Podcast Episodes
Back to SearchUnlocking the Tax Maze: What Every Immigrant Needs to Know About Tax Filing in the U.S.
Season 2 Episode 40
Understanding the tax obligations and potential benefits applicable to immigrants in the United States, both legal and undocumented, is complex. Thei…
6 months ago
How to Protect Your Business From Employee Bookkeeping Fraud
Season 2 Episode 39
Employee bookkeeping fraud can devastate a small business. Learn common fraud schemes, warning signs, and practical internal controls to protect your…
6 months ago
Trump Accounts 2026: A Powerful Financial Head Start for Your Child
Season 2 Episode 38
Trump Accounts in 2026 offer up to $5,000 annual contributions plus a $1,000 government seed for eligible children. Learn how they work, tax rules, p…
6 months ago
Things You Need to Know About Reverse Mortgages
Season 2 Episode 36
A reverse mortgage is a financial product that allows homeowners, typically aged 62 or older, to convert part of their home equity into cash. Unlike …
6 months, 2 weeks ago
Charitable Giving in 2026: Navigating New Tax Laws and Maximizing Your Gift’s Impact
Season 2 Episode 37
As the landscape of charitable giving continues to evolve, 2026 ushers in significant changes in the tax treatment of donations. For both itemizers a…
6 months, 2 weeks ago
What Is Advisory — And Is It Right for You?
Season 2 Episode 35
Advisory services go beyond historical tax and bookkeeping work to help you plan ahead, make smarter decisions, and reach long-term financial goals. …
6 months, 3 weeks ago
How the One Big Beautiful Bill Act Transforms R&E Tax Strategies for Businesses
Season 2 Episode 34
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, has permanently reinstated the ability for businesses to immediately deduct …
6 months, 3 weeks ago
When One Client Fuels 15%+ of Your Revenue, Buyers See Risk — Not Success
Season 2 Episode 33
If one client generates over 15% of your revenue, buyers see risk. Learn how client concentration affects valuation, due diligence, and what to do be…
6 months, 3 weeks ago
Tax Alert: Prepare for the New 1099-DA Crypto Reporting
Season 2 Episode 31
The reporting requirements for Form 1099-DA officially take effect for the 2025 tax year, with brokers sending the forms to taxpayers and the IRS in …
6 months, 3 weeks ago
Unlock Tax Savings with the New Auto Loan Interest Deduction
Season 2 Episode 32
The IRS has introduced proposed regulations that outline the eligibility criteria for deductions on interest paid on loans for qualified passenger ve…
6 months, 3 weeks ago