Latest Tax savings Podcast Episodes
7. How Can You Plan For An Uncertain Future?
Real Personal Finance - June 20, 2024 15:00 - 22 minutes ★★★★★ - 386 ratingsHow do you secure your retirement against an uncertain future? In this episode of “Real Personal Finance,” Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, explore strategies to predict future expenses and ensure financial readiness, even i...
Debunking Common Myths About Employing Your Children!
Small Business Tax Savings Podcast - June 19, 2024 09:00 - 24 minutes ★★★★★ - 66 ratingsSend us a Text Message. Ever wondered how hiring your kids in your business could save you money and teach them invaluable life lessons? In this episode, Mike Jesowshek addresses common myths about hiring your children in your business. He outlines the potential tax benefits, the necessary leg...
Is Giving to a Donor-Advised Fund Worth It?
Real Personal Finance - June 06, 2024 15:00 - 28 minutes ★★★★★ - 386 ratingsRethink your charitable giving and maximize your tax benefits with Donor-Advised Funds. Discover how this streamlined and tax-efficient alternative to traditional donation methods might just be a game-changer to your financial strategy. Scott and Meg contrast DAFs with conventional giving metho...
Understanding the Qualified Business Income Deduction for Small Business Owners
Small Business Tax Savings Podcast - June 05, 2024 09:00 - 23 minutes ★★★★★ - 66 ratingsSend us a Text Message. Are you maximizing your tax savings with the QBI deduction? In this episode, Mike delves into the intricacies of the Qualified Business Income (QBI) deduction, also known as the Section 199A deduction, which was part of the Tax Cuts and Jobs Act. He explains the basic ...
Can Small Business Owners Write Off Gym Memberships on Taxes? [2024]
Small Business Tax Savings Podcast - May 29, 2024 09:00 - 16 minutes ★★★★★ - 66 ratingsSend us a Text Message. Have you ever wondered if your business can deduct the cost of an on-site gym? In this episode, Mike focuses on the tax deductibility of gym memberships and on-premises athletic facilities for small businesses. He clarifies that personal gym memberships are not deducti...
Should I Invest in My Health Savings Account?
Real Personal Finance - May 23, 2024 14:00 - 27 minutes ★★★★★ - 386 ratingsAre you using your Health Savings Account to its full potential? HSAs are great for covering immediate healthcare costs, but with careful planning, they can also become a strategic part of your long-term wealth plan. This week, Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, foun...
Unlocking the Secrets of Meal Expense Deductions for Small Businesses in 2024
Small Business Tax Savings Podcast - May 22, 2024 09:00 - 17 minutes ★★★★★ - 66 ratingsSend us a Text Message. Ever wondered how to save on taxes with your business meal expenses? In this episode, Mike Jesowshek discusses the ins and outs of meal expense deductions for small business owners. He explains how these deductions can turn after-tax spending into pre-tax spending and o...
Top Small Business Tax Deductions: How to MAXIMIZE Savings
Small Business Tax Savings Podcast - May 15, 2024 09:00 - 24 minutes ★★★★★ - 66 ratingsSend us a Text Message. Have you ever wondered how to turn your everyday expenses into legitimate business deductions? Mike Jesowshek discusses strategies for maximizing small business tax deductions, emphasizing the importance of both obvious and non-obvious deductions. He explains that any e...
What Should You Do With Your Stock Portfolio?
Real Personal Finance - May 14, 2024 15:00 - 25 minutes ★★★★★ - 386 ratingsDeciding what to do with your stocks can prove to be a problem, challenge, and opportunity all at once. With a huge portfolio in front of you, what can you do to slim it down? This week, Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, prov...
What Should You Do With Your Pile of Cash?
Real Personal Finance - May 13, 2024 15:00 - 23 minutes ★★★★★ - 386 ratingsIs your cash currently sitting under your mattress, withering away with inflation? While stashing your cash seems like a safe bet, it limits your access to investment opportunities. With inflation rising, the value of your cash may not have the longevity you hoped for. If you currently have a pi...
Is It Possible To Actually Reach FIRE?
Real Personal Finance - May 10, 2024 13:00 - 25 minutes ★★★★★ - 386 ratingsWhat does being financially independent mean to you? Those chasing FIRE (Financial Independence, Retire Early) are choosing to live frugally now to achieve early retirement. FIRE is a means to unlock a life where work is optional and the freedom of choice reigns supreme. Scott Frank, founder of ...
