Podcast Episodes
Back to Search
Trump Savings Accounts for Newborn Children
Dr. Friday discusses a program she describes as Trump Savings for children born during eligible years. She explains the reported $1,000 initial fundi…
2 weeks ago
Saver’s Credit Changes Under SECURE 2.0
Dr. Friday explains the Saver’s Credit and how it is expected to transition under SECURE 2.0. She notes the benefit is mainly aimed at lower-income s…
2 weeks, 1 day ago
Student Loan Interest Deduction Rules for Filers
Dr. Friday explains that qualified student loan interest may still be deductible up to annual limits. She also covers income restrictions and why doc…
2 weeks, 4 days ago
Education Credits and Form 1098-T Requirements
Dr. Friday reviews the American Opportunity and Lifetime Learning credits and who they can benefit. She highlights the need for Form 1098-T and notes…
2 weeks, 5 days ago
Premium Tax Credit Marketplace Income Pitfalls
Dr. Friday explains why self-employed taxpayers on marketplace insurance can face repayment surprises. She stresses updating income estimates during …
2 weeks, 6 days ago
St. Patrick’s Day Tax Deduction Reminder
Dr. Friday uses a St. Patrick’s Day message to remind taxpayers to review all available deductions. She encourages filers to stay current with changi…
3 weeks ago
Partnership and S Corp Tax Deadline Reminder
Dr. Friday reminds partnerships, S corporations, and many LLC filers that March 16 is a key filing deadline. She urges taxpayers to confirm that retu…
3 weeks, 1 day ago
Child and Dependent Care Credit Overview
Dr. Friday explains that the Child and Dependent Care Credit can still provide nonrefundable relief for eligible care costs. She also mentions income…
3 weeks, 4 days ago
Child Tax Credit Rules and Income Limits
Dr. Friday walks through key Child Tax Credit rules, including income phaseouts and age requirements. She also notes that the child must have a Socia…
3 weeks, 5 days ago
Small Business Health Insurance Credit Planning
Dr. Friday explains who may qualify for the small business health insurance credit and why planning matters. She also notes the two-year limit and th…
3 weeks, 6 days ago