Podcast Episodes
Back to SearchBusiness Life Events That Can Affect Your Tax Strategy
Season 1 Episode 139
Major life and business events—partnership changes, disputes, marriage, or retirement—can reshape your tax picture. Learn what to plan for before it …
10 months, 2 weeks ago
Multiple Side Hustles, One Big Tax Headache
Season 1 Episode 136
Earning income from TikTok, Shopify, Venmo sales, or freelance gigs? Learn why multiple income streams can complicate your taxes—and how to stay comp…
10 months, 3 weeks ago
Penalties That Can Wreck Your Finances
Season 1 Episode 137
Late filings, underpayments, and payroll mistakes can trigger costly IRS and state penalties. Learn which ones to watch for and how to prevent them b…
10 months, 3 weeks ago
Cash Flow vs. Profit: The Hidden Reason Healthy Businesses Struggle
Season 1 Episode 138
Even profitable businesses can run short on cash. Learn why cash flow and profit aren’t the same—and how smart planning helps you stay financially st…
10 months, 3 weeks ago
When Your S-Corp Investment Tanks: Can You Write It Off — and When?
Season 1 Episode 135
Thinking of writing off your S-corp investment? Learn when it’s actually allowed, how to document worthlessness, and what happens if your business re…
10 months, 3 weeks ago
Beyond the Basics: Unlocking Tax Savings with Deductions Beyond Itemizing
Season 1 Episode 134
In the complex world of tax deductions, understanding the distinctions between above-the-line deductions, below-the-line deductions, and standard and…
10 months, 3 weeks ago
Understanding the Taxation of Lawsuit Settlements: What Taxpayers Need to Know
Season 1 Episode 132
Receiving proceeds from a lawsuit settlement can significantly impact your financial situation, and understanding the tax implications is crucial for…
10 months, 3 weeks ago
Tax Advantages of Qualified Charitable Distributions (QCDs)
Season 1 Episode 133
Qualified Charitable Distributions (QCDs) are a highly effective tool in the tax planning toolkit, particularly for retirees who are required to take…
10 months, 3 weeks ago
Maximize Retirement Savings: Don’t Overlook Catch-Up Contributions for Taxpayers Aged 50 and Over.
Season 1 Episode 131
As retirement approaches, many older Americans seek strategies to maximize their savings and ensure financial stability. Retirement plans often provi…
10 months, 3 weeks ago
A Guide to the Business Pass-Through Deduction
Season 1 Episode 130
The Section 199A pass-through deduction, also known as the Qualified Business Income (QBI) deduction, offers significant tax savings for eligible bus…
11 months ago