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News from the front |Episode 126 |May 24/24 

 

• Expiring Tax Provisions in 2026​

• Plan for Roth Conversions and Retirement Plan Distributions​

• Housing Market Crash- Why it looks different this time.​

 

 

News from the front |Episode 127 |May 24/24 

 

• Rebalancing your investment portfolio- an overview of why this is a good idea​.

• Home office deduction when your business is not generating income. Is there a benefit?​

• Tax Planning Ideas for non-business owners or W2 income only​

 

News from the front |Episode 122 |Jan 12/24 

 

• C​hild Tax Credit may get an update prior to filing season​

• Savers Credit- Some taxpayers can receive an extra benefit for retirement saving​

• Passive options for real estate investing

 

News from the front |Episode 123|Jan 19/24 

 

• RBI announces $400M marketing and remodel overhaul for Burger King​

• Health Care Reimbursement Account (HRA)

• Captain Your Own Ship (Financial Ship)

 

 

News from the front |Episode 120 |Dec 15/23 

 

• Interest Rates - Bond Rates moving up, mortgages moving down​.

• Electric Vehicle Tax Credit News - Tesla and others are on the naughty list​.

• Health Care Expense Planning Why are US citizens foregoing needed procedures?​

 

 

News from the front |Episode 121|Jan 05/24 

 

• Energy Credit Recap​.

• Student Loan News​.

• Epstein List- How to make some money from this news item.​ ​

 

News from the front |Episode 118 |Dec 01/23 

 

• How will the next presidential election affect your tax rates? A look at proposals from selected candidates​​

• Why playing it "safe" can harm your personal finances​

• Emergency Fund- cash in the bank vs available credit lines

 

 

News from the front |Episode 119|Dec 8/23 

 

• Frugal vs Independent​

• Dave Ramsey's Debt Snowball strategy- is it the best way to pay down credit cards?​

• What if I don’t want to be a landlord? What does Taylor Swift have to say about building wealth?

 

 

 

News from the front |Episode 116 |Nov 10/23 

 

• National Debt Observations​

• I Bond Update​

• Retirement Plan Update

 

 

 

 

News from the front |Episode 117|Nov 22/23 

 

• Dave Ramsey's latest bad financial planning advice- 4% rule is now 8%???

• Taking Social Security at 62- more bad advice from Ramsey Solutions​

• Year-End Planning- Reimbursable Plan Overview

 

News from the front |Episode 114 |Oct 13/23 

 

• Inflation rates and how it affects the consumer​

• Going from $0 to millionaire status​

• Discussion of the value of diversification in investments- Walgreens Stock Case Study​

 

 

News from the front |Episode 115|Oct 20/23 

 

• Business Entities- When do you need one? How many should you have?​

• Hi-Yield Savings Accounts- Overview, Pros and Cons​

• Richest People in America 2023

 

News from the front |Episode 113|Oct 06/23 

 

• Private Jet Strategy for Big Time Tax Savings​

• Credit Scores and Credit Line Increase Tips to help business and personal liquidity​

• Asset Allocation Discussion- are bonds even necessary?

 

News from the front |Episode 110 |Sept 08/23 

 

• House Hacking- Is it as good as the TikTokers claim for building wealth?​

• Managing 0% Interest Rate Credit Cards- why protecting your personal credit score is important​

• IRS Tax Debt- Consider qualifying for "Currently Non Collectible" status​

 

News from the front |Episode 110 |Sept 08/23 

 

• House Hacking- Is it as good as the TikTokers claim for building wealth?​

• Managing 0% Interest Rate Credit Cards- why protecting your personal credit score is important​

• IRS Tax Debt- Consider qualifying for "Currently Non Collectible" status​

 

News from the front |Episode 111|Sept 22/23 

 

• Net Worth- Prioritize getting to your first $100,000 mark​

• Credit Stacking- Overview and how to utilize​

• Permanent Life Insurance- consider the accelerated death benefit​

 

News from the front |Episode 108 |Aug 25/23 

 

• Real Estate Investing Strategy- Short-Term Rental vs Long Term Rental

• Cost Segregation- Myth versus Reality​ and Owning

• Controlling Assets- What works best?​

 

 

 

News from the front |Episode 104 |July 28/23 

 

• Dividend Snowball- Thoughts on long term effects of investing in a dividend paying stock​.

