Podcasts about tax year

Of course – the IRS has updated the 1099-MISC and 1099-NEC again effective for reporting Tax Year 2025 payments to your vendors.  It's not that bad though….Keep listening. Check out my website www.debrarrichardson.com if you need help implementing authentication techniques, internal controls, and best practices to prevent fraudulent payments, regulatory fines or bad vendor data. Check out the Vendor Process Training Center for 116+ hours of weekly live and on-demand training for the Vendor team.  Links mentioned in the podcast + other helpful resources:   Training:  From an Accounts Payable Perspective:  Year-End Checklist for 1099-MISC, 1099-NEC and 1042-S Reporting IRS:  Instructions for Forms 1099-MISC and 1099-NEC (Rev. April 2025) IRS:  Form 1099-MISC (Rev. April 2025)  https://www.irs.gov/pub/irs-pdf/f1099msc.pdf IRS:  Form 1099-NEC (Rev. April 2025) https://www.irs.gov/pub/irs-pdf/f1099nec.pdf Customized Vendor Validations Session: https://debrarrichardson.com/vendor-validation-sessionVendor Process Training Center - https://training.debrarrichardson.comCustomized Fraud Training:  https://training.debrarrichardson.com/customized-fraud-training Free Live and On-Demand Webinars: https://training.debrarrichardson.com/webinarsVendor Master File Clean-Up:  https://www.debrarrichardson.com/cleanupYouTube Channel:  https://www.youtube.com/channel/UCqeoffeQu3pSXMV8fUIGNiw More Podcasts/Blogs/Webinars www.debrarrichardson.comMore ideas?  Email me at debra@debrarrichardson.com Music Credit:  www.purple-planet.com

Send us a textIn this latest brain dump, I share the pension strategy that has put thousands in my pocket. The only catch, I can't access it for another few decades!Contact Meinfo@joshuaphilip.co.ukwww.joshuaphilip.co.ukReferral Codeshttps://joshuaphilip.co.uk/links/

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>>  dentistswhoinvest.com/podcastreport———————————————————————If you'd like to discuss your finances with a professional you can connect with Anick here: https://www.viderefinancial.com/contact———————————————————————Financial planning takes on new dimensions with each tax year, and 2025 brings significant changes dentists need to understand. Financial planner Anik Sharma from Vider Financial Planning joins us to unpack investment vehicles available to dental professionals and crucial updates affecting your financial strategy.The conversation kicks off with a fundamental yet often overlooked principle: financial organization eliminates the annual scramble before tax deadlines. Beyond reducing stress, this approach delivers measurable benefits – contributing to investments at the tax year's start rather than its end could generate an additional £60,000 over 30 years through compound growth.Anik walks through the key investment accounts dentists should consider, starting with ISAs. Recent rule changes now allow contributions to multiple stocks and shares ISAs within a single tax year (while maintaining the £20,000 annual limit). We explore misconceptions about platform diversification and the Financial Services Compensation Scheme, clarifying that the £85,000 protection applies to banking licenses rather than individual institutions.For pensions, we delve into tax relief benefits while highlighting complexities for high earners. The most significant upcoming change arrives in April 2027, when pensions will potentially fall within inheritance tax scope – though final implementation details remain pending. NHS pension scheme members face additional complications with the ongoing McLeod remedy affecting annual allowance calculations and private pension planning.Limited company owners have additional considerations when deciding whether to invest through corporate structures or extract funds for personal investment. This leads to the fundamental question: how should dentists allocate investments across different accounts?The answer lies in comprehensive cashflow planning – mapping your current position to your desired future before determining the optimal investment strategy. This approach ensures your portfolio powers your life plan rather than existing as an end itself.Looking to optimize your financial strategy for the new tax year? Subscribe for more insights on building financial resilience that supports both your dental practice and personal aspirations.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us a text

Brett Hanson of Blevins Franks International Tax and Wealth Management talks to Howard Brereton #Wealth #Tax #WealthManagement #Spain #Expat #Brexit

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>>  dentistswhoinvest.com/podcastreport———————————————————————Should you operate as a sole trader or through a limited company? For dental professionals, this decision can impact everything from tax bills to long-term wealth. In this essential episode, specialist dental accountant Amman Sarkaria breaks down the financial, legal, and practical implications of each structure — updated for the 2025 tax year.Amman walks us through real-world comparisons, including a £130,000 income example that shows how dentists could save up to £25,000 annually with the right limited company setup. Learn how to optimise your salary-dividend mix, make use of electric vehicle deductions, and even employ family members legally and effectively.But it's not just about tax perks—we explore NHS pension eligibility, IR35 risks, and whether a Ltd Co truly fits your career stage and lifestyle goals.Whether you're newly qualified or restructuring your business, this episode delivers the insight every UK dentist needs to make an informed, strategic decision.Listen now and maximise your tax efficiency this financial year.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.Send us a text

With the new tax year starting on 6 April, Richard Hattersley runs through the key changes, from the rise in employer national insurance to HMRC's focus on debt management. He also covers the MTD countdown, HMRC's confidence in a 2026 rollout and whether it's time to rethink the UK tax year. Tom Herbert shares the latest MTD software market updates. Herbert also looks into the latest in artificial intelligence (AI), starting with ICAEW president Malcolm Bacchus's call for a mindset shift in the profession. Herbert then highlights recent AI product launches from Jenesys, NetSuite and Vinyl. Lastly, Matthew Ord looks at Wilson Partners' acquisitive growth, with their latest deal doubling the team working in high-growth tech and life sciences. Tom Herbert explores why now is a smart time to target these sectors, while the team weighs in on the rising concerns around private equity's growing role in accounting following their partnership with PE firm Fordhouse.

Quint and Allie talk about taxes in a year you move states.

Enjoying the podcast? Tell us what you think below and give us a review or rating. As always we'd love to hear your suggestions and feedback. Send us an email: podcast@pensionbee.com.   In this special bonus episode of The Pension Confident Podcast, we cover some of the key changes from the new 2025/26 tax year and what they could mean for you and your finances. Tune in as our host, Philippa Lamb and Financial Journalist and Founder of Much More With Less, Faith Archer, cover the various changes made, including: the National Living Wage; frozen income tax bands; Statutory Sick Pay; and the State Pension.   Episode Breakdown: 01:09 The start of a new tax year 04:03 Increased pay for employees and costs for employers 06:20 Frozen income tax and personal tax-free allowance thresholds 07:55 The State Pension and Winter Fuel Payment 11:18 Changes to Statutory Sick Pay, alongside overhaul of benefits systems 12:38 Increased Statutory Parental Pay and free nursery hours   Further reading, listening and watching: To learn more about the new tax year and your personal allowances, check out these articles, podcasts and videos from PensionBee: E18: How to not run out of money in retirement (Podcast) E11: How to prepare for a happy retirement (Podcast) Adoption leave and adoption pay (Article) Am I ready for a baby? (Article) Average childcare costs (Article) Help with childcare costs (Article) Maternity leave and maternity pay (Article) Paternity leave and paternity pay (Article) Pension credit (Article) Shared parental leave and pay (Article) What disability benefits can I claim? (Article) What does the Autumn Budget 2024 mean for your pension? (Blog) What is the State Pension? (Article)   Other useful resources: A budget hitting employers and the well off (Much More With Less) Adoption leave and adoption pay (GOV.UK) Inflation Calculator (PensionBee) Maternity leave and maternity pay (GOV.UK) Paternity leave and paternity pay (GOV.UK) Shared parental leave and pay (GOV.UK) Statutory Sick Pay (SSP) (GOV.UK) The Retirement Living Standards (Pensions and Lifetime Savings Association)   Catch up on the latest news, read our transcripts or watch on YouTube: The Pension Confident Podcast The Pension Confident Podcast on YouTube   Follow PensionBee (@PensionBee) on TikTok, YouTube, Instagram, LinkedIn, Facebook, X and Threads. Follow Faith Archer (@MuchMoreWith Less) on LinkedIn, Facebook and X.

