Filing Taxes as a Single Person Post-Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later Jul 19, 2025 1:29


the unconventional attorney
7 Tax Tips for New Law Firm Owners

the unconventional attorney

Play Episode Listen Later Jul 16, 2025 2:13


More Living with Jim Brogan
Tennessee Tax Tips: How to Make the Most of Living in a No-Income-Tax State

More Living with Jim Brogan

Play Episode Listen Later Jul 15, 2025 44:46


Divorce Master Radio
What Happens If You Need to File Taxes Separately After Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later Jul 6, 2025 1:30


Financially Fierce
217 tax tips for employees with no investment property

Financially Fierce

Play Episode Listen Later Jul 6, 2025 29:08


Think tax time is your golden ticket to financial success? Think again. In this episode, Jess unpacks what employed people can actually claim, what the ATO definitely won't allow (spoiler: no, you can't claim an engagement ring), and why obsessing over tax deductions might be distracting you from building real wealth.Financially Fierce is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auTo organise a clarity call chat with Jess, or to check out either The Evergreen Money Growing Club or The Greenhouse Money Growing Program, click here.We hate email spam so we don't create it! Sign up to the money money money newsletter to get only the valuable money, careers and property info you need.Have a question or topic for the show? Post it in our Facebook group.To get help click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Jessica Brady is an authorised representative of Paragem Pty Ltd. Authorised Representative No. 1259972 | AFSL | 297276 ABN | 16 108 571 875 | Corporate Authorised Representative No. 1305567. Hosted on Acast. See acast.com/privacy for more information.

Divorce Master Radio
How to Handle Changes in Tax Brackets After Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later Jun 29, 2025 1:30


Scouting Australia Podcast
Top Tax Tips + Resetting Your Goals + Bootcamp Sneak Peek

Scouting Australia Podcast

Play Episode Listen Later Jun 22, 2025 42:23


In this week's episode, Sam Gordon is joined in the studio by Brendan Geoghegan, Head of Education at School of Property, for an energetic and insightful chat all about mid-year goal resetting and practical tax strategies as we approach the end of financial year. Brendan shares his personal experiences, actionable advice, and some pro tax tips fresh from a chat with his accountant. Together, Sammy and Brendan dive into why a mid-year check-in is crucial for anyone on a property journey, exploring how to reflect, reset, and reprioritise financial, lifestyle, and family goals. The conversation wraps up with updates on the much-anticipated School of Property Bootcamp! Whether you're new to property investing or well along your path, this episode is packed with real-life strategies, and a ton of value to help you thrive as a property investor. To join the School of Property Virtual Training this Thursday 26th June at 6:00pm AEST, register here! School of Property is the ultimate education destination to master property investment, with a curriculum meticulously designed and crafted with both beginners and experts in mind. Whether you are a complete novice, or you're ready to take things to the next level in your portfolio, this is the program for you! To find out more, head to www.schoolofproperty.com.au.   If you loved this episode please send it on to someone who would take some value, and please give us a 5 star review if you haven't yet and are loving the poddy!   If you want your question answered on our podcast DM us on our socials or email us at apsteam@australianpropertyscout.com.au   Send us your questions to: Instagram: @australianpropertyscout Want to book a call with us: Website: https://australianpropertyscout.com.au Any information, comments, opinions or content that we provide in this podcast is our general observations and information only and it is not to be taken as, or in any way, considered to be financial advice, accounting advice, superannuation advice or legal advice. We strongly recommend all and any listener and participant to obtain their own independent financial advice, accounting advice, superannuation advice and legal advice before acting in any way in relation to any investment at all including any investment in property such as what we might be discussing in this podcast. No warranty, guarantee or representation is to be taken and you cannot reproduce it in any way. Every persons financial or investment situation is different and you must consider your own circumstances before undertaking any investment and be sure to obtain independent advice. Australian Property Scout Pty Ltd | License Number: 10094798 | ABN: 64 638 266 369 Chapters: (00:01:45) Welcome & episode overview   (00:08:52) Learning from setbacks and mindset shifts   (00:14:13) Top tax tips: Tax time readiness   (00:17:27) Tracking interest & refinances for deductions   (00:20:09) Depreciation schedules & commercial property   (00:25:39) Reviewing expenses: Personal and portfolio   (00:28:49) PAYG variations for property investors   (00:32:26) Bonus tax tip: School of Property deductibility   (00:36:26) School of Property Bootcamp update   (00:43:39) Commercial masterclass & real deal highlights  

