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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 …

12.10.19 How to return items; Wells Fargo is awful; End of year tax help

12.10.19 How to return items; Wells Fargo is awful; End of year tax help

The lines for returns start Dec. 26. Often you’ll get a gift card to use at that retailer to shop. The week between Christmas and New Year’s has beco…

How to LEGALLY Avoid Paying Taxes This Year

How to LEGALLY Avoid Paying Taxes This Year

Taxes may be inevitable, but we have good news! There are smart, LEGAL strategies to help you pay fewer taxes this year and every year to come. We us…

Taxes made simple for the real estate investor and entrepreneur | Brandyn Cox (my CPA)

Taxes made simple for the real estate investor and entrepreneur | Brandyn Cox (my CPA)

Episode: 62 Brandyn Cox is my Certified Public Accountant CPA. He is an Army veteran, and a great tax professional! Brandyn is way better than the 2-…

155R | Year End Tax Planning

155R | Year End Tax Planning

Sean Mullaney joins the show to discuss year-end tax planning. He goes into deductions, self-employment income, and how to get the most from your ded…

Does Your State Offer A Tax Deduction For 529 Plan Contributions?

Does Your State Offer A Tax Deduction For 529 Plan Contributions?

One of the big perks of using a 529 plan to save for college is that many states offer a tax deduction for contributions to the plan. But, like anyth…

WCI #131: Rules for Business Vehicle Tax Deduction

WCI #131: Rules for Business Vehicle Tax Deduction

Deducting your business vehicle sounds like a great way to lower your tax bill. Unfortunately it is probably not going to be a significant deduction …

WCI #126: How to Reduce your Investment Taxes with Phil DeMuth

WCI #126: How to Reduce your Investment Taxes with Phil DeMuth

Every doctor and other high income earner wants to reduce their investment taxes. Our podcast guest, Phil DeMuth, is just the man to help you do that…

9.26.19 Apple & Google get into gaming; New tax form for seniors; Negative interest rates

9.26.19 Apple & Google get into gaming; New tax form for seniors; Negative interest rates

A gaming war is underway between Apple and Google. Both are offering subscriptions. For a monthly fee you get a number of games with no in-game purch…