Podcast Episodes
Back to SearchNavigating Wash Sale Woes: Common Pitfalls, Tax Implications, and Strategic Avoidance
Season 2 Episode 30
To prevent taxpayers from selling a security to claim a loss and then immediately repurchasing the same or a “substantially identical” security, the …
6 months, 4 weeks ago
Pricing Isn’t About What You Charge — It’s About What Your Business Can Sustain
Season 2 Episode 28
If margins are thin and cash flow feels unpredictable, pricing is often the real issue. Here’s why pricing is a CFO advisory conversation — not a gue…
7 months ago
When “No Big Deal” Turns Into a Big Deal: Lessons From the IRS’s Top 10 Cases of 2025
Season 2 Episode 29
The IRS just released its Top 10 Tax Crime Cases of 2025. These real cases show how small tax issues can quietly grow into serious problems, and what…
7 months ago
It’s Tax Time - Beware of Scams
Season 2 Episode 27
As the tax season gets underway, scammers are plotting to take advantage of your fear of the IRS to steal your identity, your tax refund, or even to …
7 months ago
Beware of Social Media Tax Advice: The Risks and Consequences
Season 2 Episode 25
Social media serves as a hub of information on almost every topic imaginable, from cooking recipes to financial advice, including taxes. However, as …
7 months ago
Understanding Designated Roth Accounts: Benefits, Contributions, Distributions, and Tax Implications
Season 2 Episode 26
Designated Roth accounts provide a compelling retirement saving strategy for those seeking tax-free income in their golden years. With no income rest…
7 months ago
Thinking About Moving for Taxes? This Is a Conversation You Need to Have First
Season 2 Episode 22
With so many people talking about moving for tax reasons, it’s easy to miss the full picture. Before you pack up, here’s the tax conversation every f…
7 months ago
Tax Ramifications for Scam Victims
Season 2 Episode 23
Navigating the tax implications of scams and theft losses can be complex, especially considering legislative changes that generally limit casualty an…
7 months ago
How to Conduct a Profitability Check (Before Growth Kicks Back In)
Season 2 Episode 24
A simple profitability check can reveal hidden risks and opportunities in your business. Learn how to review KPIs, prioritize problem areas, and iden…
7 months ago
The New Year Money Reset: 7 Simple Decisions That Make 2026 Easier
Season 2 Episode 21
Start 2026 with clarity and confidence. Learn seven simple, tax-smart financial habits anyone can adopt to make the year easier — no investment advic…
7 months ago