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The Standard Deduction podcast is hosted by Creative Planning President Peter Mallouk along with Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to fin ...
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The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies. We believ…
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Itemized Deductions, Tax Credits, and More to Be Aware of This Tax Season
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16:56
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Listen to The Financial Considerations of Being Your Own Boss: https://creativeplanning.com/education/podcast/the-financial-considerations-of-being-your-own-boss/ The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes rela…
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Read more about the current real estate market: https://creativeplanning.com/education/article/is-it-smart-to-buy-real-estate-right-now/ The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth man…
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Read more about tax documents and deadlines: https://creativeplanning.com/education/article/2021-tax-filing-important-documents-and-deadlines/ Make some new year’s tax resolutions: https://creativeplanning.com/education/article/five-new-years-tax-resolutions/ The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. Thi…
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Adding a Pinch of SALT to the Holiday Season
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9:17
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Hear more about the Build Back Better Act tax proposals: https://creativeplanning.com/education/podcast/tax-legislation-proposal-changes-life-comes-at-you-fast/ Read more about the California SALT workaround: https://creativeplanning.com/education/article/california-latest-state-to-add-state-tax-workaround/ Learn more about Festivus: https://youtu.…
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Tax Legislation Proposal Changes: Life Comes at You Fast
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13:12
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Read more about the latest tax updates: https://creativeplanning.com/education/article/important-updates-to-president-bidens-tax-plan/ All of Creative Planning’s latest articles and podcasts can be found here: https://creativeplanning.com/education/ Listen to more about the Child Tax Credit: https://creativeplanning.com/education/podcast/the-child-…
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Tax Reform: A Biannual Tradition Unlike Any Other
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10:53
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To read more about the tax proposals: https://creativeplanning.com/education/article/2021-tax-legislation-update/ To hear more about Roth conversions: https://creativeplanning.com/education/podcast/all-you-need-to-know-about-roth-ira-conversions/ To see a Schoolhouse Rock flashback about the legislative process: https://youtu.be/OgVKvqTItto To reac…
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All You Need to Know About Roth IRA Conversions
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16:44
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Learn more about the backdoor Roth strategy: https://creativeplanning.com/education/article/explainer-video-backdoor-roth-ira-strategy/ The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth mana…
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Official IRS website to search for tax exempt organizations/charities: https://www.irs.gov/charities-non-profits/search-for-tax-exempt-organizations The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to persona…
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In this episode of The Standard Deduction (they’re certain their kids will just love it), Tax Directors Candace Varner and Ben Hake explain and discuss the nuances of the Child Tax Credit which was expanded in 2021. They tell you what you need to know about eligibility, opting out and navigating the account creation process on the IRS website. The …
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In this episode on The Standard Deduction, Tax Directors Candace Varner and Ben Hake discuss the various types of retirement plans available and the pros and cons of each. The Standard Deduction podcast is hosted by Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in …
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In this episode of The Standard Deduction, Tax Directors, Candace Varner and Ben Hake discuss when and why an amended return may be a good idea. The Standard Deduction podcast is hosted by Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal w…
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In this episode of The Standard Deduction, Tax Directors, Candace Varner and Ben Hake discuss planning, mitigating, and deferring capital gains. The Standard Deduction podcast is hosted by Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal w…
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In this episode, Director of Tax Services Candace Varner and Tax Director Ben Hake discuss: How 2020 Stimulus payments and proposed additional stimulus payments affect your 2020 tax return Claiming college aged dependents Tax deadline updates The legislation discussed in this episode is in progress as of the release date, the income thresholds note…
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In this episode, Director of Tax Services Candace Varner and Tax Director Ben Hake discuss: Why do we have withholding and is it determined? Common issues and fixes Estimated taxes & penalties The Standard Deduction podcast is hosted by Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends…
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In this episode, Director of Tax Services Candace Varner and Tax Director Ben Hake discuss: What you can do now for 2021 taxes Tax document organization for 2020 Changes in 2021 charitable deductions The Standard Deduction podcast is hosted by Creative Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion abo…
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In this episode, Tax Directors, Candace Varner and Ben Hake discuss: Changes to charitable deductions due to the CARES Act Picking the best type of assets to donate Ways to maximize the tax savings of your donations The Standard Deduction podcast is hosted by Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discuss…
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In this episode, Director of Tax Services Candace Varner and Tax Director Ben Hake discuss: Why the way we earn our income impacts our taxes Ways that the IRS allows taxpayers to reduce their taxes Incentivizing taxpayers with credits and deductions The Standard Deduction podcast is hosted by Tax Directors, Candace Varner and Ben Hake. This podcast…
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Biden Harris Proposed Tax Changes and Opportunities
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6:36
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In this episode, Tax Directors, Candace Varner and Ben Hake discuss: Proposed changes to tax law Impact to taxpayers at various income levels Possible planning opportunities The Standard Deduction podcast is hosted by Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments i…
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Director of Tax Services Candace Varner and Tax Director Ben Hake discuss the tax consequences of selling a home. They reveal that business owners who’ve sold a commercial property may be in for an unpleasant surprise when a substantial gain in their primary home’s value is realized. Listen in as we explore these topics in the latest podcast episod…
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Director of Tax Services Candace Varner and Tax Director Ben Hake discuss why not to panic if you hear from the IRS. They share that many inquiries are nothing more than customary and reveal the personalized online tools that can help prepare you for any conversation or reply. Listen in as we explore these topics in the latest podcast episode. The …
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Recognizing and Refuting Common Tax Misconceptions
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5:29
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Peter Mallouk and co-hosts, Director of Tax Services Candace Varner and Tax Director Ben Hake, discuss common tax misconceptions as the extended July 15 filing deadline approaches. They reveal clients’ oft-asked questions, and why some are non-issues after all. Listen in as we explore these topics in the latest podcast episode. The Standard Deducti…
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Peter Mallouk along with co-host, Director of Tax Services Candace Varner and Tax Director Ben Hake, discuss the Payroll Protection Program, better known as PPP. They recap its origins, intentions and the latest changes since its Spring introduction. Listen in as we explore these topics in the latest podcast episode. The Standard Deduction podcast …
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The Financial Considerations of Being Your Own Boss
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4:45
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Peter Mallouk and co-hosts, Director of Tax Services Candace Varner and Tax Director Ben Hake, discuss the financial factors of self-employment. They recap what you need to consider when deciding to transition from employee to consultant or sole practitioner. Listen in as we explore these topics in the latest podcast episode. The Standard Deduction…
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Episode 3 – Recognizing the Inherent Costs of Real Estate Investments
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6:20
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Peter Mallouk and co-hosts, Director of Tax Services Candace Varner and Tax Director Ben Hake, discuss the realities of real estate investing. They explore why you might be motivated to add property to your portfolio, and what you may learn along the way. Listen in as we explore these topics in the latest podcast episode. The Standard Deduction pod…
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The Standard Deduction podcast is hosted by Creative Planning President Peter Mallouk along with Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management. Our mission is to educate and inspire people to make better financial choi…
…
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Episode 1 - Considerations Before Moving to a New State to Save Taxes
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Peter Mallouk and co-hosts, Director of Tax Services Candace Varner and Tax Director Ben Hake, discuss the role of state income taxes when families consider moving. Can a physical move just be a series of financial offsets? Listen in as we explore these topics in the latest podcast episode.By Peter Mallouk, Candace Varner, Ben Hake
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