Podcast Episodes

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You May Receive a Form 1099-K This Year: What It Means for Your Taxes

Season 1 Episode 33

Form 1099-K was introduced as part of the Housing and Economic Recovery Act of 2008, with its reporting requirements taking effect in 2011. The form …

1 year, 8 months ago

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Tax Time Has Arrived! Tips for Getting Ready for Your Tax Appointment

Season 1 Episode 31

You, like most taxpayers, probably dread the task of pulling together your records to prepare for your tax preparation appointment, but the effort us…

1 year, 8 months ago

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Standard Business Mileage Rate

Season 1 Episode 29

Are you self-employed and wondering how to maximize your vehicle-related business deductions? This episode covers everything you need to know about t…

1 year, 8 months ago

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Plan, Forecast, Succeed: QuickBooks Budgeting for Accountants in 2025

Season 1 Episode 30

Learn how accountants can use QuickBooks budgeting tools to forecast revenue, manage expenses, and grow their practice in 2025.

1 year, 8 months ago

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Start Off on the Right Foot for the 2025 Tax Year

Season 1 Episode 27

Individuals and small businesses should consider various ways of starting off on the right foot for the 2025 tax year.

1 year, 8 months ago

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Tax Season Is Coming: Here’s a Laugh Before the Madness Begins

Season 1 Episode 28

Before tax season heats up, enjoy these funny and bizarre tax stories—from outrageous deductions to unexpected IRS calls. Laughter guaranteed!

1 year, 8 months ago

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What Are the Most Common Business Financial Fraud Schemes?

Season 1 Episode 26

Learn about the most common financial fraud schemes targeting small businesses, including payroll fraud, phishing scams, and vendor fraud. Discover p…

1 year, 9 months ago

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Mega Backdoor Roth IRA

Season 1 Episode 25

The Mega Backdoor Roth IRA is an advanced retirement savings strategy that allows high-income earners to contribute significantly more to their Roth …

1 year, 9 months ago

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Why Updating Beneficiaries is Crucial After Life Changes

Season 1 Episode 22

Properly naming beneficiaries ensures that your assets are transferred smoothly and according to your wishes, bypassing the often lengthy and costly …

1 year, 9 months ago

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Why Accurate Payroll Matters: Avoid Costly IRS Penalties and Build Employee Trust

Season 1 Episode 23

Discover why precise payroll is critical for your SMB. Avoid IRS penalties, save time, and build employee trust by partnering with a payroll-savvy ta…

1 year, 9 months ago

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