Best Tax Minimization Strategies Podcasts (2025)

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Q&A: Real Answers to Real Business Tax Questions 26:15

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42m ago26:15

26:15

Send us a text Got a question about taxes, business expenses, or running your LLC? You’re not alone. In this Q&A episode, Mike tackles common questions from real business owners — covering topics like closing a business, low-income LLCs, vetting tax pros, and how to treat certain deductions. Whether you’re just starting out or already scaling, thes…

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Hidden Gems, Comfort, and Confidence in Retirement Travel with Laura Murdoch 21:42

3h ago21:42

21:42

When it comes to retirement, some of the most meaningful memories are made through travel. In this episode, Tyson and Ryan Thacker sit down once again with Laura Murdoch of Morris Columbus Travel to uncover how retirees can explore the world with confidence, comfort, and joy. From secret beaches in Thailand to polar bear sightings in Canada, Laura …

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551 | Roundup: Buy vs. Rent, Mortgage Amortization, Minimalism and More 59:00

2d ago59:00

59:00

Lets dive into the emotional and practical considerations of paying off a mortgage early, explore the benefits and drawbacks, personal experiences, and broader financial implications of renting versus owning a home. Key Topics and Timestamps Introduction to Mortgage Conversations (00:00:00) Overview of the episode’s focus on mortgages, buying vs. r…

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EP 104 - When to Start Tax Planning 17:21

6d ago17:21

17:21

Send us a text Tax planning timing is crucial for maximizing wealth and minimizing your tax burden, with most people waiting too long and missing significant opportunities for savings and financial growth. • When to start tax planning if you have business income volatility or uncertainty • How one-time events like RSUs, capital gains, or inheritanc…

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How to File a Late S Corporation Election and Still Save on Taxes 22:47

7d ago22:47

22:47

Send us a text Missed the S Corp deadline? Don’t panic. In this episode, Mike breaks down how to file a late S Corp election the right way so you can still unlock major tax savings. You’ll learn what an S Corp really is, who qualifies, how to calculate your savings, and what to watch out for when making the switch. Plus, the exact steps to file a l…

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Small Business Success and Exit Strategy - A Business Valuation Podcast 53:42

8d ago53:42

53:42

Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a financial mediator and valuation expert in St. Louis, Missouri. We're speaking today with Mark Howley about small business success and exit strategies, and his passion is in talking about business, …

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282: Do You Really Need Alternative Investments As Your Net Worth Grows? 32:05

8d ago32:05

32:05

Today we’re diving into the world of alternative investments (a.k.a. alts)–opportunities that are often marketed with the promise of high returns and diversification, but frequently come with hidden risks and complexities. In this episode, Hilary shares the professional insights and experiences she’s gleaned about alts in her 25+ years as a fee-on…

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EP 103 - Minimize Taxes from Your Stock Portfolio 26:38

8d ago26:38

26:38

Send us a text Tax planning for stock portfolios offers significant wealth-building opportunities when approached strategically. We dive deep into how different types of portfolio income are taxed and explore advanced strategies to minimize tax impact while maximizing growth potential. • Understanding the difference between portfolio income (stocks…

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Getting Personal with Personal Finance: Meghan & Ginger | Ep 550 46:51

9d ago46:51

46:51

Ginger interviews Meghan Combs, who shares her journey to financial independence after recently getting married. They discuss budgeting strategies, the significance of personal values in spending, and adapting financial goals amid life transitions. Meghan reflects on her net worth of $527,000 and the impact of automating savings, as well as her des…

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EP 102 - Our Exclusive Advanced Tax Strategies in Action 20:21

10d ago20:21

20:21

Send us a text Tax planning extends far beyond basic strategies, with sophisticated approaches typically reserved for the ultra-wealthy that can create substantial tax savings and wealth-building opportunities for business owners and investors. • Qualified Opportunity Zone Funds offering multiple benefits including capital gain deferral, material p…

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From Saver to Spender: How to Ease the Emotional Shift into Retirement 26:09

13d ago26:09

26:09

Retirement is supposed to be the reward after decades of hard work, but for many, the hardest part is learning how to actually spend the money they’ve saved. In this episode, we explore why that transition feels so uncomfortable and how creating a retirement paycheck can help make spending feel safe and sustainable. We talk through the natural phas…

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EP 101 - Tax Savings Strategies for Anyone can Use 9:09

13d ago9:09

9:09

Send us a text Tax planning strategies work at every income level, creating legitimate savings that can accelerate your journey to financial freedom. Implementing these approaches strategically can significantly reduce your tax burden while staying within legal boundaries. • Turn side hustles into legitimate businesses with clear profit intentions …

