Podcast Episodes

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Relief Options for Spouses Treated Unfairly on Joint Returns

Season 1 Episode 73

Using the married joint filing status can sometimes lead to complications, especially when one spouse has outstanding debts or when there are discrep…

1 year, 2 months ago

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Cybersecurity: The Financial Crescendo of Ignoring Digital Threats

Season 1 Episode 72

Discover best practices for defending your small business against rising cyber threats and protecting your financial longevity. Learn how to secure y…

1 year, 2 months ago

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Loss on the Sale of an Inherited Home

Season 1 Episode 71

A beneficiary who inherits the residence of a decedent generally acquires it with a basis equal to the fair market value at the decedent’s date of de…

1 year, 2 months ago

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Millennials: Redefining Your Tax and Financial Planning

Season 1 Episode 70

Discover innovative tax planning and personal finance strategies designed for millennials. Learn how to maximize digital deductions, diversify income…

1 year, 2 months ago

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Cash Flow Management Amid Tax Payments: Keep Your Business in the Green

Season 1 Episode 69

Struggling with cash flow during tax season? Discover expert strategies to balance operating expenses with tax obligations and safeguard your busines…

1 year, 2 months ago

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Cancellation of Debt of a Decedent

Season 1 Episode 68

If a debt of a taxpayer is cancelled after the death of the taxpayer, the cancellation of debt (COD) income is income to the estate or the non-granto…

1 year, 2 months ago

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How Offers in Compromise Can Help You Settle Overwhelming Tax Debts

Season 1 Episode 66

An Offer in Compromise (OIC) is a program offered by the Internal Revenue Service (IRS) that allows taxpayers to settle their tax debts for less than…

1 year, 2 months ago

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Strategies for Maximizing Your Roth IRA Contributions

Season 1 Episode 67

Learn helpful financial strategies for maximizing your Roth IRA contributions as you plan a financially stable and secure future.

1 year, 2 months ago

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Unlock Savings: How the Child and Dependent Care Credit Can Ease Your Childcare Costs

Season 1 Episode 65

The Child and Dependent Care Credit is a valuable tax benefit designed to assist working parents and caregivers in managing the costs associated with…

1 year, 2 months ago

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How Employers Can Establish and Fund Employee Pensions with Tax Incentives

Season 1 Episode 64

The Internal Revenue Code (IRC) provides a valuable employer incentive which offers a tax credit for employer contributions to new retirement plans.

1 year, 2 months ago

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