How Can You Avoid Surprises Next Tax Season?
Real Personal Finance - May 09, 2024 19:00 - 26 minutes ★★★★★ - 386 ratingsDoes your anxiety spike every time tax season rolls around? The possibility of receiving an unexpected tax bill can bring a sense of dread to the entire month of April. We all have to pay taxes, but we don’t have to stress about them. Scott Frank, founder of Stone Steps Financial, is joined by M...
Empower Your Team: Choosing the Right Retirement Plan for Your Small Business with Employees
Small Business Tax Savings Podcast - May 08, 2024 09:00 - 23 minutes ★★★★★ - 66 ratingsSend us a Text Message. Are you leveraging the latest tax credits to provide the best retirement plans for your employees? Hosts Mike Jesowshek and guest Matt Ruttenberg discuss retirement plan options for businesses with employees. The conversation highlights various types of retirement plans...
Best Retirement Plans for Solo Entrepreneurs: 2024 Guide to Maximizing Savings with No Employees
Small Business Tax Savings Podcast - May 01, 2024 09:00 - 20 minutes ★★★★★ - 66 ratingsSend us a Text Message. Are you a solo entrepreneur puzzled by the myriad of retirement planning options? Mike Jesowshek welcomes back Matt Ruttenberg to discuss retirement plan options for solo entrepreneurs without employees. They highlight various plans like IRAs, SIMPLE IRAs, SEP IRAs, and...
Retirement Plan Tax Credits 2024: Essential Strategies Every Business Owner Should Know
Small Business Tax Savings Podcast - April 24, 2024 09:00 - 22 minutes ★★★★★ - 66 ratingsSend us a Text Message. Are you a small business owner curious about the financial benefits of establishing a retirement plan for your company? In this episode, Mike Jeshowshek and guest Matt Ruttenberg discuss the substantial tax credits and key due dates associated with setting up retirement...
Listener Q&A with Mike Jesowshek CPA
Small Business Tax Savings Podcast - April 17, 2024 09:00 - 27 minutes ★★★★★ - 66 ratingsSend us a Text Message. Have you ever wondered if you could hire your older child to watch your younger one and claim it as a business expense? Or are you maximizing the benefits of a Health Savings Account to its fullest potential? In this Q&A episode of the podcast, host Mike Jesowshek answe...
Strategic Business Structuring: Navigating Multiple Ventures and Partnership Success
Small Business Tax Savings Podcast - April 10, 2024 09:00 - 20 minutes ★★★★★ - 66 ratingsSend us a Text Message. Have you ever wondered how to structure your multiple business ventures efficiently while minimizing your tax burden? Mike Jesowshek delves into the complexities of business structuring, particularly for individuals owning multiple businesses or in partnership. He emph...
Top 5 Secrets to Navigating Estimated Taxes for Small Business Owners
Small Business Tax Savings Podcast - April 03, 2024 09:00 - 19 minutes ★★★★★ - 66 ratingsSend us a Text Message. Are you perplexed by estimated taxes and worried about potential penalties? Discover how to navigate the U.S. tax system's pay-as-you-go approach and strategically plan your payments to stay on top of your tax obligations! In this episode, Mike Jesowshek discusses the i...
Webinar Reminder: Slash Your 2024 Taxes: Essential Strategies for Small Business Owners
Small Business Tax Savings Podcast - April 01, 2024 10:00 - 1 minute ★★★★★ - 66 ratingsSend us a Text Message. We’re thrilled to invite you to our complimentary webinar, “Slash Your 2024 Taxes: Essential Strategies for Small Business Owners.” Join us for a session packed with valuable insights to minimize your tax bill. Topic: Slash Your 2024 Taxes: Essential Strategies for Smal...
Unlocking Tax Deferral: Leveraging Opportunity Zones & Mastering 1031 Exchange Property Identification
Small Business Tax Savings Podcast - March 27, 2024 09:00 - 25 minutes ★★★★★ - 66 ratingsSend us a Text Message. Are you maximizing the potential of your real estate investments through 1031 exchanges and Opportunity Zones? In this podcast, Mike Jesowshek and guest Michael Scherer delve into the intricacies of 1031 exchanges, focusing on various replacement property options, inclu...
