Best Cpa Taxation Podcasts (2024)

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98 \\ Strategic Real Estate: Leveraging Professional Status for Tax Benefits 10:53

4h ago10:53

10:53

Today’s podcast is a treasure trove of tips for all you high-earners looking at real estate to save on taxes. We dive deep into a common hiccup that could trip you up if you’re not clued in. It’s all about understanding the fine print and making sure real estate losses actually work for you. And guess what? If you’re juggling a busy W2 job, there’s…

1
Retirement Plan Tax Credits 2024: Essential Strategies Every Business Owner Should Know 22:45

1h ago22:45

22:45

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 businesses, introduced by Secure 2.0. They delve into specific …

1
97 \\ Avoiding W-9 Pitfalls That Could Cost You BIG as a Business Owner 19:28

2h ago19:28

19:28

Discover the ins and outs of W-9 forms in this eye-opening episode! Join us as we unravel the complexities of W-9s, shedding light on their importance for both business owners and contractors. Learn why obtaining W-9s upfront is crucial, and gain clarity on filling out these forms correctly to avoid IRS penalties. From tax classifications to backup…

1
2024-04-22 IRS Extends Limited RMD Relief But Warns They Expect This to Be the Last Time

1h ago

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This week we look at: IRS again waives penalties for certain RMD distributions for inherited IRAs and retirement plans, but indicates this should be the last time FinCEN adds more Q&As to BOI FAQ for the first time since January An audio only version of this week’s update can be streamed or downloaded via the link below. Slides and links to the sou…

1
96 \\ Certainty vs. Growth: Confronting the Uncomfortable Truth About Business Success 13:56

4h ago13:56

13:56

In this episode, discover the hidden obstacle hindering your business growth: the fear of the unknown. Join Tiffany as she candidly shares her personal journey of recognizing and overcoming this common entrepreneurial challenge. Delve into the paralysis of perfectionism and how it stifles progress, uncovering the importance of embracing uncertainty…

1
Listener Q&A with Mike Jesowshek CPA 27:10

1d ago27:10

27:10

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 answers a series of listener-submitted questions covering a wide range of topics pert…

1
95 \\ Ditch the Savings Obsession: The Controversial Business Advice You Need ASAP! 17:05

3d ago17:05

17:05

In this eye-opening episode, discover why traditional savings goals might actually be hindering your business growth. Host Tiffany challenges conventional wisdom, urging entrepreneurs to shift focus away from penny-pinching and toward revenue growth, cash flow management, and increasing net worth. Drawing from personal experience and practical insi…

1
94 \\ Revealed: The Sneaky Tax Trick Costing Business Owners Big Bucks 11:55

7d ago11:55

11:55

Discover the hidden truth about IRS penalties in this eye-opening episode of our finance podcast. If you're a business owner, you might be unknowingly overpaying taxes due to penalties for underpayment throughout the year. Learn how to identify, avoid, and minimize these penalties, potentially saving yourself thousands. We delve into the little-kno…

1
Strategic Business Structuring: Navigating Multiple Ventures and Partnership Success 20:29

9d ago20:29

20:29

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 emphasizes the utility of S Corporations in reducing self-employment taxes and the im…

1
93 \\ Tax Deadlines: How Overpaying Taxes Is Costing You Big Time 16:03

10d ago16:03

16:03

Get ready to tackle tax season like a pro! In this episode, we dive into the nitty-gritty of business taxes, answering burning questions like how much to set aside and when to pay in. We reveal the shocking truth about penalties for underpayment and provide expert strategies to ensure you're not overpaying the IRS. Learn how to navigate tax deadlin…

1
92 \\ Breaking the Code: S Corp Tax Secrets Every Business Owner Must Know! 14:22

14d ago14:22

14:22

Unravel the mysteries of S Corporation finances in this eye-opening episode! Join us as we dive deep into the world of S Corp taxation and equity distributions. Learn how to navigate the complexities of getting money out of your business while maximizing tax advantages. Discover the importance of paying yourself a reasonable compensation and the in…

1
Top 5 Secrets to Navigating Estimated Taxes for Small Business Owners 19:19

16d ago19:19

19:19

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 importance of understanding and paying estimated taxes in the U.S., emphasizing t…

1
SMSF NS116 : The ATO focus on illegal early access of super, as well as SMSF documentation and disputes 19:14

16d ago19:14

19:14

In this episode, we discussed the ATO focus on illegal early access of super, as well as SMSF documentation and disputes. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

