Western CPE Podcast Network

This TaxSnax Episode features Steven G. Siegel, J.D., LL.M.

Explore the intriguing world of tax advice in this final of TaxSnax! Our seasoned tax advisor shares stories of clients' creative attempts to navigate the rules. Learn why staying within the lines is crucial and how being aggressive within legal boundaries is the key. Discover the consequences for those who push too far and why our expert emphasizes the importance of clients heeding sound advice. Whether you're a tax professional or a client, this episode offers valuable insights. Sleep better at night by understanding the delicate balance between pushing boundaries and staying on the right side of the rules. Plus, get tips on finding the best tax practitioner for your needs – someone who provides comfort and responsiveness. Tune in for a dose of tax wisdom!

This TaxSnax Episode features Robert “Bob” W. Jamison, CPA, Ph.D.

We're gettin' the truth about taxes with Bob Jamison (S Corporation extraordinaire) in this TaxSnax episode! Discover why the narrative on rich people not paying taxes is often misunderstood. Bob sets the record straight on the misconceptions surrounding tax avoidance schemes and unravels the complexities of church taxation. Plus, find out why Fido won't qualify as your tax-deductible dependent!

This TaxSnax Episode features Lily Tran, EA, CTC, CEO of TaxUSign. 

Get ready for a spine-tingling tax tale in this episode of TaxSnax!  Ghostbust the myth of starting an LLC for a tax-free utopia and unearth the spectral secrets to choosing between hiring an employee or a contractor for your business. Catch a ghostly glimpse into the New Money Summit this December, where Lily Tran and the co-authors of Tax MythBusters: Don’t Fall Prey to the Tax Misconceptions will join forces for their TaxBusters! séance (or for professional purposes, let's call it their TaxBusters! panel). Take a seat at the spectral panel to bust those social media tax phantoms.

This TaxSnax Episode features Sabrina P. Cook, CPA, Owner of Sabrina P. Cook CPA PLLC.

Ready to separate fact from fiction? This episode is all about digging up some of the wildest tax rumors circulating on the internet. First up, we’re tackling the headline-grabbing story of the 87,000 new IRS agents. No, they’re not an army of armed auditors! We'll dive into the real reasons behind this expansion and why the idea of them all packing heat is nothing but a blank in the barrel. Then, brace yourself – a viral tweet claiming burying a loved one in the backyard means no more property taxes (does that include my hamster from 3rd grade?). Spoiler alert: it's not that simple (or legal). Tune in for a reality check on these and more sensational tax tales that have taken the internet by storm

This TaxSnax Episode features Ashley Francis, CPA, Founder of Francis Group, PLLC.

Wave goodbye to the illusion of magical trusts on TikTok! We joined Ashley Francis, CPA in Seattle, WA. In this episode, Ashley tackles the trending "TikTok Trusts" phenomenon head-on, debunking the myth of a 'magic trust' that can solve all your tax troubles. We’re discussing those viral videos to show you what’s fact and what’s fantasy. Ideal for the TikTok aficionado who also values real-world financial wisdom.

Is there this magical way out of paying income tax? Join us as we begin the journey to the find this "IRS Secret Menu" to bring you the truth behind the trend. No wands, no wizards, just straight-up, practical financial advice!

This TaxSnax Episode features Orumé Hays CPA, CGMA, MST, Founder of Hays CPA.

Here’s the tea on the ERC (Employee Retention Credit). Some of y'all are treating it like it's your latest Tinder match—swiping right without reading the fine print! Orumé Hays, CPA, CGMA, MST, our fabulous tax expert, is here to call out the blunders and throw some serious shade on last-minute ERC usage. Tune in before the IRS swipes left on you. Let’s all keep it 100% compliant!

This TaxSnax Episode features Brian Streig CPA, LLP Tax Director of Calhoun, Thomson + Matza.

When the moon is full and the fiscal year draws to a close, dark tax secrets begin to stir. Join us, if you dare, as we uncover eerie new tax implications that lurk in the shadows for business owners. Navigate these haunted tax trails with guidance from our expert, lest you find your finances ensnared by ghostly missteps!

This TaxSnax Episode features Lorilyn Wilson, CPA, Creator of MadWoman Media, Owner of Lake Oswego Tax, and TikTok's @thenotspicyaccountant We’re getting spicy with “The Not So Spicy Accountant” of TikTok and Instagram! Step into a world where finance meets spice as we delve into the mystifying secrets of tax write-offs with our expert, Lorilyn Wilson. From the allure of those "unique" home studios to glimmering adornments and tantalizing trinkets of today's hottest professions, Lorilyn unwraps the spicy side of deductions. Lean in, dance around some unexpected topics, and get ready for an exciting episode that sizzles with intrigue and tax wisdom!

This TaxSnax Episode features Logan Graf, CPA

We're diving into the world of deductions and debunking the myths that might have you thinking you can write off anything, including that new pool for 'health' reasons. Spoiler alert: Deductions aren't that one-size-fits-all scarf you thought they were!

Logan Graf, CPA, tax expert and content creator extraordinaire, is here to spill the tea on the misinformation circulating on social media. Find out why you can't just claim a personal deduction for business purposes and learn how to navigate the complex world of tax deductions.

So, grab your popcorn, kick back, and get ready to unpack the mystery of money write-offs.

This TaxSnax Episode features Josh Youngblood, EA, CTRS, NTPI.

Y’all ready for this?! They say that everything's bigger in Texas, but today we're saying that everything's bigger in taxes as we welcome our first Texas expert. Here we go again, debunking the most tempting LLC write-off myths. Think you can slide that mortgage and those groceries past Uncle Sam? Think again! Get the real deal on legit deductions and save yourself from costly missteps. Don’t bite off more than you can chew; let us (mostly Josh) help you!