Latest Tax Podcast Episodes

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On the Tax Cuts and Jobs Act's Winners and Losers

Taxes for the Masses - April 28, 2024 14:00 - 26 minutes ★★★★★ - 38 ratings
In this episode, we unpack what research says about the effects of the Tax Cuts and Jobs Act six years after its effective date.

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Improving Financial Advice with Strategic Client Touchpoints

PROpulsion LIVE - April 27, 2024 20:00 - 34 minutes
In this episode, we get stuck into the value-adding touchpoints in the financial advice client journey. The discussion focuses on being intentional in client interactions, identifying moments where the most value can be added through human interaction, and complementing these moments with techno...

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Tax Evasion Tips: Income the IRS does not tax

Ask Ralph Podcast: Mastering Your Finances with a Christian Perspective - April 27, 2024 07:00 - 9 minutes ★★★★ - 7 ratings
Join Ralph Estep, Jr., as he shares Tax Evasion Tips. Want to learn about 5 types of income the IRS doesn't tax? From gifts to inheritances, our latest episode delves into untaxed income sources and actionable steps to take advantage of them.  LISTEN NOW WATCH NOW ON YOUTUBE (OUR VIDEO VERSION...

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Tax treatment of CalPERS long-term care premium settlement

Spidell's California Minute - April 26, 2024 18:33 - 3 minutes ★★★★★ - 18 ratings
This week we’re covering the tax treatment of CalPERS long-term care premium settlement payments.

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New & Old Retirement Tips

Financial Safari with Marty Nevel - April 26, 2024 16:00 - 51 minutes
In this conversation, Marty Nevel shares tips and strategies to help listeners prepare for retirement. He discusses the changes in retirement planning due to the Secure Act and Secure Act 2.0, such as the option to deposit money into a Roth account and make tax-free withdrawals for emergencies. ...

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Late Start Retirement Saving

Your Retirement With Sam Duell - April 26, 2024 16:00 - 50 minutes
Sam and Luke provide tips for boosting retirement savings for individuals who may have started late. They discuss catch-up contributions for individuals over 50, the importance of considering risk tolerance when investing, the option of delaying retirement, and the need to strategically plan for...

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Retirement Rules of Thumb

Retire Right Radio with Paul Roberts - April 26, 2024 16:00 - 53 minutes
In this episode of Retire Right Radio, Weston Lindemann discusses the outdated retirement rules of thumb and offers proactive planning strategies for a secure retirement. He challenges the 60-40 stock bond rule, highlighting how bonds can also suffer losses during market downturns. Weston emphas...

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Being Mission Minded: A Special Interview with Ben Sherrill | Beyond Tomorrow | Ep 180

Beyond Tomorrow with Andrew Nida & Moise Piram - April 26, 2024 15:51 - 34 minutes
Today we have a special interview with Ben Sherell from One More International! ---------------------------------------------------------------------- Have questions? Learn more at assetmg-inc.com ---------------------------------------------------------------------- Follow us! Face...

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International Sellers

Sales Tax & More - April 26, 2024 15:24 - 11 minutes
In this episode of the Sales Tax and More podcast, we answer the following questions...    Who are we talking about when we say International sellers? What are common issues we see for international sellers? What would a good strategy be for International sellers trying to get compliant?...

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Distraint Warrant Scams

Sales Tax & More - April 26, 2024 15:18 - 11 minutes
What is a “distraint notice” What are some things to look out for when determining if something is a scam? A review of the general process when dealing with any notice to determine if it’s a scam.  

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Health Savings Accounts

Ask Ralph Podcast: Mastering Your Finances with a Christian Perspective - April 26, 2024 07:00 - 12 minutes ★★★★ - 7 ratings
Did you know? Health Savings Accounts (HSAs) offer a triple tax advantage for your medical expenses! Join Ralph Estep, Jr., as he dives into the details with our latest podcast episode.   LISTEN NOW WATCH NOW ON YOUTUBE (OUR VIDEO VERSION) WATCH NOW ON RUMBLE (OUR VIDEO VERSION) Please share...

