This episode marks the final original installment of TaxSense: Keeping What’s Yours.

Owen Arnoff is joined by financial advisors Justin Elliott and Ryan Mason for the concluding program in the original TaxSense radio run.

The February 22 broadcast had been the final live edition of TaxSense; this last show was recorded in advance.

By this point, listeners were also being directed to the TaxSense historical archive through taxsenseradio.com, iTunes, and Stitcher.

This episode has been restored from the original TaxSense radio archive as part of an ongoing effort to preserve the program’s 2012–2014 broadcast history.

This was the final live edition of TaxSense: Keeping What’s Yours.

In this episode, Owen Arnoff looks at several practical tax-season issues, unusual tax stories, and the continuing debate over regulation of paid tax return preparers.

Topics include:

• Whether work clothing can qualify for a tax deduction
• Seven common tax-return goofups to avoid
• IRS employees making news of their own
• The unusual idea of a “flatulence tax”
• An interview with the Executive Director of the California Tax Education Council about regulation of tax return preparers

This episode has been restored from the original TaxSense radio archive as part of an ongoing effort to preserve the program’s 2012–2014 broadcast history.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff provides an update on Loving v. IRS, the important court case challenging the IRS program regulating paid tax return preparers.

The program also looks at “Things Your Accountant Forgot to Tell You,” highlighting tax and financial issues that taxpayers may overlook even when they work with a professional preparer.

The discussion combines current tax developments, IRS issues, practical planning ideas, and real-world examples designed to help individuals and business owners better understand their tax situations.

This episode has been restored from the surviving original two-hour broadcast recording and is presented as part of the TaxSense historical archive.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff compares do-it-yourself tax preparation with working with a tax professional and looks at several issues taxpayers face during filing season.

Owen is joined by Justin Elliott and Ryan Mason for additional financial-planning and retirement insight.

Topics include:

• Whether to file your tax return early or wait
• The Super Bowl and taxes
• H&R Block, Liberty Tax, and the retail tax-preparation model
• An extraordinary $862,000 tax refund
• How to obtain tax return transcripts
• Tax mistakes taxpayers may not realize they are making
• Four steps toward a successful retirement
• Whether life insurance is simply an expense or can play a broader role in financial planning

This episode has been restored from the original TaxSense radio archive as part of an ongoing effort to preserve the program’s 2012–2014 broadcast history.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff looks at how taxpayers choose a tax preparer, common tax pitfalls, and several issues that can create unpleasant surprises during filing season.

Topics include:

• How people select a tax preparer
• $16 million in undeliverable tax refunds from 2012
• Taxes involving laundromats
• Tax fraud and fraud prevention
• The ten most litigated tax issues
• A proposal to replace the Earned Income Tax Credit
• Five potentially unpleasant tax surprises
• A step-by-step look at a tax return

This episode has been restored from the original TaxSense radio archive as part of an ongoing effort to preserve the program’s 2012–2014 broadcast history.

In this Tax Sense Report, Owen Arnoff discusses the growing problem of tax documents arriving later each year and the effect that delayed W-2s, 1099s, brokerage statements, and other reporting forms can have on tax preparation and filing.

The report highlights why taxpayers may need to wait for complete and corrected information before filing and why filing too early can sometimes create additional problems.

This short-form report was part of the companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer radio broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff shares practical tax tips designed to help taxpayers avoid common mistakes and better understand when professional tax help may be needed.

Topics include:

• What “Tax CPR” means
• Whether you are required to file a tax return
• Common tax traps to avoid
• Obamacare and its tax implications

This episode has been restored from the original TaxSense radio archive as part of an ongoing effort to preserve the program’s 2012–2014 broadcast history.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff focuses on practical tax guidance and the value of working with knowledgeable tax professionals.

Owen is joined by Justin Elliott and Ryan Mason for additional market and financial-planning insight.

Topics include:

• Tax tips and fraud prevention
• How to start and maintain a mileage log
• Whether the IRS was moving toward more self-service options
• Tax-law reform
• Using an IRA to fund a business
• Property taxes
• Market and financial-planning insights

This episode has been restored from the original TaxSense radio archive as part of an ongoing effort to preserve the program’s 2012–2014 broadcast history.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff mixes practical tax discussion with some of the more unusual and entertaining sides of the tax system.

Topics include:

• The average cost of tax preparation
• The Social Security Death Master File and tax-related identity issues
• Forms 1040, W-2, and 1099
• Using an IRA for short-term borrowing or to fund a business
• The Alternative Minimum Tax
• Michael Jordan and taxes

This episode has been restored from the original TaxSense radio archive as part of an ongoing effort to preserve the program’s 2012–2014 broadcast history.

The original audio for this episode of TaxSense: Keeping What’s Yours has not yet been recovered, but the original episode title and show notes survive in the historical feed.

Topics included:

• Energy efficiency, tax savings, and home improvements
• Calculating Social Security
• Google Maps and taxpayer privacy
• Commuting costs and taxes
• John Koskinen’s nomination as IRS Commissioner
• Toilet paper and tax exemptions
• Mortgage interest deductions
• Rules for deducting business meals

This metadata has been preserved from the original TaxSense archive while efforts to recover the missing audio continue.

The original audio for this episode of TaxSense: Keeping What’s Yours has not yet been recovered, but the original episode title and show notes survive in the historical feed.

Real estate professional David Jurewicz returned for a special episode focused on the Sacramento real estate market.

Topics included:

• A review of the 2013 real estate market
• Real estate predictions for 2014
• Large investors and Sacramento home prices
• The Buzz Oates story
• Whether the real estate industry was moving toward a paperless future

This metadata has been preserved from the original TaxSense archive while efforts to recover the missing audio continue.

For this special edition of TaxSense: Keeping What’s Yours, Ryan Mason and Justin Elliott join Randy Roth for a wide-ranging discussion of taxes, financial planning, retirement, and current events.

