Podcast Episodes
Back to SearchThe Silent Cash Flow Killers Hitting Small Businesses Right Now
Season 2 Episode 12
Inflation hangover, payroll creep, tariffs, subscriptions, and tax surprises are draining SMB cash flow. Learn what to watch and how to respond.
3 months, 3 weeks ago
Dodge the Tax Torpedoes: Navigate Your Income with Strategic Planning
Season 2 Episode 11
Modified Adjusted Gross Income (MAGI) often emerges as a silent yet powerful factor that can dramatically influence a taxpayer’s tax outcomes. This a…
3 months, 3 weeks ago
Drug & Alcohol Addiction: Navigating the Tax and Financial Aspects
Season 2 Episode 10
Navigating the complexities of drug and alcohol addiction poses not only profound personal and health challenges but also significant financial and t…
3 months, 4 weeks ago
Unraveling the 2025 Tax Overhaul: How New Laws Could Impact You
Season 2 Episode 8
The year 2025 marks a pivotal moment for taxpayers across the nation as sweeping changes take effect, ushered in by the One Big Beautiful Bill Act (O…
3 months, 4 weeks ago
Why File a Tax Return When Not Required?
Season 2 Episode 9
Generally, individuals are required to file a tax return for a year if their income exceeds the standard deduction for their filing status for that y…
3 months, 4 weeks ago
Student Loan Collections Are Back. What Borrowers With Heavy Student Debt Need to Know Now.
Season 2 Episode 7
Student loan enforcement is restarting. Should bankruptcy be considered? Learn the pros, cons, credit impact, and tax implications before deciding.
4 months ago
Understanding Income Tax: A Guide to Partnering Effectively with Your Tax Professional
Season 2 Episode 6
A clear guide to income tax basics, including brackets, AGI, MAGI, deductions, credits, taxable income, and how to collaborate effectively with your …
4 months ago
Trump Accounts – Don’t Miss Out on This Opportunity for Your Children.
Season 2 Episode 6
With the introduction of Trump Accounts under President Trump's Working Families Tax Cuts Act, also known as the One Big Beautiful Bill Act (or OBBBA…
4 months ago
Received an IRS Letter? Here’s What Not to Do
Season 2 Episode 5
An IRS or state tax notice is stressful—but panic makes it worse. Learn what not to do if you receive a tax notice and how to respond calmly.
4 months ago
Why Your Tax Refund Isn’t a Win (And What to Do Instead)
Season 2 Episode 4
A big tax refund feels good—but it often signals missed planning. Learn how withholding reviews, estimates, and life changes affect your taxes.
4 months ago