Podcast Episodes
Back to SearchMid-Year Tax Planning Is Not a Luxury. It’s Where Real Planning Happens.
A mid-year tax review helps business owners improve cash flow, reduce surprises, and make smarter decisions before year-end.
2 months ago
Maximize Pay, Minimize Taxes: A Guide to Fringe Benefits for Employers and Employees
Employers of all sizes can assemble a portfolio of fringe benefits that materially increase employees’ total compensation while delivering tax advant…
2 months, 1 week ago
The Hidden Homeownership Tax: Why Mortgage Shopping Can Be a Smart Financial Move
Many homeowners overpay by not shopping for mortgages. Learn how rates, refinancing, taxes, and cash flow can affect your finances.
2 months, 1 week ago
What Taxpayers Need to Know About Tokenized Securities and 2026 Tax Reporting
A new Form 1099-DA is being initiated in 2026 for tokenized‑security dispositions. Be ready to supply records if the broker’s basis or other data ar…
2 months, 1 week ago
Trump Accounts and Scam Alerts - How to Protect Your Child's Savings
Learn how to identify Trump Account scams, spot warning signs, verify communications, and protect your child's savings from fraudsters.
2 months, 1 week ago
Understanding Social Security: Why Planning Matters More Than Ever
Social Security is about more than choosing when to claim benefits. Learn how taxes, Medicare, spousal benefits, and retirement income planning work …
2 months, 1 week ago
IRMAA: The Stealth Retirement Tax Many Affluent Retirees Miss
IRMAA can raise Medicare costs for higher-income retirees. Discover planning strategies for Roth conversions, RMDs, and Social Security
2 months, 2 weeks ago
Weddings, Childcare, Children’s Summer Employment, and Travel: Navigating Summer’s Tax Minefield
Your tax outcome often depends on facts and dates. A life change that happens in June — marriage, separation, a child taking a summer job, or renting…
2 months, 2 weeks ago
You Got the Tax Deduction. But Do You Still Control the Money?
A lawsuit involving a $21 million donor-advised fund is raising new questions about donor rights, charitable giving, and tax planning.
2 months, 3 weeks ago
Could Your Dog Qualify for a Tax Break? A New Proposal Says ‘Yes!’
New Jersey's proposed $900 pet tax credit is reigniting debate over whether pet owners should receive tax relief for everyday expenses.
2 months, 3 weeks ago