May 15, 2026
In this episode:
- 2026 Tax Legislation Outlook — No major tax changes expected this year; budget reconciliation and new proposals remain largely on hold.
- Retirement Savings Updates — Expanded 401(k) investment options (real estate, private equity), new IRA access for those without workplace plans, and spousal IRA...
May 1, 2026
In this episode:
- What IRS funding cuts actually mean in the real world, fewer audits, but slower responses and more frustration when you do need answers
- Why “audit rates are down” doesn’t mean you’re off the hook, and how AI-driven red flags are quietly replacing old-school enforcement
- The growing role of...
Apr 17, 2026
In this episode:
- Why most taxpayers don’t itemize anymore, and when it still actually makes sense to do so
- The hidden fine print on mortgage interest deductions, including caps that quietly limit what high-balance homeowners can write off
- How home equity loans can either save you on taxes, or cost you the deduction...
Apr 3, 2026
In this episode:
- A practical look at proposed IRS reform and why better customer service, clearer appeals rights, and stronger taxpayer advocacy matter to everyday taxpayers and business owners.
- A timely reminder about April tax deadlines, including the difference between an extension to file and an extension to pay.
Mar 20, 2026
In this episode:
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A little-known tax opportunity involving long-term care costs that can significantly reduce taxable income if handled correctly
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Why medical expense deductions aren’t as straightforward as people think, and how thresholds and documentation come into play
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The real story behind deducting vehicles...