Podcasts about tax tips

Show Notes In this episode of Be a Smarter Homeowner, host Beth Dodson sits down with Craig Sheets, founder of Crestville Accounting, to unpack one of the most misunderstood parts of homeownership: taxes. Craig brings nearly 25 years of senior-level accounting experience and helps individuals and business owners not only stay compliant, but also make smarter financial decisions throughout the year. Together, Beth and Craig discuss how homeowners can better understand deductions, tax planning, rental property rules, renovation records, mortgage interest, inherited homes, and the importance of working with a knowledgeable CPA. This conversation covers practical tax considerations for both primary residences and rental properties, including the difference between repairs and capital improvements, how renovations can affect your cost basis, what rental property owners should know about depreciation, and why keeping detailed records can make a major difference when it is time to file taxes or sell a home. Topics covered include: Homeowner tax myths, Schedule A deductions, sales tax deductions, mortgage interest, real estate taxes, rental property deductions, cost segregation, depreciation, repairs versus renovations, capital improvements, tax basis, inherited homes, revocable and irrevocable trusts, energy-efficiency tax credits, and why planning with your CPA matters. Important note: This episode is for educational purposes only. Tax laws and individual situations vary, so homeowners should consult their own CPA, accountant, or financial advisor before making tax decisions.   Episode Summary Your home is often your largest financial asset, but many homeowners do not fully understand how it connects to their tax strategy. In this episode, Beth Dodson talks with CPA Craig Sheets about the deductions, credits, planning opportunities, and recordkeeping habits homeowners should know. Craig explains why tax planning should happen year-round, not just during filing season. He discusses how homeowners may be able to deduct certain taxes, mortgage interest, sales tax on qualifying renovations, and energy-efficient upgrades. He also breaks down the difference between a repair and a renovation, explaining why that distinction matters for tax purposes. For rental property owners, Craig goes deeper into depreciation, cost segregation, active versus passive management, possible travel and business-related deductions, and the importance of understanding how a property is owned. Beth and Craig also explore how renovations can affect a home's tax basis and why detailed project records can help homeowners reduce potential capital gains later. The episode closes with practical advice: keep receipts, track home improvements, document energy-efficient upgrades, communicate with your CPA before major projects, and treat your home like the financial asset it is.   Key Takeaways Homeowners may miss deductions simply because they do not know what to track. Repairs and renovations are treated differently for tax purposes. Rental property ownership comes with additional rules, deductions, and planning opportunities. Cost segregation may help rental property owners accelerate depreciation. Home improvements can increase your tax basis, which may matter when you sell. Mortgage interest can be part of an itemized deduction strategy. Energy-efficient upgrades may qualify for tax credits, which can be more powerful than deductions. Inherited homes and trusts can create tax consequences that should be planned carefully. Good recordkeeping can save homeowners money. The best tax strategy usually begins before the project, purchase, sale, or filing deadline. Chapters 00:40 Understanding Homeownership and Taxes 01:52 Myths and Misconceptions in Home Taxation 05:40 Deductions for Home Renovations 10:42 Navigating Rental Property Deductions 15:38 The Importance of Active Management in Rentals 20:35 Repairs vs. Capital Improvements 22:24 Understanding Repairs vs. Renovations 24:25 Appliances and Their Tax Implications 27:29 The Impact of Renovations on Capital Gains 32:10 Tax Basis and Renovations Explained 36:18 Living in Your Home: Tax Implications 39:47 Mortgage Interest Deductions: A Double-Edged Sword 41:24 Understanding Mortgage Interest Deductions 42:56 The Benefits of Homeownership 44:41 Renovations and Their Impact on Home Value 48:19 Inheriting a Home: Key Considerations 53:36 Tax Tips for Homeowners

ABP | EPISODE 114 | EXPERT TAX TIPS FROM A TAX TIP EXPERT--Join DJ + Mike + Adam Ahmed to discuss:- Woeful Price Action- The New Face of Fiat- Evil or Incompetence?- Tax Laws Always Favour the Wealthy- Heaps More- -- ⁠Save Yourself. Buy Bitcoin from HardBlock.⁠- ⁠⁠Don't Lose Your Bitcoin. Be Fearless. Get GuardBlock.⁠⁠- - LEARN MORE:- WHY NOT SAVE IN BITCOIN?https://www.hardblock.com.au/dca-calculator- LEARNING BITCOIN? Go from Zero to Hero with HardBlock Learn: www.learn.hardblock.com.au- GET BITCOIN, EASY. DOWNLOAD OUR FREE BITCOIN BOOK: https://content.hardblock.com.au/easybitcoinbook- SIGN-UP and START STACKING SATS TODAY: www.hardblock.com.au/join/ozbitcoinpodThanks for listening.. Got a question? Got a comment? Is there something you'd like us to cover on the pod? Let us know: Tweet us on X @HardBlockBTC or Email: info@australianbitcoinpodcast.com.au

Trump Accounts provide new opportunities for families, employees and closely held businesses.Full show notes hereQuick Tax TipWith Art WernerCPE TodayTax expert Art Werner is launching a series of tax tip videos focused on Trump accounts.MORE Art Werner | MORE CPA Trendlines Streaming NetworkIn the series, he provides a comprehensive overview of how these accounts work, how they compare to other investment options, the tax advantages they offer, potential issues practitioners should be aware of, and related fringe-benefit opportunities.MORE > > > 