Topics include:

• Clergy and taxes
• Year-end financial planning
• Oregon’s per-mile tax test
• Market and real estate updates
• The baby boomer retirement check
• Protecting your retirement portfolio
• Bitcoin — what it is and what was happening with it at the time
• A tax-funded “robo-squirrel” project

This episode has been restored from the original TaxSense radio archive as part of an ongoing effort to preserve the program’s 2012–2014 broadcast history.

The original audio for this episode of TaxSense: Keeping What’s Yours has not yet been recovered, but the original episode title and show notes survive in the historical feed.

Topics included:

• What the name of a tax business may reveal
• Doberman Pinschers and taxes
• Rising IRS audits and collections
• Year-end tax planning
• Max Baucus’s tax-reform proposal
• Three business tax moves to consider
• Tax issues when mom and dad move in
• Celebrity CPAs who might have been
• The “sandwich generation”

The original Blogger archive also noted that an incorrect episode had initially been attached to this entry and was corrected on December 30, 2013.

This metadata has been preserved from the original TaxSense archive while efforts to recover the missing audio continue.

The original audio for this episode of TaxSense: Keeping What’s Yours has not yet been recovered, but the original episode title and show notes survive in the historical feed.

Topics included:

• Avoiding scams while doing charitable good deeds
• Required minimum distributions for taxpayers over age 70½
• Roth IRAs
• Tax pressures affecting parents
• IRS scrutiny of independent contractors
• Black-market tax preparers
• Relinquishing versus renouncing U.S. citizenship
• Taxable hidden treasures
• Tax reform
• An interview with Kim Adair of Body Fix Therapies on reducing workplace stress and repetitive-strain injuries

This metadata has been preserved from the original TaxSense archive while efforts to recover the missing audio continue.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff covers several timely tax stories and year-end planning issues.

Topics include:

• The end of Instant Tax Service
• Whether an MBA may be deductible
• IRS issues involving Michael Jackson’s estate
• Tax strategies to consider before the close of the year

This episode has been restored from the original TaxSense radio archive as part of an ongoing effort to preserve the program’s 2012–2014 broadcast history.

For this edition of TaxSense: Keeping What’s Yours, Randy Roth is joined by Justin Elliott and Ryan Mason of Elliott, Mason & Associates for a discussion combining tax issues, financial planning, and investment-related topics.

Topics include:

• Health and wealth
• Marijuana and taxes
• Protecting yourself from a current tax scam
• Questions about 1031 exchanges and like-kind exchange property

This episode has been restored from the original TaxSense radio archive as part of an ongoing effort to preserve the program’s 2012–2014 broadcast history.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff looks at the financial and tax consequences of marriage, along with several other timely tax and retirement issues.

Topics include:

• Which professions have the highest incidence of psychopathy — and why tax professionals are not among them
• Social Security benefits and how they compare with tax contributions
• Ten things to know about taxes and getting married
• Large companies paying no federal income tax
• Tax identity theft
• Form 1099-K
• Medicare and what happens at age 65

This episode has been restored from the original TaxSense radio archive as part of an ongoing effort to preserve the program’s 2012–2014 broadcast history.

In this Tax Sense Report, Owen Arnoff discusses how the federal government shutdown affected IRS operations and contributed to a delayed start for the upcoming tax filing season.

The report looks at the practical consequences for taxpayers and tax professionals when IRS systems, processing schedules, and filing-season preparations are disrupted.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff covers a wide range of tax issues affecting individuals, business owners, and investors.

Topics include:

• The tax implications of Obamacare
• An El Dorado Hills attorney’s tax-evasion case
• Whether real estate can be held inside an IRA
• Misclassified employees and independent contractors
• IRS contractor employees who reportedly owed millions of dollars in unpaid taxes

This episode has been restored from the original TaxSense radio archive as part of an ongoing effort to preserve the program’s 2012–2014 broadcast history.

In this Tax Sense Report, Owen Arnoff discusses the implementation of the Affordable Care Act, commonly known as Obamacare, and the tax and financial issues beginning to affect individuals and businesses as the law moved into effect.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff looks at online banking security and the practical steps taxpayers can take to better protect their personal and financial information.

Topics include:

• What happens now that the federal government has reopened
• Protecting personal data and information
• Why taxpayers should contact their tax professional promptly
• A warning involving Yahoo email accounts
• Obamacare and the Affordable Care Act
• Expiring tax provisions, deductions that could disappear, and possible additional taxes

This episode has been restored from the original TaxSense radio archive as part of an ongoing effort to preserve the program’s 2012–2014 broadcast history.

In this Tax Sense Report, Owen Arnoff discusses asset-protection concerns that can arise when homeowners or business owners hire contractors.

The report focuses on the importance of using properly licensed contractors and the potential financial, legal, and liability risks that can come from hiring unlicensed or improperly qualified workers.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

The original audio for this episode of TaxSense: Keeping What’s Yours has not yet been recovered, but the original episode title and show notes survive in the historical feed.

Owen Arnoff and Randy Roth were joined by Justin Elliott and Ryan Mason for a discussion of the federal government shutdown, taxes, and financial planning.

Topics included:

• The effects of the government shutdown on citizens
• Whether taxpayers filing after October 1 would receive refunds
• What could happen in the event of a government default
• The role of dividends and dividend strategy in financial planning

This metadata has been preserved from the original TaxSense archive while efforts to recover the missing audio continue.

In this Tax Sense Report, Owen Arnoff discusses the federal government shutdown and the confusing reality that IRS correspondence and automated notices could continue to be generated even while many government operations were disrupted.

The report looks at why taxpayers should not ignore IRS letters simply because of the shutdown and the importance of understanding which parts of the tax system continue to operate automatically.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

The original audio for this episode of TaxSense: Keeping What’s Yours has not yet been recovered, but the original episode title and show notes survive in the historical feed.

Guest host David Jurewicz joined Randy Roth for a discussion focused on real estate and taxes.

Topics included:

• The federal government shutdown and its effect on real estate
• A new approach to real estate
• “Business babysitters”

This metadata has been preserved from the original TaxSense archive while efforts to recover the missing audio continue.

