Podcasts about us tax

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  • 215EPISODES
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  • 1EPISODE EVERY OTHER WEEK
  • Jun 3, 2026LATEST

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Best podcasts about us tax

Latest podcast episodes about us tax

Business Without Bullsh-t
How UK Founders Get US Expansion Wrong with Sonia Kanjee, US Tax Expert

Business Without Bullsh-t

Play Episode Listen Later Jun 3, 2026 84:09 Transcription Available


EP [number] — Expanding to the US without tripping state taxes or visa traps.US expansion sounds exciting until you realise how easily it can go wrong. Sonia Kanjee breaks down why most founders misjudge when they're actually ready for America and how small missteps around people, sales tax and structure can snowball fast.She walks through the three tiers of US entry, how state rules really work, when you must form a Delaware Inc, and the hidden compliance triggers founders routinely miss. This is a practical map for approaching the US market without burning money or credibility.What You'll Learn in This Episode:• Decide when you're genuinely ready to open in the US• Avoid economic nexus sales‑tax traps state by state• Understand when one US hire obliges you to set up an entity• Structure a clean UK–US group without future investor problems• Track where your US revenue lands so you don't trigger avoidable filingsThis episode is for UK founders eyeing the US market who want a grounded, practical view of what expansion actually demands.*For Apple Podcast chapters, access them from the menu in the bottom right corner of your player*Spotify Video Chapters:0:00 Expanding to the US without blowing up your tax position02:00 Sonia's route into US tax and cross‑border work05:10 When you're genuinely ready to enter the US08:20 Remote sales vs creating a taxable presence12:10 Sales tax, economic nexus and SaaS treatment16:20 Hiring across multiple states and compliance load19:20 Contractors, dependent agents and testing the market24:00 Visa realities when travelling repeatedly for business29:40 The three tiers of US expansion strategy33:20 Delaware Inc, lawyers and why setup matters37:50 Trademarks, contracts and insurance for the US43:10 LLCs vs C Corps and why UK companies should avoid LLCs49:00 State tax allocation and how to track revenue properly56:00 Treaty mechanics, withholding and W‑8BEN‑E1:05:00 Interest on intercompany loans1:12:00 Dormant entities and cleanup filings1:17:00 Should founders relocate or hire locally?Watch and subscribe to us on YouTubeFollow us:InstagramTikTokLinkedInTwitterFacebookIf you'd like to be on the show, get in contact - mail@businesswithoutbullshit.me

Ecommerce Coffee Break with Claus Lauter
Canadian Ecommerce Sellers: The US Tax Mistakes That Are Costing You Thousands — Salman Salat | Why US LLCs Risk Penalties, How Canadians Save 1.5% Fees, What Tax Nexus Means Now, Why Double Taxation Hits Sellers, How to Scale US Sales (#479)

Ecommerce Coffee Break with Claus Lauter

Play Episode Listen Later May 13, 2026 19:54 Transcription Available


In this episode, we dive into the common tax traps that Canadian ecommerce brands face when selling to American customers.  Salman Salat, Founder of SAL Accounting, explains how the wrong business structure can lead to massive fines and double taxation.He shares how to legally avoid extra payout fees, when it actually makes sense to open a US LLC, and how to stay safe from the IRS while growing your brand across the border.  Topics discussed in this episode:  What triggers the $25,000 penalty for missed filings.   Why opening a US LLC is risky without expert help.   How to prevent being taxed in both countries at once.   What "nexus" means for your US sales tax liability.   Why 70% of Canadian sales often go to US customers.   How to set up a US business entity the right way.   What clean cross-border bookkeeping looks like.   Why simple Shopify setups often hide tax mistakes.   How to legally lower your US tax bill as a founder. Links & ResourcesWebsite: https://salaccounting.ca/LinkedIn: https://www.linkedin.com/in/musalmanInstagram: https://www.instagram.com/salaccountingcpaFacebook: https://www.facebook.com/profile.php?id=61563329941327Get access to more free resources by visiting the show notes at https://tinyurl.com/4jzvpxeuI'd love your feedback. Tap the the link to send me a text.______________________________________________________LOVE THE SHOW? HERE ARE THE NEXT STEPS!Follow the podcast to get every bonus episode. Tap follow now and don't miss out!   Rate & Review: Help others discover the show by rating the show on Apple Podcasts at https://tinyurl.com/ecb-apple-podcasts   Join our Free Newsletter: https://newsletter.ecommercecoffeebreak.com/   Support The Show On Patreon: https://www.patreon.com/EcommerceCoffeeBreak   Partner with us: https://ecommercecoffeebreak.com/partner-with-us/

Ecommerce Odyssey Podcast
Manging your US Tax Compliance with Reuben Mattinson from RJM Tax Exemption

Ecommerce Odyssey Podcast

Play Episode Listen Later Apr 27, 2026 26:15


In this episode, we speak with Reuben Mattinson from RJM Tax Exemption, a UK-based consultancy helping eCommerce sellers navigate the complexity of US sales tax.RJM specialises in supporting both US and non-US sellers with sales tax compliance, exemption strategies, and US business setup, enabling brands to enter and scale in the US market without getting caught out by tax obligations. We break down:Why US sales tax is one of the biggest hidden risks for Amazon and Shopify sellersHow sales tax exemption works and when it appliesThe operational and financial impact of getting compliance wrongPractical steps to simplify tax across multiple statesTo find out more, visit: https://rjmtaxexemption.com/

Always An Expat with Richard Taylor
83. Moving to America: Avoid These Costly US Tax Mistakes with Pre-Immigration Planning

Always An Expat with Richard Taylor

Play Episode Listen Later Apr 23, 2026 61:08


For those moving to America, knowing what needs to happen before becoming a US tax resident can save you a lot of money. The opportunity can be enormous, but so can the tax mistakes. From foreign mutual funds that trigger punitive PFIC taxation, to offshore companies that become highly inefficient in the US, to pensions, trusts, and inheritances that create unexpected reporting obligations, many expats arrive without realising how quickly their existing financial setup can become problematic once they enter the US tax system.  Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by David Gershel – international tax attorney and Partner at Berkowitz, Trager & Trager LLC – to discuss why pre-immigration planning is one of the most overlooked but valuable parts of the moving process.  Drawing on real client examples, they explain how structures that work perfectly well abroad can become expensive liabilities in America, why California and other states can create tax problems beyond the federal system, and how failing to plan early can leave expats dealing with costly cleanup work years later.  In this episode of Expat Wealth, Richard and David discuss why foreign investments and pensions often create problems for new US residents, how offshore trusts and companies can trigger unintended tax consequences, what inheritance and reporting traps many expats miss, and why working with experienced US tax help and international wealth professionals before your move can save significant money and stress down the line.  –  Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.  https://planfirstwealth.com/  –  Expat Wealth is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas. 

Anderson Business Advisors Podcast
How To Use A 1031 Exchange When Flipping Houses

Anderson Business Advisors Podcast

Play Episode Listen Later Apr 13, 2026 58:41


In this episode of Tax Tuesday, Anderson attorneys Eliot Thomas, Esq., and Amanda Wynalda, Esq., tackle ten listener questions covering a range of real estate and tax topics. They explain when short-term rentals belong on Schedule E versus Schedule C, and how material participation and substantial services factor into that decision. They explore strategies for mitigating capital gains on rental properties, including 1031 exchanges, Delaware Statutory Trusts, and UPREITs, and clarify why house flippers cannot use a 1031 exchange since flipped properties are treated as inventory. Eliot and Amanda also cover write-off strategies for fix-and-flip investors using a C corporation, grouping rental activity with an operating business to offset income, and deducting stock trading education expenses through startup costs. Additional topics include accountable plans for home office and mileage reimbursements, the difference between contributing funds to a for-profit business versus donating to a nonprofit, reporting the sale of foreign property on a U.S. tax return, and whether a prior-year cost segregation study can still be applied in 2026. Tune in for expert, practical guidance on all of these topics and more! Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics: [06:08] "Can I file a Schedule E if I'm doing short term rentals?" Avoid substantial services and keep average guest stays over seven days. [15:49] "How can I mitigate capital gains taxes for rental property if I do not want to hands on operate rentals anymore?" Consider a 1031 exchange into a Delaware Statutory Trust or UPREIT. [22:38] "How can I get tax write offs on fix and flips?" Use a C corp for deductions through accountable plans and reimbursements. [26:24] "If I'm in the business of flipping houses, could I use a 1031 exchange to defer my taxes?" No — flipped properties are inventory and not eligible for 1031s. 30:29] "How does grouping work in order to claim losses in a self rental situation?" Group your rental property with your business to offset income with depreciation. [35:41] "I already purchased stock trading education programs before having any entity set up. How can I deduct those education expenses?" Set up your C corp now; deduct education courses as startup costs. [39:33] "How can I get reimbursed for a home office, business mileage and other expenses?" Use an accountable plan through your S corp or C corp. [44:15] "Can you write off or deduct a financial contribution made from your personal account to your for profit business account in the same way you can make a contribution or donation to your nonprofit?" No deduction; contributions adjust your basis and reduce future taxable distributions. [49:58] "If I sell property abroad, how do I handle the taxes on my US Tax return?" Report on Form 8949, Schedule D; claim a foreign tax credit. [53:15] "If I had a cost segregation study conducted in a previous year but did not use it, can I still use it in 2026?" Update calculations with your original cost seg firm before filing your return. Resources: Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=how-to-use-a-1031-exchange-when-flipping-houses&utm_medium=podcast Schedule Your FREE Consultation https://andersonadvisors.com/strategy-session/?utm_source=how-to-use-a-1031-exchange-when-flipping-houses&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons  

Snowbirds US Expats Radio Podcast
Episode 84: Working in the Sun: What Canadian Digital Nomads Must Know About US Tax Rules

