Podcast Episodes
Back to SearchEssential 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…
11 months, 3 weeks ago
Mid-Year Inventory Assessment: Don’t Let Dead Stock Eat Your Margins
Season 1 Episode 111
Before slow-moving inventory turns into a warehouse graveyard, take a mid-year look at what’s working—and what’s not. Learn how to spot dead stock ea…
1 year ago
Estate Planning Is No Longer Optional—Even If You're Not a Millionaire
Season 1 Episode 112
Estate planning isn’t just for the ultra-rich. Learn why Gen Xers and Boomers should act now—especially with new tax laws, digital assets, and AI fra…
1 year ago
Understanding the Implications of a Job Loss: Tax Considerations and Financial Strategies
Season 1 Episode 109
A job loss is a challenging event that can have significant financial and tax implications. As individuals navigate the transition, understanding the…
1 year ago
Navigating SALT Deduction Changes and Passthrough Entity Strategies for Maximum Benefit
Season 1 Episode 110
The OBBBA has sought to provide some relief from the TCJA's stringent $10,000 cap on SALT deductions, albeit temporarily and with limitations for hig…
1 year ago
A Comprehensive Guide for Itemized Medical Deductions
Season 1 Episode 108
The Internal Revenue Service (IRS) permits taxpayers to deduct certain unreimbursed medical and dental expenses as itemized deductions on Schedule A …
1 year ago
Master Your Retirement: Essential Strategies for a Secure Future
Season 1 Episode 107
Planning for retirement is an essential journey to ensure financial stability during your golden years. Consider downsizing your living arrangements,…
1 year ago
Could Your Business Run Without You? What to Do Now in Case Life Happens Later
Season 1 Episode 108
Health issues, family emergencies, and burnout can strike at any time. Learn how small business owners can protect cash flow and keep operations runn…
1 year ago
Married, Successful, and Overpaying? Tax Planning Strategies for High-Income Dual-Income Households
Season 1 Episode 105
If you and your spouse both earn high incomes, you may be paying more tax than you should. Learn how dual-income couples can reduce tax liability wit…
1 year ago
Retired, Relaxed… and Overpaying Taxes? Here's How to Keep More of Your Money
Season 1 Episode 106
Retirement doesn’t mean you stop paying taxes. Learn how to avoid RMD penalties, reduce Medicare surcharges, and plan smarter withdrawals to keep mor…
1 year ago