The Tax Strategy Podcast with Fexingo: Tax Planning, Deductions, and Saving Money on Taxes

In this episode of The Tax Strategy Podcast, Lucas and Luna dig into the tax impact of investment fees—often overlooked but quietly eating into returns. Lucas walks through a concrete example: a $500,000 portfolio with a one percent expense ratio versus a 0.05 percent index fund. Over 30 years, that fee difference costs roughly $185,000 in lost growth, plus a hidden tax penalty when fees are deduc...

Episode 3 of The Tax Strategy Podcast digs into the Research & Development tax credit — often thought of as a Silicon Valley perk but actually a powerful tool for small manufacturers and product-based businesses. Lucas explains how a mid-sized Ohio machine shop named Precision Tool & Die claimed over $80,000 in credits by retrofitting CNC equipment and testing new alloys. Luna asks about the trick...

In this episode of The Tax Strategy Podcast, Lucas and Luna break down the Qualified Business Income (QBI) deduction under Section 199A, which was introduced by the Tax Cuts and Jobs Act of 2017. They explain how this deduction allows pass-through business owners to deduct up to 20% of their qualified business income, but highlight the complex phase-out rules for specified service trades or busine...

In this debut episode of The Tax Strategy Podcast, Lucas and Luna unpack the famous Irish tax structure that helped Apple legally pay a single-digit effective tax rate on billions in profits for years. They trace how the Double Irish and Dutch Sandwich arrangements worked, why the European Commission ordered Apple to pay €13 billion in back taxes, and what changed in 2024 that finally shut the loo...