Owen Arnoff was away because of a family emergency, and Randy Roth filled in for this edition of the Tax Sense Report.

The topic was California’s efforts to identify and pursue taxpayers who had failed to file required tax returns, including the risks non-filers can face when state tax authorities use third-party information and enforcement programs to locate them.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

The original audio for this episode of TaxSense: Keeping What’s Yours has not yet been recovered, but the original episode title and show notes survive in the historical feed.

Owen Arnoff hosted this episode solo.

Topics included:

• The Sacramento Metro Chamber Small Business Expo
• Unusual sales-tax facts
• Twenty things taxpayers should understand
• New York bagels and taxes
• Drug dealers and taxes
• The “Parent Tax”

This metadata has been preserved from the original TaxSense archive while efforts to recover the missing audio continue.

The original audio for this episode of TaxSense: Keeping What’s Yours has not yet been recovered, but the original episode title and show notes survive in the historical feed.

Topics included:

• Obamacare and employers
• Tax gaps
• Whether business clothing can be deductible
• Whether employees can become liable for payroll taxes their employer should have paid
• IRS “Beanie Babies”
• An IRS office manager operating a tax business on the side
• Multilevel marketing businesses

This metadata has been preserved from the original TaxSense archive while efforts to recover the missing audio continue.

In this Tax Sense Report, Owen Arnoff discusses tax-code simplification and the tradeoffs that can come with making the tax system simpler.

The report looks at how proposals to simplify the tax code can also mean eliminating deductions, credits, exclusions, and other tax breaks that taxpayers have come to rely on.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

The original audio for this episode of TaxSense: Keeping What’s Yours has not yet been recovered, but the original episode title and show notes survive in the historical feed.

Topics included:

• School and property taxes
• IRS movies
• Social Security
• Insights from a former IRS agent and appeals officer
• Estimated quarterly tax payments

This metadata has been preserved from the original TaxSense archive while efforts to recover the missing audio continue.

In this Tax Sense Report, Owen Arnoff discusses how real estate investments should be owned and why the choice of legal structure can affect liability, administration, and tax planning.

The report looks at questions surrounding individual ownership, LLCs, corporations, and other entity structures, along with the importance of matching the ownership structure to the investor’s goals and circumstances.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

The original audio for this episode of TaxSense: Keeping What’s Yours has not yet been recovered, but the original episode title and show notes survive in the historical feed.

Owen Arnoff and Randy Roth were joined by Justin Elliott and Ryan Mason for a discussion combining tax issues and financial planning.

Topics included:

• Tax filing extensions and due dates
• School children, food allergies, and dietary restrictions
• Which states may be less attractive for retirement

This metadata has been preserved from the original TaxSense archive while efforts to recover the missing audio continue.

The original audio for this episode of TaxSense: Keeping What’s Yours has not yet been recovered, but the original episode title and show notes survive in the historical feed.

Owen Arnoff was joined by Ed Cotney for a wide-ranging discussion of tax issues and current events.

Topics included:

• Michael Jackson estate issues and other celebrity tax problems
• Taxes connected with The Price Is Right
• Supreme Court rulings involving DOMA and same-sex couples
• California payroll taxes
• California FTB filing issues
• What happened when someone dumped dirt at an IRS agent’s feet
• Tax deductions scheduled to disappear before year-end

This metadata has been preserved from the original TaxSense archive while efforts to recover the missing audio continue.

Owen Arnoff was away on vacation, and Randy Roth filled in for this edition of the Tax Sense Report.

The topic was the more helpful side of the IRS, focusing on customer service and the resources available to taxpayers who need information or assistance.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

The original audio for this episode of TaxSense: Keeping What’s Yours has not yet been recovered, but the original episode title and show notes survive in the historical feed.

Real estate professional David Jurewicz joined the program for a special real-estate-focused episode.

Topics included:

• Sacramento real estate
• HUD rules allowing some borrowers who had defaulted on a loan to purchase another home after 12 months
• Median income in America
• What was happening to the bee population

This metadata has been preserved from the original TaxSense archive while efforts to recover the missing audio continue.

The original audio for this episode of TaxSense: Keeping What’s Yours has not yet been recovered, but the original episode title and show notes survive in the historical feed.

Topics included:

• The Tennessee “jock tax”
• Five things Bill Belichick can teach taxpayers about winning an IRS audit
• An IRS case in which taxpayer verbal testimony prevailed
• Whether cheating on your taxes could cost you your driver’s license
• Obamacare and its tax implications

This metadata has been preserved from the original TaxSense archive while efforts to recover the missing audio continue.

In this Tax Sense Report, Owen Arnoff discusses whether business or investment assets should all be held inside one legal entity or separated among multiple entities.

The report looks at the tradeoffs involved in entity structure, including asset protection, administrative complexity, liability exposure, and the importance of matching the legal structure to the owner’s specific circumstances.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

The original audio for this episode of TaxSense: Keeping What’s Yours has not yet been recovered, but the original episode title and show notes survive in the historical feed.

Randy Roth and guest host David Jurewicz discussed:

• Childless couples, taxes, and real estate
• A Sacramento real estate update
• Adjustable-rate mortgages
• A debt-elimination plan

This metadata has been preserved from the original TaxSense archive while efforts to recover the missing audio continue.

Owen Arnoff was away attending continuing professional education, and Randy Roth filled in for this edition of the Tax Sense Report.

The report continues the ongoing discussion of meals and entertainment expenses, focusing on the tax rules and documentation requirements that determine when business-related costs may qualify for a deduction.

This third installment follows the July 22 and July 29 reports on the same subject.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

The original audio for this episode of TaxSense: Keeping What’s Yours has not yet been recovered, but the original episode title and show notes survive in the historical feed.

Topics included:

• Protecting privacy and preventing identity theft
• John Koskinen’s nomination as IRS Commissioner
• The tax cost of contract procrastination
• Tax issues involving the Real Housewives of New Jersey
• Financial-planning discussion with Justin Elliott and Ryan Mason

This metadata has been preserved from the original TaxSense archive while efforts to recover the missing audio continue.

