Podcast Episodes

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How the Adoption Credit Can Ease Your Path to Parenthood

Season 1 Episode 123

Are you in the process of or thinking about adopting? The tax code includes an adoption credit which is a significant benefit available to taxpayers …

8 months, 3 weeks ago

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From Side Hustle to Six Figures: Turning Your Small Business Into a Scalable Firm

Season 1 Episode 120

Ready to grow your side hustle into a full-time, six-figure business? Learn the smart steps to scale and set your business up for lasting success in …

9 months ago

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The 2025 Guide to Small Business Tax Deductions You Can’t Afford to Miss

Season 1 Episode 121

Missing key deductions could cost your business thousands in 2025. Learn the tax breaks that protect your cash flow — and how to plan ahead for 2025.

9 months ago

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How to Keep Your Business in the Family—Tax Traps and Solutions

Season 1 Episode 118

Thinking of passing your business to your kids or grandkids? Learn how to avoid the biggest tax traps—like capital gains, gifting mistakes, and S-cor…

9 months, 1 week ago

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Launching a Bright Financial Future: Tax Benefits for Your Children

Season 1 Episode 119

There are government and tax benefits that give your children financial benefits for their future. Some from the time they are born.  Don’t miss out;…

9 months, 1 week ago

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Understanding the New Deduction for Overtime Under the OBBBA: A Comprehensive Guide

Season 1 Episode 116

The One Big Beautiful Bill Act (OBBBA) marks a significant shift in the tax landscape, bringing with it a range of changes aimed at easing the financ…

9 months, 1 week ago

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Tax Break for Businesses: 100% Bonus Depreciation is Back Plus New Expensing of Qualified Production Property.

Season 1 Episode 117

The reinstatement of 100% bonus depreciation is a critical component of recent U.S. tax legislation aimed at fostering economic growth. The 2017 Tax …

9 months, 1 week ago

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Unravelling Education Savings: Mastering 529 Plans to Maximize Tax Benefits

Season 1 Episode 114

Section 529 plans are tax-advantaged savings plans designed to encourage saving for future education costs. They are legally known as "qualified tuit…

9 months, 2 weeks ago

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Last Chance: The One Big Beautiful Bill Countdown on Key Energy Tax Credits

Season 1 Episode 115

A sweeping legislative change known colloquially as the "One Big Beautiful Bill" Act threatens to significantly alter the landscape of key tax credit…

9 months, 2 weeks ago

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Essential One Big Beautiful Bill Tax Changes Every Senior Needs to Know

Season 1 Episode 113

In recent legislative developments, the Omnibus Budget Reconciliation Bill for 2025 and Beyond (otherwise known as the One Big Beautiful Bill) has in…

9 months, 3 weeks ago

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