Episode 86: In this episode, Timalyn talks about tax withholding and why it is so important to review throughout the year. She explains how the pay-as-you-go tax system works, who should be paying attention to their withholding, and how a simple checkup now may help avoid tax bills, penalties, and interest later.What is tax withholding?The United States has a pay-as-you-go tax system. That means taxes are supposed to be paid throughout the year as income is earned.For most employees, employers withhold taxes from each paycheck and send those payments to the IRS on the employee's behalf.Who needs to pay attention to withholding?Most people think about withholding when it comes to wages, but it can apply to other types of income as well.Timalyn discusses withholding for wages, pensions, retirement distributions, Social Security income, and other sources of income that may create a tax liability.What happens when there is not enough tax withheld?When enough tax is not being paid throughout the year, taxpayers often end up owing when they file their return.Depending on the situation, they may also face penalties and interest. This can include an underpayment of estimated tax penalty if they did not pay enough throughout the year.What if you are self-employed?For taxpayers who do not have an employer withholding taxes, estimated tax payments may be required.These payments are generally due four times a year and help taxpayers stay current with their tax obligations throughout the year.Timalyn reminds listeners that they are making payments throughout the year, not filing tax returns every quarter.How do you know if you are on track?The IRS offers a free Withholding Estimator that can help taxpayers determine whether they are having enough withheld or paying enough through estimated tax payments.Timalyn also shares that she has free educational resources available that walk taxpayers through common withholding situations and filing statuses.How can you avoid penalties?One of the easiest ways to avoid penalties is to review your withholding before the end of the year.Timalyn explains that taxpayers generally want to make sure they have paid enough throughout the year to avoid underpayment penalties and unnecessary interest charges.What should you do next?Timalyn encourages listeners to do a withholding checkup and review their current tax situation.Whether the income comes from wages, a pension, retirement distributions, Social Security, self-employment, or investments, making adjustments now may help avoid problems later.Need Tax Help Now?If you would like help reviewing your withholding or calculating estimated tax payments, you can schedule an appointment through the Bowens Tax Solutions website.If a paid consultation is not the right fit, Timalyn also offers free educational resources through her YouTube channel and Tax Tips with Timalyn.As we conclude Episode 86, 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.

Rachelle's book, The Quick-Start Guide to Your First Property: https://amzn.to/4svhyoHJohn's book, Sort Your Property Out & Build Your Future: https://amzn.to/45l7n9MIn this episode Rachelle is joined by return guest Leah Hall, director and accountant at Lift Accounting to unpack what business owners and property investors need to know at EOFY. This episode was recorded prior to the budget. They talk about:

Discover the key tax changes coming in 2026 that could save you thousands! Join Randy Gomez, a tax expert, as he breaks down the new higher standard deduction and other crucial updates. Learn how to optimize your filings, leverage the increased child tax credit, and avoid costly withholding mistakes. Perfect for small business owners and gig workers, this episode offers straightforward advice to keep your finances on track and maximize your savings.#TaxTips #2026TaxChanges #FinancialPlanning #TaxSavings #IRSAdviceRandy's Social MediaInstagram: @randygmz.mbaFacebook: Randy Gomez Mba EALinkedIn: Randy Gòmez, MBA, EA

Anas Instagram : https://www.instagram.com/zssnasNabil Instagram : https://www.instagram.com/nabil.diouChapters:00:00:00 - مقدمة البودكاست مع السي نبيل (Introduction) 00:01:43 - تجربة نبيل فالمجال القانوني والبيزنس (Experience & Background) 00:04:22 - قصة الهجرة لألمانيا والقراية فالتسعينات (Study in Germany) 00:12:58 - الحياة كطالب فديار الغربة والمصاريف (Student Life in Europe) 00:20:13 - كيفاش كيتعلم الواحد من الخدمة فالمطاعم؟ (Lessons from Jobs) 00:23:45 - تحول المسار المهني من الـ IT للاقتصاد (Switching to Economics) 00:28:13 - شنو هي Optimisation fiscale (Tax Optimization)؟ (Understanding Tax Optimization) 00:29:32 - الفرق بين optimisation والتهرب الضريبي (Optimization vs Tax Evasion) 00:30:52 - كيفاش المليارديرات (Elon Musk) كيتفاداو الضرائب؟ (How Billionaires Avoid Taxes) 00:33:28 - علاش Creditماشي taxable؟ (Taxable) (Why Loans aren't Taxable) 00:35:48 - تسهيلات الضرائب للشركات الكبرى (Tesla) (Tax Incentives for Big Companies) 00:41:00 - قوالب الشركات العالمية فإيرلندا وهولندا (Tax Setups: Ireland & Netherlands) 00:43:55 - أحسن طريقة لخفض الضرائب للمقاولين الصغار (Tax Strategies for Small Biz) 00:48:05 - واش الضرائب ففرنسا وأوروبا ظالمة؟ (Is European Taxation Unfair?) 00:53:00 - مشاكل التقاعد (Retirement) والتضخم فالسوشل ميديا (Pension & Inflation Risks) 00:58:30 - نصيحة للموظفين اللي باغين يبداو البيزنس (Career Transition Advice) 01:03:10 - دور الزهر والفضل فنجاح المشاريع (Luck vs Hard Work) 01:15:00 - مشكل تحويل الأرباح للمغرب و digital nomads (Transferring Money to Morocco) 01:21:00 - أحسن الدول لفتح الشركات (Dubai, USA, EU) (Best Countries for Offshore Biz) 01:27:00 - كيفاش صانع المحتوى gérer الضرائب ديالو؟ (Tax Tips for Content Creators) 01:35:40 - مخاطر غسيل الأموال فـ TikTok ودعم اللايفات (Money Laundering on TikTok) 01:45:30 - واش تفكر فالضرائب قبل ما تبدا البيزنس؟ (When to Think About Taxes?) 01:52:00 - خاتمة ونصائح السي نبيل للمغاربة (Final Thoughts & Advice)*******************************************************************Follow WLEP on IG: https://www.instagram.com/wladlhajexperienceListen on Spotify: https://spoti.fi/3w1beaGI stream on Kick: https://kick.com/wladlhajexperienceI stream on Twitch : https://www.twitch.tv/anasokaaJoin our community on Discord: https://discord.gg/XTVf8cCnSy#بودكاست #podcast #maroc #المغرب

Most people think about taxes only once a year — when it is time to file. But real tax strategy happens throughout the year.In this episode of One More Round, Josh Norris, ChFC, breaks down the difference between tax filing and tax planning, and why business owners, high-income earners, families, and retirees should be having proactive conversations before tax season arrives.Josh covers common tax planning topics like retirement contributions, 401(k)s, Roth strategies, self-employed deductions, business purchases, tax credits, and why assuming you'll be in a lower tax bracket in retirement can be a costly mistake.This episode is for educational purposes only and is not tax, legal, or financial advice. Always consult your CPA, tax professional, or financial advisor for guidance specific to your situation.In this episode, we discuss: Why tax planning is not the same as tax filing  Common mistakes people make with taxes  How retirement contributions can affect taxable income  Pre-tax vs. Roth strategies  Why retirement income may still create a tax burden  How business owners can think more strategically throughout the year  Why quarterly planning conversations can make a big difference To learn more or schedule a conversation, connect with Josh Norris, ChFC, and the Arrive Financial team.

