Tuesday, April 15, 2014

Episode 91 - Become the Best Tax Client Ever

Let's talk taxes. Not just during "tax season," but all year long. What you do today will impact your tax situation tomorrow and next year. With that in mind, we'll talk about how to become the best tax client. We'll also discuss nanny taxes, the IRS' mobile app, Olympic taxation, and more.

Tuesday, April 8, 2014

Episode 90 - DIY Taxes vs Professional Tax Preparation

You'll love it when Owen beats out a warning about his favorite hot topic: H&R Liberty McTax, aka, cookie cutter tax services. Plus, he's joined by financial experts Justin Elliott and Ryan Mason of Ameriprise Financial. Also in this episode:

  • File early or wait? 
  • Superbowl and taxes
  • H&R Block, Liberty Tax, et al.
  • $862,000 tax refund
  • Tax return transcripts
  • Tax mistakes you don’t know you’re making
  • Four steps for a successful retirement
  • Life insurance: Necessary evil or sophisticated investment strategy?

Recorded 2014.02.01

Monday, April 7, 2014

Episode 89 - We Take The Scare Out of Taxes

Owen breaks it down and keeps it real when it comes to taxes. How do people look for and select a tax preparer? He'll give you the good, the bad, and the ugly-ugly. BONUS: Owen tells you how to your money if you're included in $16 million of undeliverable tax refunds from 2012!

That, and more:
  • Taxes at the laundromat. What? 
  • Beware the fraudsters 
  • Avoid the ten most litigated tax issues 
  • A plan to replace Earned Income Tax Credit?
  • Surprise! Yikes. 5 Terrible Tax Surprises 
  • Step-by-step with your tax return 

Recorded 2014.01.18
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Episode 88 - Enrolled Agents Do Tax CPR

Owen Arnoff is back for more tax fun. He'll share a number of tips that you'll want to put into practice right away. Do it, and it'll save you money. He'll also talk about these tax topics:
  • Want to know what Tax CPR stands for? We’ll explain.
  • Must you file a tax return? You know what? It depends.
  • Don't fall for these all too common tax traps.
  • That's right. We're talking about Obamacare. Again.
Recorded 2014.01.11. www.April15th.com

Saturday, April 5, 2014

Episode 87 - Enrolled Agents Are Tax Experts

Owen talks taxes, tax tips and tips for being defrauded. Then he converses with Justin Elliott and Ryan Mason to get their market insights. Also:
  • How to start a mileage log 
  • Is the IRS shifting to self-service? 
  • Tax law reform 
  • Using an IRA to fund a business - good or bad? 
  • Property taxes 

Recorded 2014.01.04 in Sacramento, CA
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Wednesday, March 5, 2014

Episode 86 - The Dumbest Taxes in Recent History

Have you ever wondered about the average cost of tax preparation? We have numbers for you. Listen in and see whether the money you've spent on tax preparation is in the ballpark. We'll also talk about:

  • The Death Master File: the dead don’t talk but they have been know to file taxes
  • Form 1040, W2s and 1099s
  • Using an IRA for short-term borrowing or to fund your business -- Is it a wise move?
  • The Alternative Minimum Tax?
  • Michael Jordan. Yes, the basketball star.
Recorded 12.28.2013

Tuesday, January 21, 2014

Episode 85 - Flushing Out the Toilet Paper Tax Exemption

Owen serves up a dish of delicious tax news, tips and more, including:
  •  Energy efficiency, tax savings and home improvements
  •  Calculating social security
  •  Spying on tax payers with Google Maps
  •  Commuting costs and taxes
  •  Nominee for IRS Commissioner, John Koskinen 
  •  Toilet paper and tax exemptions? 
  •  Mortgage interest deductions
  •  Rules for deducting business meals
Note: The IRS is not accepting tax returns until January 31, 2014. Be sure to get with your tax professional well before then.

Recorded 12.21.2013