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58 The Witcher 3, Dinosaus in COD and the impossible edit! ft. Michelle Azevedo

Tax Deductible Gamer - April 26, 2024 00:15 - 1 hour ★★★★★ - 1 rating
Let’s freakin’ go!!!! I am so excited ot have Michelle on the pod this week as we’ve been trying to make this happen forever! We get to chat hozy games (inlcuding the recent Stardew Valley x The Hobbit inspired game called Tales of the Shire), the potential leak of the new Assassin’s Creed tit...

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Generational Opportunity for Change

Battleground Wisconsin - April 25, 2024 23:19 - 45 minutes ★★★★ - 45 ratings
We preview the final 40th Anniversary event next Tuesday, April 30th, 6pm, in Eau Claire. Robert reminds connects our 40th birthday to the abuses of the large hospital monopolies who recently ripped a huge hole in the health care safety net in their craven pursuit of profit. We talk about the new...

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You’ve Got To Get Your Crap Together

The Ramsey Show Highlights - April 25, 2024 20:00 - 11 minutes ★★★★★ - 357 ratings
💵 Sign up for EveryDollar today - Create a free Budget! Did you miss the latest Ramsey Show episode? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews, and more! Next Steps 📞 Ha...

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Step-by-Step S Corp Tax Prep Process Part 7

Tax Pro Nation - April 25, 2024 19:46 - 22 minutes ★★★★★ - 9 ratings
Andy Frye EA and Daren Gress EA start off the seventh and last episode of Step-by Step S Corp Tax Prep Process with an open discussion on accountable plans and the value that clients get from the service you are provding.   For more information about the episode visit us at prontotaxschool.c...

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Hiring and retention trends in the profession

AICPA Town Hall - April 25, 2024 19:00 - 1 hour ★★★★★ - 12 ratings
Topics include:  The latest from DC on pressing issues impacting the profession   Technical updates  Accounting and finance hiring and retention trends    Speakers:   Michael Cerami, EVP, CPA.com  Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA  Rachel Dresen, Senior Director, Con...

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601 What Will New Mexico's "Energy Transition" Really Cost - Professor Reilly White

Tipping Point New Mexico - April 25, 2024 16:53 - 41 minutes ★★★★ - 29 ratings
On this week's interview Paul sits down with UNM Finance Professor Reilly White to discuss issues in New Mexico's "Energy Transition" relating to electricity. While the transition was touted as zero cost or even a financial benefit for ratepayers. White believes that the transition will cost rea...

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163. The Corporate Transparency Act After the Alabama Decision with Frank Tumminello - by Tax Rep Network

Tax Rep Network with Eric Green - April 25, 2024 15:37 - 37 minutes ★★★★★ - 86 ratings
Frank Tumminello from File Forms joins Eric again to discuss the current status of the Corporate Transparency Act, the impact of the Alabama Federal Court ruling and what the best advice for clients is right now who need to get Beneficial Ownership filings done.   Want to check out File Forms...

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Bridging the Gap Between Education & Employment in Tarrant County

Whitley Penn Talks - April 25, 2024 13:00 - 13 minutes ★★★★★ - 23 ratings
In this 13-minute episode of our WP Cares podcast series, Emily Landry is joined by Natalie Young Williams, Executive Director of Tarrant To & Through (T3) Partnership. Together, they explore the various aspects of T3’s impactful work in Tarrant County that helps turn students’ dreams into tangi...

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You Suck at This

The Ramsey Show Highlights - April 25, 2024 10:00 - 9 minutes ★★★★★ - 357 ratings
💵 Sign up for EveryDollar today - Create a free Budget! Did you miss the latest Ramsey Show episode? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews, and more! Next Steps 📞 Ha...

