That Being Said with Taxdoc™

That Being Said with Taxdoc™

By Rob Shoykhet EABusinessEntrepreneurship
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That Being Said with Taxdoc™ episodes

  • Ep. 6 - Navigating Retirement Plans During Tax Season

    In this episode of That Being Said with Taxdoc™, I crack down on Retirement Plan strategies that you should be on top of during the tax season and year-round.

    Retirement planning is an incredibly powerful tool when it comes to tax planning. Arguably increasingly so with new developments and increased contribution limits every year. It's important to know prior to submitting your tax returns whether you have an opportunity to still save some tax dollars for the prior year with some late-in-the-game contributions and also get a better picture of how you should leverage these strategies in the year to come.
    Retirement contributions can bring you into a lower tax bracket, drop your AGI (Adjusted Gross Income) to help qualify you for tax credits that you may have been just barely phased out of, and of course help insure that those of us who are not savvy investors are covered in retirement and not an absolute burden to our offspring.
    I deeply believe y'all will appreciate this one, share with a friend and let me know what you think!
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    Hit the like button, subscribe to the channel, and leave a comment below to share your thoughts or questions!
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    🔥 Looking for a consult? US Tax Planning & Returns, Accounting, and IRS Tax Resolution: www.taxdocusa.com/consult
    🔥 Follow on Instagram for additional content: @realtaxdoc
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    Disclaimer: The information on this channel and in this episode is for educational purposes only and should not be mistaken for professional legal, financial or tax advice. Always consult a professional about your specific situation.

    18 min
  • Ep. 5 - Real Estate Realities: Market Insights & Tax Saving Strategies for Realtors with Jen Ferrara

    In this episode of That Being Said with Taxdoc™, I sit down with my good friend Jennifer Ferrara.

    Jennifer Ferrara is a nationally recognized leading real estate agent and the founder of Nook Realty, located in the vibrant Austin, TX. She is ranked among the top 1.5% of agents in the US. With years of experience in the industry, she is dedicated to helping clients achieve the best value for their homes. Her goal is to make the real estate process as seamless as possible, from planning and organizing to negotiating and closing the sale.
    Living in the heart of Texas Hill Country, Jennifer offers in-depth knowledge of the Austin real estate market, along with valuable insights about everything this wonderful city has to offer.
    I deeply believe y'all will appreciate this one, let me know what you think!
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    Find Jen online;
    Website - https://nookaustin.com/team
    IG Jen Personal - https://www.instagram.com/jensellsaustin/
    IG Nook Realty - https://www.instagram.com/thenookaustin/
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    Hit the like button, subscribe to the channel, and leave a comment below to share your thoughts or questions!
    ------------------------------------------------------
    🔥 Looking for a consult? US Tax Planning & Returns, Accounting, and IRS Tax Resolution: www.taxdocusa.com/consult
    🔥 Follow on Instagram for additional content: @realtaxdoc
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    Disclaimer: The information on this channel and in this episode is for educational purposes only and should not be mistaken for professional legal, financial or tax advice. Always consult a professional about your specific situation.

    1 hr 9 min
  • Ep. 4 - Credit Reports, Buy Now Pay Later, IRS Substitute Returns, Tax Season Tips

    In this episode of The Dynamic Hour with Taxdoc™, I sit down with just myself again.

    This time, I chose to dive into some current events related topics ranging from predatory lending to credit reporting impacts. I see horror stories resulting from credit card debt or buy now pay later debt on a weekly basis. We, as humans, are quick to take on loans when they are handed to us at a few clicks of a button, but slow to recognize that we are signing our souls away upon doing so.
    It's very important that you watch and keep some of these thoughts in mind as you go through your daily lives. As usual, I also throw in some nuggets for this tax season and what you should be preparing for already.
    I deeply believe y'all will appreciate this one, let me know what you think!
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    Hit the like button, subscribe to the channel, and leave a comment below to share your thoughts or questions!
    ------------------------------------------------------
    🔥 Looking for a consult? US Tax Planning & Returns, Accounting, and IRS Tax Resolution: www.taxdocusa.com/consult
    🔥 Follow on Instagram for additional content: @realtaxdoc
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    Disclaimer: The information on this channel and in this episode is for educational purposes only and should not be mistaken for professional legal, financial or tax advice. Always consult a professional about your specific situation.

