Podcast Episodes
Back to SearchWhat Caregivers Need to Know About Medicaid Waiver Payments
Medicaid waiver payments can create unusual tax issues because they sit at the intersection of health care, social services, and the tax code. For ma…
1 month ago
Cryptocurrency and Taxes: What Everyday Taxpayers Need to Know
For many taxpayers, cryptocurrency creates more tax issues than expected. You can owe tax even if you never convert your crypto into dollars. You can…
1 month ago
Prediction Markets Are Becoming a Tax Issue - Here's Why That Matters
Prediction market taxation is evolving. Learn how new state laws, federal oversight, and changing tax rules could affect investors and future reporti…
1 month ago
Treasury Signals Increased Scrutiny of Sophisticated Tax Investment Strategies: What High-Net-Worth Investors Should Know
Treasury is reviewing sophisticated tax-aware investment strategies. Learn what high-net-worth investors should know before implementing complex tax …
1 month, 1 week ago
Unlocking the HSA: A Rare Triple Tax Break for Medical and Retirement Planning
A Health Savings Account, or HSA, is one of the most tax-efficient accounts in the Internal Revenue Code. Its basic purpose is simple: to help people…
1 month, 1 week ago
The IRS Is Updating Its Voluntary Disclosure Program for Cryptocurrency: What Crypto Investors Need to Know
The IRS is updating its Voluntary Disclosure Program for cryptocurrency. Learn what
it means if you have unreported crypto transactions.
1 month, 1 week ago
Succession Planning for Business Owners; Protecting Your Company, Your Family and the Tax Outcome
Business succession planning is the process of preparing for the future
transfer of a business so that the company can continue operating smoothly whi…
1 month, 2 weeks ago
Maximizing Educational Savings: A Comprehensive Guide to Section 529 Plans
Learn how 529 plans can help you save for education with tax advantages, flexible contribution options, and strategies for unused funds.
1 month, 2 weeks ago
Before You Buy the Equipment, Seek Advice
Thinking about buying business equipment? Learn why tax planning before you purchase can improve cash flow, financing, and long-term results.
1 month, 2 weeks ago
Important Change For Premium Tax Credit Repayments In 2026; What Taxpayers Need Know Now
Learn how the 2026 premium tax credit repayment changes could increase your tax bill and what steps you can take now to avoid surprises.
1 month, 3 weeks ago