On this episode of the AJ Bell Money and Markets podcast Danni Hewson and Charlene Young discuss what has been a volatile first quarter for markets [1:55] as companies and investors try to navigate Donald Trump's tariffs. The pair discuss which sectors have borne the brunt so far and how the UK could be impacted. With Awful April [13:20] in full spring Charlene runs through the bills that have jumped up and considers what that might do for inflation and interest rates.  Danni picks through some eye-catching market news with [17:18] Conservative US TV network Newsmax jumping more than 2,000% after its IPO and a potential bid for UK's Alphawave as Qualcomm looks to boost its AI chops and with US markets under pressure and investors looking for ways to diversify, we hear from Emily Fletcher, portfolio manager of Black Rock Frontiers Investment Trust [22:34]. Tax year end is upon us [40:40] and Charlene talks through new allowances, using pension contributions to pare down your tax bill and popular options like Bed and ISA which help you bring existing investments into tax wrappers. Plus, news from HMRC that the interest rate charged on late tax payments is going up. And with investors warming to bonds again after a patchy period where they didn't comfort portfolios as expected, Dan Coatsworth talks to Ryan Myerberg from the Brown Advisory Global Sustainable Total Return Bond Fund about all things fixed income. [50:40]

The end of the tax year quickly approaching, so we need to financially prepare ourselves for it.  To help me delve into everything you need to know before the end tax year, I am joined with Tim Paul, an accountant and financial content creator!Be sure to follow Tim here, and check out his accountancy services here!For more All Things Money, make sure you give us a follow on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and sign up for our⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠monthly newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!Fancy supporting the podcast? You can do so ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

This week, get ready for tax year end - what needs to be done by 31st March, lessons from the largest known GST fraudster – could it happen again and corporate tax cuts – who benefits and what does the public think?

Warren Shute and Paul Cleworth scrutinise every clue in this timely investigation of year-end tax planning. Like master sleuths hot on the scent, they bring to light strategies ranging from maximising ISA contributions and refining pension allocations to making the most of charitable donations. Each insight presented as a vital piece of evidence that can protect your financial well-being before the 5th of April tax deadline. The game is truly afoot: by the final deduction, this engaging discussion equips you with the know-how to ensure your year-end tax approach stands on solid ground, proving that cracking the case of year-end taxes need not be left to chance. ========================== Chapters: 0:00 - Intro 6:22 - Tax Year End Planning ========================== Show Notes: HMRC Tax Revenue Breakdown (2023-24) https://assets.publishing.service.gov.uk/media/66a8ebc349b9c0597fdb0784/HMRC_annual_report_and_accounts_2023_to_2024.pdf Projected Government Spending for 2024-25 (OBR Report) https://obr.uk/forecasts-in-depth/brief-guides-and-explainers/public-finances/ Budget Deficit (2024-25) Forecast (OBR) https://obr.uk/forecasts-in-depth/brief-guides-and-explainers/public-finances/ National Debt Figures (ONS Report, December 2024) https://www.ons.gov.uk/economy/governmentpublicsectorandtaxes/publicsectorfinance/bulletins/publicsectorfinances/december2024 The Calculator Site - £500pm for 20 years at 6%: https://www.thecalculatorsite.com/compound?a=0&p=6&pp=yearly&y=20&m=0&rd=500&rp=monthly&rt=deposit&rw=0&rwp=1m&rm=end&ci=monthly&cc=1&c=3&di=&wi= Tin Cup (great golf film!) https://www.imdb.com/title/tt0117918/ ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action. ========================== #taxplanning #endofyearplanning #taxstrategy #financialplanning #pensionplanning #taxrelief #allowances #capitalgains #taxefficiency #retirementplanning #dividends #incometax #businessplanning #salarysacrifice #yearendtax #taxadvisor #wealthplanning #taxsavings #investmentplanning #financialwellness #taxdeductions #isaplanning #proactiveplanning #capitalallowances #taxcompliance #personalfinance #profitextraction #taxmanagement #cashflowplanning #taxdeadlines #financialfreedom

In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Regional Manager Glen Roberts about the kinds of things teachers and educators need to know before the tax year end. In particular they'll be looking at how they can make the most out of any tax allowances, in particular around ISA savings and pensions. For more information go to www.wesleyan.co.uk.   This podcast is for information only and doesn't constitute financial advice. Bear in mind that the value of investments can go down as well as up and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in future. Wesleyan Financial Services is a broker and insurance products are provided by a number of selected insurers. Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority. Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you. Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.

Looking to save some last minute tax? In this episode Dan highlights a checklist of things to review for last minute tax savings as we approach the 5th April. He chats about allowances, pensions, gifts, salaries…. all this and more on today's HeelanHub! www.heelanassociates.co.uk/podcast - the show for UK small business owners. info@heelanassociates.co.uk 02392 240040

On this week's show Damien runs through some of the financial planning considerations ahead of the tax year end. He then gives an important update on the car finance mis-selling scandal, including some important dates for your diary. Damien also explains why you might receive a payout without having to do anything. Finally, Andy explains the changes Chase Bank has made to its current account cashback offering and the alternatives you might now want to consider. Leave us a voice note via Whatsapp for our 500th show - 0208 163 3629This show is sponsored by ⁠⁠PensionBee⁠⁠ the UK's leading online pension provider. It can help you transfer most old pensions together into one new online plan, so you'll know exactly how much you've saved and where to find it. If you are looking for a low-cost, hassle-free way to consolidate your pension pot (excluding final salary pensions), then PensionBee is worth considering. When you transfer your pensions, you can pick from a range of purpose-built pension plans, and if you want to contribute more to your pension, you can do that too. You can sign up to PensionBee in minutes using just the names of old employers or pension providers. Capital at risk.Watch the whole show on YouTube ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠:Check out this week's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠podcast article ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on the MTTM website to see the full list of resources from this week's show.00:00 - MTTM Podcast Episode 49800:59 - Plans for the 500th show 04:30 - End of Tax Year Checklist14:55 - Latest on the car finance mis-selling scandal19:04 - Chase Bank cuts its cashback offeringFollow Money to the Masses on social media:YouTube - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/moneytothemasses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/moneytothemasses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/moneytothemasses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Tik Tok - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@moneytothemasses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠You may already compare products and services online and make purchases but by doing so via our dedicated page you might not only save money but could also earn cashback or take advantage of exclusive offers for MTTM listeners.Every time you use a link on the page we may earn a small amount of money for our podcast. We only use affiliate links that give you an identical (or better) deal than going direct. Thank you for being an incredible part of our community. Your support means the world to us.Support the show by visiting and bookmarking our dedicated podcast page:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Money to the Masses Dedicated Podcast Page⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Click to support the showLinks referred to in the podcast:End of Tax Year ChecklistMarriage tax allowanceBest Cash ISAsHow to earn National Insurance creditsNI top-up deadline extendedHow to fill gaps in your national insurance recordRedress scheme: Car finance mis-spelling victims could receive automatic compensationMSE car finance claim toolFind out if you could be eligible for compensationSign up to FCA updates on the latest Car finance complaintsChase cuts its 1% cashback offering in major blow to customersBest cashback and reward credit cardsTake out a free trial of 80 20 investor