    18 min
  • Ep. 3 - The Financial Education Gap in Medicine with Alex Ronis, MD

    In this episode of The Dynamic Hour with Taxdoc™, I sit down with the one and only, Dr. Alex Ronis.

    Alex is an anesthesiologist in the great state of Texas. We've been incredibly close friends for as long as we both can recall and have witnessed each other's lowest and highest points. I witnessed Alex work through the struggles of a medical resident trainee gasping for air during the Covid-19 pandemic in the heart of New York City. Many years later after we both moved to Austin, I officiated his wedding.
    We delve into a variety of subjects including the lack of financial training for students and what they have to do on their own accord to enter the 'real world' with some literacy and confidence, especially for those at a high income level. We speak about some of the crazy and funny moments he's encountered as a physician and his journey to get there.
    I truly think y'all will enjoy this one, let me know what you think!
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    Hit the like button, subscribe to the channel, and leave a comment below to share your thoughts or questions!
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    🔥 Looking for a consult? US Tax Planning & Returns, Accounting, and IRS Tax Resolution: www.taxdocusa.com/consult
    🔥 Follow on Instagram for additional content: @realtaxdoc
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    Disclaimer: The information on this channel and in this episode is for educational purposes only and should not be mistaken for professional legal, financial or tax advice. Always consult a professional about your specific situation.

    56 min
  • Ep. 2 - BOI, John Doe Summons, Retirement Planning and Social Security Tips

    In this episode of The Dynamic Hour with Taxdoc™, I sit down with me, myself and I.

    I dive into a variety of unrelated topics such as the BOI (Beneficial Ownership Information) requirement, standard vs. itemized tax deductions, the incoming Social Security reform and various other insights to how you can have a more tax-productive 2025.
    Don't miss out on this episode packed with practical advice and relatable stories!
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    Hit the like button, subscribe to the channel, and leave a comment below to share your thoughts or questions!
    ------------------------------------------------------
    🔥 Looking for a consult? US Tax Planning & Returns, Accounting, and IRS Tax Resolution: https://calendly.com/realtaxdoc/consult
    🔥 Follow on Instagram for additional content: @realtaxdoc
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    Disclaimer: The information on this channel and in this episode is for educational purposes only and should not be mistaken for professional legal, financial or tax advice. Always consult a professional about your specific situation.

    53 min
  • Ep. 1 - Marriage, Divorce and Self Employment with Mortgage Lender Kristin Stark

    In this episode of The Dynamic Hour with Taxdoc™, I sit down with my friend Kristin Stark, a seasoned and highly knowledgeable mortgage lender. Together, we dive into the fascinating intersections of marriage, divorce, self-employment, and how they impact both tax returns and mortgage qualifications.

    We explore the unique challenges that come with these life events, including the setbacks and solutions for navigating them effectively. Whether you're curious about how self-employment income affects your mortgage application or how marital status can influence your tax filings, this episode has you covered.
    We also share valuable insights and extra nuggets of information throughout our hour-long chat—making it both an informative and engaging conversation.
    Don't miss out on this discussion packed with practical advice and relatable stories!
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    To reach Kristin:
    Schedule a call! - https://calendly.com/kstark-cmgfi
    See her website! - https://www.dsphomeloans.com
    Shoot her an email! - [email protected]
    Follow her on insta! - https://www.instagram.com/kristinstarkcmg/
    ------------------------------------------------------
    Hit the like button, subscribe to the channel, and leave a comment below to share your thoughts or questions!
    ------------------------------------------------------
    🔥 Looking for a consult? US Tax Planning & Returns, Accounting, and IRS Tax Resolution: https://calendly.com/realtaxdoc/consult
    🔥 Follow on Instagram for additional content: @realtaxdoc
    ------------------------------------------------------
    Disclaimer: The information on this channel and in this episode is for educational purposes only and should not be mistaken for professional legal, financial or tax advice. Always consult a professional about your specific situation.

    1 hr 2 min

About That Being Said with Taxdoc™

From the publisher's feed

Welcome to That Being Said with Taxdoc™, your go-to podcast for exploring the intersection of business, taxes, and everyday life. Hosted by Rob Shoykhet EA, each episode features engaging…