Most Americans miss out on thousands in tax savings simply because they overlook key deductions. Randy Gomez breaks down the often-confusing world of Schedule A itemized deductions—showing you exactly what you can and should be claiming to lower your tax bill in 2025. Ever wondered if your high medical bills, property taxes, or charitable donations could significantly cut your taxes? Randy reveals the critical thresholds and strategies that can turn your expenses into powerful deductions. From the eye-opening cap changes on property taxes to the secrets behind deducting medical bills, this episode unlocks the tax-saving tactics that most don't know exist.#TaxSavings #Deductions #FinancialTips #TaxPlanning #TaxStrategies

This episode covers the recent stock market activity, the significance of the 60s in retirement planning, and strategic advice for navigating the 'retirement red zone.' It emphasizes de-risking portfolios, social security strategies, and maximizing retirement savings as you approach your 60s.Chapters00:00 Market Recap and Current Market Sentiment02:22 Introduction to the Retirement Red Zone03:47 The Importance of Planning in Your 60s07:27 Market Volatility and Algorithm-Driven Trading09:09 Apple's CEO Transition Announcement11:40 Deep Dive into the 5-Year Retirement Red Zone22:57 Social Security Strategies in Your 60s25:11 Tax Tips and Required Minimum Distributions28:44 Roth IRA Conversions and Medicare Premiums29:00 Maximizing Retirement Contributions and Savings32:33 Final Tips for a Successful Retirement PlanResources & LinksSanchez Gaunt Wealth ManagementConnect with Jon SanchezLinkedInFacebookInstagramYouTubeBlog

Episode Summary If you're building an online business and feeling overwhelmed by taxes, this episode is going to be a game-changer. I sat down with Reuben, who made the leap from physical therapy to becoming a tax consultant for e-commerce entrepreneurs, and we unpacked what online founders really need to know about navigating the U.S. tax system. From aggressive state tax policies (yes, we're looking at you, California) to smart structuring strategies, we break down the myths and the must-knows. We also dive into sales tax, marketplace facilitators like Amazon, international expansion into the U.S., and the truth about moving abroad to reduce tax liability. If you've ever wondered how to set your business up the right way from day one—or how to avoid expensive mistakes as you scale—this episode is packed with insights you don't want to miss.   Links & Resources Free consultation with Reuben on tax liability and e-commerce tax strategy Information on U.S. tax treaties for international businesses Resources for structuring your online business the right way Website:  https://rjmtaxexemption.com If you found this episode helpful, make sure to follow the podcast, leave a rating and review, and share it with another entrepreneur who needs clarity around taxes. It really helps us reach more business owners who are building bold things. 

Aired: April 20, 2026 on CHRI Radio 99.1FM in Ottawa, Canada. For questions, email hello@boldcare.ca or call 613-800-0520. Visit boldcare.ca for more information. For more CHRI shows, visit chri.ca.

Tax Day Tips + Is Real Estate Still Worth Buying? (Write-Offs, REITs, HSAs & Market Reality)On Tax Day (April 15), the speaker shares general ideas for saving on taxes while emphasizing the need for a long-term plan from a CPA or tax advisor, including starting a business for deductions, reviewing gift and estate plans, charitable giving and charitable trusts, offsetting gains with losses, maximizing retirement contributions, considering IRA-to-Roth conversion, and using tax-aware investing strategies (including REITs and assets that generate write-offs). They discuss covering healthcare costs with HSAs and stress having a coordinated team (tax advisor, financial advisor, banker). TAX DAY 10 Tax Tips That Could Save You Money on Your TaxesReddit Question of the weekPROBATE AND ESTATE SALES REO of the WeekApple Home of the WeekMountain View Home of the WeekFREE HOME BUYER CHECKLIST HERE https://abitanogroup.com/HomebuyerchecklistHome Inspection CHECKLIST HERE https://abitanogroup.com/homeinspectionchecklist 00:00 Tax Day Kickoff01:37 Estate and Charity Moves02:22 Offset Gains and Retirement03:02 Roth and Tax Smart Investing05:25 Real Estate Worth It08:10 Maintenance and Money Habits11:43 Marketing Stats and Listings12:16 Bank Owned Deals and HOA Rants13:59 Wrap Up and Goodbye

Tis the season of paying, and as millions of Americans scramble to get their taxes filed on time, avoidable mistakes will inevitably be made. Donna and Nathan offer last minute tax filing tips to help you avoid some of the more common errors. Also, on MoneyTalk, new investment accounts controlled by teens, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 4/14/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

Topics discussed on today's show: Tax Day, Chocolate Pringles Trend, Tax Tip, Health, K-Fed and Britney, Dolly Parton is Like-able, Marijuana Breath Test, Food News, Kevin Warsh Worth, Heidi is Sweating, History Quiz, 3.5 Mill Rolls, Working for the Rich, Celebrity Embarrassment, News of the Day, Tax Relief Advocates, and Apologies.

It's Tax Day on the network! Mark Longo and Dan Passarelli tackle the most requested topic of the season: how to keep the IRS out of your options profit. From the simplicity of the IRA "end run" to the mathematical beauty of 60/40 tax treatment on Section 1256 contracts (like SPX), the drill instructors break down how to optimize your tax bill. In this episode, we cover: The IRA Advantage: Why tax-deferred accounts are an options trader's best friend. Section 1256 Contracts: How to get long-term tax rates on short-term trades. The Complexity of Basis: Why multi-leg spreads can become an accountant's nightmare. Double Calendars: Dan clarifies the "Friday-Monday" spread strategy discussed in previous episodes. Defending The Wheel: Dan responds to critics who call his favorite strategy "garbage." Listener Mail Call: Binging 13 years of options education and overcoming the "overwhelming" start. Check out tastytrade - named best broker for options trading. Genius loves Company.