UK Chancellor Rachel Reeves has talked about “simplifying” ISAs, which could mean slashing the annual allowance for savings ISAs, currently £20,000. The government wants your money… Watch full video at Charles Kelly Money Tips Podcast - https://youtu.be/uXcCqWj_xfs They don’t produce wealth, they just tax those who do! They take from us to spend our money. High taxation is one of the reasons 10,000 millionaires left the UK last year. Check out my video on this. As the tax year draws to a close, now is the perfect time to review your finances and take advantage of last-minute tax-saving opportunities. In the latest episode of the Charles Kelly Money Tips Podcast, we break down essential end-of-tax-year tips to help you reduce your tax bill legally and keep more of your hard-earned money. 1. Maximize Your ISA Allowance You can save up to £20,000 tax-free in an Individual Savings Account (ISA). If you haven’t used your full allowance, now is the time to top it up. 2. Utilize Pension Contributions Contributing to your pension not only grows your retirement fund but also reduces taxable income, with tax relief of up to 45% for higher earners. We don’t know how long this tax concession will last. 3. Claim Allowable Expenses Self-employed? Ensure you claim all deductible expenses, such as home office costs, travel, and professional fees, to lower your taxable profit. 4. Use Capital Gains Allowance Sell assets strategically to take advantage of the current capital gains tax-free allowance before it resets in the new tax year. 5. Gift Money IHT Tax-Free Use your annual £3,000 inheritance tax gift allowance to pass on wealth without tax implications. Use it or lose it. 6. Use your accountant, tax specialist, financial adviser and other professionals to save you money. Good advice can save you a fortune. Invest in yourself. Don’t miss out on these end-of-tax-year strategies—watch the full video now! 7 Powerful Steps to Transform Your Finances in 2025 As we move closer to 2025, now is the perfect time to take charge of your finances and make it your most successful year yet. In the latest episode of the Charles Kelly Money Tips Podcast, we explore actionable strategies to help you achieve financial freedom and build wealth. Watch full video - https://youtu.be/-k7HPn0u_Ok?si=j6ZpuTlRyCJzuIxY Section 24 Property Landlord Tax Hike Interview with Chartered Accountant and property tax specialist who reveals options and solutions to move your properties from your own name into a limited company or LLP whilst mitigating the potential HMRC pitfalls. Email charles@charleskelly.net for a free consultation on how to deal with Section 24. Watch video now: https://youtu.be/aMuGs_ek17s #section24 #TaxSavingTips #EndOfTaxYear #FinanceTips #UKTaxes #WealthBuilding #MoneyManagement #PensionPlanning #TaxFreeSavings #CharlesKellyMoneyTips

In this episode of the Medics' Money podcast, hosts Ed and Matthew provide a comprehensive guide on essential tax planning strategies to consider before the end of the 2024-2025 tax year on April 5, 2025. They cover six crucial topics, including claiming tax rebates for professional expenses from prior tax years, maximizing ISA allowances, understanding and mitigating marginal tax rate traps, exploring asset transfers to lower-taxed spouses, and staying aware of potential pension annual allowance issues. The episode aims to help healthcare professionals avoid missing out on valuable tax-saving opportunities and offers actionable tips to optimize financial planning. 00:00 Introduction and Overview 00:58 Meet Ed: Your Tax Guide 02:12 Claim Your Tax Rebates 06:00 Maximizing Your ISA Allowance 11:54 Understanding Marginal Tax Rates 14:57 Transferring Assets to Lower Tax Spouses 17:27 Pension Contributions and Annual Allowance 19:21 Final Thoughts and Recap Want the latest financial tips for doctors and exclusive invites? Join 56,000 doctors here https://www.medicsmoney.co.uk/join-medics-money/ Want a free assessment of your finances? Click here https://medics-hnz5twj1.scoreapp.com Want to improve your finances fast? Then come on our course https://www.medicsmoney.co.uk/medics-money-financial-wellbeing-course/ GP partner looking to improve your practice/ Then come on our course https://www.medicsmoney.co.uk/gp-partnership-programme/ Follow us on Instagram Follow us on Twitter Disclaimer: The information provided in this content is for educational and informational purposes only and does not constitute financial advice. You should not rely on this content as a substitute for professional advice tailored to your specific financial situation. The value of your investments can go down as well as up. Past performance is not indicative of future results.

Enjoying the podcast? Tell us what you think below and give us a review or rating. As always we'd love to hear your suggestions and feedback. Send us an email: podcast@pensionbee.com.   With the end of the tax year fast approaching, we're talking pensions, ISAs and tax. From tax relief to ISA limits, we've gathered some top tips and insights from our guests to help you get your finances in order.    Join our host, Philippa Lamb and our expert guests to hear the best bits from the following episodes: E32: How to understand your pension balance with Tim Hogg, Faith Archer and Alex Langley E29: Pensions vs. cash - which is best? With Holly Mackay and Martin Parzonka E17: Should you save into a pension or an ISA? With Claer Barrett, Damien Fahy, Peter Komolafe and Becky O'Connor   Episode breakdown: 00:30 Tax relief - what it is and how it works 01:30 ISAs - another way to save 03:27 Lifetime ISAs 04:54 Using ISAs and pensions together 06:53 ISA rules   Further reading, listening and watching: To learn more about finances and pensions, check out these articles, podcasts and videos from PensionBee: Episode transcript  Guide to Lifetime ISAs and pensions Pension pot or cash savings - which is best? How much income do you need in retirement? How much can I pay into a pension each year? Making pension contributions The UK Pension Landscape Your guide to savings funds How to diversify your pension investments E11: How to prepare for a happy retirement (Podcast) How are pensions invested? How can I find my pensions? How to look after your financial wellbeing in 2024 How to understand your pension balance Understanding market volatility and how it can impact your pension Pension Calculator   Other useful resources:  How ISAs work (gov.uk) Cash ISAs (Money Helper) Stocks and Shares ISAs (Money Helper) Junior ISAs (gov.uk) Peter Komolafe: Three ISA mistakes everyone is making (YouTube) Cash ISA rules and allowances (Which) Should I have a savings account or pension? (MoneySuperMarket)     Catch up on the latest news, read our transcripts or watch on YouTube: The Pension Confident Podcast The Pension Confident Podcast on YouTube Follow PensionBee (@PensionBee) on TikTok, YouTube, Instagram, LinkedIn, Facebook, X and Threads.

