IRS Puts Moratorium on a Popular Tax Program Until at Least Next Year
Episode 249 – The IRS recently announced a moratorium on the popular Employee Retention Credit (ERC) tax program. What happens now?
Finally: Aretha Franklin’s Estate is Finally Resolved
Episode 248 – Aretha Franklin’s long-running drama over her will has finally been resolved. There are lessons here for everyone.
IRS Delays Roth Catch-Up Provision Mandated by SECURE 2.0
Episode 247 – IRS delays the SECURE 2.0 requirement for catch-up contributions for highly paid employees age 50 and over to be made as Roth contributions.
How Much Money Do You Need to be Considered Wealthy?
Episode 246 – Do you have enough money to be considered wealthy? A recent survey by Charles Schwab and Company has the answer.
Are You Ready for the Corporate Transparency Act Starting January 1, 2024?
Episode 245 – The effective date of the Corporate Transparency Act, January 1, 2024, is nearly upon us. Are you affected and, if so, prepared to comply with its mandates and regulations?
How the Wealthy Borrow Cheap Cash
Episode 244 – When they’re facing a significant expense, the wealthy have a special technique they use to access cheap cash.