show episodes
 
The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus on tax savings and ways to have a financially sound back bone to your small business. Our goal is to have you paying the least amount in taxes as legally possible. Hosted by by Mike Jesowshek, CPA, this is a quick hitting podcast aimed to get you important information without all the fluff. You can find episodes, blog posts, our Tax Minimization Program and more on our website: www.TaxSavingsP ...
 
Simply Tax™ cuts through the static of the tax world and doesn’t waste your time by needlessly tossing around technical terms and citing code sections. Host Damien Martin has a knack for boiling down complex issues for business professionals who need a trusted advisor to help strengthen their tax mind.
 
Talking Tax, from Bloomberg Tax, is a weekly discussion of the most pressing issues facing tax and accounting professionals. Each week the podcast features discussions with lawmakers, federal regulators, practitioners, and journalists. From the courts to Capitol Hill to the IRS, Talking Tax has it covered. Hosts: Amanda Iacone and Jeffery Leon.
 
Barkada style kwentuhan about finances, career, business, at marami pang iba. Makakasama si Mon, Rodney, at Genel. Tatlong college dorm mates na ngayon ay mga Certified Public Accountant. Halina’t makisaya, makitawa, at matuto. Kung meron kang mga katanungan, magpadala ng mensahe sa usapangmatsing@gmail.com.
 
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show series
 
On this episode of Tax Q&A Friday, Steven answers a question that both he and Frank Murillo of Snowden Lane Partners get asked often: “I’m not a business owner. What can I do to lower my taxes?” Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to lov…
 
After years of grueling negotiations, the world's wealthiest countries reached an agreement on how—and how much—to tax multinational corporations. Now comes what could be a heavier lift: Getting buy-in from the rest of the world. Kate Barton, EY's global vice chair for tax, joins this week's episode of Talking Tax to sort through what the recent G-…
 
On this episode Mike Jesowshek, CPA talks about how the child tax credit has changed specifically for 2021. 1) What Are The Typical Parameters Around The Child Tax Credit? 2) What Are The Changes To The Child Tax Credit For 2021? 3) Join Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax 4) Download Our Free Ultimate List of Busine…
 
Do you hate telling clients that they have to take an RMD? Most advisors do. RMDs are the IRS’s way of making sure a taxpayer’s deferred savings eventually get taxed. Any amount of an RMD not taken in a given year will be taxed at 50%. To learn more about how you can leverage RMDs to benefit your clients, keep listening. Are you interested in conte…
 
This is our new normal, facemask, social distancing, everything is online. Whether we like or not, this pandemic has caused an unexpected shift in the way we do business. Our most common question ------so what will the future hold? What types of changes are we seeing? Join us this episode to help you plan your business in the new normal.…
 
Steven’s guest today is Frank Murillo of Snowden Lane Partners. Frank has made the journey from a wirehouse to the RIA space. As a result, he confidently provides clients with proactive tax strategies today. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are…
 
This week we look at: IRS publishes Q & A on 2021’s enhanced child and dependent care credit on website Malpractice settlement related to taxpayer’s divorce was taxable to her - and situation made worse to going to Tax Court IRS discusses interaction of depreciation related §481(a) adjustments and computation of ATI through 2021 An audio only versi…
 
Have you ever wondered what it would be like to be a CEO? Host Damien Martin caught up with Ted Dickman in his final days as BKD’s CEO to find out some of the lasting tips and memories from his career. In this episode, Ted reflects on his experience and shares tips to help anyone make the most of their career and enjoy the journey along the way. He…
 
The first loan approved through the Small Business Administration's Paycheck Protection Program went out the door just one week after the program was created last spring. At the time, with the pandemic shutting down nearly the entire country, the economic devastation looked like it could be limitless. The PPP was designed to help small business own…
 
On this edition of Tax Q&A Friday, Steven answers a question from an advisor at Edward Jones. His client’s Form 1040 showed a large amount on Line 5a… but zero on Line 5b. Where did it go? Steven has the answer—and important specifics on the circumstances—for you in today’s podcast. Are you interested in content that provides you with action steps …
 
On this episode Mike Jesowshek, CPA talks about how you can potentially deduct 100% of the cost of employee recreation and parties. 1) How Is It Possible To Get a 100% Deduction For Entertainment? 2) What Else Do I Need To Know? 3) Join Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax 4) Download Our Free Ultimate List of Busines…
 
Steven’s intended audience is a mix of tax planning newcomers and experienced advisors. If you care about increasing your value delivered to clients, tune in. You fit his target profile. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our po…
 
