Tax Pros Unplugged

The annual pilgrimage every taxpaying American must make is here. But this year might look different, given the sweeping new tax bill that passed last year. What should we expect?  How do you prepare? Jared and Kelly are here to give you the highlights, and how to plan to make this season one of calm and preparedness.  Fear not!

The end of the year is a great time to consider your blessings and make gifts to others. But when we give, is there an added bonus of a tax deduction lurking somewhere? We'll unpack what gifts are tax deductible and how to maximize your giving.  Happy New Year and Thanks for Subscribing to our show!

Roth IRA's get a lot of buzz as the best way to save, but are there any other options? Why does everyone think Roth conversions are the most magical unicorn ever? What festive Tshirt will Jared bring us today?  Please remember to subscribe and leave a review. Thanks for listening!

Want to know a little more about Jared and Kelly? We rapid fire through some quirky questions so you can know us a bit better. Stay tuned for our next episode!!

What's the behind the scenes look like when you're building? Is it really that hard? This week we take a peak behind the scenes to see what actually keeps us up at night... and it's not taxes. 

A lot of high income earners get stuck when they have rental properties with passive losses they can't take. How can they work around that? What hoops must we jump through? Is a rental property really a "passive" activity? Jared and Kelly unpack the realities of the rental game and talk about what they've seen work well and when the added stress just isn't worth it.

This week we welcome a special guest, Jon Paton, owner of Fit Fresh, Ohio's largest meal prep delivery service. In just 5 years, he's built a business that feeds people in more ways than one. We unpack his journey, his heart, and what he's learned along the way.  Find Jon's company at: https://www.fitfreshfast.com/

A common question at year's end is about buying fixed assets to offset current income. Sometimes it works, and sometimes it doesn't. What questions should you actually be asking and does it actually matter which code section I use?  This week we break down some year end considerations before you go buying something you don't need or can't afford.

Why does everyone talk about an LLC like it's a magic pill? Does it really help me save money? What even is an LLC? This week we unpack all the details on what the LLC really does and how it relates to your taxes.

How can you shield yourself from IRS scrutiny?  Is the IRS really out to look at every receipt you have?  Is MileIQ and Tinder the same basic thing?  Join us this week as we interview a representation expert, Amy Brosnan, for a behind the scenes look at what audits really entail.   Want more information about Amy? Find her at hello@afterthetaxreturn.com or on Facebook at After The Tax Return LLC....

We're unable to record this week, but we know you missed us! So here's some insight in to us behind the scenes.

Part 3 in our discussions about what we wish our clients knew. We unpack opportunities for tax savings at work plus a few horror stories and tales of what not to do! 

What are the top tips we wish our business clients knew?  What are they too afraid of but shouldn't be?

What do we wish people knew as they wade into retirement? Will no tax on tips make the splash it's intended to? Are there any movie references that Kelly will ever get?

New Trump Accounts and the revival of Bonus Depreciation.  Join Jared and Kelly as they figure out their way through podcasting and making taxes simpler.  Bonus if you're wearing a tshirt with words.