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| Episode | Date |
|---|---|
|
Ep. 165 | The Triple Tax Benefits of Health Savings Accounts (HSAs)
|
Dec 09, 2025 |
|
Ep. 164 | Student Aid + Tax Planning (FAFSA)
|
Dec 02, 2025 |
|
Ep. 163 | Marginal Tax Rates Matter Most
|
Nov 25, 2025 |
|
Ep. 162 | The Section 179 Deduction Explained
|
Nov 18, 2025 |
|
Ep. 161 | Mortgages For The Self-Employed
|
Nov 11, 2025 |
|
Ep. 160 | Schedule 1-A (Form 1040)
|
Nov 04, 2025 |
|
Ep. 159 | The IRS Says No Tax on Tips?
|
Oct 28, 2025 |
|
Ep. 158 | Material Participation Demystified
|
Oct 21, 2025 |
|
Ep. 157 | Steps For Forming An LLC
|
Oct 14, 2025 |
|
Ep. 156 | 4th Quarter Tax Planning for Business Owners
|
Oct 07, 2025 |
|
Ep. 155 | A Look Into The 2024 IRS Data Book
|
Sep 30, 2025 |
|
Ep. 154 | New Automobile Interest Deductions
|
Sep 23, 2025 |
|
Ep. 153 | The Power of Qualified Opportunity Zone Funds
|
Sep 16, 2025 |
|
Ep. 152 | OB3's Impact on Small Businesses
|
Sep 09, 2025 |
|
Ep. 151 | Self-Directed IRAs and Hidden Strategies
|
Sep 02, 2025 |
|
Ep. 150 | Celebrating The Journey (Guest Highlights)
|
Aug 26, 2025 |
|
Ep. 149 | 4-Step Strategy Implementation Process
|
Aug 19, 2025 |
|
Ep. 148 | Unveiling A Hidden Goldmine: QSBS Tax Exemption
|
Aug 12, 2025 |
|
Ep. 147 | Taxes to Consider When Changing Jobs or Retiring
|
Aug 05, 2025 |
|
Ep. 146 | The 3 Buckets of Tax Planning Implementations
|
Jul 29, 2025 |
|
Ep. 145 | One Big Beautiful Bill Act: Real Estate Opportunities
|
Jul 22, 2025 |
|
Ep. 144 | One Big Beautiful Bill Act: What It Means for Individuals
|
Jul 15, 2025 |
|
Ep. 143 | Taking Control: Mindset + Money
|
Jul 08, 2025 |
|
Ep. 142 | Hidden Taxes Exposed
|
Jul 01, 2025 |
|
Ep. 141 | Gift Taxes 101
|
Jun 24, 2025 |
|
Ep. 140 | BRRRR Method Explained
|
Jun 17, 2025 |
|
Ep. 139 | Keep More of Your $150K+ Business Income
|
Jun 10, 2025 |
|
Ep. 138 | The Future of The Tax Prep Industry
|
Jun 03, 2025 |
|
Ep. 137 | Digital Asset Reporting 101
|
May 27, 2025 |
|
Ep. 136 | Unpacking the Venmo Tax
|
May 20, 2025 |
|
Ep. 135 | Love, Taxes, and Filing Status
|
May 13, 2025 |
|
Ep. 134 | Financing Your Second Property (Taxes & Mortgage)
|
May 06, 2025 |
|
Ep. 133 | Beyond the Blackboard: Teachers & Taxes
|
Apr 29, 2025 |
|
Ep. 132 | Retirement Saver's Credit Explained
|
Apr 22, 2025 |
|
Ep. 131 | Infinite Banking with Whole Life Insurance
|
Apr 15, 2025 |
|
Ep. 130 | Who Should File A Tax Extension
|
Apr 08, 2025 |
|
Ep. 129 | Estate Planning 101
|
Apr 01, 2025 |
|
Ep. 128 | Top 5 Hacks for Real Estate Investors
|
Mar 25, 2025 |
|
Ep. 127 | Expert Social Security Insights
|
Mar 18, 2025 |
|
Ep. 126 | Decoding Required Minimum Distributions (RMDs)
|
Mar 11, 2025 |
|
Ep. 125 | Delaware Statutory Trusts Explained
|
Mar 04, 2025 |
|
Ep. 124 | ACE Series: Schedule E
|
Feb 25, 2025 |
|
Ep. 123 | ACE Series: Schedule C
|
Feb 18, 2025 |
|
Ep. 122 | ACE Series: Schedule A
|
Feb 11, 2025 |
|
Ep. 121 | Exploring Farm Tax Benefits and Strategies
|
Feb 04, 2025 |
|
Ep. 120 | Should I Be An S-Corp?
