Podcast Episodes
Back to SearchWait Until 2027: How the OBBBA’s New Rules Can Slash Your Capital Gains Tax.
Season 5 Episode 13
For taxpayers sitting on significant capital gains in 2026, the strategy for when to sell and reinvest in qualified opportunity zones (QOZs) has shif…
1 month ago
Beat the SALT Cap: How PTET Lets Pass-Through Owners Reclaim State Tax Deductions
Season 5 Episode 10
If you pay substantial state and local taxes (SALT), itemize your deductions, and feel the pain of the federal cap on SALT deductions, the pass-throu…
1 month ago
Gas Prices Soar After the Iran Shock. How Will the Deduction for Business Use of Your Vehicle Be Affected?
Season 5 Episode 11
Gas prices jumped after the Iran conflict began and that could mean the IRS will raise the business mileage rate mid‑2026. Consider why the actual‑ex…
1 month ago
It's Hard to Believe: But Found Money Is Taxable
Season 5 Episode 12
Do you know there is a tax code section that specifies the term “income” means all income from whatever source derived, regardless of its source or a…
1 month ago
The IRS Is Paying Attention Again: Why More Taxpayers Are Getting Notices
Season 5 Episode 7
IRS enforcement is increasing with more data-driven reviews and notices. Learn why and what steps to take if you receive a notice.
1 month ago
AI Isn’t Replacing Your Business. But It Is Changing How You Scale It
Season 5 Episode 8
AI can help small businesses reduce operating costs, improve efficiency, and increase profit margins. Learn how to apply it strategically.
1 month ago
They Got In. Now You Have to Decide: How to Pay for College Without Regret
Season 5 Episode 9
College acceptance season is here. Learn how parents can compare net costs, use smart funding strategies, and make tax-efficient decisions.
1 month ago
Cracking the Kiddie Tax Code: Unlocking Tax Strategies for Your Child's Unearned Income
Season 5 Episode 3
“Kiddie Tax" is a term that refers to the tax imposed on the unearned income of children to prevent families from exploiting a lower tax rate by shif…
1 month ago
The Tax Issues Those TV Ads Don't Tell You About Selling Your Life Insurance Policy
Season 5 Episode 4
You've probably seen the advertisements promising quick cash for unneeded life insurance policies, targeting those who might not see the need for pol…
1 month ago
Medically Related Home Improvements May Have Tax Benefits
Season 5 Episode 5
As America’s population ages, many taxpayers are making home modifications to help prevent falls or accommodate age-related infirmities. While home i…
1 month ago