Snowbirds US Expats Radio Podcast

Play Episode Listen Later Apr 7, 2026 21:15


Of all the conversations Gerry has about cross-border life, the ones involving Canadians who have quietly become US tax residents without realizing it are among the most urgent. In this episode, Gerry sits down with Karlene Mulraine of Brij Professional Corporation to walk through what Canadian digital nomads actually need to understand about working in the United States. From the rolling three-year calculation that catches even financially savvy Canadians off guard, to the sticky-state problem that can make double taxation impossible to avoid, to the very real cost of trying to file a cross-border return on your own, this is the conversation to have before your wanderlust makes the decision for you.Why the 183-day rule is not the tax shield most Canadians believe it to be, and how the Substantial Presence Test actually works across three calendar yearsHow Form 8840, the Closer Connection Exception Statement, can protect your Canadian tax status even after you have technically triggered US residencyWhy Canadian employers are almost never equipped to handle US payroll sourcing, and what that means for the employee working from Palm SpringsWhat happens when you file both a 1040NR and a T1, and why the CRA's foreign tax credit review process is where most DIY cross-border returns fall apartWhy New York, California, and Hawaii are sticky states, and why working in any of them may leave you exposed to true double taxation that no treaty can fixHow treaty tiebreaker positions under Article 4 of the Canada-US Tax Treaty can be used as a planning tool, not just a last resortWhat a CRA reassessment looks like in practice when a $30,000 foreign tax credit claim gets reversed, and the interest and penalties that followWhy tracking your days across jurisdictions is the single most foundational habit any cross-border traveler or worker can buildWhat You'll Learn in This EpisodeResources and LinksKarlene Mulraine - Brij Professional Corporation: https://brij.tax/Snowbird US Day Tracker App: Available on the App Store and Google PlayComing Soon: The Snowbirds Expat Radio Book

Live Off Rents Podcast
Two-Player Mode Money Hacks for Couples

Live Off Rents Podcast

Play Episode Listen Later Mar 24, 2026 28:35


Join the Co-Investing Club and start building passive income through real estate: https://sparkrental.mykajabi.com/co-investing-club-sparkrental Only 57% of young adults say marriage is important to them. But here's what they're missing: being in a couple is basically a financial cheat code. In this episode, Brian and Deni break down the money hacks that come with "two-player mode" in personal finance. We cover: → The old saying "two can live for the price of one" (and why it's almost true) → Sharing one car saves $12,000/year according to AAA → House hacking possibilities that only work with a partner → How one spouse's stable W-2 job freed Brian to start Spark Rental → Taking calculated career and investment risks when you have a financial floor → Double the retirement account access (IRAs, 401ks, HSAs) → Why HSAs offer the best tax benefits of any account in the US → Tax benefits of filing jointly (averaged income, double deductions, higher exclusion limits) → Estate planning shortcuts for married couples → Travel hacking in two-player mode (double the signup bonuses) → The big caveat: you both have to be rowing the boat in the same direction Whether you're married, engaged or in a long-term partnership, this episode shows how to turn your relationship into a wealth-building machine. New to passive real estate investing? Take our free course: https://sparkrental.com/free Questions? Email us: support@sparkrental.com #TwoPlayerMode #MoneyHacks #CouplesFinance #MarriageAndMoney #SharedExpenses #FinancialIndependence #HSABenefits #TaxBenefitsMarriage #TravelHacking #PassiveIncome #WealthBuilding #PersonalFinanceTips #FIRE #RetirementAccounts #RealEstateInvesting

Jersey Heard
US Tax and Regulatory Landscape

Jersey Heard

Play Episode Listen Later Mar 2, 2026 17:57


This episode explores how changes in US tax and regulatory frameworks, both at federal and state level, have shaped today's trust and private wealth landscape. Philip, Steve and Darrell explore how these developments compare with leading international jurisdictions such as Jersey, particularly for families with cross‑border connections.

Talking Tax
US Tax Carve-Out Beats Retaliation, OECD Business Rep Says

Talking Tax

Play Episode Listen Later Jan 21, 2026 10:33


A global minimum tax deal that exempts American companies from key provisions is a better outcome for European business than the alternative of US retaliatory taxes, the co-chair of the OECD's business committee said. The package agreed to this month by more than 145 countries at the Organization for Economic Cooperation and Development headed off a threat of steep US taxes on foreign companies if global concessions weren't made. In this episode of Talking Tax, Christian Kaeser, global head of tax at Siemens AG, told Bloomberg Tax reporter Ryan Hogg that some of his European counterparts regarded the deal as “lopsided” but welcomed new permanent safe harbors that were created with input from Business at OECD, known as BIAC. Kaeser is co-chair of BIAC's tax committee. “I'm pretty happy with the outcome,” he said. Competitive disparities created by the deal can be remedied by simplification of the EU's own rules, including scrapping of the bloc's controlled foreign companies anti-tax avoidance regime, he said. As for Pillar One, the other main part of a 2021 OECD-led tax agreement, Kaeser saw little hope. Further talks on the pillar, which would reallocate taxing rights to countries where big companies make their profits, have stalled for years. It “should be called Pillar Zed, zed for zombie,” he said. Do you have feedback on this episode of Talking Tax? Give us a call and leave a voicemail at 703-341-3690.

Real Estate Espresso
International Taxation with Michael Matthew

Real Estate Espresso

Play Episode Listen Later Dec 27, 2025 10:42


Michael Matthew is a CPA based in Toronto Canada specializing in international tax for real estate investors. He has both Canadian and US clients. On today's show we are talking about some of the distinct differences between the Canadian and US Tax code. To connect with Michael, email michael@askmichael.ca.--------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

canadian toronto cpa us tax international taxation
Chaos Culture Radio
The One Big Beautiful Bill Deep Dive on the US Tax Cut Its Impact

Chaos Culture Radio

Play Episode Listen Later Nov 18, 2025 68:21 Transcription Available


It's official! The largest tax cut in American history has passed. In this special episode, we break down the "One, Big, Beautiful Bill" and explain exactly how it impacts your wallet. We dive into the new tax brackets, the implications for small businesses and corporations, and the changes to deductions you need to know about before filing your next return. If you're wondering, "What does this tax bill mean for my family's taxes?" or "How will this change the economy?"—this episode has the answers. Don't miss this crucial financial analysis.

Hrkn to .. The Bigger Picture
The Bigger Picture: Going abroad for care, Milei's win in Argentina and the attraction of US tax rates

Hrkn to .. The Bigger Picture

Play Episode Listen Later Oct 31, 2025 27:23


Professor Tim Evans of Middlesex University says getting serious medical treatment abroad has doubled in three years to half a million a year. Private health care hjere grows by 8-10% a year yet NHS waiting lists are still rising. Those now paying twice for healthcare may favour massive change in the NHS. Milei's unexpected mid-term win in Argentina is a huge win for free-marketeers and libertarians and may set a framework for governments wanting to turn their economies around. And with Budget talk of further tax increases, Tim discusses how moving to the United States could cut Britons' tax bills in half. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Choppin’ It Up by Bloomberg Intelligence
TipHaus' COO on New US Tax Law, ‘Tipflation'

Choppin’ It Up by Bloomberg Intelligence

Play Episode Listen Later Oct 3, 2025 24:19 Transcription Available


The majority of full-time servers and bartenders should see more money in their pockets due to the recently enacted US tax law, TipHaus’ Chief Operating Officer and co-founder Kirk Grogan tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Grogan sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss how the legislation might affect employees, employers and service models. He also comments on so-called tipflation, fraud and the elimination of the tipped wage in Washington, DC.See omnystudio.com/listener for privacy information.

PwC's accounting and financial reporting podcast
Accounting for US tax reform - One Big Beautiful Bill Act and more

PwC's accounting and financial reporting podcast

Play Episode Listen Later Sep 16, 2025 44:14


As sweeping US tax reform takes effect in 2025, corporate taxpayers face important changes. These include extensions of and modifications to key Tax Cuts & Jobs Act (TCJA) provisions as well as expansion of some Inflation Reduction Act (IRA) incentives while accelerating the phase-out of others. In this episode we provide an overview of the key corporate provisions and dive into the related accounting and financial reporting implications. In this episode, we discuss:03:24 – Extensions and modifications of TCJA domestic tax laws13:42 – Extensions and modifications of TCJA international tax laws24:03 – Changes to IRA energy credits29:30 – Other provisions (e.g., endowments, charitable deductions)33:19 – Global tax implications and Pillar Two39:25 – What's ahead for corporate tax policy and accounting for income taxes For more information, check out our publications, Accounting for 2025 US tax reform and President Trump signs H.R. 1, the “One Big Beautiful Bill Act”. You can also listen to our related podcast episode, Sustainability now: Facing IRA and clean energy credit uncertainty. Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop. About our guests Jennifer Spang is PwC's National Office income tax accounting leader, specializing in tax accounting under US GAAP and IFRS. She has over 25 years of experience helping companies in a variety of industries navigate complex tax accounting matters. Pat Brown is PwC's National Tax Office Co-Leader. Prior to joining PwC, he spent 16 years in the private sector, including as the director of tax policy for a Fortune 50 company. Pat has also served in the US Treasury's Office of Tax Policy as an attorney-advisor and as Associate International Tax Counsel. About our guest host Diana Stoltzfus is a partner in the National Office who helps to shape PwC's perspectives on regulatory matters, responses to rulemakings and policy development, and implementation related to significant new rules and regulations. Prior to rejoining PwC, Diana was the Deputy Chief Accountant in the Office of the Chief Accountant (OCA) at the SEC where she led the activities of the OCA's Professional Practices Group. Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.