The Business Credit and Financing Show
Sherry Peel Jackson: How to Keep, Protect, and Grow Your Money: Tax Tips and Wealth Building

The Business Credit and Financing Show

Play Episode Listen Later Jun 18, 2025 31:33 Transcription Available


Dr. Sherry Peel Jackson is a retired IRS agent, CPA, and Certified Fraud Examiner with over 35 years of experience in tax reduction and wealth building. Through her proprietary KPGSystem, Dr. Jackson has helped over 100,000 individuals and businesses Keep, Protect, and Grow their wealth. As a trusted expert in financial security, Sherry empowers professionals to safeguard their earnings and create lasting wealth. She is the author of impactful books, including "How to Escape The Rat Race," and reaches an audience of over 44,000 followers on social media, where she shares her knowledge on achieving financial freedom and building a legacy. Dr. Jackson's speaking, books, and consulting work go beyond education, offering actionable strategies for financial success and long-term wealth creation. A sought-after guest, Dr. Jackson is dedicated to helping individuals and businesses unlock their financial potential and secure their future.   During the show we discussed: Identify common tax pitfalls that small business owners should be aware of. Understand what triggers an IRS audit and how to avoid becoming a target. Learn why the IRS often targets small business owners for audits. Explore ways to maximize income while minimizing tax liabilities. Discover the first step a small business owner should take to reduce taxes. Learn when groceries, travel, and meals can be written off legally. Understand the benefits of hiring your kids as a tax strategy. Use innovative strategies to build wealth while minimizing tax burdens. Legally reduce taxes as a small business owner without risking an audit or penalty. Having multiple income streams for tax reduction and wealth building. KPGSystem helps protect and grow earnings in today's financial environment. Navigate complex tax laws effectively to safeguard business earnings. Implement key tax-saving strategies from the very beginning of a business.   Resources: https://shop.sherrypeeljackson.com/  

Divorce Master Radio
How to Effectively Track Divorce Expenses for Tax Purposes? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later Jun 14, 2025 1:30


Casey Aviation Podcast
Tax Tips for Aircraft Owners | Stephen Greak

Casey Aviation Podcast

Play Episode Listen Later Jun 13, 2025 38:26


In this episode, Joe is joined by aviation tax expert Stephen Greak for an insightful discussion on the often-overlooked complexities of aircraft ownership and taxation. Together, they break down the critical importance of working with a knowledgeable tax advisor when purchasing, operating, or investing in an aircraft.New members who join PMOPA receive 10% OFF their first year's dues. Visit www.pmopa.com and use code: MalibuGuru

Money Matters with Wes Moss
10 Essential Steps to Retire Sooner: Spending Strategies, Tax Tips, and Listener Questions

Money Matters with Wes Moss

Play Episode Listen Later May 29, 2025 46:40


Wes and Christa delve into essential topics to help get you ready to retire sooner and happier, including: • Review the Wes Moss 10-point retirement readiness checklist. • Understand how to transition from saving to spending. It sounds simple, but there can be more to it than meets the eye. • Explore the emotional and strategic importance of spending in retirement: What are productive ways to prioritize? • Reassess your estate, insurance, and healthcare coverage before retirement—procrastination can add unnecessary stress. • Be aware of advisor fees vs. value: you're not paying to beat the market, but to build and protect a sustainable plan. • Embrace the importance of financial confidence: the #1 worry in retirement is outliving your money—face it with planning. • Enjoy a lighter segment of “Wes Stinks” regarding Wes's favorite type of apple vs. listener favorites. • Follow real-life financial questions from listeners: o With a significant chunk of assets and kids still in college, analyze early retirement readiness and weigh the pros and cons of hiring a financial advisor versus staying with index funds. o How to shift from aggressive stocks to conservative holdings while attempting to minimize capital gains tax. o Dissect a high withdrawal rate strategy using dividends and bond funds. Consider the trade-offs of control and structured income. o Evaluate municipal bond funds for tax efficiency; can you balance credit quality and yields using a tax-equivalent yield comparison? o Weigh traditional vs. Roth 401(k) contributions based on your current tax bracket. Learn more about your ad choices. Visit megaphone.fm/adchoices

The New Money Habits Podcast
Tax Tips for Gig Workers: Navigate the 1099 Maze with Confidence!

