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Federal Tax Updates

Roger Harris, EA and Annie Schwab, CPA

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CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
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36 Chambers of Taxes

Jamaal "Crypto J" Solomon

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I bomb atomically, Socrates' philosophies and hypotheses Can't define how I be droppin' these mockeries Lyrically perform armed robbery Flee with the lottery, possibly they spotted me - Triumph, Song by Wu-Tang Clan Welcome to the 36 Chamber of Taxes! Lets be honest, listening to taxes is as boring as it gets. However, you can't be taken seriously about wealth building if you disregard learning about tax resolution and minimization strategies. Our goal is to creatively share the tax knowledg ...
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Welcome to Carlos' Blend: Business, Tax and Life Lessons with Carlos Samaniego EA. Carlos is the Founder of Tax Debt Consultants, LLC. He is and the author of How to Make The IRS An Offer They Can't Refuse. As an Enrolled Agent, Carlos is also an NTPI Fellow®. This is an elite group of professionals with significant expertise in representing taxpayers before the IRS. He has spent the last 19 years helping clients and customers all over the country get out of financial trouble and problems wi ...
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http://TaxDebtConsultant.com - Learn how to solve your tax problems. You and your small business will get informative tips, ideas and strategies on how to save taxes and solve your tax problems. You host is Carlos Samaniego, Enrolled Agent licensed by the Department of Treasury and NTPI Tax Fellow.
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Hosted by Gjergj Dollani, Chief Growth Officer at Bay Atlantic University - this podcast series is for education professionals. If you are in Admissions, Marketing, or Leadership in the Higher Education industry, this podcast is for you. Through these 20-minute episodes, I tackle specific issues that come up in enrollment, recruitment, and admissions. Follow along and take part in our The Enrollment Clinic community at http://www.theenrollmentclinic.com
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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Global Real Estate School Podcast

John D. Mayfield - The Real Estate Tech Guy

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Helping Students Pass the Real Estate Exam across the U.S.Providing help with the PSI real estate exam and much more. Find out why real estate school students ALL across the U.S.get real estate exam help from 40 year veteran, John Mayfield to help them pass the real estate exam on the first attempt!Are you currently enrolled in a pre-license real estate school in the U.S.? If so, and you need help, subscribe to my podcast for timely tips to help you pass the real estate exam on the first att ...
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TaxSense: Keeping What's Yours

Owen Arnoff and Randy Roth

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Hosts Owen Arnoff and Randy Roth promise a lively, informational, and entertaining program. They will discuss how you can save money on taxes, protect your assets and avoid the costly mistakes that many people make during their lifetime. Whether you are a business owner, real estate investor, have IRS problems or just want to learn how to stay ahead of the constantly changing tax code, Tax$ense is for you.
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Welcome to my #TaxTalk, where I clarify tax confusion for content creators. I’m Kesha JonTae, and with over 15 years as a CPA and Enrolled Agent, I help content creators - just like you - keep more of their money in their pockets and out of Uncle Sam’s hands. Join me each week as I discuss tax strategies and provide actionable advice and insights to navigate the tax world with clarity. Whether it's understanding regulations or leveraging tax-saving tips, #TaxTalk is your go-to guide for lear ...
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Earmark On the Road takes you behind the scenes of the hottest conferences, meetings, industry events, and trade shows. Our dedicated hosts capture the energy right from the event floor, conducting interviews with influential leaders in the accounting industry, providing you with an exclusive glimpse into the most significant happenings in the accounting world. Stay tuned to discover what lies ahead for the accounting industry captains who are shaping the future.
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Hey there, I’m Michelle and I love all things Jesus, business and church finances! I help church finance individuals just like you go from feeling confused and frustrated with what you don’t know about church finances, to being more confident in your role while increasing your proficiency and expertise in the church finance realm. Are you tired of Google searches that result in endless pages of answers to your questions about church finances, housing allowances and clergy taxes? Do you need ...
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Inspired by the latest educational platform in the tax and financial industries, we bring to you the Pilla Tax Academy Podcast! This podcast was specifically created for those that are hungry for information that is not common knowledge to nearly every person in the USA. Whether it is learning how to manage a small business, understanding the importance of mastering your taxes, or tax professional education and resources, this is the place for you. Founded by the world’s foremost authority o ...
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Passionate publisher delivering the crème de la crème in literature📖. Explore our handpicked collection of must-reads. 🌟 #BookCurator #Books #eBooks #Audiobooks #PDF #Kindle #Mobi #ePub
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BookSight

Taylor Arndt and Foster Brown

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your weekly accounting podcast with a unique perspective. Join Taylor Arndt and Foster Brown as they talk about being blind tax professionals.
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"CPA Review & More" is hosted by Phil Yaeger of Yaeger CPA Review. This podcast will discuss the CPA Exam and other topics related to CPAs. Each week we will have a special guest that we will interview about their career in the financial industry.
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Main Street Mavericks Radio with Donna Gunter