It's Tax Day on the network! Mark Longo and Dan Passarelli tackle the most requested topic of the season: how to keep the IRS out of your options profit. From the simplicity of the IRA "end run" to the mathematical beauty of 60/40 tax treatment on Section 1256 contracts (like SPX), the drill instructors break down how to optimize your tax bill. In this episode, we cover: The IRA Advantage: Why tax-deferred accounts are an options trader's best friend. Section 1256 Contracts: How to get long-term tax rates on short-term trades. The Complexity of Basis: Why multi-leg spreads can become an accountant's nightmare. Double Calendars: Dan clarifies the "Friday-Monday" spread strategy discussed in previous episodes. Defending The Wheel: Dan responds to critics who call his favorite strategy "garbage." Listener Mail Call: Binging 13 years of options education and overcoming the "overwhelming" start. Check out tastytrade - named best broker for options trading. Genius loves Company.

Tracy Byrnes MBA, CFDA is a respected voice and advisor for families looking to grow and protect their wealth. As VP of Women & Investing, at Lebenthal Global Advisors LLC, Tracy strives to be a stabilizing force for clients to help them make well-informed decisions and plan for their families and businesses, especially during stressful times (e.g. divorce, downsizing, death). Her new book is “Deduct Everything! Hundreds of Tax Tips, Legal Write Offs, Credits and Loopholes.”Fearless Fabulous You is broadcast live Wednesdays at 12 Noon ET on W4WN Radio - Women 4 Women Network (www.w4wn.com) part of Talk 4 Radio (www.talk4radio.com) on the Talk 4 Media Network (www.talk4media.com).  Fearless Fabulous You Podcast is also available on Talk 4 Media (www.talk4media.com), Talk 4 Podcasting (www.talk4podcasting.com), iHeartRadio, Amazon Music, Pandora, Spotify, Audible, and over 100 other podcast outlets.

Tax Day is only TWO days away! Greg and Holly walk through the common mistakes to avoid that could trigger an IRS audit with Susan Spiers, Licensed CPA and CEO of the UACPA.

Retired Gen. David Goldfein speaks with "CBS Mornings" about the rescue of two U.S. airmen in Iran after their fighter jet was shot down Friday. Goldfein breaks down the operation and recalls his own plane being shot down in 1999 while on a mission over Serbia. CBS News is investigating red flags and possible fraud in the hospice industry. A hospice doctor submitted claims for more than 20 times the number of patients the average California doctor cares for in a year. Adam Yamaguchi reports. McKay Coppins, a writer for "The Atlantic," was given $10,000 by the magazine to immerse himself in online gambling. "The Atlantic" agreed to cover his losses and split any winnings. Coppins speaks about his recent article, "Sucker: My Year as a Degenerate Gambler," in which he details losing nearly all of the money and the impact of betting. A new survey shows around two-thirds of Americans say they would be further ahead in life if they were more financially literate. CBS News business analyst Jill Schlesinger shares tips for taxpayers ahead of the upcoming deadline and ways to feel more confident about investing. (Spoilers ahead): The new film "The Drama," which stars Zendaya and Robert Pattinson, is stirring controversy and even some criticism over a shocking admission made by Zendaya's character. Nigel Smith, a senior news editor with People, breaks down the big reveal and if he thinks the backlash is warranted. The movie "Hoosiers" was released nearly 40 years ago, but its legacy lives on through a group of Indiana referees and a basketball icon in the state. Omar Villafranca reports. 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

MEDICARE ADVANTAGE MINUTE:                                                                  JUDGE ORDERS UNITED HEALTHCARE TO HAND OVER DOCUMENTS IN AI COVERAGE DENIAL CASE! READING FROM MEDICARE ENROLLMENT GUIDE, CHAPTER 5:                       WHICH MEDICARE SUPPLEMENT PLAN? LIST OF MEDICARE SUPPLEMENT INSURANCE COMPANY RATE INCREASE REQUESTS FILED WITH THE STATES. THE OVERALL PICTURE IS ONE OF MEDICAL INFLATION PUSHING INSURANCE RATES HIGHER. FINALLY, A TAX TIP FOR GENEROUS READERS.                                              PURCHASE ONE OR TWO HARDCOVER EDITIONS OF                               "MEDICARE FOR THE LAZY MAN 2026" FOR DONATION TO YOUR LOCAL LIBRARY! Contact me at: DBJ@MLMMailbag.com (Most severe critic: A+)                   Visit us on: BabyBoomer.ORG Inspired by: "MEDICARE FOR THE LAZY MAN 2026; SIMPLEST & EASIEST GUIDE EVER!" "MEDICARE ENROLLMENT GUIDE!" (Free download from site below) "MEDICARE DRUG PLANS: A SIMPLE D-I-Y GUIDE" For sale on Amazon.com. After enjoying the books, please consider returning to leave a short customer review to  help future readers. Official website: https://www.MedicareForTheLazyMan.com.

In hour 1 of The Mark Reardon Show, Mark is joined by Asra Nomani, a Senior Editor of Investigations at Fox News Digital, a Senior Fellow at the Independent Women's Network and the Founder of the Pearl Network. She discusses her latest findings on just who exactly is funding and attending the "No Kings" Protests. He is then joined by Gary Abernathy, a former Newspaper Editor, Reporter and Columnist for The Washington Post. He's also a contributing columnist for The Empowerment Alliance. Abernathy discusses his latest article which is titled, "Despite the Liberal Media's Insistence, Americans Must Judge 'Experts' with Caution. In hour 2, Sue hosts, "Sue's News" where she discusses the latest trending entertainment news, this day in history, the random fact of the day and more. Mark is then joined by Mark Milton, the Managing Attorney of Milton Law Group, a local tax lawyer and the former DOJ Tax Division Trial Attorney. Milton explains what tax changes you need to know about as you work on them. In hour 3, Mark is joined by Ilya Shapiro, a Senior Fellow and the Director of Constitutional Studies at the Manhattan Institute. Shapiro discusses today's court ruling on conversion therapy in Colorado as well as Wednesday's big oral arguments case on Birthright citizenship. Mark is later joined by George Rosenthal, a Co-Owner of Throttlenet for Tech Talk Tuesday. Rosenthal disucsses OpenAI's RAMpage and why it will cause your next laptop to cost more, the invisible QR code and more. They wrap up the show with the Audio Cut of the Day.

