Taxgirl Podcast
123 episodes - English - Latest episode: about 2 years ago -The Taxgirl podcast is a series of conversations about taxes, money, and the choices we make.
Because paying taxes is painful, but hearing about them shouldn't be.
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Episodes
15: Bookkeeping Is More Than Just Numbers
October 19, 2020 16:00 - 40 minutes - 56.5 MBEpisode 15 - Bookkeeping Is More Than Just Numbers: Understanding Why It Matters Bookkeeping is an important factor of properly running a business. Many people tend to think that bookkeeping and accounting are one and the same. However, they can be very different. Bookkeeping is the recording of all financial transactions within a business. Kelly invites Nicole Davis to cover everything you need to know on how to properly take care of your business’s books. Whether you are wondering how t...
14: An Offer You Can't Refuse: A Look At The Mob Museum
October 12, 2020 16:00 - 37 minutes - 52.1 MBSome of the biggest criminal cases in history involve financial disputes and tax evasion. Kelly introduces her favorite museum, The Mob Museum, in Las Vegas, Nevada. The museum focuses on mob crime history including the St. Valentine's Day Massacre in Chicago involving Al Capone. Capone refused to file a tax return claiming that "They can’t collect legal taxes from illegal money.” The Internal Revenue Service's new crime-fighting division (now, IRS-CI) was ordered to "Get Capone" - and they ...
13: What You Need To Know About Cryptocurrency & Tax
October 05, 2020 16:00 - 35 minutes - 48.7 MBCryptocurrency is a digital or virtual currency. Essentially, it was created to offer a system to enable peer to peer payments without the need of a third party, offering security and a measure of anonymity. For federal income tax purposes, it's treated as a capital asset. And what you don't know could hurt you since recently the IRS has made it a priority to keep up with cryptocurrency transactions. Kelly invites David Kemmerer to help guide taxpayers who are using or may be interested in u...
12: Preparing & Managing For A Sandwich Generation Household
September 28, 2020 16:00 - 44 minutes - 60.6 MBEpisode 12 - Preparing and Managing for a Sandwich Generation Household Kelly acknowledges the statistics of life expectancy rapidly increasing, which seemingly results in more sandwich generation households. Sandwich generations are when a parent generation with children, also find themselves caring for elderly. Ultimately, these situations can lead to many challenges, including financial and emotional concerns, and everything else that comes with juggling two generations. This week’s pod...
11: Being a Minority in the Tax Industry
September 21, 2020 16:00 - 42 minutes - 58.4 MBKelly shares her research on the minorities in the tax industry. While she found that women only make up one-third of the CPA population, the numbers for people of color came out to be even more scarce. Kelly found that the tax firm industry is made up of 80% white people, less than 8% black people, 6% Latino, and 6% Asian American. Those numbers aren't encouraging. Kelly invites Eric Pierre, an African American who has more than successfully beat the odds, to talk about how the numbers show...
10: The Original Survivor’s Big Win And What Happened When He Was Charged With Tax Evasion
September 14, 2020 16:00 - 44 minutes - 61.3 MBIn the 1990s and early 2000s, reality television as we know it today was still relatively new. And leading the pack was a CBS series called Survivor. The first season, Survivor: Borneo, was initially broadcast on May 31, 2000. The show dropped a group of strangers on an island where they had to find or create food, fire, and shelter and work together in teams. Along the way, they competed in challenges and were voted out by their fellow contestants, until only one remained and won the $1 mi...
10: : The Original Survivor’s Big Win And What Happened When He Was Charged With Tax Evasion
September 14, 2020 11:00 - 44 minutes - 61.3 MBIn the 1990s and early 2000s, reality television as we know it today was still relatively new. And leading the pack was a CBS series called Survivor. The first season, Survivor: Borneo, was initially broadcast on May 31, 2000. The show dropped a group of strangers on an island where they had to find or create food, fire, and shelter and work together in teams. Along the way, they competed in challenges and were voted out by their fellow contestants, until only one remained and won the $1 ...