Main Street Mavericks Radio with Donna Gunter

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Main Street Mavericks Radio brings you insights and strategies of exceptional Main Street businesses serving friends and neighbors in their communities as educators and advocates for their customers. With this show, we build the awareness of the importance of Main Street businesses across the nation because they are the places where we do business, make memories, and help our communities thrive.
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In this episode of Carlos' Blend: Business, Tax and Life Lessons with Carlos Samaniego EA, we travel back to the beginning of Carlos' tax journey. When Carlos Samaniego met Elizabeth, he wasn’t just falling in love; he was falling into a tax pit eight years deep. Unfiled returns, mounting stress, and the IRS breathing down his neck could have spell…
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In this episode, Roger sits down with Catharine Madeley, a tax practitioner who recently experienced a data breach at her firm. Catherine shares her firsthand account of how the breach unfolded, the steps she took to respond, and the lessons she learned along the way. She offers valuable insights into the importance of having a robust cybersecurity…
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Tax professionals must steer through a complex maelstrom during the 2024 filing season. Roger and Annie serve as experienced guides, helping listeners chart a course around hazards like the Employee Retention Credit squalls, the revised "economic realities" path for worker classification under new Department of Labor rules, and proposed tax law cha…
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Typically, tax laws prevent investors from selling shares and repurchasing the same stock within 30 days. But when you donate your shares, you can immediately repurchase the same stock at its fair market value, resetting your shares at a higher cost basis. In this episode, we will learn the tax minimization strategy of donating and repurchasing sto…
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Tax-loss harvesting is offsetting capital gains with capital losses. It can lower your tax bill and better position your portfolio going forward. In this episode, we will learn the tax minimization strategy of harvesting losses. My name is Jamaal “Crypto J” Solomon, founder of J.S. Tax Corporation. The goal of this podcast series to give you REAL t…
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Any gift may be taxable, but the recipient of the gift does not have to pay the gift tax. The person who gives you the gift needs to file a gift tax return if it’s more than the $18,000 annual exclusion. This amount usually increases every year. In this episode, we will learn the tax consequences of making gifts to your family My name is Jamaal “Cr…
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A tax consultant can help you minimize your tax liability, capitalize on tax deductions and manage your tax situation. With more expertise than standard tax preparers, tax consultants can help with tax planning, inheritance issues, charitable giving and other complex tax needs. In this episode, we will learn the benefits of consulting with a tax ad…
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Though personal loans are not tax-deductible, other types of loans are. Interest paid on mortgages, student loans, and business loans often can be deducted on your annual taxes, effectively reducing your taxable income for the year. In this episode, we will learn the tax benefits of paying down your debts. My name is Jamaal “Crypto J” Solomon, foun…
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In this episode, Roger Harris is joined by special guest Blake Oliver to unpack some of the biggest tax stories making headlines. From a federal court ruling deeming a new business reporting law unconstitutional to the staggering estimates of tax evasion by the wealthy. They also dive into the IRS's foray into direct filing for simple returns, the …
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Real Vs. Personal Property, Please Listen to This Episode Before You Take Your Real Estate Exam. A full re-cap of everything you need to know over this section for your real estate examination. 2024, PSI Real Estate Test and 2024 Pearson Vue Real Estate Test. Are you currently enrolled in a pre-license real estate school in the U.S.? If so, and you…
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You may qualify for penalty relief if you tried to comply with tax laws but were unable due to circumstances beyond your control. If you received a notice or letter, verify the information is correct. If the information is not correct, follow the instructions in your notice or letter. In this episode, we will learn why you should check if you're el…
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Generally, to deduct a bad debt, you must have previously included the amount in your income or loaned out your cash. If you're a cash method taxpayer, you generally can't take a bad debt deduction for unpaid salaries, wages, rents, fees, interests, dividends, and similar items of taxable income. In this episode, we will learn why you should write …
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Understanding the concept of "emblements" or "fructus industriales" is crucial, especially regarding the special status and handling of growing crops. Are you currently enrolled in a pre-license real estate school in the U.S.? If so, and you need help, subscribe to my podcast for timely tips to help you pass the real estate exam on the first attemp…
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NOTE: The Department of Labor (DOL) and the Internal Revenue Service (IRS) use different criteria for determining whether a worker is an employee or independent contractor, and the criteria serve different purposes. The DOLs criteria are primarily used for determining eligibility for wage and hourly protections under the Fair Labor Standards Act (F…
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Intentionality can bring freedom and joy. The Disruptors With Liz Farr When Jason Blumer and Julie Shipp joined forces to build Blumer CPAs more than a decade ago, they eschewed the traditional partnership structure, where decision-making power depends on ownership percentage. Instead, Blumer said, “We figured out the ownership is a legal reflectio…
