Podcast Episodes
Back to SearchSummer Employment for Your Child
Season 1 Episode 94
Summer is almost here, and your children may be looking for a summer job. The standard deduction for single individuals increased from $14,600 in 202…
11 months, 4 weeks ago
Market Jitters? Smart Tax Moves Boomers Should Be Thinking About Now
Season 1 Episode 92
Near retirement? Learn how Boomers can use tax-loss harvesting, bunching deductions, and smart planning to stay resilient through market uncertainty …
1 year ago
When Consumers Pull Back: What Small Businesses Need to Know Right Now
Season 1 Episode 91
Consumers are delaying purchases, travel, and dining due to economic uncertainty. Learn how small businesses can adapt their planning and stay resili…
1 year ago
Cash Flow Is King (Again): How Small Businesses Can Stay Strong in Uncertain Times
Season 1 Episode 90
With mixed economic signals, small businesses must prioritize cash flow management. Learn smart budgeting, scenario planning, and how to stay resilie…
1 year ago
When Your Supply Chain Gets Shaky: How SMBs Can Stay Strong
Season 1 Episode 89
Supply chain disruptions can crush small businesses if you're not prepared. Learn how to map risks, build supplier relationships, stay flexible, and …
1 year ago
Foreign Reporting Requirements: Navigating Draconian Penalties and Compliance Challenges
Season 1 Episode 86
In today’s globalized financial landscape, U.S. taxpayers are increasingly engaged with foreign financial institutions—whether through direct ownersh…
1 year ago
Maximizing Business Deductions: An Introduction to Depreciation, Amortization, and Expensing
Season 1 Episode 87
The landscape of asset depreciation and expense deductions offers a wealth of options for businesses aiming to optimize their tax outcomes and bottom…
1 year ago
Understanding Filing Requirements and Non-Compliance Penalties for Exempt Organizations
Season 1 Episode 88
Understanding an exempt organization’s return filing requirements is crucial for maintaining its tax-exempt status, avoiding penalties, and ensuring …
1 year ago
You Are Not an ATM
Season 1 Episode 85
Discover how adopting a Profit First mentality can stop the constant drain of your personal funds into your business. Learn practical strategies for …
1 year, 1 month ago
The Retirement Tax Surprise: What Boomers Need to Know Before It’s Too Late
Season 1 Episode 84
Retirement doesn't mean you're done with taxes. Learn how RMDs, Social Security, and hidden tax traps could impact your nest egg—and what you can do …
1 year, 1 month ago