With tax year-end fast approaching, what key planning opportunities should advisers focus on? In this episode of In Conversation With..., host Kimberley Dondo is joined by Mark Devlin, Senior Technical Manager at M&G Wealth, to explore the latest tax and pension changes from the Autumn Budget, the growing role of insurance bonds, and the top strategies advisers should consider before the deadline.  

Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Friday, February 14, 2025. This is Nelson John, let's get started. Top Indian business schools are witnessing a resurgence in hiring activities, despite uncertainties stemming from global political developments. This rebound is attributed to the robust growth of India's economy, which has bolstered corporate confidence and led to an increased demand for management graduates. Companies across sectors such as technology, finance, and consulting are actively recruiting, offering competitive packages to secure top talent reports Devina sengupta & Pritista Bagi. However, global political events, including trade tensions and policy shifts, have introduced elements of unpredictability. These developments have prompted organizations to reassess their international strategies, potentially influencing the nature and volume of roles offered to graduates. Despite these challenges, the overall hiring sentiment remains optimistic, with firms focusing on candidates who can navigate complex global scenarios and drive growth in uncertain times. While global political dynamics present challenges, the strong domestic economic environment ensures that top Indian business schools continue to experience healthy hiring trends.Finance Minister Nirmala Sitharaman introduced the Income Tax Bill 2025 in the Lok Sabha yesterday. The much-anticipated new Bill will not introduce new taxes but only simplifies the language of the existing Income Tax Act of 1961 and enhances clarity for taxpayers. Some of the key highlights include: Reduction of Obsolete Provisions: Numerous outdated and redundant sections have been eliminated to streamline the tax code.Consolidation of Sections: Related provisions, especially those concerning salaries and deductions, have been grouped together for easier reference.Introduction of ‘Tax Year': The bill introduces the concept of a “tax year,” aligning it with the financial year to reduce confusion.Taxpayer's Charter: A charter outlining the rights and obligations of taxpayers has been introduced to promote transparency and trust.Faceless Jurisdiction: Provisions have been made for faceless assessments to minimize direct contact between taxpayers and authorities, reducing potential biases.Enhanced Compliance Measures: The bill empowers the Central Board of Direct Taxes (CBDT) to establish tax administration rules and implement digital tax monitoring systems without requiring frequent legislative amendments. Those were some of the key highlights of the new income tax bill.. Now this Bill, represents a significant step toward modernizing India's tax framework, aiming for greater simplicity, transparency, and taxpayer-friendliness. The new provisions are set to take effect from April 1, 2026, providing taxpayers ample time to adapt to the changes. Quantum computing is making big leaps forward, but most businesses aren't paying attention because they're busy with other tech priorities like AI. A startup called PsiQuantum, based in California, aims to build a fully functional quantum computer by 2027. Unlike other companies, they are using existing computer chip factories to speed up the process. Despite these advancements, a poll at the Wall Street Journal's CIO Network Summit revealed that none of the attending tech executives were actively exploring quantum computing applications for their businesses. Many are currently more focused on areas like artificial intelligence and adapting to evolving technology policies. However, India is making significant strides in quantum computing through government-led initiatives & research programs through the National Quantum Mission and collaborations with global tech firms like IBM, Google, and Microsoft who are partnering with Indian firms and universities to train talent in quantum technologies. India's investments in quantum computing are expected to transform industries like finance, healthcare, defense, and logistics in the coming years.The International Finance Corporation (IFC), part of the World Bank Group, has invested ₹860 crore (approximately $98.35 million) in India's first sustainability-linked bond issued by Cube Highways Trust (Cube InvIT). The funds from this bond will be used to acquire NAM Expressway Limited, a key highway that links Chennai and Hyderabad. Additionally, the investment will support Cube InvIT's long-term objectives, including initiatives focused on sustainability and social inclusion. As the main investor, IFC's involvement is expected to attract more capital, promoting the development of India's road infrastructure while adhering to global ESG standards, reports subshas narayan. Global investment firm Carlyle has acquired controlling stakes in two Indian auto parts manufacturers, Highway Industries and Roop Automotives, to create a diversified auto components platform. Highway Industries specializes in powertrain parts, while Roop Automotives produces steering system assemblies and exports to Europe and North America. The founders of both companies will retain significant stakes and continue to be involved in the business. Carlyle aims to help these companies leverage operational synergies, enhance capabilities, and expand capacities to deliver greater value to their customers. This move reflects Carlyle's strategy to build a significant presence in India's auto components sector, focusing on companies that cater to electric vehicles and have strong export potential.  

This week I am sharing expert financial strategies to help entrepreneurs, investors, and business owners make, keep, and grow their wealth. Through real-life case studies—including a Canadian investor building generational wealth, a US based chiropractor transitioning into life coaching, and entrepreneur exploring real estate and crypto investments—I demonstrate how custom financial strategies create smarter wealth-building decisions. Financial success comes from informed decisions and expert guidance, not surface-level advice and for that reason this episode is a must-listen for anyone looking to take control of their financial future and build, protect, and grow wealth.Loral's Takeaways:Tara's Question on Generational Wealth and Trusts (05:58)Sandy's Question on Tax Strategy and Business Structure (08:46)Natalia's Question on Coaching Business and Real Estate Investment (19:28)Elizabeth's Question on Monetizing Real Estate Business (30:32)Thad's Question on Business Structure and Tax Planning (37:00)Stephanie's Question on Managing Debt and Business Income (45:10)Deanna's Question on Leveraging Property and Avoiding Capital Gains (54:23)Audrey's Question on Increasing Income and Business Structure (59:40)Tax Year and Wealth Builder Calendar (1:05:38)Q&A Session and Strategist Support (1:06:55)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money...

It's not even five weeks into 2025, and already there's a bevy of news affecting tax practitioners. Melanie Lauridsen, the AICPA's vice president–Tax Policy & Advocacy, joined the Journal of Accountancy podcast amid all the tumult to update listeners on several fronts. Lauridsen discussed the latest on beneficial ownership information (BOI) reporting and the Supreme Court, how IRS service might be affected by various executive orders, and what aspects of a new tax bill or bills are being followed closely by the AICPA. One bit of related news happened Thursday, one day after recording. The Senate Finance Committee released a discussion draft, the bipartisan Taxpayer Assistance and Service Act, which includes provisions the AICPA strongly supports. Resources: Melanie Lauridsen on LinkedIn The AICPA's BOI resource center JofA coverage of the IRS rescinding some job offers What you'll learn from this episode: A recap of court cases related to beneficial ownership information reporting requirements. The potential effects of an IRS hiring freeze on tax filing season. The role that retirements could play in future IRS service. Details of the AICPA's interest in proposed Circular 230 regulations. Why tax legislation this year could come in pieces instead of in one bill.