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Do I Need Life Insurance in Retirement?

The Retirement Show: Your Life, Your Money with Scott Sierens - April 25, 2024 09:00 - 35 minutes ★★★★★ - 3 ratings
Do you need life insurance once you’ve retired? We get this question all the time in our office. And, as with most things in financial planning, the necessity of it depends on your situation. So, in today’s video, Scott is here to share some examples of why one would or would not need life insur...

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals artwork

Hitting $1.5M in 36 months (And Selling the Firm)

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals - April 25, 2024 09:00 - 34 minutes ★★★★★ - 69 ratings
Summary In this episode of Growing Your Firm, host David Cristello interviews Jordan Sublette, the CEO and founder of Cloud Accounting Staffing. Jordan shares his journey of building and selling his firm, and dives into the world of outsourcing talent.  They discuss the challenges of talent ...

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Records You Should Keep

Ask Ralph Podcast: Mastering Your Finances with a Christian Perspective - April 25, 2024 07:00 - 10 minutes ★★★★ - 7 ratings
Discover the key financial records you should keep for a secure future. Listen to Ralph Estep, Jr., as he provides expert advice on creating a record-keeping system that works for you.  LISTEN NOW WATCH NOW ON YOUTUBE (OUR VIDEO VERSION) WATCH NOW ON RUMBLE (OUR VIDEO VERSION) Please share o...

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How to Win Over Ultra-Wealthy Private Investors by Building Credibility

Family Office Podcast - Private Investor & Investment Insights - April 24, 2024 22:00 - 8 minutes ★★★★ - 49 ratings
Building trust and credibility is crucial when it comes to working with large family offices and private investors.  In this exclusive panel discussion at our family office club event, we ask our speakers about their proven strategies and actionable insights. From crafting compelling narrative...

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Man Doesn’t Understand Why His Wife Won’t Combine Finances

The Ramsey Show Highlights - April 24, 2024 20:00 - 9 minutes ★★★★★ - 357 ratings
💵 Sign up for EveryDollar today - Create a free Budget! Did you miss the latest Ramsey Show episode? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews, and more! Next Steps 📞 Ha...

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Overcoming Entrepreneurial Hurdles

Build To Enough (formerly Fish Food) - April 24, 2024 13:00 - 12 minutes ★★★★★ - 39 ratings
In this episode, Keila delves into the inevitable challenges faced by entrepreneurs on their journey to success. Through insightful examples and personal experiences, she explores practical strategies for navigating financial hurdles, achieving work-life balance, fostering resilience, a...

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We Feel Forced Out of Our House Because of Our HOA

The Ramsey Show Highlights - April 24, 2024 10:00 - 9 minutes ★★★★★ - 357 ratings
💵 Sign up for EveryDollar today - Create a free Budget! Did you miss the latest Ramsey Show episode? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews, and more! Next Steps 📞 Ha...

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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 ratings
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 plans for small business...

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158: Becoming Your Own Boss with John Prendergast

On My Way to Wealth - April 24, 2024 07:00 - 45 minutes ★★★★★ - 18 ratings
John Prendergast founded Blueleaf, an all-in-one wealth management platform that handles reporting, billing, rebalancing, and practice management while helping advisors connect with and deliver for their clients. John built Blueleaf into a client-centric company that provides direct tech support...

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TIPFLATION - Out of Control Tipping

Ask Ralph Podcast: Mastering Your Finances with a Christian Perspective - April 24, 2024 07:00 - 12 minutes ★★★★ - 7 ratings
Join Ralph Estep, Jr., as he does a deep dive into TIPFLATION - Out of Control Tipping and the impact on your wallet!  Join Ralph in a thought-provoking conversation on ethical tipping practices.  LISTEN NOW WATCH NOW ON YOUTUBE (OUR VIDEO VERSION) WATCH NOW ON RUMBLE (OUR VIDEO VERSION) Ple...