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Money & Taxes from Bb to XYZ

Financial Planning Fort Collins

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Money & Taxes from Bb to XYZ is the personal finance podcast for baby boomers as well as those in generations X, Y, and Z. Real financial planners break down a single money topic in each episode — and leave you with actionable takeaways at the end.
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Assets and Taxes

Asset Strategy

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Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://lin ...
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Deathpiles and Taxes

Deathpiles and Taxes

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Deathpiles and Taxes is a podcast about e-commerce and taxes. Derek & Adam talk about real life business stories reselling on Ebay, Amazon and other online platforms. Join a conversation with your new best friends, about buying and selling online with some fun stories mixed in.
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Death and Taxes

Benny, Carrie, Lizzie & Clare

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■ Print clearly using a black pen. ■ Use whole dollars or '0' (zero). ■ This is another true crime podcast. Benny, Carrie, Lizzie and Clare use their lunch break to forget about tax accounting and discuss crimes that interest them.
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Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
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Pay It Forward Taxes

Pay It Forward Taxes

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A podcast about money, friendship, family and community as we build our Tax Preparation business. Hosted by founders Erin Lashley and Delicia Hamilton. Proud partners of Jumping Jack Taxes.
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Robots vs Taxes

PavloErnesto

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In these times you need a show that dares to tackle the hard-hitting issues of the day. You also need a show that gets REALLY nerdy. You have a lot of needs and ROBOTS VS. TAXES is here to satisfy at least two of them.
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The Truth About Taxes

The Truth About Taxes

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Uncovering the "black box secrets" of the wealthy elite...showing you how they keep their tax dollars, grow that wealth, and create a legacy that lasts for generations... Find your purpose...Fund your purpose...Change the world!
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Welcome to The Truth About Taxes & Retirement Podcast with J. Barry Watts from SavingYouTaxes.com. In this podcast, Barry puts four decades of experience as a Tax Strategist and Retirement Designer to work in helping business owners find ways to reduce income taxes immediately and helping people approaching retirement reduce or eliminate the taxes they will pay on their retirement income—sometimes achieving the zero percent tax bracket
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On this podcast we are going to provide real, practical advice to expats and other tax practitioners to cut through the financial complexity of moving to another country to help you make better decisions and save money. I talk to expats every day about tax and other financial issues which gives me a front row seat to what information is really valuable. Ill be talking with expert tax advisors in various countries as well as other expats so you can avoid potential traps, take advantage of opp ...
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Taxes Made Simple