Thousands Attend 'No Kings' Rally in SLC Tax Tips! Key Changes to Be Aware of Before You File New Utah Law Ends Polygraph Tests in Sexual Assault Cases How Conspiracy Theories May Impact Jury Trials TMZ Wants Photos of Lawmakers on Spring Break! The Oral Exam Comeback in the Age of AI SCOTUS Takes Up Birthright Citizenship: What to Watch President Trump Threatens to Take Iran's Oil Investigation Raises Concerns Over Kids, Makeup, and Sephora’s Marketing Fun Facts, Closing Arguments and Missing Kit Kat Bars

Tax Day is right around the corner, and thanks to the "One Big Beautiful Bill," there are a LOT of changes! Susan Spiers, CEO of UACPA, CPA, joins Holly and Greg to share tax tips for this year and answers questions from listeners.

Today, with less and less people using a CPA to file their taxes, mistakes are exceedingly common and can lead to delays and added costs. Donna and Nathan discuss some common tax filing mistakes that are simple to avoid to help you make this tax season a smooth one. Also on MoneyTalk, the complications that come with inheriting money, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 3/24/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

In this episode of the Latinx Business Podcast, host Randy Gomez delves into the new custodial IRA accounts set to launch by July 4th, 2026, for children under 18. Discover how these accounts, featuring a $1,000 government deposit and additional contributions from the Dow Corporation, can be a game-changer for young investors. Randy explains the investment options, tax implications, and the importance of early financial planning for children. Tune in to learn about the IRS form 4547 and how to navigate the setup process. Don't miss this essential guide to securing your child's financial future. #TaxTips #CustodialIRA #FinancialPlanning #InvestInKids #LatinxBusinessRandy's Social MediaInstagram: @randygmz.mbaFacebook: Randy Gomez Mba EALinkedIn: Randy Gòmez, MBA, EA

As a business owner, it is important to stay ahead of the curve when it comes to tax preparation. You want to make sure that you are ready for any unexpected decrease in expenses or increases in income so that you don't have any surprises when it comes time to pay your taxes. The rules and regulations change every year, and if you are not prepared, you could end up paying more taxes than necessary. In today's podcast episode, I'm discussing a few tips for getting ready for your tax preparation. Another thing to consider is whether or not you have been taking advantage of all available deductions and credits regardless of whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper or accountant, a virtual assistant or VA, or other professional. There are many deductions and credits available to business owners, and they can vary. Listen in so that you can follow these tips to ensure that your business is in compliance with the latest tax laws and that you are taking advantage of all the deductions available to you. It doesn't matter if you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google document, this episode will be helpful for you...    Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Say the word "taxes" out loud. Did your shoulders just clench? Yeah. That's not an accident. In this episode, I sit down with Hannah Cole — artist, tax expert, author of Taxes for Humans, and founder of Sunlight Tax — to talk about why the tax industry profits from keeping you afraid, and what you can actually do about it. Hannah breaks down the three main IRA options available to self-employed women in plain, clear language that finally makes it click. She talks about why creatives, women, and anyone who doesn't fit the traditional financial mold has been left out of this conversation on purpose — and how that changes when you have access to someone who sounds like your best friend instead of a shaming accountant. This is one of those conversations that will make you exhale. Because the tax system isn't as scary as you've been led to believe. And the tools available to you are far more powerful than most people realize. If you've ever felt like money — or taxes — weren't meant for someone like you, this episode is going to change that.   WHAT YOU'LL LEARN Why the tax industry's marketing mechanism is fear — and how to stop falling for it Why nobody gets a tax education in this country (and why that's not your fault) The real difference between a Traditional IRA, Roth IRA, and SEP IRA in plain language Why creativity is a synonym for resourcefulness when it comes to money How to start thinking of money and taxes as a tool that works for you instead of against you   FREE GIFT FROM HANNAH COLE Download Hannah's Free Visual Guide to Tax Deductions here: https://www.sunlighttax.com/deductionsguide CONNECT WITH HANNAH COLE Website: https://www.sunlighttax.com Instagram: https://www.instagram.com/sunlighttax LinkedIn: https://www.linkedin.com/in/hannah-cole-3775561/   ABOUT HANNAH COLE Hannah Cole is an artist, tax expert, author of Taxes for Humans [link: https://amzn.to/4a2Mu9m ], and founder of Sunlight Tax. She specializes in educating entrepreneurs and creative professionals in taxes and financial empowerment. A long-time working artist with a high-level exhibition history, Hannah is a frequent speaker on stages and podcasts, a money columnist for the art blog Hyperallergic, and the host of a global top 2% podcast, the Sunlight Tax Podcast. Her company, Sunlight Tax, specializes in friendly, informative tax education for self-employed people with big visions, and engaging, savvy tax education workshops for creative groups.   READY TO BUILD YOUR CONFIDENCE? Book a free 15-min call with Sarah to talk about where you are in your business and see if working together feels right. Schedule here: https://app.acuityscheduling.com/schedule.php?owner=13047670&appointmentType=34706781   FREE GIFT FROM SARAH Get Sarah's Freedom Calculator and discover how much your business needs to make to finally be free. Download at https://sarahwalton.com/freedom   LEARN FROM SARAH Explore Sarah's online courses and free resources to start building your business with confidence. Online Courses: https://sarahwalton.com/online-courses Free Resources: https://sarahwalton.com/free-resources   CONNECT WITH SARAH Website: https://sarahwalton.com/podcast YouTube: https://www.youtube.com/@TheSarahWalton Instagram: https://instagram.com/thesarahwalton   ABOUT SARAH WALTON Sarah Walton is a business coach, podcast host, and mentor who helps women entrepreneurs build businesses they love. She's the creator of the Abundance Academy, Effortless Sales, and the Game On Girlfriend® podcast. Sarah's mission is to put more money in the hands of more women while teaching authentic, heart-centered business strategies.   RELATED GAME ON GIRLFRIEND® EPISODES YOU'LL LOVE Episode 230: You Deserve the Money with Bookkeeper Ashley Chamberlain  — https://sarahwalton.com/bookkeeping-for-women/ Episode 227: How to Clear a Money Fog with Mikelann Valterra  — https://sarahwalton.com/clear-money-fog/  Episode 95: When Your Life Falls Apart Because of Money with Michelle Arpin Begina  — https://sarahwalton.com/michelle/   LOVE THE SHOW? LEAVE US A REVIEW! Thank you so much for listening. I'm honored that you're here and would be grateful if you could leave a quick review on Apple Podcasts by clicking here, scrolling to the bottom, and clicking "Write a review." Your reviews help other women entrepreneurs find the show and get the support they need to build businesses they love. Thank you for being part of the Game On Girlfriend® community! (If you're not sure how to leave a review, you can watch this quick tutorial.)  