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One of the advantages of operating your own business is hiring family members. However, employment tax requirements for family employees may vary from those that apply to other employees. If you are a sole proprietor or have a partnership with your spouse and your child is age 17 or younger, the IRS says you don't need to pay Social Security, Medic…
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In this episode of Carlos' Blend: Business, Tax and Life Lessons with Carlos Samaniego EA, we chat with Andrew T. Lopes, President and CEO of Forensic Payroll Consultants. Andrew and his team are experts at examining the most extreme payroll tax concerns, and for that reason, he has partnered with Carlos on many occasions to help clients get into g…
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Transformation Talks With Donny Shimamoto Center for Accounting Transformation In the latest episode of Transformation Talks, renowned international speaker, leadership coach, and business consultant Scharrell Jackson emphasizes the pivotal role of Diversity, Equity, and Inclusion (DEI) in ensuring the sustainability of businesses across diverse in…
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Here's an excerpt from next week's Federal Tax Updates podcast, Episode 27. Blake Oliver joins Roger to discuss the latest tax news headlines including how the Corporate Transparency Act has been ruled unconstitutional. Be sure to download the full episode, Monday, March 11, to hear the entire discussion. Get NASBA Approved CPE or IRS Approved CE L…
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A tax loss carryforward (or carryover) is a provision that allows a taxpayer to move a tax loss to future years to offset a profit. The tax loss carryforward can be claimed by an individual or a business to reduce any future tax payments. In this episode, we will learn about why not to ignore carryover deductions. My name is Jamaal “Crypto J” Solom…
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Try for a 10-15% margin. The Disruptors With Liz Farr Brandon Hall says that the reason accountants have such long and grueling busy seasons is that “firms try to make way too much money at tax prep.” Firms don’t have enough capacity to deliver on services, so everyone – including the partners – ends up working a ton of hours. 14 MORE TAKEAWAYS: Br…
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"Fixtures Fastened: Navigating the Fine Print of Real Estate Transactions" In this must-listen episode of Global Real Estate School's podcast, hosted by the seasoned real estate educator and expert, John Mayfield, we dive deep into the often overlooked but crucial topic of fixtures in property transactions. "Fixtures Fastened: Navigating the Fine P…
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You may deduct gambling losses only if you itemize your deductions on Schedule A (Form 1040) and kept a record of your winnings and losses. The amount of losses you deduct can't be more than the amount of gambling income you reported on your return. In this episode, we will learn about how to write off your gambling losses. My name is Jamaal “Crypt…
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Safety's knowing you can pay the bills. Purpose is knowing there's something more. The Disruptors With Liz Farr Amber Setter, the chief enlightenment officer for Conscious Public Accountants, started out as a Type A overachiever CPA, but after a few busy seasons, she realized that she "didn’t want to be an accountant anymore.” Today she’s an execut…
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Welcome to our essential guide for acing the real estate exam, a podcast designed specifically for aspiring real estate professionals. This series is your go-to resource for demystifying complex real estate concepts, with each episode dedicated to breaking down the topics you need to master to pass your exam with flying colors. In our focused discu…
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Segment 1: Tax Realities Ministers Pay Taxes: Dispelling myths. Legal Truth: Courts reject tax exemption claims. Cautionary Note: Risks of tax evasion. Segment 2: Ministerial Taxes 101 Tax Status: Ministers are self-employed. Who's Qualified: Active licensed, ordained, or commissioned ministers. Tax Responsibilities: Pay taxes through withholding o…
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Taxpayers that make qualified energy-efficient improvements to their home after Jan. 1, 2023, may qualify for a tax credit up to $3,200 for the tax year the improvements are made. In this episode, we will learn about making energy efficient updates that can reduce your taxes. My name is Jamaal “Crypto J” Solomon, founder of J.S. Tax Corporation. Th…
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As tax season kicks off, Annie and Roger discuss tips for practitioners and taxpayers, including using e-file and direct deposit for fastest refunds, being vigilant about IRS scam alerts, reviewing Circular 230 rules on duties and liabilities, and evaluating your processes after April to improve efficiency. They also touch on state filing deadlines…
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Members of the military may qualify for tax benefits not available to civilians. For example, they don't have to pay taxes on some types of income. Special rules may lower the tax they owe or allow them more time to file and pay their federal taxes. In this episode, we will learn about claiming deductions for military members My name is Jamaal “Cry…
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You may deduct charitable contributions of money or property made to qualified organizations if you itemize your deductions. Generally, you may deduct up to 50 percent of your adjusted gross income, but 20 percent and 30 percent limitations apply in some cases. In this episode, we will learn about charitable donations to reduce your tax liability. …