In this second Tax Sense Report on meals and entertainment expenses, Owen Arnoff continues the discussion of when business-related meal and entertainment costs may qualify for a tax deduction.

The report builds on the prior week’s discussion, focusing on the rules, documentation, and business-purpose requirements that can affect deductibility.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

In this Tax Sense Report, Owen Arnoff discusses the tax treatment of meals and entertainment expenses and the rules that determine when business-related costs may qualify for a deduction.

The report looks at the importance of business purpose, documentation, and distinguishing deductible business expenses from personal spending.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

In this Tax Sense Report, Owen Arnoff discusses the wise use of pre-tax and after-tax dollars and why the distinction can matter when making financial and tax-planning decisions.

The report looks at how the tax treatment of money can affect the real cost of an expense or investment and why understanding whether dollars are being spent before or after tax can influence planning choices.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

In this Tax Sense Report, Owen Arnoff compares corporations and LLCs and discusses why choosing the right business entity is only part of the equation.

The report also looks at how business owners can create problems for themselves when an entity is formed, operated, or taxed incorrectly, including the importance of understanding the legal and tax consequences of the structure selected.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

In this Tax Sense Report, Owen Arnoff discusses tax traps that can affect real estate investors and why seemingly straightforward property transactions can create unexpected tax consequences.

The report highlights the importance of understanding the tax treatment of investment property and planning ahead before making significant real estate decisions.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

In this Tax Sense Report, Owen Arnoff discusses the tax implications of short sales and foreclosures, including the potential tax consequences that can arise when debt is forgiven or a property is lost for less than the amount owed.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

In this Tax Sense Report, Owen Arnoff discusses erroneous IRS notices and why taxpayers should not automatically assume that every notice from the IRS is correct.

The report looks at the importance of reviewing IRS correspondence carefully, comparing it with the taxpayer’s records, and responding appropriately when the government’s information or conclusions appear to be wrong.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

In this Tax Sense Report, Owen Arnoff discusses employee business expenses and the circumstances under which workers may be able to deduct unreimbursed costs connected with their jobs.

The report looks at the importance of business purpose, documentation, employer reimbursement policies, and the distinction between personal and work-related expenses.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

This restored edition of TaxSense: Keeping What’s Yours comes from the program’s two-hour KTKZ era, with Owen Arnoff discussing tax, IRS, financial-planning, and business issues affecting individuals and business owners.

TaxSense combined timely tax developments, practical guidance, professional insight, financial topics, and real-world examples in a format designed to make complicated tax and financial subjects easier to understand.

This episode has been restored from a surviving original TaxSense recording. The original episode title and complete show notes have not been independently verified, so it is being presented in the historical archive under its confirmed broadcast date.

In this Tax Sense Report, Owen Arnoff discusses the cost of tax preparation and compares do-it-yourself filing with the potential benefits of working with a tax professional.

The report looks at the tradeoff between preparation fees and professional guidance, including the value of experience, tax knowledge, planning opportunities, and help avoiding costly mistakes.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

In this Tax Sense Report, Owen Arnoff discusses below-market rental property and the tax issues that can arise when property is rented for less than fair market value.

The report looks at why below-market rent can affect the tax treatment of rental income and expenses and why the relationship between the owner and tenant can matter.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

In this Tax Sense Report, Owen Arnoff discusses IRS “lifestyle audits” and situations in which the government may question whether a taxpayer is reporting enough income to support the lifestyle reflected by their spending, assets, and financial activity.

The report looks at why inconsistencies between reported income and apparent living expenses can attract scrutiny and why accurate records and complete income reporting matter.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

In this Tax Sense Report, Owen Arnoff discusses the concept of “piercing the corporate veil” and why business owners need to maintain proper separation between themselves and their business entities.

The report looks at how poor recordkeeping, commingling funds, or failing to respect the formalities of a corporation or LLC can undermine the legal protections business owners expect from the entity.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

In this restored edition of TaxSense: Keeping What’s Yours, Owen Arnoff moves beyond the April filing deadline to discuss tax and financial issues that continue throughout the year.

The program features the TaxSense mix of IRS developments, tax-planning considerations, financial topics, business issues, and practical guidance designed to help individuals and business owners better understand the tax consequences of everyday financial decisions.

This episode has been restored from the surviving original broadcast recording. The original episode title and complete show notes have not been independently verified, so it is being presented in the historical archive under its confirmed broadcast date.

In this Tax Sense Report, Owen Arnoff discusses worker classification and the tax consequences that can arise when employees are improperly treated as independent contractors.

The report looks at why proper classification matters for payroll taxes, withholding, employer obligations, and potential IRS or state-tax exposure.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

With the April 15 filing deadline just behind us, this restored edition of TaxSense: Keeping What’s Yours turns from last-minute filing concerns toward the tax and financial issues that continue after tax season ends.

Owen Arnoff discusses timely IRS matters, tax-planning considerations, financial topics, and practical issues affecting individuals and business owners throughout the year.

TaxSense combined current tax developments, professional insight, financial planning, and real-world examples in a format designed to make complicated tax and financial subjects easier to understand.

This episode has been restored from the surviving original broadcast recording. The original episode title and complete show notes have not been independently verified, so it is being presented in the historical archive under its confirmed broadcast date.

In this Tax Sense Report, Owen Arnoff marks Tax Day 2013 with a timely look at the April 15 filing deadline and the tax issues facing taxpayers at the close of the filing season.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

With the April 15 tax deadline just two days away, this restored edition of TaxSense: Keeping What’s Yours comes at the peak of the 2013 filing season.

Owen Arnoff discusses timely tax-season issues, IRS matters, filing and planning considerations, and practical concerns affecting individuals and business owners as the deadline approaches.

TaxSense combined current tax developments, professional insight, financial planning, and real-world examples in a format designed to make complicated tax and financial subjects easier to understand.

This episode has been restored from the surviving original broadcast recording. The original episode title and complete show notes have not been independently verified, so it is being presented in the historical archive under its confirmed broadcast date.

