Podcast Feed

Florida Pushes to Abolish Property Taxes, These States Could Follow Soon

Florida Pushes to Abolish Property Taxes, These States Could Follow Soon

Florida property taxes could drop to 0%. As the state struggles with some of the lowest affordability in the country, with home insurance almost doub…

Are You In Trouble (With the IRS)?

Are You In Trouble (With the IRS)?

You DO NOT want to mess with the IRS.   As Tax Day draws near, tax planning questions are filling our inbox. We're kicking off this livestream that g…

9 Tips to Maximize Your Charitable Giving: Donations & Tax Benefits Explained

9 Tips to Maximize Your Charitable Giving: Donations & Tax Benefits Explained

Did you know that Americans donate over $374 billion annually to charities? Giving back feels great, but did you know you can also maximize your tax …

#395: How to Sell a Rental and Pay ZERO Taxes (1031 Exchange Step-by-Step)

#395: How to Sell a Rental and Pay ZERO Taxes (1031 Exchange Step-by-Step)

⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom: link   🎙️ Episode #395 – W…

100% Bonus Depreciation Could Return This Year: 2025 Tax Update

100% Bonus Depreciation Could Return This Year: 2025 Tax Update

Real estate is one of the most tax-advantaged investments in the country. With bonus depreciation, opportunity zone investing, 1031 exchanges, and mo…

The Hidden Tax of Avoiding Tough Conversations, with Harvard Law Senior Fellow Bob Bordone

The Hidden Tax of Avoiding Tough Conversations, with Harvard Law Senior Fellow Bob Bordone

#591: Imagine you're about to ask your boss for a raise. Your stomach tightens. You've rehearsed what to say, but doubt creeps in. Should you be more…

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owing $30K to the IRS

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owing $30K to the IRS

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!This week's episode was full of surprises -…

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owning $30K to the IRS

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owning $30K to the IRS

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!This week's episode was full of surprises -…

WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate

WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate

Today we are answering your tax questions. We discuss tax liability in retirement, social security tax limits, tax gain harvesting in UGMA accounts a…

The Best Tax Prep Software of 2025 (SB1655)

The Best Tax Prep Software of 2025 (SB1655)

Choosing the Best Tax Software for Your Needs Tax season is here—so which software should you trust with your hard-earned Benjamins? Eric Rosenberg f…

The Tax-Free Retirement Strategy 95% of Americans Don’t Know About

The Tax-Free Retirement Strategy 95% of Americans Don’t Know About

The wealthy are using one unique retirement account to build their fortunes tax-free. You may have never heard of it, but knowing about it can change…

MtoM #212: Engineer and Surgeon Couple Become Millionaires and Finance 101: Estate Taxes in Different States

MtoM #212: Engineer and Surgeon Couple Become Millionaires and Finance 101: Estate Taxes in Differe…

This Engineer and Surgeon couple have become millionaires just a short time after she completed training. They hit this impressive milestone before s…

Q&A: The Hidden Tax Drain in Your Investment Strategy

Q&A: The Hidden Tax Drain in Your Investment Strategy

#585: Michael rebalances his portfolio every year. But he’s worried that triggering capital gains taxes on his brokerage account will cancel out the …

Don't Fall For These 5 Tax Traps!

Don't Fall For These 5 Tax Traps!

Taxes are an unavoidable part of life. The good news? You have more control over your tax situation than you might think. In this guide, we'll explor…

Maximize Tax Deductions: How a Side Gig or Small Business Can Lower Your Taxes

Maximize Tax Deductions: How a Side Gig or Small Business Can Lower Your Taxes

Laura answers a listener's question about maximizing tax deductions for multiple sources of income and side gigs.

CPA Shares Tax Tips to Lower Your 2024 (Yes, 2024) Taxes

CPA Shares Tax Tips to Lower Your 2024 (Yes, 2024) Taxes

2024 may be long gone, but it’s NOT too late to lower your taxes for the previous year. If you have real estate or retirement accounts, you already h…

Home Office Tax Deduction: 5 Essential Rules to Maximize Your Savings in 2025

Home Office Tax Deduction: 5 Essential Rules to Maximize Your Savings in 2025

Laura reviews who qualifies for the home office tax deduction and five rules for claiming it when you work from home.

When to Hire a Tax Pro

When to Hire a Tax Pro

Allie and Quint talk about when you might need professional help during tax season.

Avoid Paying Taxes (Legally) with THIS Rental Tax Loophole

Avoid Paying Taxes (Legally) with THIS Rental Tax Loophole

Most people invest in real estate for cash flow or appreciation, but there are enormous tax benefits as well. In this episode, we’re going to share t…