Podcast Episodes
Back to SearchMaximize Retirement Savings: Don’t Overlook Catch-Up Contributions for Taxpayers Aged 50 and Over.
Season 1 Episode 131
As retirement approaches, many older Americans seek strategies to maximize their savings and ensure financial stability. Retirement plans often provi…
7 months ago
A Guide to the Business Pass-Through Deduction
Season 1 Episode 130
The Section 199A pass-through deduction, also known as the Qualified Business Income (QBI) deduction, offers significant tax savings for eligible bus…
7 months, 1 week ago
A Guide to the Business Pass-Through Deduction
Season 1 Episode 130
The Section 199A pass-through deduction, also known as the Qualified Business Income (QBI) deduction, offers significant tax savings for eligible bus…
7 months, 2 weeks ago
Plan Now For the 2027 Revival of Opportunity Zone Investment Tax Breaks
Season 1 Episode 129
Considering the forthcoming revival of Opportunity Zone investment tax breaks, taxpayers poised to realize significant capital gains have a unique op…
7 months, 2 weeks ago
Remote Employees, Reimbursements & Taxes: The Two Paths You Can Take
Season 1 Episode 128
Remote teams = extra costs. Internet, phone, office gear. Two reimbursement paths: taxable stipends or tax-free accountable plans. Which saves you mo…
8 months ago
Tariffs Just Handed You Growth. Now Comes the Hard Part.
Season 1 Episode 126
Tariffs are fueling rapid growth for U.S. manufacturers. Here’s how to manage the risks—policy swings, hiring gaps, supply chain chaos—before growth …
8 months ago
Uncertainty Is the New Normal: How Small Businesses Can Stay Steady
Season 1 Episode 127
Economic uncertainty is the top concern for small business owners in 2025. Learn how to manage cash flow, plan for inflation and tariffs, and build r…
8 months ago
Understanding the Estate and Gift Tax Changes Under the One Big Beautiful Bill Act
Season 1 Episode 124
The One Big Beautiful Bill Act (OBBBA) recently introduced substantial changes in the realm of estate and gift tax planning. These changes present ne…
8 months ago
College Planning Doesn’t Have to Be Overwhelming
Season 1 Episode 125
From 529 plans to FAFSA and Pell Grants, most families don’t know all the ways to fund college. Here’s how proactive planning makes paying for school…
8 months ago
Vehicle Loan Interest Deduction A Restrained Tax Benefit
Season 1 Episode 122
In the swirling complexities of tax legislation, even well-intentioned provisions can seem like offers of relief that arrive weighed down with restri…
8 months, 3 weeks ago