This week we're covering some tips regarding the passthrough entity tax.

In this episode, panelists discuss what filers need to know this season to prepare for changes and updates to IRS reporting requirements.

In this episode, panelists discuss payroll year-end topics. 

In this episode, panelists discuss year-end tax considerations and other hot topics for alternative asset managers.

ORDINANCES AND RESOLUTIONS CB2024-198: A Resolution Designating a Portion of Kenwood Road as Honorary Daniyjah D. Staple Way CB2024-199/200: An Ordinance Levying the Annual Taxes for General Purposes in the City of Champaign, Illinois for the Fiscal Year Beginning July 1, 2024, and Ending June 30, 2025; An Ordinance Directing the Champaign County Clerk to Abate the Tax Levies for Library Operating and Improvement Funds, the General Corporate Purpose Fund, the Illinois Municipal Retirement Fund Levy, and Federal Social Security Levy for the Tax Year 2024  CB2024-201: An Ordinance Adopting Amendments to the Building Codes of Champaign CB2024-202/203: A Resolution Approving the Preliminary Plat of Pierce Holdings Subdivision; An Ordinance Approving the Final Plat of Pierce Holdings Subdivision CB2024-204: A Resolution Accepting a Bid and Authorizing the City Manager to Execute a Contract for the Fire Station No. 5 Roof Replacement Project CB2024-205: A Resolution Authorizing the City Manager to Execute Change Order No. 3 for the Fire Station No. 4 Dorm and Bathroom Renovation Project CB2024-206: A Resolution Accepting a Bid and Authorizing the City Manager to Execute a Contract for the Fire Station No. 2 Roof Replacement Project CB2024-207-209: A Resolution Approving a Local Agency Agreement for Federal Participation for the Mattis Avenue Improvements Project; A Resolution for Improvement of Streets by Municipalities Under the Illinois Highway Code; A Resolution Approving an Agreement with Ameren Illinois for Electrical Facility Relocation on the Mattis Avenue Improvements Project

'Tis the season for holiday cheer and year-end tax planning! We'll discuss the new Beneficial Ownership Information (BOI) reporting requirement, tax-smart strategies for holiday bonuses and parties, and upcoming changes to tax brackets and 401(k) limits. Plus, we'll share advice on equipment purchases and promote upcoming educational events.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

There’s less than 60 days until the end of Tax Year 2024. So, do you know what you need to do to minimize your tax bill before time expires? On today's Faith & Finance Live, Kevin Cross will join Rob West to share a list of year-end tax tips you don’t want to miss. Then, they will answer your calls and tax related questions. 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, panelists discuss insights from Tax Year 2023 and considerations for the future. 

Anyone with a 1065 Partnership or 1120-S S-Corporation should have bookkeeping in my opinion, but if you don't...this episode is for you. This is your head-start on getting everything together for your tax professional to file your 2024 business tax return. Facebook Group for Tax Professionals Facebook Group for Real Estate Investors Introduction[00:00:00] Welcome to Real Estate is Taxing, where we talk about all things real estate tax, and break down complex concepts into understandable, entertaining tax topics. My name is Natalie Kolodij, I'm your host, and I am so excited that you've decided to join me.[00:00:23] Hello. Hello everyone. We have just made it past the first fall extension deadline. Any 10 65 partnerships or 1120-S S corporations were due on September 16th this year. So we've just passed that hurdle. And part of what I realized this year is that there are a lot of people who don't know they've created an entity.[00:00:49] They're not aware that they have a partnership. I've talked about this before. Or there are people who create the entity, they create a partnership or they create an S corporation, but they don't really know. Or their tax professional didn't give them a good rundown on what the differences are, what is required for filing, and what will be different because you now have this entity.[00:01:12] So if you are someone who has a partnership or an S corporation, and you do not have formal bookkeeping, you don't have full QuickBooks, you don't have a bookkeeper, then this episode is for you. So I will note if you are using Tessa for your rental properties and you have a partnership, this is not formal bookkeeping.[00:01:33] It's not a true bookkeeping system or a true double-entry platform. So while Tessa is great for keeping track of a profit and loss, and just keeping track of your income and your expenses for a property, once you move into a separate tax return, once you move into a 10 65 partnership filing, there's more information we need to keep track of, and it doesn't do this very well.Preparing for 2024 Tax Year[00:01:57] For today's show, I'm going to talk through some of the differences, like why we need more information for these returns and what information you should start gathering now to help prepare for the upcoming filing for the 2024 tax year.[00:02:18] So I'm trying to give you a little bit of a head start. It's quarter four, so you have time to either find and hire a good bookkeeper to help you get books before the end of the year or start gathering all of the information I'm going to talk about so that you have a jump on all of the information your accountant is going to need. If you go to a tax professional and they're not asking for all of this information, while they might technically be doing your tax return, they're doing it in the most surface level numbers on forms way possible.[00:03:00] What kind of talk about that a little bit more. But I recently had a new client who went to a large well-known tax and attorney firm. And last year for their entity return, where they didn't have full books, they just had the client complete an organizer.[00:03:09] So they just used whatever information he told them—whatever amounts for bank account balances, etc. They did not ask for any of the actual documents to check any of this. And if that's the case, there's close to a 0% chance your return is accurate.Costs of Entity Creation[00:03:27] So let's dive into it. Let's start off with what happens when you create a partnership or an S-corporation.[00:03:35] The first thing that I want people to consider when they are creating a partnership or creating an S corporation is that this creates a whole new, additional tax return. So there's a whole separate filing. Even though something might not have changed with your business last year, you might've had two rentals and they were on your personal return, and this year you have two rentals and now they're in a partnership, there's a whole additional filing.[00:04:05] Entities require more information. There's more we have to track, and there's more you have to do. So the first consideration I want you to be aware of if this is going to be your first year with a partnership or an S-corp is that it's going to cost more money if you go somewhere to have your taxes done.[00:04:21] Now how much more it's going to cost, I can't say for sure because different firms, different locations, and different levels of expertise or specialization are going to impact that pricing. But like with anything, there's going to be higher-end and lower-end and everything in between. The same way you can get a steak at an Applebee's for $8.99, or you can go to a Ruth's Chris and pay $89, it's across the board.[00:04:50] The price point I most often see for entity preparation at better tax firms is going to be a minimum of $1,500 to $2,000 per return for just the filing.[00:05:02] So keep that in mind when you're looking to create an entity or switch over to being a partnership or an S-corp. Kind of pencil in that ballpark number into your mind as an additional cost. And that number tends to surprise people when they have multiple entities. I think because the big picture price point can add up really quickly, and it's not expected.[00:05:57] If you look at one of the commonly well-known self-prepare software online, you can do your own entity return. It costs $800 for you to do it yourself with their software or $1,750 for you to have one of their quote tax professionals do it for you. If it's going to cost you $800 just to do it yourself, if you're going to a firm and an expert is doing it for less than that, to me, that would be a little bit of a warning.[00:06:00] I would just be a little cautious there.Bookkeeping vs. Tax Preparation[00:06:02] So now you're aware of the additional costs that can come into play for just the filing. What else might you run into? Well, the next consideration is that bookkeeping and tax preparation are typically separate engagements.[00:06:50] So if you are expecting to give someone a pile of receipts and bank statements and all of that, and have them organize it into categories and make sure everything ties together, and then use that ending information of total costs for all of your different expense categories to then prepare a tax return, that is bookkeeping.[00:06:50] So if they're starting with raw information that's not organized at all for the whole entire year, that's going to be an additional cost. That would be a whole separate cost. So be aware of that. If you do not have formal bookkeeping, you don't have QuickBooks and a bookkeeper, at the very least you will want to make sure you have the following information together ahead of time for your tax professional, unless you are also intending to pay for bookkeeping.[00:07:00] If you don't want to do that, you're going to want to listen on because these are the bare mi...