The New Money Habits Podcast

Play Episode Listen Later May 28, 2025 35:13


Divorce Master Radio
How to Handle Tax Filing After Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later May 19, 2025 1:35


Money Talk For ER Docs™
Ep #234: The Real Tax Hack? Making April 15 Boring

Money Talk For ER Docs™

Play Episode Listen Later Apr 15, 2025 18:11


Today is what most people call the “tax deadline” — but that term is more misleading than helpful. In reality, April 15 is less of a final cutoff and more of a decision point: you either file your return or file for an extension.  In this episode, we'll walk through why the panic surrounding this date is often unnecessary, especially for those with more complex tax situations. Whether you're already squared away or haven't even started, there's still something smart you can do today — and we're here to help you make tax season uneventful on purpose.

Insight with Beth Ruyak
Last-Minute Tax Tips | Investigation into CA's Most Dangerous Drivers | Artist Jack McTiernan

Insight with Beth Ruyak

Play Episode Listen Later Apr 14, 2025


Last-minute tax tips with the California Franchise Tax Board and IRS. Also, an investigation into why dangerous drivers in the state are allowed to keep their license. Finally, artist Jack McTiernan's exhibit in Sacramento. Last-Minute Tax Tips

CBS Eye on Money
Last-Minute Tax Tips

CBS Eye on Money

Play Episode Listen Later Apr 13, 2025 14:04


Most Americans have until April 15 to file their tax returns or request an extension to file and pay any taxes owed. With less than a week left before the deadline, it's time for some last-minute tax tips. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

CBS This Morning - News on the Go
Tax Tips as Deadline Looms | 2025 Masters Tournament Tee Off | Meghann Fahy on Talks "Drop" and "White Lotus"

CBS This Morning - News on the Go

Play Episode Listen Later Apr 10, 2025 40:23


In Los Angeles, a police chase led to a standoff, shooting and the arrest of an author who is married to a member of the rock band Weezer. Police say Jillian Shriner was not the target of the pursuit, but now faces charges. CBS News' Elise Preston has more. A new report, examining more than 56 million pregnancies, found children born to women with diabetes have "sharply higher rates" of ADHD and autism. CBS News medical contributor Dr. Celine Gounder joins "CBS Mornings" to explain. President Trump's trade war with China could have an impact on Hollywood. China has demanded censorship on American movies before, but now there are reports of a potential ban. CBS News' Carter Evans has more. Most Americans have until April 15 to file their tax returns or request an extension to file and pay any taxes owed. With less than a week left before the deadline, CBS News business analyst Jill Schlesinger joins "CBS Mornings" with some tax advice. Actor Meghann Fahy, best known for her breakout role as Daphne in season two of "The White Lotus," returns to the screen in the psychological thriller "Drop." She plays a widowed mom whose first date turns terrifying after receiving mysterious AirDropped messages. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Common Denominator
How the Wealthy Save $$$ in Taxes (And How You Can Too)

Common Denominator

Play Episode Listen Later Apr 9, 2025 27:11


Matt MacFarland and Amanda Han are founders and directors at Keystone CPA. As tax strategists and real estate investors, they combine their passion of investing with their expert knowledge of tax strategies. They've got expert tips to save you big money on your taxes while leveraging your real estate investments. If you enjoy this episode, please consider leaving a rating and a review. It makes a huge difference in spreading the word about the show and helps us get more great guests.  Thanks for listening!Check out Amanda and Matt's website at https://www.keystonecpa.com/ and follow Amanda on IG @amanda_han_cpa. Follow Moshe on social media:Facebook: https://www.facebook.com/MoshePopack/Instagram: https://www.instagram.com/mpopack/YouTube: https://www.youtube.com/@mpopack Topics:  0:00 – Intro2:00 – Why people hate taxes5:00 – Find a specialized accountant7:30 – Depreciation is a goldmine10:00 – Benefits of working with your spouse14:00 – How Amanda and Matt started their business19:00 – “Real estate professionals” get deductions23:00 – The 1031 Exchange25:00 – How to crush your taxes