You may have seen a recent article featuring Elon Musk suggesting that, with current advances in AI, saving for retirement may one day be a thing of the past. While that idea might sound appealing, especially if you're worth a few hundred billion dollars, the rest of us may want to hit pause before embracing such a bold claim. On today's show, we'll dive into why prudent saving is still very much in vogue, and why consistent, intentional planning continues to pay off. Spoiler alert: The fundamentals still matter! We'll also be joined by local CPA, Jon Sluis, who will break down key changes in this year's tax landscape. While recent legislation introduced some attractive benefits, those perks can sometimes create complications down the road if not handled carefully. Jon will share his top five tips as we head into tax season – and yes, "planning" shows up more than once. It's shaping up to be a great show packed with insight, perspective and practical takeaways. So be sure to tune in, stay informed and take control of your financial future. 

Taxes don't have to be the thing you avoid until April. In this episode of The Portrait System, Nikki sits down with Heather Leicy (tax prep educator + bookkeeper + working photographer) to break down photographer tax deductions, year-round tax prep, and the biggest “can I write this off?” mistakes.You'll learn:What to do monthly so you're not scrambling at tax timeA simple system for setting aside 20–30% for taxesCommon photographer deductions: education, software, gear, website costs, client giftsThe truth about meals/coffee write-offs (when it counts, when it doesn't)Home office deduction basics and “dedicated space” rulesWhy mileage tracking is one of the most missed deductions (and the app Heather recommends)A simple breakdown of LLC vs S-corp taxation and why it's a math decisionWhy sales tax rules vary so much by state (digital vs physical vs services)Important: This episode is for educational purposes only and is not tax, legal, or accounting advice. Tax laws vary by location and change over time. Always consult a qualified CPA/tax professional about your specific situation.Find HeatherInstagram: @heather.marie.LeicyCommunity: Conquer Community – theconquercommunity.comIf you enjoyed this episode, please subscribe, leave a review, and share it with a photographer friend who needs a tax reset.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most business owners and self-employed individuals overlook crucial deadlines that could cost them thousands in penalties—are your 1099s and W-2s on time? In this eye-opening episode, tax expert Randy Gomez breaks down the essential IRS deadlines for 1099s and W-2s, revealing how to avoid costly penalties when deadlines shift due to weekends. Whether you're an employer managing hundreds of contractors or a freelancer waiting for your tax forms, missing these dates can cause delays, audits, or fines you didn't see coming. Get ahead with Randy Gomez's expert advice, ensuring your tax forms are filed error-free and on time.#TaxTips #1099 #W2 #IRSDeadlines #SmallBusiness #Freelancer #TaxSeason #AvoidPenalties #TaxFilingRandy's Social MediaInstagram: @randygmz.mbaFacebook: Randy Gomez Mba EALinkedIn: Randy Gòmez, MBA, EA

While tax evasion is illegal, tax avoidance is actually encouraged by our tax code. We walk you through the actionable steps you can take in every decade of your life to make sure your tax planning is optimized. From Roth contributions to capital gains rates, this episode covers a TON of practical information that might apply to your financial situation. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DRINKAG1.com/MONEYGUY Learn more about your ad choices. Visit megaphone.fm/adchoices

Navigating Common Tax Mistakes and New Tax Laws for 2026In this episode of Techie Personal Finance Bootcamp, the host discusses several common tax mistakes and introduces new tax laws for 2026. Starting with essential tax preparation steps, the episode explains the importance of gathering relevant tax documents, considering new changes like RSUs and employer stock, and the pitfalls of rushing to file taxes without all forms. The host emphasizes the need for meticulous reporting, particularly for tech professionals dealing with employer stock and those affected by income limits on IRA contributions. The episode also covers strategies such as backdoor Roth conversions, handling 1099 forms accurately, and the implications of recent changes to the state and local tax cap. Additional tips include maximizing dependent care credits, 529 plan contributions, and rental property depreciation. Finally, the host advises business owners on correctly claiming legitimate business expenses to avoid IRS scrutiny. Listeners are encouraged to seek professional advice and ensure all financial details are accurately reported.00:00 Introduction to Techie Personal Finance Bootcamp Season 801:23 Essential Tax Preparation Tips for 202601:53 Understanding New Tax Changes and Forms02:22 Avoiding Common Tax Filing Mistakes03:06 Time Travel Techniques for Tax Contributions04:47 Automatic Tax Adjustments and Deductions05:37 Maximizing Itemized Deductions07:01 Common Tax Filing Errors and How to Avoid Them09:05 Special Considerations for High Earners and Stock Options12:24 Tax Tips for Parents and Property Owners14:35 Final Thoughts and Looking Aheadhttps://www.levelupfinancialplanning.com/tax-planning-retirement-accounts-backdoor-roths/

The Moneywise Radio Show and Podcast Thursday, February 5th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Tom Maxwell, CPA/MST website: https://www.kmallpcpa.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Thomas Maxwell and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Segment 1: Phillip Shaw, CFP, Senior Advisor, Goldstone Financial Group, joins Tom Gimbel to talks about why the market is soaring today, the market continuing to broaden out, the disconnect between the strong market and overall economic health, his thoughts on interest rates and Fed policy moving forward, and what we should know this tax season. Segment 2: […]