In this Tax Sense Report, Owen Arnoff discusses the idea of pre-filled tax forms and whether taxpayers could someday receive tax returns already populated with information the government has on file.

The report considers the potential convenience of a pre-filled system as well as the practical concerns involved when taxpayers have deductions, credits, business activity, investments, or other information that may not be fully reflected in government records.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

With the April 15 filing deadline approaching, this restored edition of TaxSense: Keeping What’s Yours focuses on timely tax-season issues, IRS matters, planning considerations, and practical questions affecting individuals and business owners.

Owen Arnoff combines current tax developments, professional insight, financial planning considerations, and real-world examples in a format designed to make complicated tax and financial subjects easier to understand.

This episode has been restored from the surviving original broadcast recording. The original episode title and complete show notes have not been independently verified, so it is being presented in the historical archive under its confirmed broadcast date.

In this Tax Sense Report, Owen Arnoff discusses the home office deduction and the tax rules that can affect whether expenses related to working from home may qualify for a deduction.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

This restored edition of TaxSense: Keeping What’s Yours comes during the final stretch of the 2013 tax filing season. Owen Arnoff discusses current tax issues, IRS developments, tax-planning considerations, financial topics, and practical concerns affecting individuals and business owners as the April filing deadline approaches.

TaxSense combined timely tax news, professional insight, financial planning, and real-world examples in a format designed to make complicated tax and financial subjects easier to understand.

This episode has been restored from the surviving original broadcast recording. The original episode title and complete show notes have not been independently verified, so it is being presented in the historical archive under its confirmed broadcast date.

In this Tax Sense Report, Owen Arnoff tackles the subject many taxpayers dread: the tax audit.

The report looks at the anxiety surrounding audits and the importance of understanding the process, keeping proper records, and knowing how to respond when the IRS asks questions.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

This restored edition of TaxSense: Keeping What’s Yours comes during the final weeks of the 2013 tax filing season. Owen Arnoff discusses timely tax issues, IRS developments, tax-planning considerations, financial topics, and practical concerns affecting individuals and business owners.

TaxSense combined current tax news, professional insight, financial planning, and real-world examples in a format designed to make complicated tax and financial issues easier to understand.

This episode has been restored from the surviving original broadcast recording. The original episode title and complete show notes have not been independently verified, so it is being presented in the historical archive under its confirmed broadcast date.

In this Tax Sense Report, Owen Arnoff discusses the importance of choosing the right business tax structure and how entity choice can affect taxation, liability, administration, and long-term planning.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

This restored edition of TaxSense: Keeping What’s Yours comes from the height of the 2013 tax filing season. Owen Arnoff discusses timely tax issues, IRS developments, tax-planning considerations, financial topics, and practical concerns affecting individuals and business owners.

TaxSense combined current tax news, professional insight, financial planning, and real-world examples designed to make complicated tax and financial subjects easier to understand.

The original episode title and complete show notes have not been independently verified, so this installment is being presented in the historical archive under its confirmed broadcast date.

In this Tax Sense Report, Owen Arnoff discusses charitable donations and the tax considerations that can affect whether a contribution is deductible.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff tackles a deceptively simple question: what actually makes a tax return “complicated”?

The discussion looks at how complexity can arise from the taxpayer’s circumstances rather than simply from the number of forms involved. Business activity, investments, rental property, retirement accounts, multiple sources of income, changing family situations, and other factors can all create tax issues that require more judgment and planning than a basic return might suggest.

TaxSense combines practical tax guidance, IRS issues, financial planning, and real-world examples designed to help listeners better understand when a tax situation may call for professional assistance.

This episode has been restored from the surviving original broadcast recording and is presented as part of the TaxSense historical archive.

In this Tax Sense Report, Owen Arnoff discusses tax issues involving short sales and foreclosures, including the financial and tax consequences that can arise when a property is sold for less than the outstanding debt or lost through foreclosure.

This short-form report was part of the weekday companion series to TaxSense: Keeping What’s Yours, providing timely tax updates and practical commentary between the longer Saturday broadcasts.

This recording has been preserved as part of the restored TaxSense historical archive.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff looks at the risks of trusting an important tax return to an inexperienced or unqualified preparer.

Using the idea that “if you think it’s expensive to hire a professional, just wait until you hire an amateur,” the program explores why experience, professional judgment, and proper tax knowledge matter when preparing a return or dealing with more complicated tax issues.

The episode also features Justin Elliott and Ryan Mason, bringing financial-planning perspective to the discussion.

TaxSense combines practical tax guidance, IRS issues, financial planning, and real-world examples designed to help listeners make better-informed tax and financial decisions.

This episode has been restored from the surviving original broadcast recording and is presented as part of the TaxSense historical archive.

This restored edition of TaxSense: Keeping What’s Yours comes from the middle of the 2013 tax filing season. Owen Arnoff discusses timely tax issues, IRS developments, tax-planning considerations, financial topics, and practical questions affecting individuals and business owners.

TaxSense combined current tax news, professional insight, real-world examples, and practical guidance designed to make complicated tax and financial subjects easier to understand.

The original episode title and complete show notes have not been independently verified, so this installment is being presented in the historical archive under its confirmed broadcast date.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff looks at several timely tax stories, including IRS tax liens involving O.J. Simpson, the developing federal sequestration debate, and tax-relief scams targeting taxpayers.

The program examines how tax liens and collection issues can affect individuals, why major federal budget decisions can have tax and economic consequences, and the warning signs taxpayers should watch for when approached by companies promising unrealistic relief from IRS problems.

TaxSense combines current tax news, practical IRS guidance, tax planning, financial issues, and real-world commentary designed to make complicated tax subjects easier to understand.

This episode has been restored from the surviving original broadcast recording and is presented as part of the TaxSense historical archive.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff is joined by guests for a discussion that spans commercial and multi-family real estate investment products as well as issues affecting veterans.

The program looks at investment and financial-planning considerations surrounding commercial and multi-family properties, while also addressing practical concerns and resources relevant to veterans and their families.

