Owning Rental Real Estate comes with a lot of misunderstandings.  This conversation talks about what it really means so you understand the rules prior to making the significant purchase.

A landmark case decided in November 2025 (Kwong vs. US), has changed the due date for returns and payment due during the COVID Pandemic to July 10, 2023.  The Statute of LImitations for filing Protective Refund Claims is July 10, 2026.  You don't want to miss out on your opportunity to receive a refund for penalties and interest previously assessed and/or paid.

"How do I know if my tax return is right?"  In this conversation we talk about how to answer that question.  We'll walk through the layout and flow of the individual tax return to give you comfort in the numbers that are on it.

This conversation provides updates and clarity to various new provisions under OBBBA, along with new reporting requirements for Digital Assets (DA) and other updates.  Take a listen!

This conversation talks about What the FAFSA is, what parties need to complete the application and what financial information actually has to be included.  Notable changes have occurred for the '26-'27 application year - you need to listen!

The conversation centers around the sweeping changes in how Federal Refunds will be issued and payments need to be made.  A "must listen to" episode to mitigate delays in processing.

In this conversation we talk about how to properly complete the Form(s) W-4 to eliminate sticker shock when you file your tax return.

In this conversation, we're going to talk about things that you need to consider during your open enrollment period for Marketplace Health Insurance and the potential for the increase in premiums should "The Cliff" come back.

In this conversation, we're talking about the year end W-2 "Must -Do's" and planning opportunities for businesses!  You're running out of time to decide what you need to spend money on by year end!  Join the conversation to see!

Happy Thanksgiving!

Go Buckeyes!

In this episode, we have a conversation about critical year end planning ideas for individuals to help them save tax dollars both now and in the future.  This is a "must listen to" chat!

In this conversation, we'll be discussing the Business Provisions of the One Big Beautiful Bill Act (OBBBA).  Topics will include R&D Expensing, Bonus & Section 179 Depreciation, Employer Reporting Requirements for the new Overtime and Tip Compensation and increased 1099 reporting thresholds.  The conversation is definitely worth having.

In this inaugural episode - we'll have a conversation about the important individual tax provisions in the "One Big Beautiful Bill Act" and how it affects you!  It'll be a casual and informative discussion you don't want to miss!