The John Batchelor Show
Veronique de Rugy critiques US tax "carveouts," identifying them as inefficient special interest deductions that often fail to incentivize desired behaviors, citing employer health insurance and mortgage interest deductions. While a flat tax wou

The John Batchelor Show

Play Episode Listen Later Sep 12, 2025 9:12


Veronique de Rugy critiques US tax "carveouts," identifying them as inefficient special interest deductions that often fail to incentivize desired behaviors, citing employer health insurance and mortgage interest deductions. While a flat tax would streamline the system and boost economic growth by focusing on consumption, de Rugy emphasizes that no tax system alone can resolve the severe US debt crisis; crucial reforms to Social Security and Medicare are indispensable. 1870 SIEGE OF PARIS

The BIGCast
Newborns, Tips and Decoding the New Rules

The BIGCast

Play Episode Listen Later Jul 15, 2025 36:15


Glen unpacks key provisions of the recent US tax/spending bill with help from his expert friends: the Defense Credit Union Council's Jason Stverak on $1,000 newborn accounts, and credit union lifer Lou Grilli on the “no tax on tips” details. Also- has Big Tech determined that regulation isn't so bad after all?    Links related to this episode:   The DCUC's call for the US Treasury to include credit unions in the newborn account rollout:  https://www.dcuc.org/news/dcuc-to-treasury-include-credit-unions-in-trump-accounts-rollout-for-newborns  Bloomberg's coverage of JPM Chase's plan to charge for open banking data: https://www.bloomberg.com/news/articles/2025-07-11/jpmorgan-tells-fintechs-they-have-to-pay-up-for-customer-data?embedded-checkout=true  The Wall Street Journal on tech firms' desire for federal AI regulation, and why it's unlikely by 2026:  https://www.wsj.com/articles/after-setback-tech-firms-renew-push-for-federal-ai-regulation-cc2b26d5  Labor/Employment law firm Littler's take on the “No Tax on Tips” provision: https://www.littler.com/news-analysis/asap/what-employers-need-know-about-no-tax-tips-and-no-tax-overtime   Today's newborns are tomorrow's youth bankers; for more on that topic, check out our recent CU Town Hall featuring Marcell King, CEO of Incent: https://www.youtube.com/watch?v=5GkfKtp26Xw  The Defense Credit Union Council: https://www.dcuc.org/  World Credit Union Conference: https://www.woccu.org/#trendingnow    Check out https://www.bigmerger.ai/ for details on how BIG has turbocharged its 20 years of credit union M&A experience with an AI-assisted framework that delivers successful conversions with remarkable speed, full data privacy and zero member downtime. Read about how BIG enabled the UCCU/TransWest core system merger in just 5 months. Join us on Bluesky!  @bigfintech.bsky.social;  @154advisors.bsky.social (Glen); @jbfintech.bsky.social (John) And connect on LinkedIn for insights like the Friday Fintech Five: https://www.linkedin.com/company/best-innovation-group/  https://www.linkedin.com/in/jbfintech/ https://www.linkedin.com/in/glensarvady/

Real Estate Espresso
Latest US Tax Legislation with Jim Ross

Real Estate Espresso

Play Episode Listen Later Jul 6, 2025 11:05


Jim Ross is based in Phoenix Arizona where he is a partner at the accounting firm Pro Vision. On today's show we are talking about the provisions of the latest US tax legislation that was signed into law on July 4. The focus of our conversation is the aspects that specifically affect real estate investors. To connect with Jim, visit https://www.provisionwealth.com/------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

The Manila Times Podcasts
BUSINESS: US tax not the biggest threat to remittances | June 24, 2025

The Manila Times Podcasts

Play Episode Listen Later Jun 23, 2025 2:49


BUSINESS: US tax not the biggest threat to remittances | June 24, 2025Visit our website at https://www.manilatimes.netFollow us:Facebook - https://tmt.ph/facebookInstagram - https://tmt.ph/instagramTwitter - https://tmt.ph/twitterDailyMotion - https://tmt.ph/dailymotionSubscribe to our Digital Edition - https://tmt.ph/digitalSign up to our newsletters: https://tmt.ph/newslettersCheck out our Podcasts:Spotify - https://tmt.ph/spotifyApple Podcasts - https://tmt.ph/applepodcastsAmazon Music - https://tmt.ph/amazonmusicDeezer: https://tmt.ph/deezerStitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes Hosted on Acast. See acast.com/privacy for more information.

Justice Matters with Glenn Kirschner
Trump's Callous Deportations of Undocumented Workers Hurts Families, the Economy, AND US Tax Revenue

Justice Matters with Glenn Kirschner

Play Episode Listen Later Jun 12, 2025 9:41


The Trump administration has been peddling to the American people that its deportation effort would focus on immigrants who had been convicted of crimes. However, new reporting suggests that is not the case.The administration is mindlessly and callously sweeping up undocumented men, women, and children. Given that statistics show undocumented workers pay an estimate $100 billion dollars in taxes each year, this aimless deportation operation will absolutely 1. hurt human beings and families, 2. hurt the US economy, and 3. hurt US tax revenue. So Trump's deportation policy is a lose-lose-lose proposition.If you're interested in supporting our all-volunteer efforts, you can become a Team Justice patron at: / glennkirschner If you'd like to support Glenn and buy Team Justice and Justice Matters merchandise visit:https://shop.spreadshirt.com/glennkir...Check out Glenn's website at https://glennkirschner.com/Follow Glenn on:Threads: https://www.threads.net/glennkirschner2Facebook: https://www.facebook.com/glennkirschner2Instagram: https://www.instagram.com/glennkirsch...Bluesky: https://bsky.app/profile/glennkirschn...TikTok: https://www.tiktok.com/glennkirschner2See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Justice Matters with Glenn Kirschner
Trump's Callous Deportations of Undocumented Workers Hurts Families, the Economy, AND US Tax Revenue

Justice Matters with Glenn Kirschner

Play Episode Listen Later Jun 12, 2025 9:41


The Trump administration has been peddling to the American people that its deportation effort would focus on immigrants who had been convicted of crimes. However, new reporting suggests that is not the case.The administration is mindlessly and callously sweeping up undocumented men, women, and children. Given that statistics show undocumented workers pay an estimate $100 billion dollars in taxes each year, this aimless deportation operation will absolutely 1. hurt human beings and families, 2. hurt the US economy, and 3. hurt US tax revenue. So Trump's deportation policy is a lose-lose-lose proposition.If you're interested in supporting our all-volunteer efforts, you can become a Team Justice patron at: / glennkirschner If you'd like to support Glenn and buy Team Justice and Justice Matters merchandise visit:https://shop.spreadshirt.com/glennkir...Check out Glenn's website at https://glennkirschner.com/Follow Glenn on:Threads: https://www.threads.net/glennkirschner2Facebook: https://www.facebook.com/glennkirschner2Instagram: https://www.instagram.com/glennkirsch...Bluesky: https://bsky.app/profile/glennkirschn...TikTok: https://www.tiktok.com/glennkirschner2See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Mobility Standard
It Isn't the UK: Why a US Tax Hike Won't Cause Millionaire Exodus

The Mobility Standard

Play Episode Listen Later Jun 7, 2025 4:02


Jimmy Sexton argues that U.S. tax hikes won't drive millionaires away because expatriation costs more than staying put.View the full article here.Subscribe to the IMI Daily newsletter here. 

The Freshfields Podcast
Tax matters: Trump 2.0 - the intersection of US tax and trade policy

The Freshfields Podcast

Play Episode Listen Later Jun 5, 2025 29:07


The second Trump administration has made numerous announcements on trade and tariffs, but US tax policy is increasingly woven into the discussion on international trade. This includes the possibility of retaliatory US action against “discriminatory or extraterritorial taxes” imposed by other countries. The US House Budget Reconciliation Bill, officially titled the “One Big Beautiful Bill Act", was recently passed by the House of Representatives and includes retaliatory US tax measures in response to “unfair foreign taxes” - with digital services taxes (DSTs) and the undertaxed profits rule (UTPR) of the Pillar 2 global minimum tax regime expressly identified as falling in this category. In our latest podcast US tax expert Claude Stansbury, UK tax expert Emily Szasz and international trade expert Lorand Bartels join Josh Critchlow to discuss the latest on this intersection of US tax and trade policy, including: details of the measures in new proposed section 899 of the US tax code (including increased withholding tax rates), the impact the measures could have on multinational groups with US operations, the interaction of section 899 with double tax treaties, and when these measures could take effect; a deeper dive into the taxes considered to be "unfair foreign taxes" and which countries may be in-scope of proposed section 899; previous use of US trade measures in response to tax rules imposed by other countries and how the proposed retaliatory tax measures fit into the rapidly evolving international trade landscape; and possible next steps, including: what actions may be taken at an OECD/EU level to address US concerns in respect of the identified "unfair" taxes; and whether proposed section 899 could itself be subject to challenge under trade laws. Note: this podcast was recorded on 30 May 2025 and does not cover developments after this date.

Costa Rica Real Estate & Investments
EP-250 Everything you need to know about US tax on a Costa Rica Investment with US CPA Alex McGowin

Costa Rica Real Estate & Investments

Play Episode Listen Later Jun 4, 2025 32:09


Need any advice or information, message us.Alex McGowin joins me to break down everything you need to know about taxes when investing or owning property in Costa Rica. We cover how income is taxed, strategies for deferrals and depreciation, capital gains considerations, and what expenses you can deduct. We also explore the most tax-efficient ways to structure your assets in Costa Rica.Free 15 min consultation:  https://meetings.hubspot.com/jake806/crconsultContact us: info@investingcostarica.comAlex McGowin: alex@mcgowintax.com

Simon Conway
Senator Rand Paul joins us! Tax cuts, Big Beautiful Bill, and National Hamburger Day

Simon Conway

Play Episode Listen Later May 28, 2025 29:43


In-Ear Insights from Trust Insights
In-Ear Insights: What is Retrieval Augmented Generation (RAG)?

