Podcasts

Big life changes can mean big tax surprises. In this episode, we break down 5 events that could impact your taxes—and how to be ready before the IRS comes knocking.

Are you unknowingly risking an IRS audit? In this episode, uncover the biggest audit triggers—like missing income, large income swings, and questionable deductions—and learn how to ensure your tax returns are thorough to avoid unnecessary stress.

Charitable giving is a great financial tool many Americans use and the benefits can be rewarding, emotionally and financially. Here are a few tips to help you choose what charity you want to help!

Revitalization of low-income areas has always been a challenge for the US government. One of their strategies was to establish the opportunity zones community program which gives tax incentives to investors who reinvest their capital gains into a “Qualified Opportunity Fund” tied to these zones. Listen to a few facts about how the program is doing.

If you plan on working for yourself or owning your own small business, you definitely need to know about estimated tax payments. This is something employers usually handle for their W-2 employees.

In this episode, we dive into the crucial topic of protecting your retirement during divorce. Discover how Qualified Domestic Relations Orders (QDROs) can safeguard your hard-earned savings and ensure a fair distribution of assets, empowering you to secure your financial future post-divorce.

If you are a high earner, this retirement savings strategy could work for you! Discover the benefits of Backdoor Roth IRAs and how you can implement them in your retirement saving strategies.

A big question people on the homestretch to retirement have is “where am I going to live when I retire?” In this episode, we’ll discuss some of the best states to live in during your retirement and why.

RMDs are a very complex subject that affect everyone differently. They can have a large impact on your tax bracket because this counts as your income. Here are a few planning ideas to make the most of and plan around RMDs.

Learn the difference between tax deductions & tax credits!

Learn the difference between Standardized Deductions or Itemized deductions when filing for taxes.

Not having a beneficiary for your retirement accounts can be a costly mistake in the long run! Learn the reasons why it’s important to designate a beneficiary for your retirement accounts.

Chris interviews Vice President of the Nationwide Retirement Institute, Steven Calandra, on a deeper dive into tax efficient retirement income planning. This is part 1 of a 3 part series on tax efficient retirement planning

In continuation to the tax law changes proposed by the Biden Administration, here are a few updates & more possible changes that could occur.

With the new Biden administration comes proposals for higher taxes. The way the government is looking today shows that there is a very good chance they will make it more expensive for wealthier individuals.

The IRS changed the tax deadline date from April 15th 2021 to May 17th 2021. This may be both a blessing & a curse for tax preparers.

With the new Biden Administration, there is so much information out there to digest. Here are some potential tax law changes you should be aware of to help you be tax efficient.

Every election has consequences in terms of laws, regulations, & taxes that can affect your wallet. Chris explains a few examples of what may change due to elections & how they can affect your financial situation.

Chris hosts a webinar that details some need to know tax planning information for the end of 2020.

Determining your tax bracket is not as simple as just adding up your income and checking a tax table. Did you know that all of your income is not taxed at the same rate? Chris quickly explains your marginal tax rate and how it is different from your average tax rate.