As with other TaxSense broadcasts, the discussion combines tax considerations, financial planning, investment issues, and real-world commentary designed to help listeners make better-informed decisions.

This episode has been restored from the surviving original broadcast recording and is presented as part of the TaxSense historical archive.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff looks back at the 100th anniversary of the 16th Amendment, which established Congress’s constitutional authority to impose a federal income tax.

The program explores how the federal income tax system developed over the century that followed, how tax law became increasingly complex, and what that history means for taxpayers and tax professionals today.

As always, TaxSense combines tax history, current tax issues, IRS matters, practical tax guidance, financial planning, and real-world commentary in a format designed to make complicated subjects easier to understand.

This episode has been restored from the surviving original broadcast recording and is presented as part of the TaxSense historical archive.

This restored edition of TaxSense: Keeping What’s Yours comes from the heart of the 2013 tax filing season. Owen Arnoff discusses tax issues, IRS developments, tax-planning considerations, financial topics, and practical questions affecting individuals and business owners.

TaxSense combined current tax news, real-world examples, professional insight, and practical guidance designed to make complicated tax and financial subjects easier to understand.

The original episode title and complete show notes have not been independently verified, so this installment is being presented in the historical archive under its confirmed broadcast date.

With the 2013 tax filing season getting underway, Owen Arnoff looks at what taxpayers need to know as the IRS begins accepting returns and tax professionals move into the busiest part of the year.

This episode of TaxSense: Keeping What’s Yours discusses the opening of tax season, filing considerations, common taxpayer questions, and practical issues that can affect how smoothly a return is prepared and processed.

The program reflects the TaxSense approach of combining practical tax guidance, IRS developments, tax planning, financial issues, and real-world commentary designed to make complicated tax subjects easier to understand.

This episode has been restored from the surviving original broadcast recording and is presented as part of the TaxSense historical archive.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff is joined by Ed Cotney for a discussion about retirement accounts and the potential tax consequences that can build up inside traditional IRAs and 401(k) plans.

The program looks at why tax-deferred retirement savings can create future tax exposure, how distributions may affect a taxpayer’s overall financial picture, and why retirement planning should consider both investment growth and the eventual tax cost of taking money out.

TaxSense combines practical tax guidance, retirement and financial planning, IRS issues, and real-world commentary designed to help listeners better understand how tax rules affect long-term financial decisions.

This episode has been restored from the surviving original broadcast recording and is presented as part of the TaxSense historical archive.

In the first TaxSense broadcast of 2013, Owen Arnoff looks at newly enacted tax legislation and what the changes mean for taxpayers following the intense year-end debate over the fiscal cliff.

The discussion focuses on the practical impact of the new law, how recent federal tax changes may affect individuals and businesses, and what taxpayers should be thinking about as they begin planning for the new year and the upcoming filing season.

TaxSense: Keeping What’s Yours combines current tax developments, practical tax guidance, IRS issues, financial planning, and real-world commentary designed to make complicated tax subjects easier to understand.

This episode has been restored from the surviving original broadcast recording and is presented as part of the TaxSense historical archive.

With the country approaching the end-of-year “fiscal cliff” deadline, Owen Arnoff takes a closer look at the tax uncertainty facing individuals and businesses as 2012 comes to a close.

This episode of TaxSense: Keeping What’s Yours focuses on the potential tax-law changes surrounding the fiscal cliff, what taxpayers were hearing in the final days of the year, and why pending federal action could have significant consequences for tax planning and financial decisions heading into 2013.

The program reflects the TaxSense approach of combining current tax developments, practical tax guidance, IRS issues, financial planning, and real-world commentary in a format designed to make complicated tax issues easier to understand.

This episode has been restored from the surviving original broadcast recording and is presented as part of the TaxSense historical archive.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff looks at several tax issues facing individuals and businesses as 2012 comes to a close, including IRS audits, tax penalties, and the looming “fiscal cliff.”

The discussion examines how IRS enforcement and penalty issues can affect taxpayers, while also addressing the uncertainty surrounding year-end federal tax policy and the potential impact of pending tax-law changes.

As always, TaxSense combines practical tax guidance, current tax developments, financial planning considerations, and real-world commentary designed to help listeners better understand the tax system and make more informed financial decisions.

This episode has been restored from the surviving original broadcast recording and is presented as part of the TaxSense historical archive.

Owen Arnoff was away for this edition of TaxSense: Keeping What’s Yours, with David Jurewicz and Randy Roth stepping in as guest hosts.

The program continues the TaxSense mix of practical tax discussion, financial planning, real estate, IRS issues, and real-world financial topics. David brings a real-estate perspective to the conversation, while Randy contributes tax and financial insight in the show’s expanded two-hour KTKZ format.

This episode has been restored from the surviving original broadcast recording and is presented as part of the TaxSense historical archive.

Owen Arnoff was away on vacation for this edition of TaxSense: Keeping What’s Yours, so real estate professional David Jurewicz stepped in as guest host.

The program continues the TaxSense mix of practical tax and financial discussion, with David bringing a real-estate perspective to the show while covering issues relevant to homeowners, investors, and consumers.

This episode has been restored from the surviving original broadcast recording and is presented as part of the TaxSense historical archive.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff is joined by financial advisors Justin Elliott and Ryan Mason for a discussion of financial planning and the tax considerations that can affect long-term financial decisions.

The conversation reflects the TaxSense approach of connecting tax planning, investment and retirement considerations, IRS issues, and real-world financial decisions in a practical format for individuals and business owners.

This episode has been restored from the surviving original broadcast recording and is presented as part of the TaxSense historical archive.

In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff is joined by real estate professional David Jurewicz for a discussion about real estate and the tax and financial considerations that can come with owning, buying, selling, or investing in property.

The conversation looks at real-world real estate issues through the TaxSense lens, combining practical tax guidance, financial planning considerations, and market-oriented discussion designed to help listeners make better-informed decisions.

This episode has been restored from the surviving original broadcast recording and is presented as part of the TaxSense historical archive.