10: The Original Survivor Winner’s White Collar Criminal Case
September 14, 2020 11:00 - 44 minutes - 61.3 MBIn the 1990s and early 2000s, reality television as we know it today was still relatively new. And leading the pack was a CBS series called Survivor. The first season, Survivor: Borneo, was initially broadcast on May 31, 2000. The show dropped a group of strangers on an island where they had to find or create food, fire, and shelter and work together in teams. Along the way, they competed in challenges and were voted out by their fellow contestants, until only one remained and won the $1 ...
9: How The Pandemic Has Impacted Job Growth In The Tax & Accounting Fields
September 07, 2020 16:00 - 24 minutes - 33.9 MBOne of the biggest fears of employment, is being able to find a decent job. Job opportunities drastically vary based on the economy. Recently, the projected job outlook for 2018-2028 was expected to be at six percent, which was a slowdown from a previous bracket. However, now the numbers are expected to be altered even more due to the Corona Virus Pandemic. Where do we stand today with employment growth and opportunities? The unknown might leave many employees and employers in fear. Kelly in...
8: What Successful People Have Learned About Money
August 31, 2020 16:00 - 41 minutes - 56.8 MBWhat's your relationship with money like? Financial challenges are often tied to mental stigma and what we are conditioned to believe about money - even as children. Often, being conditioned to believe a certain way or having expectations about money can lead business owners to carry shame about their current business or financial situations, which can lead to poor business or financial choices. This week’s episode is all about learning to have a relationship with money that allows you to ...
7: Trademark & The Cost Of Protecting Your Brand
August 24, 2020 16:00 - 51 minutes - 70.7 MBAll professionals will stumble upon the struggle of balancing costs with deductibility. When is the proper time to spend money on your company or product? Will the money spent be beneficial with the return? Branding your company, service, or product is key to obtaining a successful business platform. Sometimes, this process can be costly, but it could potentially cost you more if you choose to ignore it. Protecting Brand and Trademarks This week, Kelly brings Kelley Keller, founder a...
7: Trademark & The Cost Of Protecting Your Brand
August 24, 2020 11:00 - 51 minutes - 70.7 MBAll professionals will stumble upon the struggle of balancing costs with deductibility. When is the proper time to spend money on your company or product? Will the money spent be beneficial with the return? Branding your company, service, or product is key for obtaining a successful business platform. Sometimes, this process can be costly, but it could potentially cost you more if you choose to ignore it. This week’s podcast offers clarity when it comes to balancing the cost and emotional ...
6: Let’s Talk About Addiction, Mental Illness & Stigma (Yes, Lawyers Have It, Too)
August 17, 2020 16:00 - 46 minutes - 64.7 MBIt's been a long and stressful tax season. Mix long hours together with COVID, and there's real worry about mental health for tax professionals. More often than not, one of the barriers to seeking help is stigma: it is difficult for any professional to admit that they are suffering. This week’s episode focuses on the steps you need to take to confront personal mental struggles. Turning Struggles into Success as a Professional Joining Kelly this week is Brian Cuban, a lawyer who has faced...
5: Following The Money: All About IRS Criminal Investigation
August 10, 2020 16:00 - 34 minutes - 47.6 MBToday, the IRS Criminal Investigation Agency, also known as CI, works to better our community by tackling tax fraud and other financial crimes. This week, Kelly invites Don Fort, the Chief of Criminal Investigation with the IRS to explore the crucial work and educate listeners on the work of CI. Learn From the Chief of Criminal Investigation Don has been with the IRS for 29 years now, holding roughly nine leadership positions. If anyone can explain the ins and outs of the IRS CI, it's D...
5: The Influence of the IRS Criminal Investigation for Taxpayers
August 10, 2020 11:00 - 34 minutes - 47.6 MBFor many years, the IRS has grown to help serve our community and taxpayers. Today, the Criminal Investigation Agency, also known as CI, have been working hard to better our community by tackling tax fraud and other financial crimes. The hard work and efforts of this agency are sometimes overlooked or unknown. This week, Kelly invites Don Fort, the Chief of Criminal Investigation with the IRS to explore the crucial work and educate listeners on how the CI Agency provides a backbone for us,...