|
Jan 28, 2025 |
|
Ep. 119 | 2024 Tax Year Filing Updates
|
Jan 21, 2025 |
|
Ep. 118 | From Plant to Profit: Navigating Cannabis and Taxes
|
Jan 14, 2025 |
|
Ep. 117 | Mastering Financial Goals in 2025
|
Jan 07, 2025 |
|
Ep. 116 | Taxpayer Timeline Explained
|
Dec 31, 2024 |
|
Ep. 115 | Top 5 Gifts From The IRS
|
Dec 24, 2024 |
|
Ep. 114 | Student Loans and Taxes
|
Dec 17, 2024 |
|
Ep. 113 | Should You Pay Your Spouse? Tax Benefits and Pitfalls
|
Dec 10, 2024 |
|
Ep. 112 | Capital Loss Harvesting Explained
|
Dec 03, 2024 |
|
Ep. 111 | Should I Be An LLC?
|
Nov 26, 2024 |
|
Ep. 110 | Followers to Fortune: Influencers and Content Creators
|
Nov 19, 2024 |
|
Ep. 109 | 2024 Election Recap
|
Nov 12, 2024 |
|
Ep. 108 | Rapid Fire Q&A with Teaching Tax Flow
|
Nov 05, 2024 |
|
Ep. 107 | Navigating Business Life Cycles
|
Oct 29, 2024 |
|
Ep. 106 | 2024 Election Tax Proposal Review: Donald Trump
|
Oct 22, 2024 |
|
Ep. 105 | 2024 Election Tax Proposal Review: Kamala Harris
|
Oct 15, 2024 |
|
Ep. 104 | Credit Unions vs. Banks: Which is Right for Your Money?
|
Oct 08, 2024 |
|
Ep. 103 | Unlocking Oil & Gas Investments: Tax Benefits Unveiled
|
Oct 01, 2024 |
|
Ep. 102 | Bonus Depreciation Explained
|
Sep 24, 2024 |
|
Ep. 101 | Exploring Leveraged Charitable Giving
|
Sep 17, 2024 |
|
Ep. 100 | We Celebrate Episode 100 with Big Announcements
|
Sep 10, 2024 |
|
Ep. 99 | The Corporate Transparency Act: What You Need To Know
|
Sep 03, 2024 |
|
Ep. 98 | Avoiding the Top 3 Tax Landmines That Could Cost You BIG $$
|
Aug 27, 2024 |
|
Ep. 97 | Maximize Your Tax Savings: How to Ethically Pay Your Kids Through Your Business
|
Aug 20, 2024 |
|
Ep. 96 | Creative Ventures: Hobby vs. Business – Know the Difference
|
Aug 13, 2024 |
|
Ep. 95 | The Hidden Benefits of Deferred Sales Trusts for Real Estate Investors
|
Aug 06, 2024 |
|
Ep. 94 | Going for Gold: How Olympic Athletes Manage Their Tax Bills
|
Jul 30, 2024 |
|
Ep. 93 | Selling or Renting Out Your Primary Property
|
Jul 23, 2024 |
|
Ep. 92 | Untangling Business Vehicle Deductions (the facts)
|
Jul 16, 2024 |
|
Ep. 91 | Top 3 Tax Free Income Strategies
|
Jul 10, 2024 |
|
Ep. 90 | The History of Taxes
|
Jul 02, 2024 |
|
Ep. 89 | Why Real Estate Investing is So Popular
|
Jun 25, 2024 |
|
Ep. 88 | Mortgage vs. Savings: The Ultimate Debate
|
Jun 18, 2024 |
|
Ep. 87 | Tax & Legal Considerations When Selling A Business
|
Jun 11, 2024 |
|
Ep. 86 | What's the 411 with 529 Plans?