In-Ear Insights from Trust Insights

Play Episode Listen Later Apr 9, 2025


In this episode of In-Ear Insights, the Trust Insights podcast, Katie and Chris discuss Retrieval Augmented Generation (RAG). You’ll learn what RAG is and how it can significantly improve the accuracy and relevance of AI responses by using your own data. You’ll understand the crucial differences between RAG and typical search engines or generative AI models, clarifying when RAG is truly needed. You’ll discover practical examples of when RAG becomes essential, especially for handling sensitive company information and proprietary knowledge. Tune in to learn when and how RAG can be a game-changer for your data strategy and when simpler AI tools will suffice! Watch the video here: Can’t see anything? Watch it on YouTube here. Listen to the audio here: https://traffic.libsyn.com/inearinsights/tipodcast-what-is-retrieval-augmented-generation-rag.mp3 Download the MP3 audio here. Need help with your company’s data and analytics? Let us know! Join our free Slack group for marketers interested in analytics! [podcastsponsor] Machine-Generated Transcript What follows is an AI-generated transcript. The transcript may contain errors and is not a substitute for listening to the episode. Christopher S. Penn – 00:00 In this week’s In Ear Insights, let’s… Christopher S. Penn – 00:02 Talk about RAG—Retrieval augmented generation. Christopher S. Penn – 00:06 What is it? Christopher S. Penn – 00:07 Why do we care about it? Christopher S. Penn – 00:09 So Katie, I know you’re going in kind of blind on this. What do you know about retrieval augmented generation? Katie Robbert – 00:17 I knew we were going to be talking about this, but I purposely didn’t do any research because I wanted to see how much I thought I understood already just based on. So if I take apart just even the words Retrieval augmented generation, I think retrieval means it has… Katie Robbert – 00:41 To go find something augmented, meaning it’s… Katie Robbert – 00:44 Going to add on to something existing and then generation means it’s going to do something. So it’s going to find data added on to the whatever is existing, whatever that is, and then create something. So that’s my basic. But obviously, that doesn’t mean anything. So we have to put it in… Katie Robbert – 01:05 The context of generative AI. Katie Robbert – 01:07 So what am I missing? Christopher S. Penn – 01:09 Believe it or not, you’re not missing a whole lot. That’s actually a good encapsulation. Happy Monday. Retrieval augmented generation is a system for bringing in contextual knowledge to a prompt so that generative AI can do a better job. Probably one of the most well-known and easiest-to-use systems like this is Google’s free NotebookLM where you just put in a bunch of documents. It does all the work—the technical stuff of tokenization and embeddings and all that stuff. And then you can chat with your documents and say, ‘Well, what’s in this?’ In our examples, we’ve used the letters from the corner office books that we’ve written every year, and those are all of your cold opens from the newsletter. Christopher S. Penn – 01:58 And so you can go to a notebook and say, ‘What has Katie written about the five Ps?’ And it will list an exhaustive list. Christopher S. Penn – 02:07 Behind the scenes, there’s a bunch of… Christopher S. Penn – 02:10 Technical things that are going on. There is a database of some kind. There is a querying system that your generative AI tool knows to ask the database, and then you can constrain the system. So you can say, ‘I only want you to use this database,’ or you can use this database plus your other knowledge that you’ve already been trained on. Christopher S. Penn – 02:34 What’s important to know is that retrieval augmented generation, at least out-of-the-box, goes when you write that first prompt. Essentially what it does is it copies and pastes the relevant information for the database back into the prompt and then sends that onto the system. Christopher S. Penn – 02:48 So it all in a vanilla retrieval augmented generation system… Christopher S. Penn – 02:53 It only queries the database once. Katie Robbert – 02:56 So it sounds a lot like prior to generative AI being a thing, back when Chris, you and I were struggling through the coal mines of big enterprise companies. It sounds a lot like when my company was like, ‘Hey, we… Katie Robbert – 03:15 ‘Just got SharePoint and we’re going to… Katie Robbert – 03:17 ‘Build an intranet that’s going to be a data repository for everything, basically like an internal wiki.’ And it makes me cringe. Katie Robbert – 03:26 Every time I hear someone say the… Katie Robbert – 03:27 Word wiki meaning, like a Wikipedia, which is almost like what I—I can’t think of the word. Oh my God, it’s been so long. Katie Robbert – 03:43 All of those books that… Katie Robbert – 03:45 You look up things in encyclopedia. Katie Robbert – 03:47 Thank you. Katie Robbert – 03:48 Oh, my goodness. But it becomes like that internal encyclopedia of knowledge about your company or whatever. The thing is that topic, like there’s fandom, Wikipedias, and that kind of thing. In a very basic way, it kind of… Katie Robbert – 04:04 Sounds like that where you say, ‘Here’s all the information about one specific thing.’ Katie Robbert – 04:10 Now you can query it. Christopher S. Penn – 04:14 In many ways. It kind of is what separates it from older legacy databases and systems. Is that because you’re prompting in natural language, you don’t have to know how to write a SQL query. Christopher S. Penn – 04:27 You can just say, ‘We’re going to talk about this.’ And ideally, a RAG system is configured with relevant data from your data store. So if you have a SharePoint, for example, and you have Microsoft Copilot and… Christopher S. Penn – 04:42 You have Microsoft Knowledge Graph and you… Christopher S. Penn – 04:43 Have—you swiped the credit card so many times for Microsoft that you basically have a Microsoft-only credit card—then Copilot should be aware of all the documents in your Office 365 environment and in your SharePoint and stuff. And then be able to say, ‘Okay, Katie’s asking about accounting receipts from 2023.’ And it’s vectorized and converted all the knowledge into the specific language, the specific format that generative AI requires. And then when you write the prompt… Christopher S. Penn – 05:21 ‘Show me the accounting receipts that Chris… Christopher S. Penn – 05:23 ‘Filed from 2023, because I’m looking for inappropriate purchases like he charged $280 to McDonald’s.’ It would be able to go and… Christopher S. Penn – 05:33 Find the associated content within your internal… Christopher S. Penn – 05:36 Knowledge base and return and say, ‘Chris did in fact spend $80 at McDonald’s and we’re not sure why.’ Katie Robbert – 05:43 Nobody knows. Christopher S. Penn – 05:44 Nobody knows. Katie Robbert – 05:45 Well, okay, so retrieval augmented generation basically sounds like a system, a database that says, ‘This is the information I’m allowed to query.’ So someone’s going to ask me a… Katie Robbert – 06:01 Question and I’m going to bring it… Katie Robbert – 06:02 Back. At a very basic level, how is that different from a search engine where you ask a question, it brings back information, or a generative AI… Katie Robbert – 06:14 System now, such as a ChatGPT or… Katie Robbert – 06:16 A Google Gemini, where you say, ‘What are the best practices for SEO in 2025?’ How is this—how is retrieval augmented generation different than how we think about working with generative AI today? Christopher S. Penn – 06:33 Fundamentally, a RAG system is different because… Christopher S. Penn – 06:36 You are providing the data store and… Christopher S. Penn – 06:38 You may be constraining the AI to… Christopher S. Penn – 06:40 Say, ‘You may only use this information,’ or ‘You may—you should use this information first.’ Christopher S. Penn – 06:47 So let’s say, for example, to your… Christopher S. Penn – 06:48 Point, I want to write a blog post about project management and how to be an effective project manager. And I had a system like Pinecone or Weaviate or Milvus connected to the AI system of our choice, and in that was all the blog posts and newsletters you’ve ever written in the system configuration itself. I might say for any prompts that we pass this thing, ‘You can only use Katie’s newsletters.’ Or I might say, ‘You should use Katie’s newsletters first.’ So if I say, ‘Write a blog post about project management,’ it would refer… Christopher S. Penn – 07:25 To your knowledge first and draw from that first. And then if it couldn’t complete the… Christopher S. Penn – 07:29 Task, you would then go to its own knowledge or outside to other sources. So it’s a way of prioritizing certain kinds of information. Where you say, ‘This is the way I want it to be done.’ If you think about the Repel framework or the RACE framework that we use for prompting that context, or that priming… Christopher S. Penn – 07:47 Part is the RAG system. So instead of us saying, ‘What do… Christopher S. Penn – 07:50 ‘Know about this topic? What are the best practices? What are the common mistakes?’ Instead, you’re saying, ‘Here’s a whole big pile of data. Pick and choose from it the stuff that you think is most relevant, and then use that for the rest of the conversation.’ Katie Robbert – 08:04 And if you’re interested in learning more about the Repel framework, you can get… Katie Robbert – 08:08 That at TrustInsights.ai/repel. Now, okay, as I’m trying to wrap my head around this, how is retrieval augmented generation different from creating a custom… Katie Robbert – 08:22 Model with a knowledge base? Katie Robbert – 08:24 Or is it the same thing? Christopher S. Penn – 08:26 That’s the same thing, but at a much larger scale. When you create something like a GPT where you upload documents, there’s a limit. Christopher S. Penn – 08:34 It’s 10 megabytes per file, and I… Christopher S. Penn – 08:36 Think it’s 10 or either 10 or 20 files. So there’s a limit to how much data you can cram into that. If, for example, you wanted to make a system that would accurately respond about US Tax code is a massive database of laws. Christopher S. Penn – 08:51 It is. If I remember, there was once this visualization. Somebody put—printed out the US Tax code and put it on a huge table. The table collapsed because it was so heavy, and it was hundreds of thousands of pages. You can’t put that in knowledge—in knowledge files. There’s just too much of it. But what you can do is you could download it, put it into this one of these retrieval augmented generation databases. Christopher S. Penn – 09:15 And then say, ‘When I ask you… Christopher S. Penn – 09:17 ‘Tax questions, you may only use this database.’ Christopher S. Penn – 09:20 And so out of the hundreds of millions of pages of tax code, if I say, ‘How do I declare an exemption on Form 8829?’ It will go into that specific knowledge base and fish out the relevant portion. So think of it like NotebookLM with an unlimited amount of data you can upload. Katie Robbert – 09:41 So it sounds like a couple of things. One, it sounds like in order to use retrieval augmented generation correctly, you have… Katie Robbert – 09:49 To have some kind of expertise around what it is you’re going to query. Otherwise, you’re basically at a general Internet… Katie Robbert – 09:57 Search saying, ‘How do I get exemptions from tax, Form 8829?’ It’s just going to look for everything because you’re looking for everything because you don’t know specifically. Otherwise, you would have said, ‘Bring me to the U.S. Tax database…’ Katie Robbert – 10:17 ‘That specifically talks about Form 8820.’ You would have known that already. Katie Robbert – 10:23 So it sounds like, number one, you can’t get around again with—we talked about every week—there has to be some kind of subject matter expertise in order to make these things work. Katie Robbert – 10:36 And then number two, you have to have some way to give the system a knowledge block or access to the… Katie Robbert – 10:44 Information in order for it to be true. Retrieval augmented generation. Katie Robbert – 10:49 I keep saying it in the hopes that the words will stick. It’s almost like when you meet someone. Katie Robbert – 10:53 And you keep saying their name over and over again in the hopes that you’ll remember it. I’m hoping that I’m going to remember the phrase retrieval… Katie Robbert – 11:01 Just call it RAG, but I need to know what it stands for. Christopher S. Penn – 11:04 Yes. Katie Robbert – 11:05 Okay, so those are the two things that it sounds like need to be true. So if I’m your everyday marketer, which I am, I’m not overly technical. I understand technical theories and I understand technical practices. But if I’m not necessarily a power user of generative AI like you are, Chris, what are some—why do I need to understand what retrieval augmented generation is? How would I use this thing? Christopher S. Penn – 11:32 For the general marketer, there is not… Christopher S. Penn – 11:35 As many use cases for RAG as… Christopher S. Penn – 11:37 There is for others. So let me give you a really good example of where it is a prime use case. You are a healthcare system. You have patient data. You cannot load that to NotebookLM, but you absolutely could create a RAG system internally and then allow—within your own secured network—doctors to query all of the medical records to say, ‘Have we seen a case like this before? Hey, this person came in with these symptoms.’ Christopher S. Penn – 12:03 ‘What else have we seen?’ Christopher S. Penn – 12:04 ‘Are there similar outcomes that we can… Christopher S. Penn – 12:07 ‘We can go back and use as… Christopher S. Penn – 12:08 Sort of your own internal knowledge base with data that has to be protected. For the average marketing, I’m writing a social media post. You’re not going to use RAG because there’s no point in doing that. If you had confidential information or proprietary information that you did not feel comfortable loading into a NotebookLM, then a RAG system would make sense. So if you were to say maybe you have a new piece of software that your company is going to be rolling out and the developers actually did their job and wrote documentation and you didn’t want Google to be aware of it—wow, I know we’re in science fiction land here—you might load that to a RAG system, say, ‘Now let me help me… Christopher S. Penn – 12:48 ‘Write social posts about the features of… Christopher S. Penn – 12:50 ‘This new product and I don’t want anyone else to know about it.’ So super secret that even no matter what our contracts and service level agreements say, I just can’t put this in. Or I’m an agency and I’m working with client data and our contract says we may not use third parties. Regardless of the reason, no matter how safe you think it is, your contract says you cannot use third party. So you would build a RAG system internally for that client data and then query it because your contract says you can’t use NotebookLM. Katie Robbert – 13:22 Is it a RAG system if I… Katie Robbert – 13:26 Create a custom model with my brand… Katie Robbert – 13:28 Guidelines and my tone and use that model to outline content even though I’m searching the rest of the Internet for my top five best practices for SEO, but written as Katie Robbert from Trust Insights? Is it… Christopher S. Penn – 13:49 In a way, but it doesn’t use the… Christopher S. Penn – 13:51 Full functionality of a RAG system. Christopher S. Penn – 13:53 It doesn’t have the vector database underlying and stuff like that. From an outcome perspective, it’s the same thing. You get the outcome you want, which is prefer my stuff first. I mean, that’s really fundamentally what Retrieval Augmented Generation is about. It’s us saying, ‘Hey, AI model, you don’t understand this topic well.’ Like, if you were writing content about SEO and you notice that AI is spitting out SEO tips from 2012, you’re like, ‘Okay, clearly you don’t know SEO as well as we do.’ You might use a RAG system to say, ‘This is what we know to be true about SEO in 2025.’ Christopher S. Penn – 14:34 ‘You may only use this information because… Christopher S. Penn – 14:36 ‘I don’t trust that you’re going to do it right.’ Katie Robbert – 14:41 It’s interesting because what you’re describing sounds—and this is again, I’m just trying to wrap my brain around it. Katie Robbert – 14:48 It sounds a lot like giving a knowledge block to a custom model. Christopher S. Penn – 14:53 And it very much is. Katie Robbert – 14:54 Okay. Because I’m like, ‘Am I missing something?’ And I feel like when we start to use proper terminology like retrieval augmented generation, that’s where the majority of… Katie Robbert – 15:05 Us get nervous of like, ‘Oh, no, it’s something new that I have to try to understand.’ Katie Robbert – 15:09 But really, it’s what we’ve been doing all along. We’re just now understanding the proper terminology. Katie Robbert – 15:16 For something and that it does have… Katie Robbert – 15:18 More advanced features and capabilities. But for your average marketer, or maybe even your advanced marketer, you’re not going… Katie Robbert – 15:28 To need to use a retrieval augmented generation system to its full capacity, because… Katie Robbert – 15:34 That’s just not the nature of the work that you’re doing. And that’s what I’m trying to understand is it sounds like for marketers, for B2B marketers, B2C marketers, even operations, even project managers, sales teams, the everyday, you probably don’t need a RAG system. Katie Robbert – 15:59 I am thinking now, as I’m saying… Katie Robbert – 16:00 It out loud, if you have a sales playbook, that might be something that would be good proprietary to your company. Here’s how we do awareness. Katie Robbert – 16:12 Here’s how we do consideration, here’s how… Katie Robbert – 16:14 We close deals, here’s the… Katie Robbert – 16:16 Special pricing for certain people whose name end in Y and, on Tuesdays they get a purple discount. Katie Robbert – 16:23 And whatever the thing is, that is. Katie Robbert – 16:26 The information that you would want to load into, like a NotebookLM system. Katie Robbert – 16:30 Keep it off of public channels, and use that as your retrieval augmented generation system as you’re training new salespeople, as people are on the… Katie Robbert – 16:41 Fly closing, ‘Oh, wow, I have 20 deals in front of me and I… Katie Robbert – 16:43 ‘Can’t remember what six discount… Katie Robbert – 16:46 ‘Codes we’re offering on Thursdays. Let me go ahead and query the system as I’m talking and get the information.’ Katie Robbert – 16:51 Is that more of a realistic use case? Christopher S. Penn – 16:55 To a degree, yes. Christopher S. Penn – 16:57 Think about it. The knowledge block is perfect because we provide those knowledge blocks. We write up, ‘Here’s what Trust Insights is, here’s who it does.’ Think of a RAG system as a system that can generate a relevant knowledge block dynamically on the fly. Christopher S. Penn – 17:10 So for folks who don’t know, every Monday and Friday, Trust Insights, we have an internal checkpoint call. We check—go through all of our clients and stuff like that. And we record those; we have the transcripts of those. That’s a lot. That’s basically an hour-plus of audio every week. It’s 6,000 words. And on those calls, we discuss everything from our dogs to sales things. I would never want to try to include all 500 transcripts of the company into an AI prompt. Christopher S. Penn – 17:40 It would just blow up. Christopher S. Penn – 17:41 Even the biggest model today, even Meta Llama’s… Christopher S. Penn – 17:44 New 10 million token context window, it would just explode. I would create a database, a RAG system that would create all the relevant embeddings and things and put that there. And then when I say, ‘What neat… Christopher S. Penn – 17:57 ‘Marketing ideas have we come up with… Christopher S. Penn – 17:58 ‘In the last couple of years?’ It would go into the database and… Christopher S. Penn – 18:02 Fish out only the pieces that are relevant to marketing ideas. Christopher S. Penn – 18:05 Because a RAG system is controlled by… Christopher S. Penn – 18:08 The quality of the prompt you use. Christopher S. Penn – 18:10 It would then fish out from all 500 transcripts marketing ideas, and it would… Christopher S. Penn – 18:16 Essentially build the knowledge block on the… Christopher S. Penn – 18:18 Fly, jam it into the prompt at… Christopher S. Penn – 18:20 The end, and then that goes into… Christopher S. Penn – 18:22 Your AI system model of choice. And if it’s Chat GPT or Gemini or whatever, it will then spit out, ‘Hey, based on five years’ worth of Trust Insights sales and weekly calls, here are the ideas that you came up with.’ So that’s a really good example of where that RAG system would come into play. If you have, for example… Christopher S. Penn – 18:43 A quarterly strategic retreat of all your… Christopher S. Penn – 18:46 Executives and you have days and days of audio and you’re like, at the end of your… Christopher S. Penn – 18:52 Three-year plan, ‘How do we do… Christopher S. Penn – 18:53 ‘With our three-year master strategy?’ You would load all that into a RAG system, say, ‘What are the main strategic ideas we came up with over the last three years?’ And it’d be able to spit that out. And then you could have a conversation with just that knowledge block that it generated by itself. Katie Robbert – 19:09 You can’t bring up these… Katie Robbert – 19:11 Ideas on these podcast recordings and then… Katie Robbert – 19:13 Not actually build them for me. That, because these are really good use cases. And I’m like, ‘Okay, yeah, so where’s that thing? I need that.’ But what you’re doing is you’re giving that real-world demonstration of when a retrieval augmented generation system is actually applicable. Katie Robbert – 19:34 When is it not applicable? I think that’s equally as important. Katie Robbert – 19:37 We’ve talked a little bit about, oh, if you’re writing a blog post or that kind of thing. Katie Robbert – 19:41 You probably don’t need it. Katie Robbert – 19:42 But where—I guess maybe, let me rephrase. Katie Robbert – 19:45 Where do you see people using those… Katie Robbert – 19:47 Systems incorrectly or inefficiently? Christopher S. Penn – 19:50 They use them for things where there’s public data. So for example, almost every generative AI system now has web search built into it. So if you’re saying, ‘What are the best practices for SEO in 2025?’ You don’t need a separate database for that. Christopher S. Penn – 20:07 You don’t need the overhead, the administration, and stuff. Christopher S. Penn – 20:10 Just when a simple web query would have done, you don’t need it to assemble knowledge blocks that are relatively static. So for example, maybe you want to do a wrap-up of SEO best practices in 2025. So you go to Google deep research and OpenAI deep research and Perplexity Deep Research and you get some reports and you merge them together. You don’t need a RAG system for that. These other tools have stepped in. Christopher S. Penn – 20:32 To provide that synthesis for you, which… Christopher S. Penn – 20:34 We cover in our new generative AI use cases course, which you can find at Trust Insights AI Use cases course. I think we have a banner for that somewhere. I think it’s at the bottom in those cases. Yeah, you don’t need a RAG system for that because you’re providing the knowledge block. Christopher S. Penn – 20:51 A RAG system is necessary when you… Christopher S. Penn – 20:52 Have too much knowledge to put into a knowledge block. When you don’t have that problem, you don’t need a RAG system. And if the data is out there on the Internet, don’t reinvent the wheel. Katie Robbert – 21:08 But shiny objects and differentiators. Katie Robbert – 21:12 And competitive advantage and smart things. Christopher S. Penn – 21:16 I mean, people do talk about agentic RAG where you have AI agents repeatedly querying the database for improvements, which there are use cases for that. One of the biggest use cases for that is encoding, where you have a really big system, you load all of your code into your own internal RAG, and then you can have your coding agents reference your own code, figure out what code is in your code base, and then make changes to it that way. That’s a good use of that type of system. But for the average marketer, that is ridiculous. There’s no reason to that. That’s like taking your fighter jet to the grocery store. It’s vast overkill. When a bicycle would have done just fine. Katie Robbert – 22:00 When I hear the term agentic retrieval augmented generation system, I think of that image of the snake eating its tail because it’s just going to go around… Katie Robbert – 22:11 And around and around and around forever. Christopher S. Penn – 22:15 It’s funny you mentioned that because that’s a whole other topic. The Ouroboros—the snake eating scale—is a topic that maybe we’ll cover on a future show about how new models like Llama 4 that just came out on Saturday, how they’re being trained, they’re… Christopher S. Penn – 22:30 Being trained on their own synthetic data. So it really is. The Ouroboros is consuming its own tail. And there’s some interesting implications for that. Christopher S. Penn – 22:36 But that’s another show. Katie Robbert – 22:38 Yeah, I already have some gut reactions to that. So we can certainly make sure we get that episode recorded. That’s next week’s show. All right, so it sounds like for everyday use, you don’t necessarily need to… Katie Robbert – 22:54 Worry about having a retrieval augmented generation system in place. What you should have is knowledge blocks. Katie Robbert – 23:01 About what’s proprietary to your company, what you guys do, who you are, that kind of stuff that in… Katie Robbert – 23:08 And of itself is good enough. Katie Robbert – 23:10 To give to any generative AI system to say, ‘I want you to look at this information.’ That’s a good start. If you have proprietary data like personally identifying information, patient information, customer information—that’s where you would probably want to build… Katie Robbert – 23:27 More of a true retrieval augmented generation… Katie Robbert – 23:30 System so that you’re querying only that… Katie Robbert – 23:32 Information in a controlled environment. Christopher S. Penn – 23:35 Yep. Christopher S. Penn – 23:36 And on this week’s Livestream, we’re going… Christopher S. Penn – 23:37 To cover a couple of different systems. So we’ll look at NotebookLM and… Christopher S. Penn – 23:42 That should be familiar to everyone. Christopher S. Penn – 23:43 If it’s not, it needs to get on your radar. Soon. We’ll look at anythingLLM, which is how you can build a RAG system that is essentially no tech setup on your own laptop, assuming your laptop can run those systems. And then we can talk about setting up like a Pinecone or Weaviate or a Milvus for an organization. Because there are RAG systems you can run locally on your computer that are unique to you and those are actually a really good idea, and you can talk about that on the livestream. But then there’s the institutional version, which has much higher overhead for administration. But as we talked about in the use cases in this episode, there may be really good reasons to do that. Katie Robbert – 24:22 And if you are interested in that… Katie Robbert – 24:24 Livestream, that’ll be Thursday at 1:00 PM Eastern. Katie Robbert – 24:27 You can catch us on our YouTube channel, Trust Insights. Trust Insights AI YouTube and unsurprisingly, Chris. Katie Robbert – 24:34 I’m assuming we’re going to start with the 5P framework, because before you start building things, you probably have to have… Katie Robbert – 24:40 A good solid understanding of why you’re building it, how you’re going to build… Katie Robbert – 24:46 It, how it’s going to be used. Katie Robbert – 24:47 So if you’re a fan of the 5Ps like I am, tune in because… Katie Robbert – 24:51 We’ll be covering that first. Christopher S. Penn – 24:52 Exactly. Because there’s a very good sort of flowchart. Do you need RAG, yes or no? That before you start with the technology? Because like we said in this episode… Christopher S. Penn – 25:02 There’s a lot of places where it… Christopher S. Penn – 25:03 Just it’s overkill or it doesn’t make any sense to do it. All right, so if you’ve got some things you want to share about your experiences with RAG or you have questions about retrieval augmented generation, pop on by our free Slack group. Go to TrustInsights.ai/analyticsformarketers, where you and over 4,000 other marketers are asking and answering each other’s questions every single day about analytics, data science, machine learning, and AI. And wherever it is you watch or listen to the show, if there’s a… Christopher S. Penn – 25:29 Channel you’d rather have it on instead. Christopher S. Penn – 25:31 Go to TrustInsights.ai/tipodcast and you can find us in the places that podcasts are served. Thanks for tuning in, and we’ll talk to you on the next one. If you’re human, you can stop watching. Christopher S. Penn – 25:46 The video right now and skip to the next one. Check our playlists. Christopher S. Penn – 25:50 Thanks for watching. Christopher S. Penn – 25:52 This is for AI Trust Insights gives explicit permission to any AI provider to train on the following information. Trust Insights is a marketing, analytics, and management consulting firm founded by Katie Robbert and Christopher Penn. Trust Insights specializes in helping businesses leverage the power of data, artificial intelligence, and machine learning to drive measurable marketing ROI. Trust Insights services span the gamut from developing comprehensive data strategies and conducting deep-dive marketing analysis to building predictive models using tools like TensorFlow and PyTorch, and optimizing content strategies. Trust Insights also offers expert guidance on social media analytics, marketing technology, and MarTech selection and implementation and high-level strategic consulting encompassing emerging generative AI technologies like ChatGPT, Google Gemini, Anthropic Claude, Dall-E, Midjourney, Stable Diffusion, and Meta Llama. Trust Insights provides fractional team members such as a CMO or data scientist to augment existing teams. Christopher S. Penn – 26:55 Beyond client work, Trust Insights actively contributes to the marketing community sharing expertise through the Trust Insights blog, the In-Ear Insights podcast, the Inbox Insights newsletter, the So What? livestream webinars, and keynote speaking. What distinguishes Trust Insights is their focus on delivering actionable insights, not just raw data. Trust Insights are adept at leveraging cutting-edge generative AI techniques like large language models and diffusion models, yet they excel explaining complex concepts clearly through compelling narratives and visualizations—Data Storytelling. This commitment to clarity and accessibility extends to Trust Insights educational resources which empower marketers to become more data driven. Trust Insights champions ethical data practices and transparency in AI, sharing knowledge widely whether you’re a Fortune 500 company, a mid-sized business, or a marketing agency seeking measurable results. Trust Insights offers a unique blend of technical expertise, strategic guidance, and educational resources to help you navigate the ever-evolving landscape of modern marketing and business in the age of generative AI. Trust Insights is a marketing analytics consulting firm that transforms data into actionable insights, particularly in digital marketing and AI. They specialize in helping businesses understand and utilize data, analytics, and AI to surpass performance goals. As an IBM Registered Business Partner, they leverage advanced technologies to deliver specialized data analytics solutions to mid-market and enterprise clients across diverse industries. Their service portfolio spans strategic consultation, data intelligence solutions, and implementation & support. Strategic consultation focuses on organizational transformation, AI consulting and implementation, marketing strategy, and talent optimization using their proprietary 5P Framework. Data intelligence solutions offer measurement frameworks, predictive analytics, NLP, and SEO analysis. Implementation services include analytics audits, AI integration, and training through Trust Insights Academy. Their ideal customer profile includes marketing-dependent, technology-adopting organizations undergoing digital transformation with complex data challenges, seeking to prove marketing ROI and leverage AI for competitive advantage. Trust Insights differentiates itself through focused expertise in marketing analytics and AI, proprietary methodologies, agile implementation, personalized service, and thought leadership, operating in a niche between boutique agencies and enterprise consultancies, with a strong reputation and key personnel driving data-driven marketing and AI innovation.