This restored edition of TaxSense: Keeping What’s Yours comes from the early two-hour KTKZ era of the program. Owen Arnoff and the TaxSense team discuss practical tax issues, IRS matters, financial planning, and other developments affecting individuals and business owners.

TaxSense was designed to make complicated tax and financial subjects easier to understand, combining current issues, real-world examples, professional insight, and occasional humor.

This episode has been restored from the surviving original broadcast recording. The original episode title and complete show notes have not been independently verified, so the program is being presented in the archive under its confirmed broadcast date.

Owen Arnoff was away for this edition of TaxSense: Keeping What’s Yours, so Randy Roth filled in as host. Joining him were financial advisors Justin Elliott and Ryan Mason for a discussion centered on taxes, financial planning, and related financial issues.

This restored broadcast is part of the TaxSense historical archive and reflects the expanded two-hour format that began with the program’s move to 1380 KTKZ.

The surviving recording confirms the guest-host format, although complete original show notes and topic details are no longer available.

Earlier TaxSense broadcasts were approximately one hour in length. This surviving recording runs nearly two hours, reflecting the expanded format that began with the move to KTKZ.

In this restored episode, Owen Arnoff continues the TaxSense approach of combining practical tax guidance, IRS issues, current tax developments, financial planning, and real-world commentary for individuals and business owners.

This program has been restored from the surviving original broadcast recording. Some original show notes and episode-title information are no longer available, so portions of the archival metadata have been reconstructed from the surviving recordings and historical records.

This restored episode of TaxSense: Keeping What’s Yours brings together three surviving broadcast segments from the original program. The show features the TaxSense mix of tax commentary, IRS issues, tax planning, financial topics, and practical discussion intended to help listeners better understand the tax system and make more informed financial decisions.

The original episode title and complete program notes could not be independently verified, so this installment is being presented in the restored archive using its confirmed broadcast date.

In this restored episode of TaxSense: Keeping What’s Yours, Owen Arnoff and the TaxSense team discuss tax issues affecting higher-income taxpayers and public figures, along with broader IRS and tax-planning topics of the day. The program reflects the show’s original mix of practical tax guidance, current tax news, financial planning, and commentary designed to help listeners better understand how the tax system affects real-world decisions.

This episode has been reconstructed from three surviving broadcast segments. The original episode title is not fully verified, so it is being presented as part of the TaxSense historical archive using the confirmed broadcast date.

This episode has been restored from surviving TaxSense audio files. The original episode title and complete program metadata could not be independently verified, so the broadcast date and archive sequence have been reconstructed from the available historical recordings and records.

TaxSense: Keeping What’s Yours featured practical discussions about taxes, financial planning, IRS issues, small business, and related topics.

In this archival episode of TaxSense: Keeping What’s Yours, Owen S. Arnoff examines eight areas small-business owners should understand when it comes to IRS audits and tax compliance.

The program focuses on common business-tax issues that can attract scrutiny, the importance of accurate records and documentation, and practical steps business owners can take to reduce unnecessary audit exposure and better support the positions reported on their tax returns.

Archive notice: This program is presented as a historical recording. Tax laws, IRS audit procedures, business-tax rules, and planning strategies discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, or investment advice.

In this archival episode of TaxSense: Keeping What’s Yours, Owen S. Arnoff is joined by Justin Elliott and Ryan Mason for a discussion of essential retirement-planning issues and what they describe as the number-one risk facing a retirement plan.

The program focuses on the kinds of financial assumptions and planning mistakes that can undermine retirement security and explores practical considerations for building a more resilient retirement strategy.

Archive notice: This program is presented as a historical recording. Retirement-planning strategies, investment concepts, tax rules, and financial assumptions discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, investment, or retirement-planning advice.

In this archival episode of TaxSense: Keeping What’s Yours, Owen S. Arnoff is joined by Joseph O'Donnell and Nathan Johansen of Terrapin Technology in Sacramento, California, for a discussion about protecting your digital life and assets.

The program explores data security, safeguarding personal and business information, technology-related risks, and practical measures for protecting sensitive digital information.

Archive notice: This program is presented as a historical recording. Technology, cybersecurity practices, software, and security recommendations discussed reflect the environment in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, technology, or cybersecurity advice.

In this archival episode of TaxSense: Keeping What’s Yours, Owen S. Arnoff is joined by Ray Hlavna of Center West Insurance Agency for a discussion of insurance and risk-management issues facing home-based business owners.

The program examines why a standard homeowners policy may not fully protect business property, activities, or liability exposures, and explores the kinds of insurance considerations business owners should evaluate when operating from their homes.

The discussion also highlights the importance of identifying coverage gaps before a loss occurs and making sure personal and business risks are addressed appropriately.

Archive notice: This program is presented as a historical recording. Insurance products, coverage provisions, tax laws, and planning strategies discussed reflect the market and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, insurance, or investment advice.

In this archival episode of TaxSense: Keeping What’s Yours, Owen S. Arnoff examines the tax troubles of the rich and famous and uses high-profile examples to explore broader lessons about tax compliance, planning, and the consequences of getting it wrong.

The program looks at how even wealthy or well-advised taxpayers can run into serious tax problems, and what ordinary taxpayers can learn from those cases about reporting, documentation, and avoiding costly mistakes.

Archive notice: This program is presented as a historical recording. Tax laws, IRS procedures, and planning strategies discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, or investment advice.

In this archival episode of TaxSense: Keeping What’s Yours, Owen S. Arnoff is joined by Justin Elliot and Ryan Mason of Ameriprise Financial Services for a discussion of retirement and financial planning.

The program was part of a recurring monthly financial-planning segment and explores issues affecting retirement preparation, investment planning, and broader financial decision-making.

Archive notice: This program is presented as a historical recording. Financial-planning strategies, investment information, tax laws, and retirement rules discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, or investment advice.

In this archival episode of TaxSense: Keeping What’s Yours, Owen S. Arnoff discusses practical ways taxpayers and business owners can reduce unnecessary IRS audit exposure. The program examines behaviors, reporting issues, documentation practices, and tax-return positions that can increase scrutiny — along with steps taxpayers can take to improve compliance and reduce avoidable risk.