Have you been caught out by a tax bill from Inland Revenue? Many Kiwis on salaries at the end of this financial year have tax to pay, with some owing thousands of dollars. Employees on parental leave seem to be the hardest hit, with one teacher saying she owes IRD two thousand three hundred dollars, despite being on maternity leave. As Matthew Hutching reports, in the midst of a cost of living crisis it's a extra expense most can ill-afford.

Blake and David delve into the accounting and bookkeeping aspects of Donald Trump's recent guilty verdict in New York. They discuss the charges related to falsifying business records and hush money payments and explore the potential implications for Trump's businesses and campaign. Their conversation also touches on the current state of AI in accounting, the retirement of AICPA president Barry Melancon, and the challenges facing the profession in attracting new talent.SponsorsLiveFlow - http://accountingpodcast.promo/liveflow Zoho - http://accountingpodcast.promo/zoho Blue Onion - http://accountingpodcast.promo/blueonion Bean - http://accountingpodcast.promo/beanChapters(01:10) - Breaking Down Trump's Guilty Verdict (02:56) - Analyzing the Charges (04:52) - Legal Implications and Campaign Finance (07:54) - Trump's Bookkeeping and Legal Strategies (10:01) - Asking ChatGPT How This Entry Should Have Been Coded (17:14) - Commercial Real Estate and Trump's Properties (24:50) - Puzzle Accounting and AI Automation (29:15) - Rose Financial's EASBY adds AI (33:23) - Challenges in AI Categorization (34:07) - Human Oversight in AI Accounting (35:38) - Digits' AI Performance and Market Comparison (39:10) - Live Listener Question: Career Path in Accounting (42:28) - University of Scranton Brags About Number of Accounting Papers They've Published (43:00) - AICPA's Future as President Barry Melancon Announces Retirement (52:32) - App Review: Rose AI-Powered Spreadsheet (54:34) - Watch Our TurboTax Business Assisted 2024 Review and Listen to the Best Metrics Podcast (57:07) - Earn CPE For Listening To Our Podcast  Show Notes"Who's the victim of Trump's Bookkeeping?" Washington Examinerhttps://www.washingtonexaminer.com/daily-memo/3014100/who-is-the-victim-of-trumps-bookkeeping/ Trump May Owe $100 Million From Double-Dip Tax Breaks, Audit Showshttps://www.nytimes.com/2024/05/11/us/trump-taxes-audit-chicago.html The Office-Market Meltdown Comes for Trump's Prized Wall Street Buildinghttps://www.wsj.com/real-estate/commercial/the-office-market-meltdown-comes-for-trumps-prized-wall-street-building-31b3a667 Profession Leader Humbly Requests You STFU About Long Hours, Busy Season, and Stresshttps://www.goingconcern.com/profession-leader-humbly-requests-you-stfu-about-long-hours-busy-season-and-stress/ New AICPA chair: ‘We need to promote the cool work we do'https://www.journalofaccountancy.com/issues/2024/jun/new-aicpa-chair-we-need-to-promote-the-cool-work-we-do.html Rose Financial Solutions Sets Goal to Automate 85% of Finance and Accounting Activities by 2030https://www.prnewswire.com/news-releases/rose-financial-solutions-sets-goal-to-automate-85-of-finance-and-accounting-activities-by-2030-302145576.html TAP: TurboTax Business Assisted Review 2024 (for Tax Year 2023)https://www.youtube.com/watch?v=zaaMIV1lyns Check out Best Metrics here: https://bestmetrics.transistor.fm/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