Dark Horse CPAs

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Essential tax knowledge every entrepreneur and investor should know, delivered in bite-sized chunks. Join host Justin Kurn and Dark Horse CEO, Chase Birky, for all of your need-to-know tax info.
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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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Retirement Simplified is the podcast dedicated to arming you with the tips and tactics necessary to realize your retirement aspirations. My mission is simple - to make complex retirement topics simple. My overarching objective for all my clients (and listeners) is to instill confidence in their retirement, and that starts with a rock solid strategy. Through weekly episodes, I provide the latest insights and strategies to create a retirement plan that gets you up in the morning. From investme ...
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MKG Enterprises Corp Financial Services is a diversified financial technology company that provides tax refund financial products primarily to customers with limited access to consumer credit from banks, thrifts, credit cards, and lenders. As a leading mobile tax refund FinTech we provide tax advantage IRA accounts, crypto tax service and digital wallets. MKG Tax Consultants will enable startup businesses to open bank accounts conveniently from their mobile phone, send/ receive ACH deposits, ...
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In our third episode Tim Williams and Tom Hewitt discuss the impact of the Budget on landowners, giving a quick overview of the key changes to APR and BPR, anti-forestalling rules and changes to CGT, whilst setting out what options are available for landowners looking to reduce their exposure and the caveats to be aware of.…
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Dividend investing has been a retirement tool utilized by retirees for years, but is it still a strategy we can rely on to help fund our income plan in retirement? Discover why relying solely on dividends may not be the best approach and explore alternative strategies that could enhance your financial security. Frank also sheds light on the tax imp…
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Benevolence given to immediate family members of employees is generally treated as taxable income to the employee. This is because the benefit is considered to be provided in connection with the employee's performance of services. https://www.law.cornell.edu/uscode/text/26/102 xo,MichelleNext Steps: Click below to learn more about me and my current…
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Do you know what your legal name is? Are you sure — and have you been using it properly? In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, will tell you where you can find it — and how you can properly update yours if you’ve used a variation of your legal name for anything official along the way. Plus, we’ll touch on the variety o…
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In this episode of 'Assets and Taxes' financial professional, David O'Brien CFP®, CAIA®, is joined by special guest Jeff Murphy CFA, Market Leader at Invesco. They analyze why Direct Indexing is becoming an effective tax savings strategy.DOWNLOAD OUR FREE FINANCIAL GUIDES: https://assetstrategy.com/financial-guides/BOOK A DISCOVERY CALL WITH US: ht…
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Please support our sponsors www.extremmotus.com www.visible.com promo code BVWVQ for $20 off the first month Looking for an accountant who understands what you do? Visit www.adamupaccounting.com Questions or comments? @droyeveritt on twitter & Instagram Facebook Group Deathpiles and Taxes Sound engineer Adam Beesley Thanks to Executive Senior Engin…
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In our second episode Tim Williams and Catherine de Maid break down the Autumn Budget 2024 and its impact on trustees and trust companies, looking at key changes to the non-dom regime, and the impact of the proposed changes to APR and BPR, while offering some insight into what they have been hearing and seeing since the Budget.…
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In the ever-evolving world of finance, the Federal Reserve's decisions can send ripples through the investment community. Recently, the Fed has cut interest rates, and this has sparked questions about the future of money market funds. Are they still a viable option for investors, or should we be looking elsewhere? In this episode of the Time Bluepr…
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Summary Direct Employer Payments: Benevolence funds provided directly by an employer to an employee are generally included in the employee's gross income under Section 102(c). Qualified Disaster Relief Payments: Payments made by an employer to employees for disaster-related expenses can be excluded from gross income under Section 139 if they meet t…
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In our first episode Edward Hayes, Tim Williams, and John Barnett provide their thoughts and commentary on the Budget 2024, looking at key changes to CGT, IHT, BPR and APR and the non-dom reforms whilst flagging some particularly interesting aspects of the new rules which may have been missed.Burges Salmon Private Client team による
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Today we’re going to answer a question from the mailbag asking about whether you should make your spouse get more involved in the finances as you near retirement. What does Frank think? We’ll find out in this video as Frank offers practical advice on encouraging participation and shares stories that highlight the importance of both partners being i…
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The determination of whether an individual is an employee or an independent contractor is based on the common law rules, which consider various factors indicating the degree of control and direction the employer has over the worker. According to the IRS regulations and rulings, the following seven factors are significant in establishing an employer…
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Happy Halloween! In honor of the holiday, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are sharing some of their holiday savings hacks. While their spending recently focused on spooky-themed items, you can use these tricks to treat yourself year-round. Listen in for easy ways to save from simple coupons to rewards that may be hidden in your h…
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You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Snooki to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources. Tune in as Frank uncovers some valuable l…
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Do you think all ministers are automatically self-employed for payroll? We are going to answer that question today as we walk through the ins and outs of ministerial employment status with a story to show why it’s so crucial for churches to get this right. New FREEBIE! https://churchpayrollcompliancekit.com xo,MichelleNext Steps: Click below to lea…
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Please support our sponsors www.extremmotus.com www.visible.com promo code BVWVQ for $20 off the first month Looking for an accountant who understands what you do? Visit www.adamupaccounting.com Questions or comments? @droyeveritt on twitter & Instagram Facebook Group Deathpiles and Taxes Sound engineer Adam Beesley Thanks to Executive Senior Engin…
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There are countless financial advisory firms out there, but not all are created equal. Each firm offers unique services and operates with its own set of specialties and core values that shape its approach to helping clients. In this episode, we take a deep dive into the guiding principles of Oliver Asset Management. Frank will walk us through how t…
