Podcast Episodes
Back to SearchDrug & Alcohol Addiction: Navigating the Tax and Financial Aspects
Season 2 Episode 10
Navigating the complexities of drug and alcohol addiction poses not only profound personal and health challenges but also significant financial and t…
7 months, 3 weeks ago
Unraveling the 2025 Tax Overhaul: How New Laws Could Impact You
Season 2 Episode 8
The year 2025 marks a pivotal moment for taxpayers across the nation as sweeping changes take effect, ushered in by the One Big Beautiful Bill Act (O…
7 months, 3 weeks ago
Why File a Tax Return When Not Required?
Season 2 Episode 9
Generally, individuals are required to file a tax return for a year if their income exceeds the standard deduction for their filing status for that y…
7 months, 3 weeks ago
Student Loan Collections Are Back. What Borrowers With Heavy Student Debt Need to Know Now.
Season 2 Episode 7
Student loan enforcement is restarting. Should bankruptcy be considered? Learn the pros, cons, credit impact, and tax implications before deciding.
7 months, 3 weeks ago
Understanding Income Tax: A Guide to Partnering Effectively with Your Tax Professional
Season 2 Episode 6
A clear guide to income tax basics, including brackets, AGI, MAGI, deductions, credits, taxable income, and how to collaborate effectively with your …
7 months, 3 weeks ago
Trump Accounts – Don’t Miss Out on This Opportunity for Your Children.
Season 2 Episode 6
With the introduction of Trump Accounts under President Trump's Working Families Tax Cuts Act, also known as the One Big Beautiful Bill Act (or OBBBA…
7 months, 3 weeks ago
Received an IRS Letter? Here’s What Not to Do
Season 2 Episode 5
An IRS or state tax notice is stressful—but panic makes it worse. Learn what not to do if you receive a tax notice and how to respond calmly.
7 months, 4 weeks ago
Why Your Tax Refund Isn’t a Win (And What to Do Instead)
Season 2 Episode 4
A big tax refund feels good—but it often signals missed planning. Learn how withholding reviews, estimates, and life changes affect your taxes.
7 months, 4 weeks ago
Gen X Is Stuck in the Middle—and the Tax System Knows It
Season 2 Episode 3
Kids, aging parents, peak income, and no time. Why Gen X feels squeezed—and why tax planning matters more than ever
7 months, 4 weeks ago
Tax Season Is Coming, Here’s What to Know
Season 2 Episode 2
It’s tax time, and if you are like most taxpayers, you are probably facing the ominous chore of compiling records in preparation for your tax return.…
8 months ago