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91 \\ C Corporation: The Double-Edged Sword of Taxation - Are You Ready to Roll the Dice? 16:53

18d ago16:53

16:53

Discover the intriguing world of C corporations in this eye-opening episode. Host [Your Name] navigates the complexities of business entity structures, debunking myths and revealing surprising truths. Dive into the 21% tax rate allure, but beware the potential pitfalls of double taxation and equity entanglements. Uncover strategies to leverage C co…

1
Webinar Reminder: Slash Your 2024 Taxes: Essential Strategies for Small Business Owners 1:02

18d ago1:02

1:02

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 Small Business Owners Date: Wednesday April 24, 2024 Time: 2pm EST Sign-Up: https://…

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2024-04-01 Tax Court Reverses Position on Validity of Conservation Easement Regulation

18d ago

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This week we look at Tax Court reverses position on validity of a regulation it had upheld four years ago US Supreme Court hears oral arguments in case involving estate tax value of a corporation that received life insurance to redeem the majority shareholder’s estate IRS Criminal Investigation Divisions announces update on COVID relief related inv…

1
Unlocking Tax Deferral: Leveraging Opportunity Zones & Mastering 1031 Exchange Property Identification 25:00

23d ago25:00

25:00

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, including Delaware Statutory Trusts (DSTs) and Qualified Opportunity Zones. They disc…

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90 \\ Unlocking the Mysteries of Your Tax Return – What Every Business Owner Should Know 15:55

25d ago15:55

15:55

Get ready to become a tax return detective with our newest podcast episode! We're diving into the world of tax returns and uncovering the secrets to making sure yours is spot-on. Ever wonder if you're missing something important on your tax form? Worry no more! You'll learn how to check your return like a pro CPA, spotting those sneaky errors and k…

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2024-03-25 ERC Voluntary Disclosure Program Is Over - What Next

25d ago

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This week we look at: As ERC voluntary compliance program ended, IRS release discusses agency’s plans going forward Senate Finance Chair Wyden indicates there be a cloture vote in the Senate on House passed tax bill IRS issues proposed regulations to make SPA CRAT arrangements listed transactions IRS asks Supreme Court to overturn Culp decision An …

1
89 \\ The Fatal Flaw: Why Relying on Your Bank Balance Could Kill Your Business 16:12

29d ago16:12

16:12

In this eye-opening episode, we delve into a common mistake many small business owners make: relying solely on their bank account balance to gauge success. We uncover why this approach is flawed and how it could be hindering your business growth. From mismatched profit and loss statements to hidden expenses, we explore the discrepancies that often …

1
1031 Exchange Mastery: Skyrocket Your Real Estate Profits with Tax-Deferred Strategies 24:44

1M ago24:44

24:44

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 advisors. They emphasize the necessity of involving a qualified intermediary and t…

1
88 \\ S Corp Secrets Revealed: The 5 Red Flags You Shouldn't Ignore 13:29

1M ago13:29

13:29

In this episode, we debunk the common misconception that electing S Corporation status is always the best move for small businesses. Host, Tiffany Phillips, dives into the pitfalls of blindly following this advice, outlining five key scenarios where choosing an S Corp could actually harm your finances. From tax liabilities on real estate to restric…

1
2024-03-18 Last Call to Enter ERC Voluntary Disclosure Program

1M ago

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This week we look at: FinCEN gives formal notice of appeal of CTA BOI case Deadline rapidly approaching for entering first ERC voluntary disclosure program Arizona lawmakers write the IRS about tax status of 2023 state rebates Court of Appeals finds it is barred from hearing appeal of Tax Court dismissal of small case/ The slides and citations for …

1
87 \\ The Ultimate Guide to Small Business Tax Savings: 28 Proven Techniques 27:06

1M ago27:06

27:06

In this episode, we delve into a treasure trove of 28 innovative ways to slash your small business taxes. From startup costs to employee benefits, we uncover deductions you may have never considered. Hosted by Tiffany Phillips, a seasoned finance expert, this podcast equips small business owners with essential strategies to maximize tax savings leg…

1
Maximize Your Depreciation Deductions: The Power of Cost Segregation Studies Explained 22:53

1M ago22:53

22:53

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 estate investors aiming to accelerate depreciation deductions. Gabriel explains th…