The Influence Community
Ep 180. Business organization, tax tips for content creators + coachella

The Influence Community

Play Episode Listen Later Apr 7, 2025 59:18


Happy taxes + festival season! In this episode, we're giving you basic tax tips for content creators and a festival rundown with Coachella coming up this weekend. Danielle's IG: @shestyledwhatAllysa's IG: @allysa.larsonThe Influence Community IG: @theinfluencecommunityAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

TD Ameritrade Network
Tax Tips: Extensions, Side Hustles, Crypto

TD Ameritrade Network

Play Episode Listen Later Apr 3, 2025 6:12


Mark Kohler gives tax advice two weeks ahead of the deadline. “Pay what you think you owe” and then file for an extension, he says, which “reduces your chances of an audit.” He gives tips for writeoffs on side hustles, including home offices. He also looks at taxes around crypto, emphasizing that “any transaction” has to be reported.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The RV Entrepreneur
Tax Tips From The Tax Queen For RV Entrepreneurs - RVE 386

The RV Entrepreneur

Play Episode Listen Later Mar 20, 2025 58:09


Heather Ryan is the owner of Tax Queen, a tax firm supporting entrepreneurs and digital nomads. After RVing full-time for almost 5 years, she now splits her time between a home base in Colorado and traveling. This has given her a legitimate grasp on the tax complications of being nomadic. In this episode, we discuss several important takeaways that can have a real impact on preparing your taxes. Grab a pen and get ready to take notes on some great insight into managing taxes while traveling in your RV.YOUR HOST: Glynn WillardGUEST BIO: Heather Ryan is the owner of Tax Queen, a tax firm supporting entrepreneurs and digital nomads. After RVing full-time for almost 5 years, she now splits her time between a home base in Colorado and traveling. She has a legitimate grasp on the tax complications of being nomadic. While travel is a passion, you might also find her sampling local beer and wine as she travels the world.Connect & Learn MoreWebsite: tax-queen.com Instagram: @taxqueendnFacebook: @ryantaxqueenYouTube: @tax-queen~~~~~~~~~~~~~~~~~~~~~THE RV ENTREPRENEURhttps://therventrepreneur.com~~~~~~~~~~~~~~~~~~~~~Join the RVE community on Facebook!⁠⁠https://www.facebook.com/groups/therventrepreneurcommunity⁠Connect with RVE on all your favorite socials⁠https://therventrepreneur.com/connect⁠⁠Got questions or comments for our hosts? Leave us a voice message! ⁠⁠https://therventrepreneur.com/voicemail⁠⁠(NOTE: Audio submitted may be published on the podcast unless specifically requested otherwise.)Got a great story or tips to share with RVE Listeners? Complete our Guest Intake Form:https://therventrepreneur.com/guestform

The Thrifters
Tax Tips for Resellers

The Thrifters

Play Episode Listen Later Mar 20, 2025 24:41


Your host, Amanda Walker-Storey has some tips to help you during this dreaded tax season. Taxes used to be dreaded subject for her but she's gotten a lot better about it, starting with hiring a Tax professional who has imparted some basic wisdoms on what expenses should be tracked and written off. So let's talk about some of them!*Big ol Asteriks! Amanda is not an expert or a Tax professional so please consult your own tax person. *********The Thrifters Podcast comes to you commercial free and is supported by listeners like you! If this podcast has brought value to your life and business, how about sending a little something Amanda's way? Buy me a Coffee is like a tip jar. No subscription necessary. Thanks, we love you!buymeacoffee.com/thethriftersThank you for your support!Amanda sells Live every Friday at 6pm Pacific - VCA on FacebookFollow Amanda @Irreverentfinery on Instagram IrreverentFinery on Etsy Edited by Ben Walker-StoreyMusic by Kevin McLleod 

Published and Paid®: The Podcast
Episode 43: Financial Success Starts Here: Expert Tax Tips for Entrepreneurs with Ashleigh Jade Searls, CPA