Steven’s guest for this episode is Taylor Schulte of Define Financial. Taylor is a financial advisor who has found tremendous success focusing on tax planning in his digital marketing. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powe…
 
This week we look at: Senate Parliamentarian’s second opinion on reconciliation limits practical use of revision of reconciliation instructions Long-time tax CPA who admits not reading Schedule B instructions hit with willful failure to file FBAR penalties MoneyGram is not a bank, meaning losses from 2008 financial crisis secured debts were capital…
 
On this episode of Friday Tax Q&A, Steven responds to an advisor’s question about simple tax returns: What do you do with the ones lacking any obvious planning opportunities? Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powerful train…
 
A federal tax credit has played a big role in speeding adoption of electric vehicles and plug-in hybrids, offering consumers up to $7,500 off their year-end tax bill if they buy a qualifying vehicle. But Congress designed the credit to phase out as manufacturers established EVs as viable parts of their product line, setting a sales threshold that T…
 
Qualified Charitable Distributions can be great opportunities. You can save taxes for some clients who have a charitable disposition. On this episode, Steven delves deeper into the conversation around QCDs and the reasons to recommend them to a client. Are you interested in content that provides you with action steps that you can take to deliver ma…
 
On this episode Mike Jesowshek, CPA talks about what to do if you have business expenses that you accidentally paid for personally. 1) How Do I Avoid A Big Tax Bill? 2) How Do I Avoid A Tax Surprise? 3) Join Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax -------- Podcast Host: Mike Jesowshek, CPA - Founder of JETRO (www.JETROta…
 
This week we look at: Green Book issued to explain administration’s revenue proposals Whether or not a 1099 must be issued, income still must be reported IRS gives more information about unemployment exclusion and community property states TAM looks at lack of “fact of the liability” for all events test dispute An audio only version of this week’s …
 
There's a lot to love about making charitable donations without getting taxed for them. However, there's ample room for error when they're reported. On this episode of The Retirement Tax Services Podcast, Steven and Matthew Jarvis get real about admitting these mistakes. Are you interested in content that provides you with action steps that you can…
 
On this episode of Friday Tax Q&A, Steven and Sten Morgan share their insights into how financial advisors can stay sensitive to compliance issues but still offer valuable tax strategies to their clients. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are go…
 
A few weeks ago, a Talking Tax listener reached out about an episode from last summer that focused on why so few CPAs are Black. Lynnwood G. Campbell's stories from a more than 40-year-long career in accounting were so fascinating, we invited him on this week's show. Campbell, now retired, started out at what is now PricewaterhouseCoopers LLP, then…
 
On this episode Mike Jesowshek, CPA talks about what start-up costs are and how they are handled. 1) What Are Start Up Costs? 2) What Are Organizational Costs? 3) How Does The Tax Deduction For Start-Up and Organizational Costs Work? 4) Examples Of Start-Up Costs Deduction 5) Start-Up Costs Frequently Asked Questions 6) Join Our Tax Minimization Pr…
 
Steven shares his insights on how advisors can make use of illustrative examples to wow clients and prospects. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powerful training sessions online. Click the link below to sign up: https://re…
 
This week we look at: IRS will begin sending out advance child tax credit payments on July 15 IRS announces simplified method to file a return for those not required to file to qualify for advance payments IRS provides Q&A on COBRA premium assistance payments An audio only version of this week’s broadcast can be streamed below. A PDF with this week…
 
On this episode of the Retirement Tax Services Podcast: Financial Professional's Edition, Steven has an insightful conversation with Sten Morgan, a founding member of Legacy Investment Planning. Sten's advice is simple: Give your best for free and the rest will follow. Are you interested in content that provides you with action steps that you can t…
 
On this episode of Friday Tax Q&A, Steven shares his tips on asking your clients for their tax returns and what to do once you have them. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powerful training sessions online. Click the link b…
 
The market for special-purpose acquisition companies, or SPACs, was all the rage over the last year, with exponential asset growth in just a few months plus the involvement of celebrities like R&B singer Ciara and former Yankees slugger Alex Rodriguez. Then, last month, the Securities and Exchange Commission threw a sudden damper on it: new account…
 
Steven shares his thoughts on Estate Tax Planning following his conversation with Micah Shilanski CFP® in the previous episode. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powerful training sessions online. Click the link below to si…
 
On this episode Mike Jesowshek, CPA talks about what baseline tax strategies are and how they compare to advanced tax strategies. 1) What Are Baseline Tax Strategies? 2) What Are Advanced Tax Strategies? 3) Join Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax -------- Podcast Host: Mike Jesowshek, CPA - Founder of JETRO (www.JET…
 