• Making good purchase decisions on investment property. Are you an investor or a remodeler?​

• Business expense reimbursement with an accountable plan​

 

 

News from the front |Episode 105|Aug 04/23 

 

• Credit Strategies. Business and personal rules to know.

• Build Wealth System- Two important rules

• Protecting Assets- Should you use an LLC or Trust​

 

 

 

News from the front |Episode 102 |July 14/23 

 

• Investment Portfolio Management- When to hire a pro? When to DIY?​

• How do the rich stay rich and the working class stays poor.

• Types of income and the tax disadvantage that keeps you down 3. Pitfall of buying a liability with a liability- New car example​

• Mid Year Tax Planning Suggestions

 

 

News from the front |Episode 103|July 21/23 

 

• W4 Forms- How to update if your tax situation changes

• BGE Intro- How we use the Build Grow Enjoy system to organize your financial life

• Investment Management- Where you should focus for performance evaluation

 

 

 

News from the front |Episode 100 |June 30/23 

 

• Hunter Biden Tax Investigation.

• Concentrate holdings or diversify? What builds wealth better? What protects wealth?

• Assets Feed You, Liabilities Bleed You. Recap of a unique way of viewing assets and liabilites as taught in the Infinity Investing Program from Anderson Advisors

 

 

News from the front |Episode 101 |July 07/23 

 

• Self Directed IRA Overview​

• Wills vs Trusts- Which is best for transferring your assets after death?

• Real Estate Investment Returns- Expected Returns

 

 

 

 

News from the front |Episode 99 |June 23/23 

 

• Is Cryptocurrency dead? Does anyone use crypto for daily transactions?​

• Little things adding up to big things. Can credit card cash back rewards increase your net worth?​

• Infinite Banking, Be your own bank, whole life policy loans. Good idea or waste of money?​

 

 

News from the front |Episode 92 |May 05/23 

 

• I Bond Rate Surprise | Fixed Rate More Than Doubles​

• Cash is trash? Discussion of cash reserves, equity, and income generation​

• LLC question- why you should form one and how to do it.​

 

 

 

 

 

News from the front |Episode 89 |Apr 7/23 

 

• Dividend Yield- Review of the effect of compounding reinvestments.​

• Delaware Statutory Trusts- How a real estate investor can use these to diversify holdings​

• Know your Numbers- Why this is the primary success factor.

 

 

 

 

 

 

News from the front |Episode 90 |April 14/23 

 

• Tax Due Date 4/18

• State Due Dates​

• How much should you pay with your estimate?

 

 

 

 

 

 

News from the front |Episode 87 |Mar 24/23 

 

• Employee Retention Tax Credit Scams/Aggressive Sales Tactics

• Personal Wealth Building -Getting to the first $100k is critical to overall success

• Infinity Income- Definition and Description

 

 

 

 

 

 

News from the front |Episode 88 |Mar 31/23 

 

• Dividend Yield - what does it mean? How does it effect your wealth?​

• IRS Tax Update

 

 

 

 

 

 

News from the front |Episode 85 |Mar 10/23 

 

• Tax Update- Wheres My Refund Tool​

• How do I build a passive income generating stock portfolio?

 

 

 

 

 

 

News from the front |Episode 86 |Mar 17/23 

 

• Silicon Valley Bank- FDIC protection, the danger of a "Bank Run", and how fractional reserve banking work​

• How much does the average American worker have saved for retirement?​

• Ides of March- Tax Deadline Update​

 

News from the front |Episode 84 |Mar 03/23 

 

• Self Directed IRA strategy- Investment Options besides rental real estate. Tax liens, private lending, and more​

• Inflation illustration using a chocolate bar​

• Berkshire Hathaway Annual Meeting Notes

 

News from the front |Episode 82 |Feb 17/23 

 

• Does Anyone ever lose money in real estate investing? Be wary of the YouTube gurus in this area​

• How Do Millionaires Allocate Their Investments Article Here.​ 

• IRS Update- Refunds Down 11% Compared To 2021

 

News from the front |Episode 79 |Jan 27/23 

 

• IRS turnaround times- is service finally improving?​

• Grant Cardone- says $400k is not enough to live on?​

• Real Estate Market Snapshot

 

 

News from the front |Episode 75 |Dec 16/22 

 

• Senator Cassidy pushes for Income Tax Relief for Hurricane Ida victims​

• Year-End Quick List for Tax Savings

• Year-End Bonus for Tax Payments

• 2023 Budget Plan using QuickBooks

 

 

News from the front |Episode 76 |Jan 06/23 

 

• Secure Act 2.0​

• Trump's Tax Returns- Anything to see?