Published and Paid®: The Podcast

Play Episode Listen Later Mar 19, 2025 21:48


Hey everyone, welcome back to another episode of Published and Paid®️! I'm so excited about today's conversation because we're diving deep into a topic that every entrepreneur needs to master—business finances and taxes! Joining me is Ashleigh Jade Searls, CPA and author of Startup to Success: Seven Tax Savvy Tips for the Novice Business Owner. Ashleigh is breaking down the biggest financial mistakes new business owners make, how to stay compliant with the IRS, and why financial literacy is a must for any entrepreneur looking to grow. If you've ever felt overwhelmed by bookkeeping, taxes, or managing your business finances, this episode is for you! In This Episode, You'll Learn: The most common tax mistakes new business owners make (and how to avoid them) Why understanding your numbers is key to business success How Ashleigh turned her expertise into a book to help entrepreneurs The importance of finding trusted financial professionals for your business Actionable tax tips to help you stay compliant and stress-free Apply for the Published and Paid®️ Podcast Hotseat: https://forms.clickup.com/8422578/f/8115j-18814/SJ27IQ6ZT01XCM2IBN Connect with Jasmine: LinkedIn: https://www.linkedin.com/in/thejasminewomack Facebook: https://www.facebook.com/authorjasminewomack YouTube: https://www.youtube.com/@thejasminewomack Instagram: https://www.instagram.com/thejasminewomack Website: https://www.jasminewomack.com Work with Me: Join the Monetize Your Book Challenge: https://www.jasminewomack.com/monetize Apply to the 7 Figure BestSeller Bootcamp: https://www.jasminewomack.com/7fbs (Next Cohort begins April 14, 2025) Apply to the Published and Paid®️ Mastermind: https://www.jasminewomack.com/mastermindapplication

The Artful Dollar
EPISODE 61: Tax Tips for Tattooers with Adam (@nomadica_solutions)

The Artful Dollar

Play Episode Listen Later Mar 12, 2025 84:06


In this episode of The Artful Dollar podcast, host Ryan Roi tackles the essential but often daunting subject of taxes with the help of tax professional Adam from Nomadica Solutions. Together they emphasize the importance for tattoo artists to understand their finances and take the correct steps to avoid potential IRS problems.  This discussion covers topics including the common tax-related questions from tattoo artists, the importance of keeping good financial records, and the nuances of operating under an S Corporation. The discussion also touches on strategies for saving on taxes and the benefits of various business structures.  Whether you're an artist looking to end the yearly cycle of tax nightmare or considering leveling up your business and personal financial goals, this episode is packed with valuable insights to help navigate the financial intricacies of the tattoo industry. —————————————————————————————————————— Follow Adam and Nomadica Solutions for more information on bookkeeping and tax preparation.  “Nationwide accounting and tax prep services for small businesses of any kind, specializing in tattoo artists & shops” Website: Nomadicasolutions.com Email: info@nomadicasolutions.com Instagram: https://www.instagram.com/nomadica_solutions/ Facebook: https://www.facebook.com/p/Nomadica-Solutions-100094173031812/ —————————————————————————————————————— Chapters: 00:00 Introduction 05:39 Navigating Tax Challenges and Solutions 12:15 The Importance of Accurate Bookkeeping 27:45 Common Tax Questions and Misconceptions 47:07 Navigating S Corporations 01:03:04 The Importance of Financial Guidance 01:18:32 Conclusion and Final Thoughts —————————————————————————————————————— Are you feeling uncertain about your financial future? You're not alone.  Get clear on what actions you need to take to build financial security and freedom.  Book your Financial Future 1-on-1 Strategy Call Now: https://Theartfuldollarbooking.as.me/?appointmentType=65930199 —————————————————————————————————————— Hear what people think about what we do at The Artful Dollar: https://www.theartfuldollar.com/testimonials Find more Artful Dollar podcast episodes on Spotify: https://open.spotify.com/show/4P0j85W6U6tG6KTCTQidL4 —————————————————————————————————————— Follow me on Instagram-  IG: ryanroitattoo   https://www.instagram.com/ryanroitattoo/ Check out my website- https://www.theartfuldollar.com/ #tattooartist #taxes

Women Who Execute with Jen Vazquez
267 | Financial Freedom for Female Entrepreneurs: Expert Tax Tips and Wealth-Building Strategies with Dr. Sherry Peel Jackson

Women Who Execute with Jen Vazquez

Play Episode Listen Later Feb 28, 2025 28:29


Send us a textAre taxes and money management overwhelming you? In this episode, Dr. Sherry Peel Jackson shares expert insights on tax reduction, financial security, and wealth-building for female entrepreneurs. Learn how to avoid tax pitfalls, grow your income, and build lasting financial freedom.