4: What You May Not Know About Civil Forfeiture
August 03, 2020 16:00 - 48 minutes - 70.2 MBWe all know that the Constitution says that the government cannot deny anyone of life liberty or property without due process of law. But did you know that the government may be able to seize your property even if you're not accused of a crime? It's true. Federal and state statutes allow authorities to take your property through a process called civil forfeiture. In this week’s podcast, Kelly and her guest Dan Alban, a litigator with experience in these kinds of cases, discuss civil forfei...
4: Civil Forfeiture
August 03, 2020 11:00 - 48 minutes - 70.2 MBWe all know by the Constitution, that the government cannot deny anyone of life liberty or property without due process of law. However, it seems to be a reoccurring country-wide issue. Civil forfeiture is a thin line to walk for both law enforcement and taxpayers. A major issue is that many are unclear on the laws and guidelines that support civil forfeiture. In this week’s podcast, Kelly and her guest Dan Alban, a fighting and pro-bono defense attorney for similar cases discuss the ins, ...
3: Paying & Managing Sales Taxes In A Post-Wayfair World
July 27, 2020 16:00 - 30 minutes - 42.3 MBThis week, Kelly really dives into the recent ruling in 2018 that online businesses must pay taxes and the effect on smaller, primarily online businesses. Brad Scott joins Kelly for an inside look at how the Kill Quill ruling affects small businesses. Brad is the Director of Finance at Halstead Bead, Inc., a jewelry component wholesaler supplying jewelers across the United States and around the globe. Halstead is a second-generation, family-owned, small business. Scott has been with Halstea...
3: Learning the Burden or Benefit of Online Businesses Paying Taxes
July 27, 2020 11:00 - 30 minutes - 42.3 MBI know many of you have heard the controversy about Wayfair and Amazon paying taxes. Well, this week’s episode with Kelly, really dives into the recent ruling in 2018 that online businesses must pay taxes and the effect on smaller, primarily online businesses. Brad Scott joins Kelly as a guest host to give an inside look on how the Kill Quill ruling effects small businesses. Brad is the Director of Finance at Halstead Bead, Inc., a jewelry component wholesaler supplying jewelers across the...
2: Learn To Relax During A Stressful Tax Season - Or Anytime
July 20, 2020 16:00 - 44 minutes - 61.3 MBJoin Kelly this week for a podcast focused on something we all dread: stress. Tax season and deadlines mean that stress is a concern for many taxpayers and professionals. There are so many changes in the tax world this year due to COVID-19 - with more to follow. We need to recognize if these factors are causing stress in our lives, and how to take control. Stress Prevention Jeena Cho is the author of The Anxious Lawyer, an 8-week guide for lawyers on mindfulness and resiliency. She i...
2: The Rise of Stress During Tax Season
July 20, 2020 11:00 - 44 minutes - 61.1 MBJoin Kelly this week for an awesome tax podcast based on stress. As we come up on Tax season and deadlines, stress is rising for many taxpayers and professionals. It is important that we are aware of the changes that have been implemented on taxes this year due to the Corona Virus, and what is to follow. More importantly, we need to recognize if these factors are causing stress in our lives, and how to take control. Stress Prevention Jeena Cho is Kelly’s guest this week, who is a law...
2: Finding Relaxation During A Stressful Tax Season
July 20, 2020 11:00 - 44 minutes - 61.3 MBJoin Kelly this week for a podcast focused on something we all dread: stress. Tax season and deadlines mean that stress is a concern for many taxpayers and professionals. There are so many changes in the tax world this year due to COVID-19 - with more to follow. We need to recognize if these factors are causing stress in our lives, and how to take control. Stress Prevention Jeena Cho is Kelly’s guest this week. Jeena is the author of The Anxious Lawyer, an 8-week guide for lawyers on...
1: Desperation and Loans in a Time of Crisis
June 17, 2020 19:16 - 54 minutes - 74.7 MBJoin us in kicking off our new and informative podcast hosted by Kelly Phillips Erb. During this episode, Kelly invites a guest host, Jeff Grant to discuss his experience with applying for a small business loan - and what followed. Taking On Business Loans Jeff Grant is someone who has followed through with a business loan in a time of desperation. He shares with Kelly some real-life experiences when applying for a loan and how you can be tempted to go too far. Kelly also discusses th...