|
Jun 04, 2024 |
|
Ep. 85 | 1031 Exchange Update
|
May 28, 2024 |
|
Ep. 84 | Top Tax Strategies for Low-to-Mid Income Households (less than 100k annual income)
|
May 21, 2024 |
|
Ep. 83 | What You Need To Know About Long-Term Care (LTC)
|
May 14, 2024 |
|
Ep. 82 | How Rental Properties are Taxed
|
May 07, 2024 |
|
Ep. 81 | A Look Into The 2023 IRS Data Book
|
Apr 30, 2024 |
|
Ep. 80 | Modern Payroll 101
|
Apr 23, 2024 |
|
Ep. 79 | A Day In The Life of A Tax Pro
|
Apr 16, 2024 |
|
Ep. 78 | Common Retirement Accounts for Entrepreneurs
|
Apr 09, 2024 |
|
Ep. 77 | Short-Term Rental (STR) Loophole Explained
|
Apr 02, 2024 |
|
Ep. 76 | Top 3 Parent Tax Strategies
|
Mar 26, 2024 |
|
Ep. 75 | 1099s - The What, When, and How They Are Issued
|
Mar 19, 2024 |
|
Ep. 74 | Tax Benefits of Primary Home Ownership
|
Mar 12, 2024 |
|
Ep. 73 | Understanding 'Step-Up in Basis' for Minimizing Taxes
|
Mar 05, 2024 |
|
Ep. 72 | Bookkeeping 101 - The Real Deal
|
Feb 27, 2024 |
|
Ep. 71 | K-1s for Dummies
|
Feb 20, 2024 |
|
Ep. 70 | When Do I Need Life Insurance?
|
Feb 13, 2024 |
|
Ep. 69 | Gambling + Taxes (say what?)
|
Feb 06, 2024 |
|
Ep. 68 | 2024 IRS Update
|
Jan 30, 2024 |
|
Ep. 67 | Roth Conversions Explained
|
Jan 23, 2024 |
|
Ep. 66 | Understanding The Corporate Transparency Act
|
Jan 16, 2024 |
|
Ep. 65 | Tax Prep Readiness
|
Jan 09, 2024 |
|
Ep. 64 | Quarterly Estimated Tax Payments
|
Jan 02, 2024 |
|
Ep. 63 | Last Minute Tax Moves in 2023
|
Dec 26, 2023 |
|
Ep. 62 | Understanding The Cost Segregation Study
|
Dec 19, 2023 |
|
Ep. 61 | Used Clean Vehicle Tax Credit (personal)
|
Dec 12, 2023 |
|
Ep. 60 | Top 5 Year End (2023) Tax Strategies
|
Dec 06, 2023 |
|
Ep. 59 | Tax Planning vs. Tax Preparation
|
Nov 28, 2023 |
|
Ep. 58 | Qualified Charitable Distributions
|
Nov 21, 2023 |
|
Ep. 57 | Tax Deductions vs. Credits
|
Nov 14, 2023 |
|
Ep. 56 | Form 1099-K Updates (Why You May Receive One)
|
Nov 07, 2023 |
|
Ep. 55 | Overcoming the Fear Factor in Taxes
|
Oct 31, 2023 |
|
Ep. 54 | Reflecting on a Year of TTF
|
Oct 24, 2023 |
|
Ep. 53 | Understanding Federal Tax Energy Credits
|
Oct 17, 2023 |
|
Ep. 52 | IRS NEWS - 2023 Tax Bracket Updates
|
Oct 10, 2023 |
|
Ep. 51 | Maximizing Medical Deductions
|
Oct 03, 2023 |
|
Ep. 50 | Why Businesses Fail
|
Sep 26, 2023 |
|
Ep. 49 | How Taxes Are Made
|
Sep 19, 2023 |
|
Ep. 48 | Q4 Tax Planning - It's Time
|
Sep 12, 2023 |
|
Ep. 47 | W-2 vs 1099 Employment Classification
|
Sep 05, 2023 |
|
Ep. 46 | Long-Term Rental Tax Reporting
|
Aug 29, 2023 |
|
Ep. 45 | Not All Income is Taxed The Same
|
Aug 22, 2023 |
|
Ep. 44 | S Corporation Basics
|
Aug 18, 2023 |
|
Ep. 43 | Money Tips For Teens
|
Aug 10, 2023 |
|
Ep. 42 | Mortgage Prep 101 (mortgage readiness)
|
Aug 01, 2023 |
|
Ep. 41 | Mid-Year IRS Update (Taxpayer SCAMS)
|
Jul 27, 2023 |
|
Ep. 40 | State Residency Tax Planning: Discovering the Hidden Tax Havens
|
Jul 20, 2023 |
|
Ep. 39 | Multi-Member LLC Basics
|
Jul 11, 2023 |
|
Ep. 38 | IRS War Stories
|
Jul 06, 2023 |
|
Ep. 37 | Earn up to $500k Tax-Free: Exploring Lucrative Opportunities
|
Jun 28, 2023 |
|
Ep. 36 | You Won $1,000,000! Now What?