GentleMan Style Podcast-God, Family, Finance, Self
Owe the IRS? Here's How to Fight Back and Win

GentleMan Style Podcast-God, Family, Finance, Self

Play Episode Listen Later Feb 24, 2025 60:41


Watch this Interview Live: Tune In Here   Owe the IRS? If you've ever received a letter from the IRS, you know the panic it causes. But you have options! Tax expert Morgan Anderson joins us on the Gentleman Style Podcast to break down exactly what to do if you owe money, how to negotiate with the IRS, and ways to legally reduce your tax debt. SUBSCRIBE  @GentlemanStylePodcast   for more powerful interviews and tax tips for entrepreneurs! Marcus Norman is the host of Gentleman Style Podcast, delivering expert insights on business, finance, and success strategies. Morgan Anderson (Guest) is a tax resolution specialist with 25 years of experience helping individuals and businesses resolve IRS debt and regain financial stability. https://www.goldenliontaxsolutions.com/founder.php Follow Marcus: Instagram: @gentlemanstylepodcast TikTok: @gentlemanstylepodcast Twitter: @gentstylepod Facebook: @gentlemanstylepodcast www.Gentlemanstylepodcast.com Resources: Doula Dads? How Fathers Are Stepping Up https://www.youtube.com/watch?v=a8zmQmZLy7s   #taxrelief  #irs  #IRSNotice #taxdebt  #financialfreedom  #smallbusinesstaxes  #taxresolution  #irscompliance  #taxexpert

BiggerPockets Money Podcast
CPA Shares Tax Tips to Lower Your 2024 (Yes, 2024) Taxes

BiggerPockets Money Podcast

Play Episode Listen Later Feb 18, 2025 47:48


2024 may be long gone, but it's NOT too late to lower your taxes for the previous year. If you have real estate or retirement accounts, you already hold the key to minimizing your taxable income and owing less to Uncle Sam. But how do you do it? We're sharing 2024 and 2025 top tax reduction strategies in today's show with expert CPA and real estate investor Amanda Han! Do you know about the real estate tax “loophole” that helps everyday investors cut their taxable income by tens of thousands? Got an employer-contributed retirement plan? You could STILL use it to lower your 2024 taxes! And why should you NOT take the standard deduction if you've bought a home in the past few years? We're answering all of these questions so you can keep more of your hard-earned money. Finally, what audit red flags is Amanda seeing with her clients? There's one easily avoidable audit trap that MANY Americans are falling into that could take just minutes to circumvent. Should we even be talking about income taxes if President Trump plans to eliminate them? Amanda, Mindy, and Scott are sharing their opinions on whether this will reach fruition. In This Episode We Cover How to save on your 2024 tax bill and moves to make before Tax Day 2025  The easily avoidable audit red flag that Amanda has seen spike lately  The real estate tax deduction that could save those earning $150K or less tens of thousands Most commonly missed tax write-offs that many Americans can take but forget about  Will President Trump abolish income taxes during his second term? Whether to pay your estimated taxes OR invest instead and take the interest hit  And So Much More! Links from the Show Mindy on BiggerPockets Scott on BiggerPockets Listen to All Your Favorite BiggerPockets Podcasts in One Place Join BiggerPockets for FREE Email Mindy: Mindy@biggerpockets.com Email Scott: Scott@biggerpockets.com BiggerPockets Money Facebook Group Follow BiggerPockets Money on Instagram “Like” BiggerPockets Money on Facebook BiggerPockets Money YouTube Channel Find Investor-friendly Tax and Financial Experts Buy Amanda's Book, “The Book on Tax Strategies for the Savvy Real Estate Investor” Find Investor-Friendly Lenders Tax Audit Tips Connect with Amanda (00:00) Intro (00:56) You Can STILL Save on 2024 Taxes (05:54) Lowering Your Taxable Income (10:27) You Can STILL Contribute for 2024! (14:22) Estimating Your Taxes (16:22) Itemizing vs. Standard Deduction (18:21) Commonly Overlooked Write-offs (21:41) Audit Red Flags! (23:06) Will Tax Rates Rise or Fall? (28:03) Opportunity Zones Have Changed (31:08) How to Prepare for 2024/2025 (35:15) Connect with Amanda! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-608 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Popcorn Finance
486: Last Minute Tax Tips