This week we look at: IRS begins revising returns that reported taxable unemployment and excess APTC HSA and HDHP numbers for 2022 released Census will not change the boundaries of qualified opportunity zones IRS looking to automate submission of power of attorney forms An audio only version of this week’s program can be downloaded or streamed belo…
 
Steven has a conversation with Micah Shilanski, CFP® regarding one of Micah's clients who was looking at a 1.6 million dollar estate tax bill. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powerful training sessions online. Click the l…
 
This week's question comes from an advisor named Daniel. Daniel has a client who he suspects is getting bad advice from a CPA. Steven talks him through this and other potential awkward situations that might arise with client COIs. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to you…
 
The Biden administration has given a boost to a years-long effort toward global agreement on digital tax rules as negotiators work to strike a deal in the coming months. Since she took office, Janet Yellen’s Treasury Department has started to reshape the conversation on both elements of the Organization for Economic Cooperation and Development’s tw…
 
The tax and investment worlds are buzzing with headlines about possible significant tax changes this year as we continue to learn more about President Biden’s Build Back Better agenda and the tax-related proposed provisions to pay for the agenda over 15 years. BKD’s Holly Pantzer and Jeff Layman join host Damien Martin to help you better understand…
 
On this episode Mike Jesowshek, CPA talks about what to do if you have business expenses that you accidentally paid for personally. 1) Why Should I Separate Business and Personal Expenses? 2) Okay, I Accidentally Paid For A Business Expense On My Personal Account. Now What? 3) FREE WEBINAR: Tax Secrets Nobody Tells Entrepreneurs - Sign-Up: https://…
 
Steven comments on his observations of some negative interactions between financial planners and other Centers of Influence (COIs). He talks about how one can avoid open hostility and work together for the benefit of their mutual clients. Are you interested in content that provides you with action steps that you can take to deliver massive tax valu…
 
This week we look at: IRS looks at issues for use of an aircraft by a sole proprietor Dividends from controlled C corporation are still part of net investment income under IRC §1411 IRS allowed to serve John Doe summons on Kraken exchange for information on customers An audio only version of this week’s program can be streamed or downloaded below: …
 
Retirement Tax Radio, Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their shared goal of reducing most people’s tax expenses in retirement. In this episode, Steven talks to Matthew Jarvis to get his perspective on what Financial …
 
Rep. Tom Suozzi (D-N.Y.) is among lawmakers from high-tax states who want to repeal the $10,000 cap on deductions for state and local taxes paid. Individuals in Democratic states like New York and California have seen their tax bills go up as a result of the cap, which was part of the 2017 tax law. Suozzi is leading the fight against the cap, tryin…
 
On this episode Mike Jesowshek, CPA has special guest, Gordon Henry, on to discuss how you can modernize your small business. 1) FREE WEBINAR: Tax Secrets Nobody Tells Entrepreneurs - Sign-Up: https://www.taxsavingspodcast.com/secrets Details: Tuesday, May 18, 2021 12:00 PM CDT 2) Join Our Tax Minimization Program: https://www.taxsavingspodcast.com…
 
This week we talk about: IRS confirms how community property states, MFS, and 2020 unemployment exclusions work Tax Court rules rent paid was unreasonably high, convert portion to dividend White House releases a fact sheet on proposed tax law changes An audio only version of this week’s broadcast can be downloaded below: A PDF with the articles for…
 
Sa episode na ito ay pag-uusapan natin ang mga basic steps sa pag-rehistro ng isang negosyo sa Department of Trade and Industry (DTI), Securities and Exchange Commission (SEC), Barangay, LGU, at Bureau of Internal Revenue (BIR). Kung meron kang katanungan, magpadala ng mensahe sa usapangmatsing@gmail.com. FOLLOW & SUBSCRIBE: Facebook: Usapang Matsi…
 
President Joe Biden this week outlined his plan to increase taxes on wealthy individuals as a way to pay for investments in childcare and education. An almost doubling of the federal capital gains tax rate and a provision curtailing a tax break on property transferred to heirs at death are among the changes in the American Families Plan. But notice…
 
On this episode Mike Jesowshek, CPA talks about how you can hire your kids in your business! 1) What Do I Need To Know About Hiring My Kids In My Business? 2) Great, Now How Do I Do It? 3) FREE WEBINAR: Tax Secrets Nobody Tells Entrepreneurs - Sign-Up: https://www.taxsavingspodcast.com/secrets Details: Tuesday, May 18, 2021 12:00 PM CDT 4) Join Our…
 
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