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2.24.20 Fraudulent tax returns; Get a Real ID; Coronavirus affect on markets

2.24.20 Fraudulent tax returns; Get a Real ID; Coronavirus affect on markets

The IRS has announced they’re going to send out revenue agents to homes and business of people who owe or who have failed to file. Crooks see this as…

370: Tax Hacks to Juice Your ROI with Amanda Han and Matt MacFarland

370: Tax Hacks to Juice Your ROI with Amanda Han and Matt MacFarland

Get to know enough CPAs, and you'll hear the "light bulb" story. "I was helping this real estate investor with her taxes... and thought, 'Why am I no…

112: Choosing the Right Tax Professional for YOUR Specific Needs with Natalie Kolodij

112: Choosing the Right Tax Professional for YOUR Specific Needs with Natalie Kolodij

Natalie Kolodij is a tax strategist. (You’ve probably seen her in the forums!) With April 15 looming around the corner, we’re going to chat about way…

2.5.20 Free tax filing options; Student loan company makes stupid mistake; Visa changing processing fees

2.5.20 Free tax filing options; Student loan company makes stupid mistake; Visa changing processing…

Most taxpayers are eligible to free file. But only 2% who qualify use the IRS free file site. Most software vendors are in the IRS Free File program,…

How Much Do You Have To Make To File Your Taxes?

How Much Do You Have To Make To File Your Taxes?

Not everyone is required to file a tax return. It depends on your age, filing status, and amount and type of income.  If you make little income, chan…

622 - Your Guide to Claiming a Legit Home Office Tax Deduction

622 - Your Guide to Claiming a Legit Home Office Tax Deduction

Does your side gig, freelance work, or small business qualify you to claim the money-saving home office tax deduction? Find out how to save money thi…

1.9.20 Big discounts in January; Free file your taxes; CA privacy law ripple affects for you

1.9.20 Big discounts in January; Free file your taxes; CA privacy law ripple affects for you

There's a heavy wave of discounts this January in addition to historical discount patterns for this time of year. Fitness equipment is a deal now. Bu…

The Best Free Tax Software For 2019-2020

The Best Free Tax Software For 2019-2020

You've seen the advertisements by now: "Start your return for free" or "file for free". But honestly, are these tax software and service companies re…

The Best Tax Software For 2019 - 2020

The Best Tax Software For 2019 - 2020

The start of tax filing season is right around the corner. You might have already received some of your tax paperwork in the mail. And you're probabl…

#94: Should You Keep a Mortgage For the "Tax Benefits"

#94: Should You Keep a Mortgage For the "Tax Benefits"

Episode #94 - It's not smart to pay off a mortgage, because you'll lose the tax benefits. Right? Wrong! This is like letting the tail wag the dog. Ta…

Don't Mess Up Your Taxes, with Keith Schroeder #150

Don't Mess Up Your Taxes, with Keith Schroeder #150

Our guest today is Keith Schroeder who began working in the backwoods of Wisconsin on a family farm fixing silo unloaders- not the kind of job most o…

Smart Year-End Tax Moves To Make

Smart Year-End Tax Moves To Make

Here are some smart money moves to make before the new year to reduce your tax liability. Taxes are our largest ongoing liability. It behooves us to …

WCI #136: Taxes on Stock Options

WCI #136: Taxes on Stock Options

There are non-qualified stock options and incentive stock options. They are each taxed very differently. A listener joined a startup and was offered …