Tax season is coming! Hunter and Judson offer tax tips to start the year right and avoid last-minute scrambling. From maximizing your 401(k) to navigating 1099 requirements, these tips can help optimize returns and prepare for a smooth tax season.   LINKS Podcast Video cainwatters.com Submit a Question Facebook | YouTube | Instagram

The Financial Chick - Dormant Accounts & Tax Tips! 1-23-26 by JVC Broadcasting

In this episode of Tax Tips with Latinx Business Podcast, Randy Gomez dives into the latest tax changes for 2026, offering valuable insights for both individuals and business owners. Learn how to maximize your deductions, navigate the complexities of bonus depreciation, and plan strategically for the upcoming tax season. Whether you're a homeowner or a business owner, these tips will help you make informed financial decisions. Don't miss out on expert advice to optimize your tax strategy! #TaxTips #FinancialPlanning #LatinxBusiness #TaxSeason #Deductions #BonusDepreciation #Homeowners #BusinessOwners #TaxStrategyRandy's Social MediaInstagram: @randygmz.mbaFacebook: Randy Gomez Mba EALinkedIn: Randy Gòmez, MBA, EA

20260111 IVIE Entrepreneur exchange call on Tax tips for business owners Originally broadcasted January 11, 2026, on ACB Media 6 This session focused on tax tips for business owners. Chris Peterson from Penny Forward joined us as the featured speaker. Sponsored by: [Independent Visually Impaired Entrepreneurs](https://ivie-acb.org/ "https://ivie-acb.org") [join the IVIE email list](mailto:ivie+subscribe@acblists.org "mailto:ivie+subscribe@acblists.org")[Email the Facilitator](mailto:info@ivie-acb.org "mailto:info@ivie-acb.org")

From CPA to Business Owner: Lessons You Only Learn the Hard Way  | The Financial Operator Podcast | Episode 74    What does it really take to build a sustainable business—and stay sane while doing it?  In this episode of The Financial Operator: Cash In, Chaos Out, Jen sits down with Samantha Besnoff, CPA and founder of Your Financial Maven, for a candid, practical conversation every business owner needs to hear.  With over 30 years in accounting and more than a decade running her own firm, Samantha shares the real lessons that don't show up in spreadsheets, how long success actually takes, why boundaries matter more than hustle, and how understanding your numbers protects both your business and your sanity.  In this episode, we cover:  What it really looks like to leave a stable job and start your own firm  Why most small businesses struggle in the first 2–3 years  Setting boundaries with clients (and why it's not optional)  Pricing, retainers, and getting paid before the work is done  When—and how—to fire clients without blowing up your cash flow  What business owners need to know heading into tax season  The biggest bookkeeping and tax mistakes Samantha sees over and over  This conversation is a must-watch for: ✔ Small business owners ✔ Service providers & consultants ✔ Anyone tired of guessing with their finances  If you want fewer surprises, better cash flow, and a business that actually supports your life, this episode delivers.    ⏱️ Timestamps  00:00 Introduction & Guest Welcome 02:49 Samantha's Journey Into Entrepreneurship 07:15 Why the First 2–3 Years Are the Hardest 10:07 Getting Paid, Pricing Right, and Setting Boundaries 15:04 When (and How) to Fire Clients 20:02 Major Tax Changes Business Owners Should Know 26:50 Filing Deadlines, Extensions, and Tax Season Reality 34:45 What Business Owners Actually Need for Their Taxes 41:15 Who Samantha Works With & How to Get Started 44:37 Final Thoughts & How to Connect  To connect with Samantha M. Besnoff, CPA & Your Financial Maven: 

Host Randy Gomez provides valuable advice for both individuals and businesses to optimize their tax strategies before the year ends. For individuals, he emphasizes maximizing contributions to retirement accounts, strategically managing income and deductions, and utilizing tax loss harvesting. He also highlights the importance of charitable giving and ensuring proper documentation for tax deductions. For businesses, Randy advises on maximizing business retirement plans, deferring income, and utilizing tax credits to enhance financial planning and employee benefits. The episode concludes with an invitation for listeners to seek personalized tax consultations.#TaxTip #TaxPrepaation #TaxStartegy #1099 #YearEndPlanning #TaxSeasonRandy's Social MediaInstagram: @randygmz.mbaFacebook: Randy Gomez Mba EALinkedIn: Randy Gòmez, MBA, EA

