Podcast Episodes
Back to SearchUnderstanding 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, 2 months 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, 2 months 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, 2 months 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, 2 months 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, 2 months 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, 2 months 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, 2 months ago
Think the IRS Is Slowing Down? Why That Might Actually Increase Your Audit Risk
Season 1 Episode 104
IRS audits are getting smarter, not softer. Learn how the IRS uses AI, DIF scoring, and third-party data matching to flag returns—and how to protect …
1 year, 3 months ago
Discover Lifelong Benefits: How the Adoption Tax Credit Can Change Your Family's Story
Season 1 Episode 102
Adopting a child can be a challenging process, both emotionally and financially. To ease the financial burden, the U.S. federal government offers an …
1 year, 3 months ago
Is Your Business Overpaying Taxes? 3 Mid-Year Moves That Could Save You in 2025
Season 1 Episode 103
Don't wait until December. These three mid-year tax planning strategies can help business owners reduce their 2025 tax liability and boost cash flow.
1 year, 3 months ago