GDP Script/ Top Stories for April 23rd         Publish Date:  April 23rd             From the Ingles Studio Welcome to the Gwinnett Daily Post Podcast. Today is Tuesday, April 23rd and Happy Birthday to Roy Orbinson ***04.23.24 – BIRTHDAY – ROY ORBINSON*** I'm Bruce Jenkins and here are your top stories presented by KIA Mall of Georgia State Rep. Pedro Marin to Give Georgia Gwinnett College Commencement Speech Gwinnett County's first wetland park will open in 2025 Governor signs tax cut legislation into law My conversation with Elyssa Pate from Lawrenceville City of Events team on comic book day. Plus, your Guide weekly mental health update on the DEA take back day. All of this and more is coming up on the Gwinnett Daily Post podcast, and if you are looking for community news, we encourage you to listen daily and subscribe! Break 1: MOG – GCPS SECKINGER   STORY 1: State Rep. Pedro Marin To Give Georgia Gwinnett College Commencement Speech Representative Pedro “Pete” Marin (HD-96) will address the graduating class of Georgia Gwinnett College on May 9, 2024, ahead of their commencement ceremony. Marin, who has served as a state representative for 22 years, played a pivotal role in the creation of GGC and has been a staunch supporter of the college throughout his tenure. His speech will highlight the graduates' contributions to Gwinnett County and Georgia's economy, emphasizing their potential impact in various fields. Marin's extensive leadership experience and community involvement make him a fitting choice to inspire the graduating class as they embark on their professional journeys. The commencement ceremony will take place at Gas South Arena, beginning with the procession at 9:30 a.m. followed by the ceremony at 10 a.m. STORY 2: Gwinnett County's first wetland park will open in 2025 Gwinnett County is set to open its inaugural county-operated wetland park in unincorporated Duluth next year, called Beaver Ruin Wetland Park. Costing $14.8 million and spanning 86 acres, the park aims to naturally filter stormwater runoff before it reaches nearby waterways. Commissioner Kirkland Carden highlighted its benefits for District 1 residents' well-being. Once completed, the park will offer recreational activities while serving as a natural filtration system for runoff from a 4.5-square-mile area. Gwinnett County aims for platinum-level certification in environmental stewardship, with funding from various sources including sales tax funds and the Recreation Fund. The park will feature amenities like a wildlife observation tower, boardwalk, playground, picnic area, and educational exhibits. Chairwoman Nicole Love Hendrickson sees the park as a catalyst for positive change and sustainability.   STORY 3: Governor signs tax cut legislation into law Governor Brian Kemp signed HB 1015 into law, accelerating Georgia's largest state income tax cut in history. Sponsored by Rep. Lauren McDonald and co-sponsored by other legislators, it accelerates the reduction in income tax rates, with the rate for Tax Year 2024 lowered to 5.39%. This marks a significant cut from the previous rate of 5.75%. The Office of Planning and Budget estimates taxpayer savings of approximately $1.1 billion in 2024 and $3 billion over the next decade. Kemp also signed several other bills, including HB 1023, which lowers the corporate income tax rate, HB 581, enabling a constitutional amendment for property tax relief, HB 1021, increasing the state's income tax dependent exemption, and SB 496, expanding criteria for historic home certification and extending tax credits for rehabilitation and rural zone revitalization.   We have opportunities for sponsors to get great engagement on these shows. Call 770.874.3200 for more info. We'll be right back Break 2: TOM WAGES – CURIOSITY LAB BIKE RACE   STORY 4: GUIDE   We'll be back in a moment.   Break 3 SCANDRETT – INGLES 10   STORY 6: DTL We'll have final thoughts after this.   Break 4: GCPS JOBS     Signoff – Thanks again for hanging out with us on today's Gwinnett Daily Post podcast. If you enjoy these shows, we encourage you to check out our other offerings, like the Cherokee Tribune Ledger Podcast, the Marietta Daily Journal, the Community Podcast for Rockdale Newton and Morgan Counties, or the Paulding County News Podcast. Read more about all our stories, and get other great content at Gwinnettdailypost.com. Did you know over 50% of Americans listen to podcasts weekly? Giving you important news about our community and telling great stories are what we do. Make sure you join us for our next episode and be sure to share this podcast on social media with your friends and family. Add us to your Alexa Flash Briefing or your Google Home Briefing and be sure to like, follow, and subscribe wherever you get your podcasts. www.wagesfuneralhome.com  www.psponline.com  www.mallofgeorgiachryslerdodgejeep.com  www.esogrepair.com www.henssler.com  www.ingles-markets.com  www.downtownlawrencevillega.com  www.gcpsk12.org  www.cummingfair.net www.disneyonice.com www.downtownlawrencevillega.com #NewsPodcast #CurrentEvents #TopHeadlines #BreakingNews #PodcastDiscussion #PodcastNews #InDepthAnalysis #NewsAnalysis #PodcastTrending #WorldNews #LocalNews #GlobalNews #PodcastInsights #NewsBrief #PodcastUpdate #NewsRoundup #WeeklyNews #DailyNews #PodcastInterviews #HotTopics #PodcastOpinions #InvestigativeJournalism #BehindTheHeadlines #PodcastMedia #NewsStories #PodcastReports #JournalismMatters #PodcastPerspectives #NewsCommentary #PodcastListeners #NewsPodcastCommunity #NewsSource #PodcastCuration #WorldAffairs #PodcastUpdates #AudioNews #PodcastJournalism #EmergingStories #NewsFlash #PodcastConversationsSee omnystudio.com/listener for privacy information.

Accountants are lucky people getting two ‘New Years' to celebrate: the real one and the tax one. This week on the Tax Factor, Nimesh Shah and Heather Self are looking back at the 23/24 tax year, what's coming up for 24/25, and they also share their new tax year resolutions.See omnystudio.com/listener for privacy information.

There is less than a fortnight to go before the end of the tax year and that means it's time to sort your Isa, pension and finances before it's too late. With another tax raid on the way for investors on capital gains and dividends, this is one of the most important tax year ends in years. On this special bonus episode of the This is Money podcast, Simon Lambert talks to Rob Morgan, of Charles Stanley Direct, to find out what investors need to do and why sorting your pension and Isa can save you a substantial amount in tax.

On this week's show, Damien delves into how you could unexpectedly face thousands of pounds in charges for a 'courtesy' car provided by your car insurance following a claim—even if it is included as a free benefit in your policy. Damien and Andy then discuss the increasing complaints about loans that have been mis-sold, explaining what constitutes a mis-sold loan and how you can file a complaint (and potentially claim compensation) without the need for a claims management company. Finally, shares his essential end-of-tax-year checklist.   Check out this week's podcast article on the MTTM website to see the full list of resources from this week's show. Support the show: Check out the latest cashback deals: Best ISA cashback offers and fee-free deals  Best pension cashback offers and fee-free deals Download the JamDoughnut Cashback app* - Use referral code MTTM to get a £5 welcome bonus Resources: Pension needed in retirement rises in 2024 Analysis by Pensions & Lifetime Savings Association MTTM - Ep 372 - Retirement Spending Truths 7 tips on how to boost your state pension HSBC launches £220 switching offer Best bank account switching offers Chase changes 1% cashback rules 80-20 Investor     If a link has an * beside it this means that it is an affiliated link. If you go via the link Money to the Masses may receive a small fee which helps keep Money to the Masses free to use. But as you can clearly see this has in no way influenced the above editorial. The following links can be used if you do not wish to help Money to the Masses or take advantage of the exclusive Money to the Masses offers - Jam Doughnut App

Connect with the assembly at www.KPB.us Freeze the Squeeze:1. Pause the increases in assessed values:  use 2023 valuations for this tax year2. Pass an ordinance capping the rate of rise year over year to not more than 5% per annum.3. Step up Senior Exemption to $500,000 effective 2024 Tax Year.4. Explore transitioning into an elected tax assessor vs. KPB Employment. (Answering directly to the people)The Government is going to need to learn to do more with more...just not thaaaat much more!

With just one month until the end of the UK tax year, it's time to review our family finances, make the most of our annual allowances and optimise our investments. And in today's Dumb Question of the Week: What is 'bed and breakfasting'? Thanks to Freetrade for sponsoring this episode. Get a free share worth between £100 and £2,100 when you open & top up, or transfer an ISA and/or SIPP. Head over to Freetrade.io/transfer. New and existing customers. Min £10k investment. Annual subscription required. Limited time offer. Capital at risk. ISA and SIPP eligibility, tax rules and T&Cs apply. Free share value varies on the amount topped up or transferred. Ends 5 April 2024. ---Get in touch

This evening on Financial Matters we talk to Babalwa Nonkenge, seasoned business leader, teacher, and Founder of Epokothweni about financial health reset opportunities from the next tax year. Basically we're looking at whether is it possible to pay less tax legally. If you receive a bonus can you be more tax-efficient about it? Assessing your goals and emergency savings etc.See omnystudio.com/listener for privacy information.

The S&P 500 hit 5,000 for the first time this week! The American economy has been a growth and compound machine unlike any the world has ever seen. Seriously, at the bottom of the financial crisis in 2008, the S&P 500 was at 735! Another important topic we discuss is the rules surrounding Traditional and Roth IRAs. You have until April 15th to finish your 2023 contributions. So, if you've been thinking about starting one of these, you can contribute for 2023, allowing yourself a whole year to make your 2024 contribution. Contribution Limits:The maximum total annual contribution for all your IRAs combined is Tax Year 2023 - $6,500 if you're under age 50 / $7,500 if you're age 50 or older. Tax Year 2024 - $7,000 if you're under age 50 / $8,000 if you're age 50 or older.