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The three most common mistakes churches make with 1099 forms are: Misclassifying Employees as Independent Contractors: Churches often incorrectly classify workers (e.g., ministers, musicians, or administrative staff) as independent contractors when they should be treated as employees. This can result in tax penalties for the church and confusion fo…
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Please support our sponsors www.extremmotus.com www.visible.com promo code BVWVQ for $20 off the first month Looking for an accountant who understands what you do? Visit www.adamupaccounting.com Questions or comments? @droyeveritt on twitter & Instagram Facebook Group Deathpiles and Taxes Sound engineer Adam Beesley Thanks to Executive Senior Engin…
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Free financial planning sounds great! But what if it’s not actually free? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, chat about some potential downsides of free financial advice in this episode. Learn what they are and how you can find the true cost of a “free" financial plan. Have a money or tax question for us? Send it to podcast@fpfoco.c…
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In 1910, two wealthy sisters would respond to an advertisement that promised wellness in the Seattle wilderness. An institution devoted to natural therapeutics, "Wilderness Heights" was run by Dr Linda Burfield Hazzard. To locals, however, the grounds were infamously dubbed "Starvation Heights"... Benny covers this week's case. Theme music by MVM P…
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In this episode of 'Assets and Taxes' financial professionals, Kent Fitzpatrick AIFA®, GFS®, CBFA, and Peter Doherty MBA, CEXP, CFP®, analyze Donald Trump and Kamala Harris' tax policies in this video. Learn how their tax plans could impact your finances. DOWNLOAD OUR FREE FINANCIAL DATA GUIDE: https://mailchi.mp/assetstrategy/maximizing-social-sec…
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Please support our sponsors www.extremmotus.com www.visible.com promo code BVWVQ for $20 off the first month Looking for an accountant who understands what you do? Visit www.adamupaccounting.com Questions or comments? @droyeveritt on twitter & Instagram Facebook Group Deathpiles and Taxes Sound engineer Adam Beesley Thanks to Executive Senior Engin…
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Today we’re going to tackle a crucial topic for small churches—how to create an effective budget, even when resources are tight. Budgeting can feel overwhelming, especially when you’re dealing with limited income, but with the right approach, it’s not only manageable, it can help your church grow and thrive. xo,MichelleNext Steps: Click below to le…
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Please support our sponsors www.extremmotus.com www.visible.com promo code BVWVQ for $20 off the first month Looking for an accountant who understands what you do? Visit www.adamupaccounting.com Questions or comments? @droyeveritt on twitter & Instagram Facebook Group Deathpiles and Taxes Sound engineer Adam Beesley Thanks to Executive Senior Engin…
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Got equity compensation? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, give a (very) brief overview of the different types and how they’re taxed. From ESPPs to ISOs, RSUs, and NSOs, this explainer will help you better understand your own equity comp. Want to learn more? Check out our companion blog, NSO, ISO, RSU, ESPP, and ESOP: Making Sense …
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On November 4 2018, Tamla Horsford was discovered dead in the backyard of a home where she had been attending a slumber party with other "football mums" the night before. Some argue that her race played a role in the events leading up to her death and in the investigation that followed, and her death became a topic of advocacy during the George Flo…
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What does the IRS have to say about voluntary withholding on housing allowances? Check out todays episode to find out!xo,MichelleNext Steps: Click below to learn more about me and my current offers https://my.linkpod.site/MBrownEA Disclaimer: The information provided in the Church Finance and Minister Tax podcast is for general informational purpos…
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Please support our sponsors www.extremmotus.com www.visible.com promo code BVWVQ for $20 off the first month Looking for an accountant who understands what you do? Visit www.adamupaccounting.com Questions or comments? @droyeveritt on twitter & Instagram Facebook Group Deathpiles and Taxes Sound engineer Adam Beesley Thanks to Executive Senior Engin…
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A recent graduate of the Intro to Church Finances course shares her experience with us today.Sign up for the Intro to Church Finances Course today! Cart closes on Monday, September 30th. https://www.churchfinances.org/icfcourse Hope to see you there!xo,MichelleNext Steps: Click below to learn more about me and my current offers https://my.linkpod.s…
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Please support our sponsors www.extremmotus.com www.visible.com promo code BVWVQ for $20 off the first month Looking for an accountant who understands what you do? Visit www.adamupaccounting.com Questions or comments? @droyeveritt on twitter & Instagram Facebook Group Deathpiles and Taxes Sound engineer Adam Beesley Thanks to Executive Senior Engin…
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What are the financial impacts of losing a loved one — and how should you navigate them as you mourn their loss? On today’s episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, explore how loss affects individuals financially. They also review actionable ways in which you can accept your own mortality and prepare so you can reduce strain on …
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Lana Jean Clarkson was an American actress and fashion model. During the 1980s, she rose to prominence in several sword-and-sorcery films. On the morning of February 3, 2003, Lana was found dead inside the California mansion of record producer Phil Spector. Theme music by MVM Productions.Benny, Carrie, Lizzie & Clare による
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Were you ever the kid growing up that had to ask, “how do you know?” or “why?” about anything and everything? Turns out, having that inquisitive nature is something that can be extremely valuable to us as we plan out our finances and our retirements, and in today’s show, we’ll dive into some of those questions that you should be asking as you appro…
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Ever wondered what it's like to pack up and move halfway around the world? In this episode of "Talking Expat Taxes", host Alex McGowin chats with Melissa Cox about her family's bold move from Delaware to New Zealand. They dive deep into the real trade-offs between cost of living and lifestyle, the challenges of navigating New Zealand's housing mark…
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Please support our sponsors www.extremmotus.com www.visible.com promo code BVWVQ for $20 off the first month Looking for an accountant who understands what you do? Visit www.adamupaccounting.com Questions or comments? @droyeveritt on twitter & Instagram Facebook Group Deathpiles and Taxes Sound engineer Adam Beesley Thanks to Executive Senior Engin…
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