It's tax season, which means we are going to hear all sorts of crazy stories.  From my dog ate the homework to how to keep that cash out of sight, it's the time of year where nothing surprises us.  How can you be a little more informed about what your tax pro is thinking when you tell us things we wish we didn't hear.  

The annual pilgrimage every taxpaying American must make is here. But this year might look different, given the sweeping new tax bill that passed last year. What should we expect?  How do you prepare? Jared and Kelly are here to give you the highlights, and how to plan to make this season one of calm and preparedness.  Fear not!

The end of the year is a great time to consider your blessings and make gifts to others. But when we give, is there an added bonus of a tax deduction lurking somewhere? We'll unpack what gifts are tax deductible and how to maximize your giving. 

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Roth IRA's get a lot of buzz as the best way to save, but are there any other options? Why does everyone think Roth conversions are the most magical unicorn ever? What festive Tshirt will Jared bring us today? 

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Want to know a little more about Jared and Kelly? We rapid fire through some quirky questions so you can know us a bit better. Stay tuned for our next episode!!

What's the behind the scenes look like when you're building? Is it really that hard? This week we take a peak behind the scenes to see what actually keeps us up at night... and it's not taxes. 

A lot of high income earners get stuck when they have rental properties with passive losses they can't take. How can they work around that? What hoops must we jump through? Is a rental property really a "passive" activity? Jared and Kelly unpack the realities of the rental game and talk about what they've seen work well and when the added stress just isn't worth it.

This week we welcome a special guest, Jon Paton, owner of Fit Fresh, Ohio's largest meal prep delivery service. In just 5 years, he's built a business that feeds people in more ways than one. We unpack his journey, his heart, and what he's learned along the way. 

Find Jon's company at: https://www.fitfreshfast.com/

A common question at year's end is about buying fixed assets to offset current income. Sometimes it works, and sometimes it doesn't. What questions should you actually be asking and does it actually matter which code section I use?  This week we break down some year end considerations before you go buying something you don't need or can't afford.

Why does everyone talk about an LLC like it's a magic pill? Does it really help me save money? What even is an LLC? This week we unpack all the details on what the LLC really does and how it relates to your taxes.