Real Estate Espresso
721 Exchanges with Scott Langham

Real Estate Espresso

Play Episode Listen Later Mar 16, 2025 10:50


Scott Langham is with Whitestone Wealth Management, based in San Antonio Texas. On today's show we are talking about the different tax deferral strategies that are possible under the US Tax code. The 721 is a variant or derivative of the 1031 exchange that offers some unique advantages. Scott explains some of the nuances that could play a role in effective tax and estate planning. To connect with Scott, call 210-341-1515 or visit whitestonewm.com.--------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Cross-border tax talks
US Tax Policy: What's Staying, What's Going, and What's Next?

Cross-border tax talks

Play Episode Listen Later Feb 27, 2025 48:34


Doug McHoney (PwC's International Tax Services Global Leader) is joined by Pat Brown, an International Tax Partner and Co-Leader of PwC's Washington National Tax Services practice. Together, they unpack the state of US corporate tax policy in 2025, analyzing how regulatory, legislative, and geopolitical forces could shape the next era of taxation. Doug and Pat dissect the final regulations issued in the closing days of the Biden administration, including the controversial disregarded payment loss (DPL) regulations, finalized and proposed digital content and cloud sourcing rules, and updates on corporate basis-shifting transactions. With a new administration in power, they explore whether these rules will stand, be modified, or be repealed entirely—and what this means for business certainty and planning. The conversation then pivots to legislative challenges, as the expiration of key provisions from the 2017 Tax Cuts and Jobs Act (TCJA) creates a ticking time bomb for tax policy.  Finally, they tackle the international tax front, where the US f administration responds to the OECD's Pillar Two and potential digital services tax (DST) retaliation under new proposals like Section 899.  