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Tax season is upon us, and with it comes the need for proper documentation. Improper donation receipts can cause headaches for both donors and organizations. In this episode, we'll dive into the essential elements of a donation acknowledgment letter to ensure compliance with IRS standards. Main Content: Understanding IRS Requirements: Explaining IR…
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Depending on your income bracket, you could be taxed up to 20% on your capital gains. However, if you donate this stock to a charity instead of selling it, neither you nor the charity have to pay taxes on it. In this episode, we will learn how you can avoid capital gains tax by donating stock. My name is Jamaal “Crypto J” Solomon, founder of J.S. T…
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A qualified charitable distribution (QCD) allows individuals who are 70½ years old or older to donate up to $100,000 total to one or more charities directly from a taxable IRA instead of taking their required minimum distributions. In this episode, we will learn why you should consider donating your required minimum distribution. My name is Jamaal …
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When you adjust the basis of an asset, you’re adjusting its value up or down. The adjusted basis is used to determine the capital gain or capital loss that will result from the sale of the asset. In this episode, we will learn why you should adjust your basis for capital gains tax to save big on taxes! My name is Jamaal “Crypto J” Solomon, founder …
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Introduction: Welcome to episode 57 of the Bookkeeping with a Purpose podcast! Exploring the complexities of federal regulations, particularly regarding church employees and overtime rules. I stumbled upon something fascinating recently, and you know me, I can’t keep cool discoveries to myself. So, buckle up for a journey into the world of church f…
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In this episode, join hosts Liz and Carlos Samaniego as they delve into the personal experiences of dealing with tax problems within a marriage. Carlos opens up about his past tax troubles and how he navigated disclosing them to his wife, Liz. They discuss the emotional impact, financial strain, and the importance of seeking professional help to ta…
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Roger and Annie kick off the 2024 tax season by explaining the new beneficial ownership reporting requirements under the Corporate Transparency Act. They detail who must comply, what information must be disclosed, and the tight deadlines and penalties involved. They also discuss whether accountants should assist clients with these complex filings o…
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As an individual, your deduction of state and local income, general sales, and property taxes is limited to a combined total deduction of $10,000 ($5,000 if married filing separately). In this episode, we will learn why you should see if itemizing state sales taxes makes sense for you. My name is Jamaal “Crypto J” Solomon, founder of J.S. Tax Corpo…
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The Earned Income Tax Credit (EITC) helps low- to moderate-income workers and families get a tax break. If you qualify, you can use the credit to reduce the taxes you owe – and maybe increase your refund. In this episode, we will learn why you should see if you qualify for an Earned Income Tax Credit. My name is Jamaal “Crypto J” Solomon, founder o…
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A popular college-savings vehicle is the 529 savings plan, which provides several tax advantages when used for education expenses. In this episode, we will learn why you should consider contributing to a 529 plan. My name is Jamaal “Crypto J” Solomon, founder of J.S. Tax Corporation. The goal of this podcast series to give you REAL tax advice in 7 …
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In Episode 42 I talked to you about 3 steps to help you create a sound budget. In today's episode I want to help you take the next step in the budgeting process - ensuring that every program you created a budget line item for is carried out with excellence so that you can actually stay within that budget! Listen in to see how you can continue to ho…
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Warning: The IRS Tsunami is Coming & You're In Its Path! 🔥 In the latest jaw-dropping episode of the Carlos Samaniego - Tax Debt Consultant Podcast, Carlos teams up with the tax wizard himself, Attorney Eric Green. They're not just talking; they're sounding the alarm on the IRS's all-out blitz on collections that's about to slam into unsuspecting t…
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In this episode of Carlos' Blend: Business, Tax and Life Lessons with Carlos Samaniego EA, we chat with Tax Attorney and Founder of The Tax Rep Network, Eric Green. Eric coaches accountants, attorneys, EA's and CPA's on how to deal with individuals with tax problems. Today, Carlos and Eric chat about the incoming Tax Tsunami and how you can be prep…
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An education credit helps with the cost of higher education by reducing the amount of tax owed on your tax return. If the credit reduces your tax to less than zero, you may get a refund. There are two education credits available: the American opportunity tax credit and the lifetime learning credit. In this episode, we will learn how you can get a t…
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Self-employment tax is a tax consisting of Social Security and Medicare taxes primarily for individuals who work for themselves. It is similar to the Social Security and Medicare taxes withheld from the pay of most wage earners. In this episode, we will learn how you can deduct half of your self-employment taxes. My name is Jamaal “Crypto J” Solomo…
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In this episode, we will learn why you may want to move some business compensation from wages to distributions. Key word: some My name is Jamaal “Crypto J” Solomon, founder of J.S. Tax Corporation. The goal of this podcast series to give you REAL tax advice in 7 minutes or less. You literally have no excuses! Here is my Source Award pitch to you…… …
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