• IRS Collection Bots Have Amazing First Year​

 

 

 

 

News from the front |Episode 73 |Dec 02/22 

 

• Fixed Asset Tracking Feature in QuickBooks

• Marginal Tax Rate vs Average Tax Rate Explanation​

 

 

News from the front |Episode 74 |Dec 09/22 

 

• Don’t get complacent in your Business. Never take your foot off the gas​

• Trump Tax Fraud Conviction Discussion​

• 1099 For Venmo?

 

News from the front |Episode 71 |Nov 18/22 

 

• The New Tax Table Update!

• Huge News on the FTX Crypto Collapse- Billions of $$ Vanished

• Covid Penalty Relief for Disaster Areas Still Available!

 

 

News from the front |Episode 68 |Oct 28/22 

 

• Maximize your business travel deductions​.

• Year-End Tax Planning​.

• Blue Folder Recap.

 

 

News from the front |Episode 63 |Sept 16/22 

 

• Tax Deadlines- Extended Deadline for Individuals October 15​

• Business Tax Planning – C Corp vs S Corp. When is double taxation, not a bad thing?​

• Renting Virtual Land- Ponzi scheme or legitimate investment opportunity​

• Employee Retention Tax Credit Update

 

News from the front |Episode 61 |Sept 2/22 

 

• Control of your investments? SDIRA vs brokerage accounts vs company plan.

• ​QuickBooks pricing changes and updates? More reasons than ever to hate Intuit

 

News from the front |Episode 62 |Sept 9/22 

 

• Is Rental Real Estate management really passive? Or is it hard work?​

• LLC Fomalities- Why its important to stay in good standing with the Secretary of State? Liability

News from the front |Episode 59 |August 19/22 

 

• Football Analogy- Defense wins championships. Many business owners are good at making money but not at keeping it. Creditors, taxes and more can cause failure​.

• Real Estate has out performed stocks, gold and bonds over the last 12 months​.

• Update on Inflation Recovery Act (LOL) but there are some tax credits available

 

 

News from the front |Episode 57 |August 5/22 

 

• Lines of Credit vs Credit Card and why to apply now.

• Inflation Reduction Act- Increase IRS funding by $80 Billion to harass small business. owners​.

• ERTC scams. The credit is good but the refund mills are exaggerating things

 

 

News from the front |Episode 58 |August 12/22 

 

• Inflation Reduction Act???​.

• Charging Order Protection- does your LLC provide it in the event you get sued?​.

• Starting out in Real Estate Investing- Should I sell my house to my S-corp?​.

• Beginning Stock Market Investor- what should I buy first?​.

 

 

News from the front |Episode 56 |July 29/22 

 

• Revocable Living Trusts- a strategy for creating generational wealth​

• Limited Liability Companies vs Corporations​

•  Retirement Plan Beneficiary Review ​

 

 

 

 

News from the front |Episode 53 |July 8/22 

 

• ​Schedule C and S Corporation Checklist

 

 

 

 

 

 

News from the front |Episode 54 |July 15/22 

 

• How is my social security benefit calculated? Is it easy to increase?​

• Beware ERTC scams- update ERTC page on website

 

 

 

News from the front |Episode 51 |June 24/22 

 

• Analyzing real estate investments- 1% rule

• Investing in a recession- focus on the dividends since they are "real"

• S Corp vs C Corp at current tax rates

• Blue Binder- organizing financial documents 

 

 

News from the front |Episode 52 |July 1/22 

 

• When to start taking social security benefits. Early – FRA – Or delay until 70​

• Housing prices- are they going up or going down?​

• What to look at in mid year updates  

 

 

News from the front |Episode 49 |June 10/22 

 

• New Where is my Refund Tool?

 

• IRS Mileage Rate 62.5 cents/mile​.