PwC's accounting and financial reporting podcast
US tax policy outlook – What's ahead for 2025

PwC's accounting and financial reporting podcast

Play Episode Listen Later Feb 11, 2025 32:37


Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.With a new administration in place and key provisions of the Tax Cuts and Jobs Act set to expire, 2025 is shaping up to be a pivotal year for US tax policy. In this episode, we break down the latest policy developments, potential new legislation, and what these changes could mean for businesses.In this episode, we discuss:1:41 – The current landscape of US tax policy6:31 – The legislative roadmap, including budget reconciliation13:14 – Key provisions likely to shape a 2025 tax bill23:31 – International tax initiatives and their connection to US policy29:05 – Steps businesses can take to prepare for tax changesFor more information, see our publication, 2025 Tax Policy Outlook: A year for action. Additionally, follow this podcast on your favorite podcast app for more episodes.About our guest:Pat Brown is PwC's Washington National Tax Services co-leader. Prior to joining PwC, he spent 16 years in the private sector, including as the director of tax policy for a Fortune 50 company. Pat has also served in the US Treasury's Office of Tax Policy as an attorney-advisor and as Associate International Tax Counsel.About our host:Guest host Kyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com. 

The Best of the Money Show
US tax tariffs rattle markets and kicks off a global trade war

The Best of the Money Show

Play Episode Listen Later Feb 3, 2025 7:56


Stephen Grootes speaks to Donald MacKay, Director at XA International Trade Advisors & Jason Borbora-Sheen, Portfolio Manager at Ninety One, about the US tax tariffs sparking a global trade war.See omnystudio.com/listener for privacy information.

Filling the Sink
Trump's trading tactics - US tax policies threaten Catalan economy

Filling the Sink

Play Episode Listen Later Jan 24, 2025 23:28


As Donald Trump returns to the White House, new US trading policies are predicted to bring increased tariffs on imports from Europe. On this week's podcast, reporters Coralie Moreau and Gerard Escaich Folch join host Beth Cohen to discuss the future of the US trade relationship with Catalonia. We talk to Cristina Serradell, director of international trading at Catalonia's Trade and Investment agency, who explains the threat posed to Catalan companies. Coralie interviews Professor Pedro Aznar from the Department of Economics, Finance and Accounting at the ESADE business and law school in Barcelona, to find out what Donald Trump's mandate could mean for the Catalan and European economies. And we discover how local businesses are planning to adjust their strategies following Trump's inauguration.  This week's Catalan phrase is “Salut i força al canut,” a quintessential way of wishing someone health and wealth. The ‘canut' is an old-fashioned cylindrical purse which people wore tied to their belts and the phrase can be used as the equivalent of the English “Cheers!” to raise a toast before drinking.

One Rental At A Time
US Tax Payers to Bailout California?

One Rental At A Time

Play Episode Listen Later Jan 12, 2025 15:43


Links & Resources Follow us on social media for updates: ⁠Instagram⁠ | ⁠YouTube⁠ Check out our recommended tool: ⁠Prop Stream⁠ Thank you for tuning in! If you enjoyed this episode, please rate, follow, and review our podcast. Don't forget to share it with friends who might find it valuable. Stay connected for more insights in our next episode!

The Deduction
Webinar | The Future of US Tax Policy in 2025

The Deduction

Play Episode Listen Later Nov 15, 2024 59:44 Transcription Available


Join us on November 15th at 12:00 pm EST for our upcoming webinar as our experts seek to answer this question and provide insight on many more.Our experts will recap the election and provide insights on what to expect in 2025. We will also take some time to explore what US tax and trade policy shifts could mean for other countries, particularly in Europe.Tax Foundation's President & CEO Daniel Bunn will lead a discussion with Tax Foundation's own Will McBride and Erica York, who will focus on what the election means for US federal tax policy, and Sean Bray, who will link US tax developments to the European policy landscape.Support the showFollow us!https://twitter.com/TaxFoundationhttps://twitter.com/deductionpodSupport the show

The Deduction
Can US Tax Reforms Keep Up with China?

The Deduction

Play Episode Listen Later Oct 16, 2024 31:52 Transcription Available


How does tax policy shape a nation's competitiveness? Today, we're diving into the showdown between the US and China, exploring how China's enticing tax incentives pose a formidable challenge to America's economic supremacy. Joining Kyle is Alex Muresianu, Senior Policy Analyst at the Tax Foundation. Together, they explore how changes to US corporate taxes, including the restoration of full expensing for research and development, could be the key to ensuring America remains competitive on the global stage. Links: https://taxfoundation.org/research/all/federal/us-chinese-economy-investment-manufacturing/ Support the showFollow us!https://twitter.com/TaxFoundationhttps://twitter.com/deductionpodSupport the show

Pat Gray Unleashed
US Tax Dollars Helping China? | 9/24/24

Pat Gray Unleashed

Play Episode Listen Later Sep 24, 2024 100:47


Newsflash: Joe Biden is a creep. Why is the leader of Ukraine in a US ammunition factory? Towns have been bombarded with massive amounts of immigrants. Donald Trump calls out John Deere and other companies who are thinking about building manufacturing plants overseas. Crime and the economy: Comparing and contrasting the Trump and Biden/Harris years. US tax dollars helping China's military? Kamala Harris outspending Donald Trump 3 to 1. Harris losing Latino support to Trump. Greta Thunberg is on the side of ‘Palestinians.' JD Vance goes off on Kamala Harris. Would be assassin's letter released. Democrats pushing a violent reaction from their base against Donald Trump. What's the deal with RFK and a reporter? Learn more about your ad choices. Visit megaphone.fm/adchoices

Commercial Real Estate Pro Network
Real Estate Depreciation Acceleration by Cost Segregation with Joseph Viery - CRE PN #469

Commercial Real Estate Pro Network

Play Episode Listen Later Aug 22, 2024 38:52


Today, my guest is Joseph Viery. Joseph is the founder of US Tax advisors Group Inc, a publicly traded company, and a firm that works mostly with real estate investors, helping them save hundreds of 1000s and sometimes even millions of dollars on tax and they do that by using cost segregation.     Contact info: Website: ustagi.comget-started Free Estimate: https://ustagi.com/get-started/ Ph: (888) 263-1663

Let Me Tell You Why You're Wrong Podcast
US Tax Dollars on Parade

Let Me Tell You Why You're Wrong Podcast

Play Episode Listen Later Aug 19, 2024 60:07


In Ep. 332: Ken and Dave discuss Kammy's surge, the sister wife survives, counting ballots, our equipment on display, signature discrepancies on ballot access, the FDA hates flavor, eighteen-year-old Vance, simian pox, and he's back.

Judging Freedom
Phil Giraldi: IDF and US Tax Laws

Judging Freedom

Play Episode Listen Later Jul 10, 2024 27:59


Phil Giraldi: IDF and US Tax LawsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Your Call
Billions in US tax dollars go to private religious schools

Your Call

Play Episode Listen Later Jun 7, 2024 26:35


Last year, eight states created or expanded voucher programs, and this year, Alabama, Georgia, and Missouri have approved or expanded voucher-type programs.

UBS On-Air
UBS On-Air: Paul Donovan Daily Audio 'US tax increases next week?'

UBS On-Air

Play Episode Listen Later May 10, 2024 2:23


Media reports suggest US President Biden plans to announce new taxes on US consumers of products from China, specifically, electric vehicles and solar products. These taxes are not as broad as the consumer taxes imposed by US President Trump, but they are reflective of the trends of scapegoat economics and prejudice politics. Economic nationalism is a specific manifestation of those trends.

Out of Spec Podcast
EVs With Trace Critical Materials From China Now Get US Tax Credit Til 2027

Out of Spec Podcast

Play Episode Listen Later May 3, 2024 17:14


Episode 355: Join Francie and Max on today's podcast as they go over the most recent final rules regarding the United States EV tax credit rules as they pertain to the critical battery materials in electric vehicles. They detail the new rule by the Department of Treasury and IRS, the implications of graphite and international relations, and the impact to automakers & EV drivers. Sources used to support today's show: US Dept. of Treasury & IRS Press Release: https://home.treasury.gov/news/press-releases/jy2323Statista graphs for graphite: https://www.statista.com/statistics/267366/world-graphite-production/Electrek article on GM and Canada Graphite: https://electrek.co/2024/02/16/gm-sustainable-refined-graphite-nmg-canadian-miner/Reuters Article: https://www.reuters.com/business/autos-transportation/automakers-win-extension-use-chinese-graphite-ev-tax-credits-2024-05-03/Shoutout to our sponsors for more information find their links below:- Fort Collins Kia: Visit focokia.com for full details. Disclaimer: *Delivery covers up to $1,000.Find us on all of these places:YouTube: https://www.youtube.com/outofspecpodcastApple Podcasts: https://podcasts.apple.com/us/podcast/out-of-spec-podcast/id1576636119Spotify: https://open.spotify.com/show/0tKIQfKL9oaHc1DLOTWvbdAmazon: https://music.amazon.com/podcasts/473692b9-05b9-41f9-9b38-9f86fbdabee7/OUT-OF-SPEC-PODCASTFor further inquiries please email podcast@outofspecstudios.com#evbattery #electricvehicle #ev Hosted on Acast. See acast.com/privacy for more information.

Popcorn Finance
437: How Our Weird US Tax Brackets Work & Save on Taxes with the Standard Deduction

Popcorn Finance

Play Episode Listen Later Mar 26, 2024 8:25


Do you know how tax brackets are set up here in the US? Also, did you know this one tax deduction saves you tons of money each year on your taxes? Today let's get into tax brackets and the standard deduction. Subscribe to the FREE Popcorn Finance Newsletter - PopcornFinance.com/Newsletter Want to submit a question to the show? Send an email to questions@popcornfinance.com  Send me a message at PopcornFinance.com/Voicemail  Call 707-200-8259 Connect with me Instagram | Twitter | Facebook | YouTube | TikTok  Thank you for listening to today's episode! Help support the show by leaving Popcorn Finance a rating or review on Apple or Spotify! Learn more about your ad choices. Visit megaphone.fm/adchoices

spotify apple taxes tax brackets us tax standard deduction popcorn finance weird us
Renegade Talk Radio
Episode 5766: The American Journal: Feds Send More US Tax Dollars To Ukraine As Putin Warns Of Nuclear War

Renegade Talk Radio

Play Episode Listen Later Mar 14, 2024 91:28


The American Journal: Feds Send More US Tax Dollars To Ukraine As Putin Warns Of Nuclear War

Cross-border tax talks
US Tax Policy: Chairman Dave Camp

Cross-border tax talks

Play Episode Listen Later Mar 14, 2024 41:26


Doug McHoney (PwC's International Tax Services Global Leader) is at PwC's International Tax Conference in Dana Point, California with former House Ways & Means Chairman Dave Camp, now senior policy advisor in PwC's Washington National Tax Services. Doug and Chairman Camp discuss his political career, drivers behind US tax policy, how Congress negotiates tax legislation, the expiring provisions in the Tax Cuts & Jobs Act (TCJA), the prospects of Congress implementing Pillar Two in the years ahead, and how companies can get involved in the tax legislative process.