1031 Exchange Mastery: Skyrocket Your Real Estate Profits with Tax-Deferred Strategies
Small Business Tax Savings Podcast - March 20, 2024 09:00 - 24 minutes ★★★★★ - 66 ratingsSend us a Text Message. Are you maximizing your real estate investment potential through tax-deferred strategies? Mike Jesowshek and Michael Scherer delve into the intricacies of 1031 exchanges. They explain its purpose, benefits, and the critical role of proper planning and advice from tax a...
Maximize Your Depreciation Deductions: The Power of Cost Segregation Studies Explained
Small Business Tax Savings Podcast - March 13, 2024 09:00 - 22 minutes ★★★★★ - 66 ratingsSend us a Text Message. Ever wondered how you could significantly reduce your taxable income from real estate investments in just one year? In this episode, Mike Jesowshek introduces Gabriel Florentino from Engineered Tax Services to discuss cost segregation studies, a tax strategy for real es...
2024 Real Estate Tax Mastery: Unlocking Deductions & Strategies for Property Owners
Small Business Tax Savings Podcast - March 06, 2024 10:00 - 25 minutes ★★★★★ - 66 ratingsSend us a Text Message. Curious about how real estate can help you grow your wealth and save on taxes? In this episode, Mike Jesowshek discusses how real estate can serve as a tool for both wealth-building and tax savings. He emphasizes the concept of depreciation, whereby the cost of a rental...
Deadlines Approaching: Mastering Tax Extensions and Payment Options
Small Business Tax Savings Podcast - February 28, 2024 10:00 - 18 minutes ★★★★★ - 66 ratingsSend us a Text Message. Are you worried about filing your tax return on time or paying your tax bill? In this episode, Mike Jesowshek discusses tax extensions and strategies for paying tax bills, addressing common misconceptions and providing practical advice. He clarifies that filing an exten...
Foreign Income Mastery for Entrepreneurs: Your Ultimate Guide
Small Business Tax Savings Podcast - February 21, 2024 10:00 - 15 minutes ★★★★★ - 66 ratingsSend us a Text Message. Ever wondered if your global business ventures could be affecting your U.S. taxes more than you realize? In the podcast episode, Mike Jesowshek delves into the intricacies of foreign income for small business owners, covering essential aspects such as reporting require...
Unlock Hidden Tax Benefits: Post-Year-End Tactics for Entrepreneurs
Small Business Tax Savings Podcast - February 07, 2024 10:00 - 16 minutes ★★★★★ - 66 ratingsSend us a Text Message. Did you know there are still tax-saving strategies you can implement after the year has ended? In the episode, Mike Jesowshek focuses on tax strategies that entrepreneurs and business owners can implement post-year-end to optimize their tax positions. He covered variou...
Sales Tax Simplified: 3 Key Questions to Unravel Your Small Business Tax Obligations
Small Business Tax Savings Podcast - January 31, 2024 10:00 - 38 minutes ★★★★★ - 66 ratingsSend us a Text Message. Expert Danny Wright from Peisner Johnson discusses the intricacies of sales tax and how it applies to business owners. Core concepts are discussed including determining if a business is subject to sales tax, identifying 'nexus' states where sales tax may be applicable, a...
Decoding The Tax Puzzle: Understanding Married Filing Separately
Small Business Tax Savings Podcast - January 24, 2024 10:00 - 15 minutes ★★★★★ - 66 ratingsSend us a Text Message. Are you wondering if filing separately might be the right choice for your tax situation? In this episode, Mike Jesowshek discusses various aspects of 'married filing separately' tax status, explaining when this filing status could be advantageous. He primarily mentions...
Planning Ahead: The Undeniable Importance of Tax Planning Over Preparation for Business Owners
Small Business Tax Savings Podcast - January 17, 2024 10:00 - 18 minutes ★★★★★ - 66 ratingsSend us a Text Message. Have you ever wondered how tax planning can significantly reduce your business's tax liability compared to just tax preparation? In this episode, Mike discusses the difference between tax planning and tax preparation. Tax preparation is important and required by law. I...
IRS's $600 Tax Rule Postponed: What It Means for Venmo, Cash App & PayPal Users in 2024
Small Business Tax Savings Podcast - January 10, 2024 12:00 - 20 minutes ★★★★★ - 66 ratingsSend us a Text Message. What if you discovered that by embracing the new e-filing changes and understanding the nuances of the 1099 NEC, 1099-MISC, and 1099-K forms, you could not only streamline your tax processes but also potentially uncover hidden financial benefits for your business? In t...
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