Podcast Episodes
Back to SearchProtect Your Holiday Generosity: How to Spot and Avoid Charity Scams
Season 1 Episode 13
The holiday season is a time of joy, gratitude, and giving. Unfortunately, this season of goodwill also attracts scammers who prey on the generosity …
1 year, 9 months ago
Top Year End Tax Strategies to Boost Your Business Bottom Line
Season 1 Episode 12
As the year draws to a close, small business owners have a unique opportunity to implement strategies that can significantly reduce their tax liabili…
1 year, 9 months ago
Insurance Agent Termination Payments Due
Season 1 Episode 11
This episode explores the tax implications of termination payments received by retiring insurance agents.
1 year, 9 months ago
Unlock Year End Tax Savings from Your Stock Portfolio!
Season 1 Episode 10
As year-end approaches, it's time to review your stock portfolio for tax-saving opportunities. This episode covers tax-loss harvesting—a strategy to …
1 year, 10 months ago
Tax-Savvy Retirement: Strategies Boomers Can Use to Lower Their Tax Bill and Maximize Savings
Season 1 Episode 9
Discover smart tax strategies for Baby Boomers to maximize retirement savings. Learn how to manage RMDs, leverage QCDs, time Social Security, and mor…
1 year, 10 months ago
Top Year End Tax Strategies to Boost Your Business Bottom Line
Season 1 Episode 8
As the year draws to a close, small business owners have a unique opportunity to implement strategies that can significantly reduce their tax liabili…
1 year, 10 months ago
The Dark Side of Wealth: Lessons from a CEO's Tax Fine
Season 1 Episode 7
Wise CEO Kristo Käärmann's hefty tax fine reveals shocking truths about billionaire accountability and the importance of transparency in leadership.
1 year, 10 months ago
Minisode - Meet Nadia Maradiaga and My Tax Lady
Season 1 Episode 6
In this episode, we review the team at My Tax Lady, a trusted tax and accounting firm located in Charlotte, North Carolina. With over a decade of exp…
1 year, 10 months ago
Smart Retirement Moves for Boomers: Cutting Taxes & Boosting Savings
Season 1 Episode 5
Retirement is your reward for a lifetime of hard work, but keeping more of your savings in retirement requires strategy. Many Baby Boomers unknowingl…
1 year, 10 months ago
What to Expect from Potential Tax Changes Under President Trump’s New Term — And How to Prepare
Season 1 Episode 3
Stay informed about possible tax changes under President Trump’s new term. Learn how proposed tax policies may impact deductions, exemptions, and bus…
1 year, 10 months ago