Podcast Episodes
Back to SearchWhy December 31,2026 is a Make-or-Break Date for Original QOF Investors
If you invested in a Qualified Opportunity Fund (QOF) using deferred capital gains, pay attention: the law requires that deferred gains be included i…
3 months, 3 weeks ago
Foreign Earned Income Exclusion: Navigating the Opportunities
The Foreign Earned Income Exclusion (FEIE) is a valuable tax provision for U.S. citizens and resident aliens living and working abroad. It allows eli…
3 months, 3 weeks ago
Keeping It in the Family: Tax Risks and Benefits of Home Title Transfers
A frequently encountered issue is when an elderly parent turns the title of his or her home over to a child or other beneficiary and continues to res…
3 months, 3 weeks ago
Unlocking Tax Savings: Navigating the Complex World of Foreign Travel Deductions
When engaging in business overseas, it's crucial to understand how travel expenses are treated under U.S. tax law. Unlike domestic travel, where tran…
3 months, 3 weeks ago
Struggling to Pay Your Taxes? Here Are Solutions and Guidance
Individuals have many options when they cannot pay their tax liability, including setting up an IRS payment plan, tapping a retirement plan, acquirin…
3 months, 3 weeks ago
Where Is My Refund? What To Do When Your Refund Is Way Overdue (And Why a New IRS Notice Might Be The Reason)
If your federal tax refund is seriously overdue, it’s normal to feel worried — especially if you were counting on that money for bills or other expen…
3 months, 3 weeks ago
Tens of Millions Claimed New Tax Breaks — Did You Miss One?
Early 2025 tax returns filing data indicates substantial use of the new tax law’s signature middle‑class tax changes, and the average refund rose com…
3 months, 3 weeks ago
The Real Cost of Hiring (It’s Not Just Salary Anymore)
Think you can afford a new hire? The true cost goes far beyond salary. Learn how to evaluate hiring decisions and avoid costly mistakes for your busi…
3 months, 3 weeks ago
Gen Z Is Earning Differently—And Most Are Getting Taxes Wrong
Season 6 Episode 21
From side hustles to creator income, Gen Z is earning in new ways—but missing key tax rules. Learn the most common mistakes and how to avoid them ear…
3 months, 4 weeks ago
The IRS Is Winning Tax Cases—Why “Creative” Strategies Are Getting Shut Down
The IRS is successfully challenging aggressive tax strategies using the economic substance doctrine. Learn what recent cases mean for your business a…
4 months ago