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Do You Need Tax Planning (Spoiler: You Might Be Missing Out) 21:41

14d ago21:41

21:41

Send us a text Most people think tax planning is only for big corporations. But it’s one of the most powerful tools any small business owner can use to save money. In this episode, Mike breaks down how tax planning is different from just filing your taxes, and why even brand-new business owners should be thinking about it. He also shares a real cas…

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Dream Destinations and Smart Planning for Retirees with Laura Murdoch 28:17

14d ago28:17

28:17

When most people picture retirement, one dream tops the list: travel. But turning that dream into a reality takes more than wanderlust. It requires planning, budgeting, and knowing what to expect. In this episode, Ryan and Tyson Thacker welcome travel advisor Laura Murdoch from Morris Columbus Travel to unpack the real-world logistics of retirement…

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EP 100 - Tax Planning Isn't Just for the Rich 27:25

15d ago27:25

27:25

Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... T…

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Deep Dive: Taxable Brokerage Accounts | Ep 549 52:04

16d ago52:04

52:04

Episode Summary: Taxable brokerage accounts are often overlooked but are essential for building wealth and achieving early retirement. Brad Barrett and Cody Garrett highlight their flexibility, tax advantages, and strategic value. Cody Garrett provides insights on how to effectively navigate these accounts, dismantling common misconceptions while s…

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EP 99 - A First Look at Trump's Big Beautiful Tax Bill 21:48

17d ago21:48

21:48

Send us a text And if you’re not a client yet? Go to https://ProsperlCPA.com/apply for a personalized video plan from me. Or start with the free course: https://TaxPlanningChecklist.com Tax legislation is undergoing significant changes that could reshape planning strategies for entrepreneurs, high-income earners, and real estate investors. These pr…

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EP 98 - Dangers of 100% Bonus Depreciation 19:08

20d ago19:08

19:08

Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available fo…

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EP 97 - What You Should Think About w/ Mid-Year Tax Planning for 2025 17:39

21d ago17:39

17:39

Send us a text What are you thinking about as far as tax planning as we reach the mid-point of 2025? While we eagerly await finalized legislation, we're focusing on foundational tax reduction methods that require little cash outflow while delivering substantial benefits. Some topics discussed with our clients and in this episode include... • August…

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Want Tax-Free Income in Retirement? Start with a Roth Conversion 19:13

21d ago19:13

19:13

Send us a text You’ve heard of Roth IRAs, but no one talks about when and how to convert. In this episode, Mike breaks down exactly how a Roth conversion works, when it makes sense, and how to use it to build tax-free income in retirement. He also unpacks the key differences between Traditional and Roth accounts, plus real-life stories of business …

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Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 3 of 3 19:08

22d ago19:08

19:08

Explore Sections 2704(a) & (b) and their impact on family-limited partnerships, valuation, and estate planning under Chapter 14. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice,…

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281: Don’t Risk Bad Investments for Good Tax Breaks: Introducing Ultra Tax Efficient Wealth Management℠, Part Two 33:09

22d ago33:09

33:09

In this episode, we’re continuing our conversation about Ultra Tax Efficient Wealth Management℠—a new-to-market investment strategy designed to help high net worth investors defer capital gains taxes while keeping their portfolios liquid and growth-oriented. If you haven’t listened to Episode 280 yet, go back and do that because it lays the foundat…

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548 | FI Service Corps | Ryan Brennan 50:57

23d ago50:57

50:57

In this episode of ChooseFI, Ryan Brennan, founder of the FI Service Corps, dives into his journey within the financial independence (FI) community and how he is merging it with the spirit of volunteering. The discussion explores Ryan's background as a recovering CPA, his transition into this new venture, and the pilot events that successfully comb…

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Rethinking Your Retirement Timing 18:19

27d ago18:19

18:19

Why do some people delay retirement when they’re more than ready, while others want out the moment they hit the financial edge? In this episode, we explore the emotional weight behind retirement decisions, from the fear of losing identity to the overlooked value of early, healthy retirement years. You’ll hear how flexible paths like consulting or “…

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EP 96 - Money Mindset Mastery w/ Renata Mazu 49:57

27d ago49:57

49:57

Send us a text If you have any interest in learning how we can help you win the tax game, go to prosperalcpa.com/apply. Also check out our free tax planning checklist and mini course at taxplanningchecklist.com. Money mindset directly impacts our business decisions and financial success, often in ways we don't consciously recognize. Mindset coach R…

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Business Entity Compliance 101: What You MUST Know 38:25