Popcorn Finance

Play Episode Listen Later Feb 18, 2025 10:14


Are you all set for tax season this year? With the tax deadline just around the corner, CPA Keila Hill-Trawick is back on the show with some last-minute tips to help you get organized and make this tax season a little less stressful.   Connect with Keila Website | Instagram | The Build to Enough Podcast Subscribe to the FREE Popcorn Finance Newsletter - PopcornFinance.com/Newsletter Want to submit a question to the show? Send an email to questions@popcornfinance.com Send me a message at PopcornFinance.com/Voicemail or Call 707-200-8259 Connect with me Instagram|Twitter| Facebook | YouTube | TikTok Thank you for listening to today's episode! Help support the show by leaving Popcorn Finance a rating or review on Apple or Spotify! Learn more about your ad choices. Visit megaphone.fm/adchoices

The Steve Harvey Morning Show
Is Sharing A Man Better ThanBeing Single, Steve Harvey's Tax Tips, Escaped Monkey Update, and more! - 01.29.25

The Steve Harvey Morning Show

Play Episode Listen Later Jan 29, 2025 91:29 Transcription Available


Support the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Best of The Steve Harvey Morning Show
Steve Harvey's Tax Tips - 01.29.25

Best of The Steve Harvey Morning Show

Play Episode Listen Later Jan 29, 2025 3:27 Transcription Available


See omnystudio.com/listener for privacy information.

The Radcast with Ryan Alford
Small Business Tax Tips To grow & Keep Wealth in 2025 with Mark J. Kohler

The Radcast with Ryan Alford

Play Episode Listen Later Jan 21, 2025 38:04


Right About Now with Ryan AlfordJoin media personality and marketing expert Ryan Alford as he dives into dynamic conversations with top entrepreneurs, marketers, and influencers. "Right About Now" brings you actionable insights on business, marketing, and personal branding, helping you stay ahead in today's fast-paced digital world. Whether it's exploring how character and charisma can make millions or unveiling the strategies behind viral success, Ryan delivers a fresh perspective with every episode. Perfect for anyone looking to elevate their business game and unlock their full potential.Resources:Right About Now NewsletterFree Podcast Monetization CourseJoin The NetworkFollow Us On InstagramSubscribe To Our Youtube ChannelVibe Science MediaSUMMARY In this episode of "Right About Now," hosted by Ryan Alford, tax attorney Mark J. Kohler, known as the "Main Street Tax Attorney," shares actionable advice for small business owners and individuals to improve their financial situations through effective tax strategies. Kohler emphasizes the importance of understanding tax laws, treating side hustles as legitimate businesses, and taking an active role in tax planning. He discusses practical tips like documenting expenses, involving family in business activities, and leveraging tax benefits for children. The episode aims to empower listeners with knowledge to maximize financial growth and navigate tax complexities.TAKEAWAYSImportance of small businesses in the U.S. economyUnderstanding tax laws and their implications for financial successCommon tax-related challenges faced by small business ownersThe rise of side hustles and their potential for tax savingsTax strategies for maximizing financial benefits for small businessesDifferentiating between tax brackets and effective tax ratesLearning from wealthy individuals about tax engagementThe necessity of a proactive mindset in managing tax responsibilitiesPractical advice for treating side hustles as legitimate businessesThe significance of documentation and record-keeping for tax planning If you enjoyed this episode and want to learn more, join Ryan's newsletter https://ryanalford.com/newsletter/ to get Ferrari level advice daily for FREE. Learn how to build a 7 figure business from your personal brand by signing up for a FREE introduction to personal branding https://ryanalford.com/personalbranding. Learn more by visiting our website at www.ryanisright.comSubscribe to our YouTube channel www.youtube.com/@RightAboutNowwithRyanAlford.