 

• ROI on rentals or businesses. Unintentional Philanthropy?

 

 

 

News from the front |Episode 47 |May 27/22 

 

• Stock Market is down, is now the time to rebalance my portfolio?
• Security by Obscurity- create a layer of protection using trusts to own real estate.​

• Paying a mortgage off early, Paid of Property vs Debt Destruction by Inflation​

News from the front |Episode 41 |March 25/22 

 

• Presidential Disaster Area update and Qualified vs Non-Qualified
• IRS backlog to be cleared by the end of 2022 Commissioner to Congress: IRS will clear the backlog by year’s end (thetaxadviser.com)​
• Refi till ya die- how to use increased asset values to provide the cash you can use, tax-free​
• Investing in Opportunity Zones- ways to save on capital gains tax

News from the front |Episode 42 |April 1/22 

 

• Elon Musk's Twitter comments about Taxes.​

 

• New Tax proposals by Biden

 

• Asset Ownership or Control of Assets. What do you really "own" with a paid off property?

 

 

 

 

 

 

 

 

 

News from the front |Episode 37 |February 25/22 

 

• ​New Business Entity Decision. Sole Proprietor or S-corp
• Know Your Numbers. Commit to Daily Review and Action
• 1% rule in real estate
• Work in Progress- 6 rules for Successful Business Growth

 

 

News from the front |Episode 38 |March 4/22 

 

• Retirement income planning- Roth, 401k etc or something entirely different (rentals)

• Know your numbers. Commit to daily review and action- my example with monthly accounting

• Form 8915 F for 2nd portion of qualified retirement plan distributions taken in 2020

 

 

 

News from the front |Episode 35 |February 18/22 

 

• IRS: Update Page For Filing Issues​

 

 

 

 

 

 

 

 

News from the front |Episode 36 |February 11/22 

 

• IRS Update- Still have many forms in draft mode. Not many current year returns can be filed(8879, efile and more)​

• Casualty Loss- Hurricane Ida vs Other Casualty Losses​

• Reverse Mortgage- Similar to what real estate investors do when they harvest equity from rental property

 

News from the front |Episode 33 |February 4/22 

 

• Metaverse – Amazed at how people find ways to make money. There is always a way​.
• 100% Meals Deduction​.
• Office in Home Deduction And Increased Auto Expense​.
• Child Tax Credit example of the "loan" and effect on tax refund. Similar to Bobby Schroeders example on Facebook​.
• Roth IRA- Vacation Home Strategy​.

 

News from the front |Episode 34 |January 28/22 

 

• IRS Backlog Issues and New Problems. Advanced Child Credit

• 1099 and Other Form Deadlines.

• Crypto Headaches on Tax Filing

• Dangers of "If I can't pay for it, I don’t need it"

 

 

 

News from the front |Episode 32 |December 17/21 

 

• How is the real estate market?.
• Corporate Tax Observations.
• Year End Accounting Stuff.

 

 

 

 

 

News from the front |Episode 29 |December 3/21 

 

• Cost of living well index​.
• BBB no more back door roth after 12/31​. 
• Year-end inventory no-no​.
• Roth strategy for a vacation property.

 

News from the front |Episode 30 |November 19/21 

 

• Real vs Historical dollars vs Nominal dollars​
• Reduction of the Maximum Individual Income Tax Rate | Louisiana Election Results: Tax Reform Ballot Measures.

 

News from the front |Episode 28 |November 5/21 

 

• 9/28/21 Recovery Rebate "MISCALCULATION" Letter from IRS​.

• Year End Planning Alert- Opportunity Zone Deadline 12/31/2021​.

• Productivity Tip- Atomic Habits 1% Improvement Ilustration.

News from the front |Episode 25 |October 29/21 

 

• Build Back Better- Scrapped Changes to IRAs and 401ks​.

• Easy business ideas for your side. 

• Check tax withholdings.Productivity Tip-

 

 

 

News from the front |Episode 26 |October 22/21 

 

• $1,000,000 IRA Is it enough?​

• Banks/IRS transaction sharing. What happened to the 4th amendment?.roductivity Tip-

 

 

 

Check out our blog for more content to help achieve financial freedom. As we learn new things we frequently share and discuss. We offer something for everyone through various pod casts, blog posts and emails.