Nobody wants an IRS Tax Audit. Check out this video as Mike provides some Red Flags that could lead to an audit.Chapters:00:00 Introduction00:41 Contact Us00:56 In this episode01:19 The Tax at Hand03:12 Changes for Tax Year 202319:47 Avoiding an IRS Audit35:40 ClosingMX3 Podcast on Youtubewww.youtube.com/@mx3podcastContact MX3 Podcast Tweet us: @mx3podcast Email us: info@mx3.vip LinkedIn: https://www.linkedin.com/in/michael-w-wright-9397b23a/ Thanks for listening & keep on living your life the Wright way!

Ben and Steven are kicking off 2024 by helping you wrap up 2023 and look to the future. Just because the calendar flipped over doesn't mean we can forget about 2023 quite yet. Make sure you are keeping track of important deadlines and on the look out for the tax documents you or your tax pro will need to get your 2023 tax filing done. Taxes will hopefully NOT be the most exciting part of your 2024, but small consistent actions over time will help make sure they are a little less painful this year.  

How many times has the beginning of the year rolled up and found you in a frenzy trying to gather paperwork, crunching numbers, and scrambling to find a tax professional? How often have you found yourself second-guessing whether you have all the information you need or if you hired the right professional? Trust me, this hits close to home for most of us. In this episode, Kimberly spills the beans about how you can navigate this decision with confidence and what to look for in a professional.Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/ Website: https://www.taracpafirm.com/

Cook County Treasurer Maria Pappas joins Matt Bubala and Andrea Darlas on the Steve Cochran Show to discuss why property taxes have gone up more than 909 million dollars in the 2022 tax year, what your property taxes are being used for, and how to apply for a property tax refund. See omnystudio.com/listener for privacy information.

American's median net worth jumped 37% over the last few years, but does this mean they can keep up with rising home values and mortgage rates not seen since the early 2000s? In this week's episode, the guys cover the who, what, and why of the increase in our net worth and offer real advice for those who might be waiting for interest rates and home prices to come back down to earth. If you register for the CWA Annual Meeting during the month of October using promo code WEALTH, you'll receive $100 off the registration price. This offer is only valid during the month of October. Register today at https://bit.ly/3ZUfIjD. LINKS: Mortgage Rates Touch 8% for the First Time Since 2000 Americans' Net Worth Surged by Most in Decades During Pandemic Social Security Wage Base, COLA Set for 2024 Projected Tax Gap Jumps to $688 Billion for Tax Year 2021 cainwatters.com Submit a Question Facebook | YouTube

We can always count on the IRS for updates that make us update!   There are two that affect 1099s for the 2023 Tax Year and you can get a head start on preparing for them.  What are they and what can you start doing now?.....Keep Listening. Check out my website www.debrarrichardson.com if you need help implementing authentication techniques, internal controls, and best practices to prevent fraudulent payments, regulatory fines or bad vendor data. Check out my new Vendor Process Training Center for 149+ hours of weekly live and on-demand training for the Vendor team.  Subscribe today to be entered in the subscriber-only monthly drawing to win a free Putting the AP in hAPpy Coffee Mug.   Links mentioned in the podcast + other helpful resources:    IRS Information Page:  Filing Information Returns Electronically (FIRE)IRS Information Page:  QuickAlerts Library and SubscribeVendor Process Training Center:  Drop-In Live Q&A SessionVendor Process Training Center:  https://training.debrarrichardson.comDebra R Richardson LLC:  20 Tips in 20 Minutes WebinarsDebra R Richardson LLC:  How to Get Started to Remove Gaps in Your Vendor Process (scroll down on page)Vendor Validation Reference List with Resources Links: www.debrarrichardson.com/vendor-validation-download (Get 25% Discount on the Global Vendor Registration Numbers)Vendor Master File Clean-Up:  https://www.debrarrichardson.com/cleanupYouTube Channel:  https://www.youtube.com/channel/UCqeoffeQu3pSXMV8fUIGNiw More Podcasts/Blogs/Webinars www.debrarrichardson.comMore ideas?  Email me at debra@debrarrichardson.com Music Credit:  www.purple-planet.com

Sean Farrington welcomes in the new financial year discussing the business news of the day. Ahead of Easter weekend we'll be discussing the situation at the Port of Dover after those long delays last weekend and what new measures are being taken. Plus, what's next for Royal Mail as talks aiming to end strike action break down?

Tax season comes and goes quickly, it's stressful, and most of all, it's mandatory. Everyone is required to submit their tax documents to the IRS if they earned any money that previous year. The thing is though, many look forward to this time of year for the fact they “GET THAT REFUND”. Today, I want to change your definition of a good tax year, and yes, it has to do with the tax refund. I want to talk to you about this and how you can make the necessary changes to actually make the most of each and every tax season. If you will hear me out, you will be thankful. It just takes a change of heart and mind that goes against the grain of society.   TurboTax W4 Withholding Calculator: https://turbotax.intuit.com/tax-tools/calculators/w4/    Buy Your Financial Mirror Gear: https://www.thefinancialmirror.org/shop    YouTube: https://www.youtube.com/@thefinancialmirror Facebook: https://www.facebook.com/thefinancialmirr0r Twitter: https://twitter.com/financialmirr0r Instagram: https://www.instagram.com/thefinancialmirror/ Podcast: https://thefinancialmirror.podbean.com/ If you are in need of a Financial Coach, don't waste another day of being in debt, not planning for retirement, or simply wondering where your money went each month. Today is the day to take control of your finances and I can help, no issue is too big or too small. Contact me at https://www.thefinancialmirror.org/ --- Support this podcast: https://podcasters.spotify.com/pod/show/thefinancialmirror/support

Tax season comes and goes quickly, it's stressful, and most of all, it's mandatory. Everyone is required to submit their tax documents to the IRS if they earned any money that previous year. The thing is though, many look forward to this time of year for the fact they “GET THAT REFUND”. Today, I want to change your definition of a good tax year, and yes, it has to do with the tax refund. I want to talk to you about this and how you can make the necessary changes to actually make the most of each and every tax season. If you will hear me out, you will be thankful. It just takes a change of heart and mind that goes against the grain of society.   TurboTax W4 Withholding Calculator: https://turbotax.intuit.com/tax-tools/calculators/w4/    Buy Your Financial Mirror Gear: https://www.thefinancialmirror.org/shop    YouTube: https://www.youtube.com/@thefinancialmirror Facebook: https://www.facebook.com/thefinancialmirr0r Twitter: https://twitter.com/financialmirr0r Instagram: https://www.instagram.com/thefinancialmirror/ Podcast: https://thefinancialmirror.podbean.com/ If you are in need of a Financial Coach, don't waste another day of being in debt, not planning for retirement, or simply wondering where your money went each month. Today is the day to take control of your finances and I can help, no issue is too big or too small. Contact me at https://www.thefinancialmirror.org/