Small Planning Conversations That Lead to Bigger Engagements
In this episode, Kerry Sinnott and guest Jackie Cummings‑Koski highlight five quick, high‑impact strategies CPA financial planners can use to add immediate value for clients. They dive into expanded 529 plan uses—including paying for professional credentials, covering K‑12 expenses, seeding Roth IRAs, and creating family scholarships—explain how Section 72(t) can provide penalty‑free early retirement withdrawals, explore multi‑generational HSA opportunities, and outline charitable giving tactics for both non‑itemizers and larger donors. Jackie brings her expertise as a nationally recognized financial educator and author, offering practical conversation starters that can spark deeper client engagements.
The Consequences of Failing to File California's Like-Kind Exchange Form
In this episode of Spidell's California Minute, host Katherine Zidane explains the penalties for not filing California Form 3840, which is required for like-kind exchanges involving California property. Failure to file can trigger a Notice of Proposed Assessment that accelerates...
Tax Benefits Of In-Plan Conversions Of After-Tax 401(K) Contributions, #304
In this episode Ryan Morrissey explains in‑plan Roth conversions, where pre‑tax 401(k) dollars are moved into a Roth 401(k) within the same retirement plan. He outlines the pros and cons, such as tax‑free growth versus the tax hit on gains...
Mexico Tax Update: Nearshoring, Audits, and Treaty Twists
In this episode of Cross‑Border Tax Talks, PwC International Tax Partner Adriana Rodriguez provides a deep dive into Mexico’s corporate tax landscape, covering the 30% federal corporate rate, withholding taxes, the new 2024 MLI rules, inflation‑adjusted interest deductions, CFC (REFIPRE)...
A Guide to the Backdoor Roth IRA, and Heirs Squandering Inheritances
In this episode, Robert Brogamp walks listeners through the five‑step backdoor Roth IRA process, warning about the pro‑rata rule and how to avoid taxable pitfalls, while also noting alternative Roth options like employer plans and the mega‑backdoor Roth. He then...
Passthrough Entity Tax: New Laws, New Year, New Considerations
In this episode of Spidell's California Minute, host Katherine Zidane explains recent federal and California legislative changes affecting the June 15th pre‑payment for the pass‑through entity (PTE) tax, including the OBBBA SALT deduction increase to $40,000 and California SB 132’s...
Cost Segregation & 179D Updates for Real Estate
In this episode of the Cherry Becker Tax Beat, hosts Michael Ronski and Sarah McGregor discuss two powerful tax tools for real‑estate owners: cost segregation studies and the Section 179D energy‑efficient commercial building deduction. Experts Marty Karaman, Daniel Hurtado, and Andre...
Private Trust Company Design Considerations for Family Wealth Planning
In this episode, ACTEC Fellow Elise McGee explains the key design considerations for private trust companies (PTCs) used by ultra‑high‑net‑worth families. She clarifies why a PTC should be separate from a family office, outlines regulatory choices between regulated and unregulated jurisdictions,...
How To Avoid The Pain of Estimated Tax Payments in Retirement #301
In episode 301 of Retire with Ryan, host Ryan Morrissey explains why underpayment penalties for estimated taxes are soaring—$1.3 billion in 2024, triple the 2021 amount—and how retirees can avoid them. He outlines the IRS’s safe‑harbor rules (paying 90% of the...
Clean Energy Tax Credits: New Guidance and Industry Response
The episode breaks down the Treasury and IRS’s new Notice 2026-15, which clarifies material assistance and prohibited foreign entity (PFE) rules for clean‑energy tax credits under the Inflation Reduction Act’s One Big Beautiful Bill Act. Guest Jennifer Bernardini, a PwC...
Accounting for Cannabis (#393)
In episode 393, Steve Bragg explains how the federal prohibition of marijuana under Section 280E forces cannabis companies to treat book accounting and tax accounting as two separate, often divergent, processes. While financial statements follow normal GAAP, the IRS disallows...
Planning for Pensions and IHT
In this episode, hosts Roger Engelbert and Peter Liberace discuss the upcoming change on 6 April 2027 that will bring most unused defined‑contribution pension funds back into a person’s estate for inheritance‑tax (IHT) purposes. They trace the history from the original pension‑only‑income...
Quarterly Estimated Taxes 101 (How to Stop Overpaying or Underpaying)
Quarterly estimated taxes are a mandatory pay‑as‑you‑earn requirement that many small‑business owners mishandle, leading to either penalties or unnecessary cash outflows. The podcast explains how relying on last year’s income, ignoring safe‑harbor thresholds, and poor bookkeeping cause over‑ or under‑payment....
Episode 58: "$15 Million in Capital Gains: Gone" Startup Wealth Strategist Bryan Hasling on What Angel Investors Need to Know...
In a recent podcast, wealth strategist Bryan Hasling highlights three overlooked tax tools for angel investors: Section 1244 loss deductions, the nuances of Qualified Small Business Stock (QSBS) eligibility, and the audit risk of claiming zero‑tax QSBS gains. He explains that...
Lost in FX Translation: The Latest 987 Regs
PwC International Tax Services leaders Doug McHoney and Laura Valestin dissect the latest Section 987 updates introduced by Notice 2026‑17. The new rules replace the legacy framework with a simplified equity‑and‑basis‑pool method for calculating foreign currency gains and losses in...