28d ago38:25

38:25

Send us a text Are you 100% sure your business entity is compliant? In this episode, Mike is joined by Nellie Akalp, CEO of CorpNet, to break down what compliance really means for LLCs and corporations. They cover everything from annual reports, meeting minutes, and registered agents to BOI reporting and choosing the right state to form your entity…

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How to Retire with Confidence: Lessons from the Experts (Ep. 20) 30:19

28d ago30:19

30:19

Is your Social Security strategy costing you tens of thousands of dollars? In this must-listen episode of Retirement Solutions The Podcast, Ryan Thacker welcomes Brian Ward, a top advisor at B.O.S.S. Retirement Solutions, to uncover the hidden costs and missed opportunities tied to poor Social Security strategies. With a background rooted in family…

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Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 2 of 3 20:51

29d ago20:51

20:51

How do Sections 2701–2704 impact family wealth planning? Discover key traps, safe harbors, and IRS challenges in this expert ACTEC discussion. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best pr…

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The Simple Path Revisited in 2025 With JL Collins | Ep 547 1:07:17

1M ago1:07:17

1:07:17

In this episode, JL Collins discusses the transformative principles of financial independence outlined in his renowned book, The Simple Path to Wealth. Collins emphasizes the simplicity of investing, the power of living below your means, and the crucial role of compounding returns in achieving financial freedom. The conversation also touches on the…

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Ep 95 - Build & Protect Your Wealth w/ Holistic Tax Planning 21:04

1M ago21:04

21:04

Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... T…

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Too Much Profit? Double Your Income Without Doubling Your Taxes 19:31

1M ago19:31

19:31

Send us a text 🚀 Book your free demo call today! Click here or visit: https://taxelm.com/demo/ Too many business owners think they should avoid making more money just to lower their tax bill. In this episode, Mike shares why that mindset is costing you far more than taxes ever will. He breaks down why taxes are just a percentage, how fear leads to …

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Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 1 of 3 14:15

1M ago14:15

14:15

Understand IRC Chapter 14 rules, Sections 2701–2704, and key estate planning strategies to avoid tax pitfalls in family wealth transfers. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practic…

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280: Maximize Gains and Minimize Taxes: Introducing Ultra Tax Efficient Wealth Management℠, Part One 48:45

1M ago48:45

48:45

Tax deferral is one of the most powerful wealth-building tools available to investors. Why? Because it allows you to reinvest money that would have gone to the IRS, compounding returns on that money and significantly increasing your long-term wealth. In this episode, I’m joined by Robert Hendershott (HWM’s Chief Investment Officer and my husband!) …

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Sleep Masterclass | Dr. Bobby Dubois | Ep 546 57:50

1M ago57:50

57:50

Dr. Bobby DuBois returns to discuss the essential role of sleep in achieving financial independence and enhancing overall health. He addresses the worrying trend of sleep deprivation among Americans and its significant consequences on heart health, weight management, and cognitive functionality. This episode is filled with evidence-based insights a…

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What’s the Purpose of Your Money? 12:49

1M ago12:49

12:49

What should you do with extra cash when markets feel shaky? In this episode, we break down why your savings rate is the real engine of wealth, and how understanding the purpose behind your money brings clarity to every financial decision. You’ll learn why market downturns can be golden opportunities, but only if your foundation is solid and your ti…

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EP 94 - Family on Hiring Strategies: What Instagram "Gurus" Won't Tell You 14:48

1M ago14:48

14:48

Send us a text The strategic employment of family members offers significant tax advantages when implemented correctly, but widespread misinformation can lead to costly mistakes and potential audit issues. • Pay family members based on work performed, not automatically the standard deduction amount • Family Management Companies are problematic unde…

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How to Turn Your HSA Into a Tax-Free Retirement Fund 14:37

1M ago14:37

14:37

Send us a text 🚀 Book your free demo call today! Click here or visit: https://taxelm.com/demo/ Most people think an HSA is just for doctor visits—but it’s actually one of the most powerful retirement tools available. In this episode, Mike breaks down how to use your Health Savings Account to save on taxes, grow your money, and even invest for the f…

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The Secret to Saving Big on Taxes in Retirement (Ep. 19) 31:25

1M ago31:25

31:25

What if you could turn your biggest retirement expense into your greatest savings opportunity? In this episode, Tyson and Ryan Thacker from B.O.S.S. Retirement Solutions sit down with Brandon Olson, CPA, an investment advisor representative at B.O.S.S., to explore smart tax strategies that can keep more of your hard-earned savings in your pocket. A…