We're deep into December, and the window for smart year-end tax planning is closing quickly. Taxes may not be at the top of your Christmas wish list, but they are an important reminder of God's provision—and an opportunity to honor Him through wise stewardship.As Scripture reminds us, “The earth is the Lord's, and everything in it” (Psalm 24:1). That includes the resources He's entrusted to us. Thoughtful planning isn't about avoiding responsibility—it's about managing God's gifts with intention and gratitude.Today, we sat down with Kevin Cross, a seasoned CPA who has helped countless families navigate taxes with clarity and confidence. As we approach December 31 and look ahead to 2026, here are some of the most important moves to consider.Rethinking Charitable Giving at Year-EndCharitable giving is always close to the hearts of our listeners, and year-end is an especially strategic time to consider it.Recent changes to the tax code—including a higher standard deduction and an expanded SALT (state and local tax) deduction—mean many households may now benefit from itemizing again. If that's you, making charitable contributions before December 31 could provide meaningful tax benefits.But even if your standard deduction is still too high to itemize, there's another strategy worth considering: bundling your giving. Instead of spreading donations evenly each year, you might combine two years' worth of giving into one year. That can push you over the itemization threshold and maximize the tax benefit—while still supporting the ministries and causes you care about.Why a Donor-Advised Fund Is a Powerful ToolIf you don't yet know precisely where you want to give, a donor-advised fund (DAF) can be an incredibly flexible option. We often call it a charitable checking account. You receive the tax deduction when you contribute to the fund, then take your time prayerfully distributing gifts to qualified charities.Kevin likes to say it's “the most fun fund you'll ever have”—because it encourages generosity while allowing your resources to be invested and potentially grow before they're given.For those who want to ensure their giving supports gospel-centered ministries, I recommend opening a donor-advised fund through the National Christian Foundation (NCF). It's a wonderful way to align generosity with faith-based impact. You can learn more at FaithFi.com/NCF.A New Opportunity for Children and Grandchildren (Starting in 2026)One of the most talked-about developments Kevin highlighted is a new child tax savings account (Trump Account), set to begin in 2026. While no action can be taken until then, it's worth knowing what to expect.Under this provision, eligible children may receive a government-funded seed contribution, and families can contribute up to $5,000 per year. Even more interesting: businesses may be able to contribute up to $2,500 tax-free under the right circumstances—while still receiving a deduction.What makes this especially notable for generous families is that donor-advised funds may be used to contribute to these accounts, creating new ways to bless the next generation while maintaining a strong commitment to charitable giving. Proper planning and paperwork will be essential, but this is an opportunity many families will want to explore.Qualified Charitable Distributions: A Missed Opportunity for ManyOne of the most underutilized tax strategies Kevin sees involves Qualified Charitable Distributions (QCDs)—and it always surprises me how many people don't know about them.If you're 70½ or older, you can give directly from your IRA to a qualified charity and exclude that distribution from taxable income. Once you reach the age for required minimum distributions (RMDs), this becomes even more powerful. Instead of taking the distribution, paying taxes, and then giving what's left, you can give directly—often satisfying your RMD without increasing your tax bill.And this isn't limited to small amounts. You can give up to $100,000 per year through QCDs. It's one of the most effective charitable strategies available, especially for retirees who want to give generously while managing their tax burden wisely.Stewardship with PurposeTaxes can feel complex, frustrating, or even discouraging—but they don't have to be. When we view them through the lens of stewardship, they become another opportunity to align our financial decisions with God's purposes.Kevin Cross brings both expertise and encouragement to this conversation, reminding us that wise planning isn't about fear—it's about faithfulness. If you'd like to learn more about Kevin and his work, you can visit KevinCrossCPA.com.As we close out the year, our prayer is that your financial decisions reflect gratitude for what God has provided—and confidence that He will continue to lead you as you steward it well.On Today's Program, Rob Answers Listener Questions:I have about $135,000 in my 401(k), and my home is worth around $100,000. Would it be advisable to cash out my 401(k) to pay off my house?I was recently told about a fixed-rate annuity offering a 22% bonus immediately. Does that sound like a good opportunity, or is it too good to be true?My mother-in-law, who's still living, deeded my husband five and a half acres out of a 13-acre property. We're considering selling that portion to his sister and want to understand the tax implications—what tax rate applies, whether there's an inheritance tax, and how that works.Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)National Christian Foundation (NCF)Kevin Cross, CPAWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We’re deep into December, and the window for smart year-end planning is closing quickly. Taxes may not top your Christmas list, but they’re a reminder that God has provided—and wise planning helps us honor Him. On the next Faith & Finance Live, Rob West and Kevin Cross explore the most important moves to make before December 31. Then, it’s on to your calls. That’s Faith and Finance Live—biblical wisdom for your financial journey. That’s weekdays at 4pm Eastern/3pm Central on Moody Radio. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here.To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

In this episode of the 'Casual Cattle Conversations' podcast, Shaye interviews CPA Hannah Mann, who specializes in serving agricultural clients. They delve into practical tax and bookkeeping tips for ranchers, highlighting the importance of effective and marginal tax rates, and the potential benefits of income averaging using Schedule J. Hannah Mann shares her passion for the agricultural industry and her unique insights from both a professional and personal perspective. The discussion also covers common mistakes ranchers make with end-of-year bookwork and tips on utilizing software like Ambrook for efficient bookkeeping. Hannah emphasizes the importance of knowing your effective tax rate to make informed financial decisions and avoid unnecessary expenditures. Listeners will find valuable strategies to better manage their financials and leverage tax benefits specific to the agricultural industry.  Learn more about Ambrook: ambrook.com/casualcattle    Catch more conversation like this one and learn more at https://www.casualcattleconversations.com/ 00:00 Welcome to Casual Cattle Conversations  00:18 Introducing Hannah Mann: Tax Tips for Ranchers  01:08 Hannah's Passion for Agriculture  02:43 Tax Strategies and Bookkeeping Tips  07:05 Common Mistakes in Ranch Bookkeeping  11:22 Effective Tax Rate vs. Marginal Tax Rate  21:59 Retirement Accounts for Farmers and Ranchers  25:58 Understanding Raised vs. Purchased Cattle  26:57 Importance of Accurate Bookkeeping  28:10 Tips for Organizing Bookwork  29:08 Benefits of Using Ambrook Software  31:46 Challenges with QuickBooks  42:19 Tax Strategies and Effective Tax Rates  45:19 Final Thoughts and Recommendations 

How to pay less taxes with your Boomer Bonus!Imagine getting an extra $6,000–$12,000 tax deduction just for being born at the right time. No lotto win. No extra hours at work. No sugar daddy required. Just a savvy tax move for Boomers and near-Boomers that could seriously boost your bottom line — financially speaking.In Queer Money® Episode 617, we break down exactly how the New Boomer Bonus Deduction (2025–2028) works, who qualifies, and the five smartest ways to maximize it like you're working it on Tax Day. Plus, we walk through three real-ish scenarios to show how smart planning could save you thousands.If you're 65+ (or within the next four years), this deduction may be your built-in financial facelift — no stitches required.What You'll LearnWhat the Boomer Bonus deduction is and how it works (2025–2028)Income thresholds, phase-outs, and who qualifiesThe 5 best strategies to maximize your tax savingsHow to use the deduction with Roth conversions, capital gains timing, and more3 sample scenarios showing how Boomers could save thousandsKey Takeaways✔️ A $6,000–$12,000 deduction can offset Roth conversions✔️ Smart capital-gains timing can help keep you in the 0% bracket✔️ This deduction stacks on top of both standard and itemized deductions✔️ The window is temporary: 2025–2028 only✔️ Proper income planning = real money back in your pocketChapters:0:00 - Intro00:14 - The Boomer Bonus Deduction02:08 - Maximizing the Boomer Bonus03:02 - Strategies for Managing Your Income and Deductions06:05 - Real Life Tax Scenarios07:35 - Understanding the Boomer Bonus: Maximizing Your Tax Benefits09:30 - Wrap up

Quick End of Year Law Firm Owner Tax Tip.