1
86 \\ CEO Confessions: 5 Mistakes I Made Running My Business 31:30

1M ago31:30

31:30

In this insightful episode, CEO Tiffany candidly shares the valuable lessons she's learned during her eight-year journey as a business owner. From embracing a growth mindset to delegating tasks effectively, she reflects on five key mistakes she made along the way and how she turned them into learning opportunities. Tiffany emphasizes the importance…

1
2024-03-11 FinCEN Announces Enforcement Reaction to Alabama Case

1M ago

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This week we look at: FinCEN announces position on handling BOI enforcement following National Small Business United v. Yellen IRS issues warning about companies peddling “doctor’s notes” Tax Court warns taxpayer about litigating an issue the taxpayer had previously litigated and lost on for a prior year An audio only version of this week’s broadca…

1
85 \\ The S Corp Election: Is Your LLC in IRS Compliance? 10:29

1M ago10:29

10:29

Are you thinking about making your LLC an S Corp? This episode is just what you need! We're unpacking all the must-know details about S Corp elections, how to stay on the IRS's good side, and what to do if you find out you've missed a step. If you're in a community property state, we've got a hot tip that could save you from tax troubles. Plus, we'…

1
2024 Real Estate Tax Mastery: Unlocking Deductions & Strategies for Property Owners 25:41

1M ago25:41

25:41

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 property can be deducted over time, and explains how this, along with other ope…

1
84 \\ Maximizing Your Money: Innovative Tax Tactics for Business Owners 15:37

2M ago15:37

15:37

Ready to save big on taxes? Tune in to hear how one client saved over $30,000! We'll reveal how smart financial moves and understanding your business can lead to huge savings. Learn about S corporation strategies, smart distributions, and how to handle excess basis to keep more money in your pocket. Whether you're a seasoned business owner or just …

1
2024-03-04 Court Questions Constitutionality of the CTA

2M ago

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This week we look at: CTA found to violate Constitution by US District Court Tax Court issues ruling on impact of SECURE 2.0 Act statute change on returns filed before December 29, 2022 effective date of the Act IRS warns about need to reconcile premium tax credit on Forms 1040 after seeing an increase in the number of returns being filed without t…

1
83 \\ Countdown to Tax Day: Smart Moves for Small Business Owners 19:24

2M ago19:24

19:24

Get ready to tackle tax time like a pro! In this episode, we're diving into the big questions of filing taxes for your business: To extend or not to extend? Should you file early or wait until the last second? Discover the perks of getting your taxes done ahead of time and find out if waiting until the last minute is really the risk some people say…

1
SMSF NS115 : The contribution cap indexation, the new $3m tax, and how SMSF’s are helping women close the super gap 16:56

2M ago16:56

16:56

In this episode, we discussed the contribution cap indexation, the new $3m tax, and how SMSF’s are helping women close the super gap. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
Deadlines Approaching: Mastering Tax Extensions and Payment Options 18:58

2M ago18:58

18:58

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 extension does not increase audit risk and emphasizes the importance of timely filing…

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82 \\ Success Blockers: Are You Unknowingly Undermining Your Business? 13:58

2M ago13:58

13:58

In today's episode, we're getting real about the sneaky ways we might be holding ourselves back in business without even realizing it. I'll share some personal stories of my own "aha" moments and how I moved from feeling stuck to taking control. We'll explore how to spot the signs of self-sabotage and the powerful shifts that can happen when we ste…

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2024-02-26 More BOI Information from Insurer

2M ago

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This week we look at: More BOI resources from CAMICO made available by NJCPA District Court refuses to stay FBAR proceeding to await Tax Court result partially due to the age of the taxpayer IRS announces program to go after corporate jet personal usage The state of Arizona sues the IRS over tax status of state tax rebate. An audio only version of …

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81 \\ Beyond the Bottom Line: Strategic Hiring for Business Breakthroughs 14:09

2M ago14:09

14:09

Get ready to dive into the big question every growing business faces: When's the right time to hire? 🌟 In this episode, we chat about all things hiring - from figuring out if you need an extra hand to making sure your cash flow can handle it. We'll walk you through real-life scenarios, share personal stories, and give you smart tips to decide if it…

1
Foreign Income Mastery for Entrepreneurs: Your Ultimate Guide 15:39

2M ago15:39

15:39

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 requirements, types of foreign income, tax treaties, exemptions, the foreign earned inco…

