Podcast Episodes
Back to SearchTax Alert: Prepare for the New 1099-DA Crypto Reporting
Season 2 Episode 31
The reporting requirements for Form 1099-DA officially take effect for the 2025 tax year, with brokers sending the forms to taxpayers and the IRS in …
3 months ago
Unlock Tax Savings with the New Auto Loan Interest Deduction
Season 2 Episode 32
The IRS has introduced proposed regulations that outline the eligibility criteria for deductions on interest paid on loans for qualified passenger ve…
3 months ago
Navigating Wash Sale Woes: Common Pitfalls, Tax Implications, and Strategic Avoidance
Season 2 Episode 30
To prevent taxpayers from selling a security to claim a loss and then immediately repurchasing the same or a “substantially identical” security, the …
3 months, 1 week ago
Pricing Isn’t About What You Charge — It’s About What Your Business Can Sustain
Season 2 Episode 28
If margins are thin and cash flow feels unpredictable, pricing is often the real issue. Here’s why pricing is a CFO advisory conversation — not a gue…
3 months, 1 week ago
When “No Big Deal” Turns Into a Big Deal: Lessons From the IRS’s Top 10 Cases of 2025
Season 2 Episode 29
The IRS just released its Top 10 Tax Crime Cases of 2025. These real cases show how small tax issues can quietly grow into serious problems, and what…
3 months, 1 week ago
It’s Tax Time - Beware of Scams
Season 2 Episode 27
As the tax season gets underway, scammers are plotting to take advantage of your fear of the IRS to steal your identity, your tax refund, or even to …
3 months, 1 week ago
Beware of Social Media Tax Advice: The Risks and Consequences
Season 2 Episode 25
Social media serves as a hub of information on almost every topic imaginable, from cooking recipes to financial advice, including taxes. However, as …
3 months, 1 week ago
Understanding Designated Roth Accounts: Benefits, Contributions, Distributions, and Tax Implications
Season 2 Episode 26
Designated Roth accounts provide a compelling retirement saving strategy for those seeking tax-free income in their golden years. With no income rest…
3 months, 1 week ago
Thinking About Moving for Taxes? This Is a Conversation You Need to Have First
Season 2 Episode 22
With so many people talking about moving for tax reasons, it’s easy to miss the full picture. Before you pack up, here’s the tax conversation every f…
3 months, 1 week ago
Tax Ramifications for Scam Victims
Season 2 Episode 23
Navigating the tax implications of scams and theft losses can be complex, especially considering legislative changes that generally limit casualty an…
3 months, 1 week ago