|
Jun 23, 2023 |
|
Ep. 35 | Revocable Living Trusts 101
|
Jun 15, 2023 |
|
Ep. 34 | Empowerment Through Education and Financial Literacy
|
Jun 07, 2023 |
|
Ep. 33 | Unleashing Potential: Conversation with Sports Agent Extraordinaire, Leigh Steinberg
|
May 30, 2023 |
|
Ep. 32 | Legal Insight Into Short-Term Rentals (STRs)
|
May 23, 2023 |
|
Ep. 31 | What Qualifies As A Business Deduction
|
May 16, 2023 |
|
Ep. 30 | Music and Money (w/ Moon Taxi)
|
May 09, 2023 |
|
Ep. 29 | Real Estate Market Spotlight (Nashville, TN)
|
May 02, 2023 |
|
Ep. 28 | Self-Employed Basics
|
Apr 25, 2023 |
|
Ep. 27 | Alternative Investments (Wildlife Conservation)
|
Apr 20, 2023 |
|
Ep. 26 | Private Reinsurance Program / 831(b)
|
Apr 13, 2023 |
|
Ep. 25 | The Value of Tax Extensions
|
Apr 06, 2023 |
|
Ep. 24 | Research & Development Credits
|
Mar 30, 2023 |
|
Ep. 23 | Choosing The Best Tax Professional
|
Mar 23, 2023 |
|
Ep. 22 | The REAL Opportunities with Self-Directed IRAs
|
Mar 16, 2023 |
|
Ep. 21 | Hunting (PIGs) Passive Income Generators
|
Mar 09, 2023 |
|
Ep. 20 | Real Estate Market Spotlight (Fort Walton Beach, FL)
|
Mar 02, 2023 |
|
Ep. 19 | Building Your Personal Board of Directors
|
Feb 24, 2023 |
|
Ep. 18 | Employee Retention Tax Credit (ERTC)
|
Feb 16, 2023 |
|
Ep. 17 | Home Office Deductions Explained
|
Feb 09, 2023 |
|
Ep. 16 | Building Teaching Tax Flow (w/ Nate Hamil, VP of Member Engagement)
|
Feb 02, 2023 |
|
Ep. 15 | What (and who) is the gig economy?
|
Jan 26, 2023 |
|
Ep. 14 | Love Letters from Darth Vader? (Handling IRS Notices)
|
Jan 19, 2023 |
|
Ep. 13 | Itemized vs. Standard Deduction
|
Jan 12, 2023 |
|
Ep. 12 | Real Estate Professional Status (REPS) and Material Participation
|
Jan 05, 2023 |
|
Ep. 11 | Gold Diagnosis (tax-free income and/or growth)
|
Dec 29, 2022 |
|
Ep. 10 | Purple Diagnosis (tax deferral)
|
Dec 22, 2022 |
|
Ep. 9 | Green Diagnosis (low marginal tax rate)
|
Dec 15, 2022 |
|
Ep. 8 | Red Diagnosis (high marginal tax rate)
|
Dec 08, 2022 |
|
Ep. 7 | Will Future Federal Tax Rates Be Increasing?
|
Dec 02, 2022 |
|
Ep. 6 | Lending Partners: Why Your 'Board of Directors' Needs Them
|
Nov 23, 2022 |
|
Ep. 5 | Capital Loss Harvesting
|
Nov 17, 2022 |
|
Ep. 4 | Real Estate Market Spotlight (Panama City Beach, FL)
|
Nov 10, 2022 |
|
Ep. 3 | 1031 Exchange. Use It, or Lose It.
|
Nov 03, 2022 |
|
Ep. 2 | Talking Single Member LLCs
|
Oct 25, 2022 |
|
Ep. 1 | Tax-Deferred vs Tax-Free
|
Oct 20, 2022 |
|
Ep. 1 | Introduction
|
Oct 18, 2022 |