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80 \\ 2024 LLC Update: Navigating New Beneficial Ownership Reporting 10:01

2M ago10:01

10:01

In this must-listen episode, we dive into the brand-new 2024 rules for LLCs: the Beneficial Ownership Reporting. We know it sounds like a big deal, and it is, but don't stress! We're here to break it all down for you in simple steps so you can stay on top of things and avoid those scary penalties. Whether you've had your LLC for a while or just sta…

1
2024-02-19 Insurers Update BOI Guidance

2M ago

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This week we look at: Insurers updating their advice on BOI engagements SALT cap 2023 increase bill fails on a procedural vote in the House Jury finds taxpayer did not willfully fail to file FBAR reports IRS takes position third party payors liable for ERC refund repayment in addition to common law employers IRS sending out CP271 “soft letters” to …

1
79 \\ Mastering Partnership LLC Paychecks: Your Guide to Smart Payments 11:41

2M ago11:41

11:41

In this episode, we dive into a real-life question from a listener about how to pay themselves in a Partnership LLC. We explore the ins and outs of drawing a salary, the role of operating agreements, and the concept of guaranteed payments. Whether you're new to business or looking to streamline your finances, we break down the complexities into eas…

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Listener Q&A with Mike Jesowshek CPA 24:33

2M ago24:33

24:33

In this episode, Mike Jesowshek answers various listener questions regarding tax strategies, S corporation elections, hiring children for tax benefits, and setting up retirement plans for businesses with non-owner employees. The episode emphasizes the importance of structuring businesses correctly to maximize tax savings, including the consideratio…

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78 \\ Thriving in Business: Navigating Your Path with the 6 Human Needs 18:23

2M ago18:23

18:23

In this enlightening episode, we dive into the fascinating world of the six human needs and how they're secretly shaping your business success. Coined by Tony Robbins, these needs influence everything we do, sometimes without us even realizing it! From childhood influences to our quest for certainty and significance, we explore how these deep-roote…

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2024-02-12 Are You Giving Bad Advice on Electronic Filing?

2M ago

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This week we look at No movement on tax bills this week - nor is final action at all likely to take place before March E-Filing returns - good or bad idea? Two competing articles published this week Taxpayer owes tax on IRA forfeited to government as part of criminal conviction IRS discusses when CID voluntary disclosure program should be used inst…

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77 \\ The Hidden Tax Trap: Overpaying Through Overcompensation 12:39

2M ago12:39

12:39

In this eye-opening episode, we dive into a common yet sneaky mistake many business owners make—overpaying in taxes by paying themselves too much salary. It's easy to fall into this trap without even realizing it, but don't worry, we've got your back! We'll explore what overcompensation is, how it leads to unnecessary tax payments, and most importa…

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Unlock Hidden Tax Benefits: Post-Year-End Tactics for Entrepreneurs 16:04

3M ago16:04

16:04

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 various aspects, including making contributions to retirement plans (both traditional a…

1
76 \\ Slash Your Tax: Strategies for High Net Worth Individuals 12:53

3M ago12:53

12:53

Ready to keep more of your hard-earned money away from taxes? This episode dives into the secrets of the tax code, especially for the high rollers without a business. We're unpacking why owning a business is key to slashing taxes and sharing real stories from high earners like you who've turned the tide on their tax bills. Discover how starting a b…

1
2024-02-05 More Movement on Proposed Retroactive Tax Bills

3M ago

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This week we look at: Bipartisan extender bill is passed by the House, but faces uncertain future in the Senate A limited, single-year SALT cap relief bill will be brought to the House floor as part of the compromise to pass the bipartisan bill Tax filing season for 2023 return begins this week A cautionary tale about phishing being used to obtain …

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75 \\ Navigating the Intangibles: Mindset Mastery for Business Owners 19:51

3M ago19:51

19:51

Get ready to dive deep into the unseen parts of your business that are key to your growth and abundance! In this eye-opening episode, we explore how mindset and emotions secretly shape your business success. You'll hear personal stories and insights on intertwining personal growth with professional progress, and why it's essential to master both. L…

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Sales Tax Simplified: 3 Key Questions to Unravel Your Small Business Tax Obligations 38:56

3M ago38:56

38:56

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, and understanding which products or services are taxable. Danny highlights the i…

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Cpa Taxation Podcasts

Podcasts Worth a Listen

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