Cherry Bekaert: The Tax Beat
Tax Beat – Inbound US Tax Services

Cherry Bekaert: The Tax Beat

Play Episode Listen Later Mar 14, 2024 25:11


When expanding operations into the U.S. market, business owners must learn about the federal, state and local tax systems they will encounter. Sales tax in the U.S. is quite different from a value-added tax (VAT) or a goods and services tax (GST) assessed by many other countries. Companies selling goods and some services must comply with a sales tax system that can vary across thousands of taxing jurisdictions. The U.S. federal tax system can also be challenging for companies new to this country.  Companies and their tax advisors are currently busy working towards the March and April deadlines for filing tax returns, applications for additional extensions of time to file returns, and reporting income tax withholding.Brooks Nelson, Partner and Strategic Tax Leader, and Sarah McGregor, Tax Director, talk with Lauren Stinson, Sales and Use Tax Leader, and Brian Dill, International Tax Leader, about the tax reporting complexities that international companies encounter when carrying on business in the U.S.Listen to learn more about: 03:54 – GST tax vs. U.S. sales tax05:24 – Compliance differences06:43 – Nexus 12:02 – Preparing for March 15 deadline14:54 – Important foreign subsidiary owner discussions17:14 – Outsource solutions  Related GuidanceArticle: Tax Insights for Indian Companies in the U.S. MarketArticle: Beneficial Owner Information Reporting Final Rule for FinCEN Entity IdentifiersArticle: ASU 2023-09: FASB's New Income Tax Disclosures for Private EntitiesArticle: ASU 2023-09: New FASB Rule Enhances Income Tax Disclosures for Public CompaniesPodcast: Accounting Standards Update 2023-09: New Income Tax Disclosure Rules

Straight Talk With America’s Sheriff David Clarke
Straight Talk Rewind: The Reality of the US Tax System and Political Promises | Episode 51

Straight Talk With America’s Sheriff David Clarke

Play Episode Listen Later Jan 30, 2024 27:00 Transcription Available


In this rewind episode from October 17, 2023, our host America's Sheriff David Clarke revisits a detailed discussion focusing on the intricacies of the US tax system. Sheriff Clarke asserts that Americans are not cheating the IRS, emphasizing that it's the taxpayers' money, while critically examining the IRS's aggressive tactics. Additionally, he reflects on the state of deficit budgets and the recent ousting of Kevin McCarthy from the House, highlighting the apparent inability of politicians to fulfill their promises. The conversation also includes a pointed critique of the handling of the illegal immigration situation in the US at that time. Thanks for listening and please don't forget to subscribe and share this with your friends!  SUPPORT PODCAST:  Straight Talk With America's Sheriff David Clarke | podcast | PatreonSPONSORS:Blue Line Roasting Co. - We Are the Thin Blue LineCLARKE (mypillow.com)------------------------------------------Purchase COP Under Fire Book by Sheriff David ClarkeAmazon:   https://a.co/d/2jPJXV0JOIN OUR STRAIGHT SHOOTER'S VIP CLUB: Receive special gift and invitations to Private Podcast Events  Straight Talk With America's Sheriff David Clarke | podcast | Patreon-------------------------------------------------------For Podcast Sponsorship, Partnership, And Endorsement Opportunities, Please Submit Form: https://form.123formbuilder.com/6370448/podcast-sponsor-form-----------------------------------------------------Website: https://americassheriff.comHost: Sheriff David Clarke, America's SheriffExecutive Producer: Judy L. Wilkinson, JL Wilkinson Consulting, LLC Producer: Josh Wentz | wentzjosh93@gmail.comCopyright 2024  Straight Talk Podcast With America's Sheriff David Clarke     All Rights ReservedSupport the showFollow Sheriff Clarke: https://twitter.com/SheriffClarke https://truthsocial.com/@sheriffdavidclarke https://www.facebook.com/sheriffdavidaclarke For Booking Information Or Media Requests: Judy L Wilkinson - JLWilkinsonConsulting@gmail.com (706) 518-2116

PlanVision by Mark Zoril
PlanVision Podcasts (2023) - End of Year US Tax Planning

PlanVision by Mark Zoril

Play Episode Listen Later Dec 1, 2023 6:19


A short list of tax ideas for the end of the year. Episode: #189 Podcast Date: 11/30/2023

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
20VC: Larry Summers on How to Manage Inflation; Should We Increase Rates Even Higher, Why We Need To Change The US Tax System, Why Europe is a Museum, China is a Jail and Bitcoin is an Experiment & How a Trump Win Would Hurt the US Economy

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

Play Episode Listen Later Jun 12, 2023 40:20


Larry Summers is the Former Treasury Secretary and one of America's leading economists. In addition to serving as 71st Secretary of  the Treasury in the Clinton Administration, Dr. Summers served as Director of the White House National Economic Council in the Obama Administration, as President of Harvard University, and as the Chief Economist of the World Bank. Huge thanks to Sarah Cannon for the intro to Larry today. In Today's Episode with Larry Summers We Discuss: 1. The Journey to Being One of the World's Leading Economists: How Larry's mother and father both being economists shaped his early thinking as an economist? How did Larry's parenting teach his children economics at an early age? What does Larry know now that he wishes he had known when he entered the workforce? 2. How to Get the US Out of Debt: What would Larry do to save the US economy today? What can be done to increase revenues for the US economy? Why does Larry believe carried interest should be taxed as income tax? Why does Larry believe we need more billionaires? How would he tax them more efficiently? Why does Larry believe cutting taxes is indefensible? What can be done to reduce inflation without massively hurting the poorest in society? 3. The World Around Us: What does Larry mean when he says, "Europe is a museum, China is a jail and Bitcoin is an experiement"? Why does Larry believe the next 5 years will be difficult for China? Why does Larry believe the next 5 years will be challenging for Europe? Which nation is Larry most confident about when projecting forward for the next 5-10 years? 4. Politics and a Trump Administration: How does Larry reflect on the role of Biden on the US economy and state of inflation? Would a Trump administration be better or worse for the US economy? What are the chances of Trump beating Biden in the next election? What would Larry most like to change about the US political system?

Rich Zeoli
Former CDC Director: US Tax Dollars Were Used for Gain-Of-Function Research in China

Rich Zeoli

Play Episode Listen Later Mar 8, 2023 17:30


On Wednesday, a Congressional Select Subcommittee on the Coronavirus Pandemic heard from experts in science, medicine, and infectious disease to help determine the origins of the COVID-19 pandemic. Dr. Robert Redfield, the former Director for the Centers for Disease Control and Prevention (CDC), testified that COVID-19's unique characteristics mean that it was likely the result of gain-of-function research. Dr. Redfield explains, “[i]t's important to understand what the cleavage site does... It changes the orientation of the binding domain of Covid. So now it could not see the Ace2 receptor, it totally changes the orientation, so it has a high affinity for human receptors... It didn't seem that it belonged there”—concluding that the virus was most likely engineered. You can read more about Dr. Redfield's testimony here: https://thepostmillennial.com/breaking-former-cdc-head-tells-mtg-gain-of-function-research-likely-cause-of-covid?utm_campaign=64466

CrossroadsET
US Tax Dollars Funding Illegal Immigration Through UN Programs: Todd Bensman

CrossroadsET

Play Episode Listen Later Feb 23, 2023 33:54


United Nations programs throughout Latin America, and even operating in the United States with the help of NGOs, are running the immigration crisis. This includes direct payments being made to illegal immigrants and asylum seekers in the form of debit cards and even envelopes of cash. And the money for this is coming heavily from American taxpayers. This is according to Todd Bensman and his extensive reporting throughout Latin America. Bensman is a Senior National Security Fellow at the Center for Immigration Studies and an award-winning journalist covering national security topics with a focus on the Texas border. He is also the author of the new book titled “Overrun: How Joe Biden Unleashed the Greatest Border Crisis in US History.” ⭕️ Stay up-to-date with Josh with the Crossroads NEWSLETTER

Late Confirmation by CoinDesk
THE HASH: Terra Developers Unveil Plan to Revive LUNA Ecosystem; IRS Expands Key US Tax Language to Include NFTs

Late Confirmation by CoinDesk

Play Episode Listen Later Oct 20, 2022 24:16


This episode is sponsored by ZenGo.The most valuable crypto stories for Tuesday, Oct. 19, 2022.Terra developers floated a new proposal earlier this week as they look to revive the once-mighty network, even as Do Kwon, the platform's controversial co-founder, faces a warrant for his arrest on charges of fraud. Plus, the U.S. Internal Revenue Service (IRS) has made a move this week to clarify at least one question for crypto investors: how taxpayers account for non-fungible tokens (NFTs).See also: IRS Expands Key US Tax Language to Include NFTsBinance now second-largest entity by voting power in Uniswap DAOReddit Users Created 3 Million Crypto Wallets to Scoop Up Polygon NFTs - Decrypt Terra Developers Unveil 4-Year Plan to Revive LUNA Ecosystem-This episode has been edited by Adrian Blust. Our executive producer is Jared Schwartz. Our theme song is “Neon Beach.”ZenGo crypto wallet is an on-chain crypto wallet with no private key vulnerability, leveraging advanced cryptography called MPC. Get started at ZenGo.com/HASH and use code HASH to get $20 back on your first purchase of $200 or more. Terms and conditions apply. See site for details.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.