Archive notice: This program is presented as a historical recording. Tax laws, IRS procedures, financial rules, and planning strategies discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, or investment advice.

In this archival episode of TaxSense: Keeping What’s Yours, Owen S. Arnoff discusses tax arguments and positions taxpayers sometimes attempt to use with the IRS — and why certain approaches can create more problems than they solve.

Archive notice: This program is presented as a historical recording. Tax laws, IRS procedures, financial rules, and planning strategies discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, or investment advice.

In Part 2 of this archival TaxSense: Keeping What’s Yours discussion, Owen S. Arnoff continues the examination of Social Security by looking back at the program’s historical origins, including archival audio of President Franklin D. Roosevelt discussing Social Security.

The episode then considers some of the possible approaches that have been proposed to address the long-term challenges facing the Social Security system.

This program is particularly valuable as a historical discussion because it combines original archival material with an examination of how Social Security developed and the policy questions surrounding its future.

Archive notice: This program is presented as a historical recording. Social Security rules, tax laws, financial assumptions, and policy proposals discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, investment, or Social Security advice.

In Part 1 of this archival TaxSense: Keeping What’s Yours discussion, Owen S. Arnoff examines the original purpose of Social Security, the financial and demographic challenges facing the system, and some of the proposals that have been advanced to address those challenges.

The program places Social Security in historical context while exploring questions that remain important to retirement and public-policy discussions today.

Archive notice: This program is presented as a historical recording. Social Security rules, tax laws, financial assumptions, and policy proposals discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, investment, or Social Security advice.

In this archival episode of TaxSense: Keeping What’s Yours, Owen S. Arnoff discusses current tax developments and breaking tax news from the summer of 2012, including Franchise Tax Board issues and tax changes then being discussed for 2013 and 2014.

The program provides a useful snapshot of the tax environment at the time and illustrates how pending legislative and administrative changes can affect tax planning.

Archive notice: This episode contains discussion of tax news and proposed or anticipated tax-law changes as they stood in 2012. Many of those provisions, proposals, procedures, and tax rules have since changed or expired. This recording is preserved for historical and educational purposes and is not current tax, legal, or investment advice.

In Part 2 of this archival TaxSense: Keeping What’s Yours discussion, Owen S. Arnoff continues examining costly tax mistakes commonly made by business owners.

The program continues the practical discussion of tax planning, compliance, recordkeeping, and business decisions that can create unnecessary tax exposure or financial problems when they are not handled carefully.

Archive notice: This program is presented as a historical recording. Tax laws, business-tax rules, IRS procedures, and planning strategies discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, or investment advice.

In Part 1 of this archival TaxSense: Keeping What’s Yours discussion, Owen S. Arnoff examines costly tax mistakes commonly made by business owners.

The program focuses on practical tax-planning, compliance, and recordkeeping issues that can create unnecessary tax exposure or financial problems when they are overlooked or handled incorrectly.

Archive notice: This program is presented as a historical recording. Tax laws, business-tax rules, IRS procedures, and planning strategies discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, or investment advice.

In this archival episode of TaxSense: Keeping What’s Yours, Owen S. Arnoff discusses several practical tax topics, including problems involving tax refund checks and considerations surrounding charitable contributions.

The program also covers additional tax issues and planning points relevant to individual taxpayers, with an emphasis on avoiding common mistakes and understanding the tax consequences of everyday financial decisions.

Archive notice: This program is presented as a historical recording. Tax laws, IRS procedures, deduction rules, and planning strategies discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, or investment advice.

In this archival episode of TaxSense: Keeping What’s Yours, Owen S. Arnoff discusses financial and tax-related “landmines” that can disrupt or undermine a retirement plan.

The program looks at planning mistakes, risks, and decisions that can have long-term consequences for retirement income and financial security, with an emphasis on identifying potential problems before they become difficult to correct.

Archive notice: This program is presented as a historical recording. Tax laws, retirement-plan rules, Social Security provisions, financial assumptions, and planning strategies discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, investment, or retirement-planning advice.

In this archival episode of TaxSense: Keeping What’s Yours, Owen S. Arnoff discusses some of the responsibilities and practical issues that can arise when someone is asked to serve as an executor or trustee.

The program explores the tax, administrative, and recordkeeping considerations involved in handling an estate or trust and highlights why fiduciaries need to understand both their responsibilities and the potential consequences of mistakes.

Archive notice: This program is presented as a historical recording. Tax laws, estate and trust rules, IRS procedures, and planning strategies discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, or investment advice.

In Part 2 of this archival TaxSense: Keeping What’s Yours discussion, Owen S. Arnoff continues the examination of IRS audit “red flags,” including return items and taxpayer circumstances that may draw additional scrutiny.

The program continues the practical discussion of audit risk, documentation, accurate reporting, and the importance of taking tax positions that can be supported if questioned.

Archive notice: This program is presented as a historical recording. Tax laws, IRS procedures, financial rules, and planning strategies discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, or investment advice.

In Part 1 of this archival TaxSense discussion, Owen S. Arnoff examines the idea of IRS “audit red flags” and the kinds of return items, reporting patterns, and taxpayer circumstances that can attract additional scrutiny.

The episode separates common assumptions about audit triggers from the broader realities of IRS examination risk and emphasizes accurate reporting, documentation, and defensible tax positions.

Archive notice: This program is presented as a historical recording. Tax laws, IRS procedures, financial rules, and planning strategies discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, or investment advice.

In this archival episode of TaxSense: Keeping What’s Yours, Owen S. Arnoff discusses the often-advertised idea of settling an IRS tax debt for “pennies on the dollar.” The program examines IRS collection and tax-resolution issues and the circumstances taxpayers should understand before assuming that a dramatically reduced settlement is readily available.

Archive notice: This program is presented as a historical recording. Tax laws, IRS procedures, financial rules, and planning strategies discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, or investment advice.

In this archival episode of TaxSense: Keeping What’s Yours, Owen S. Arnoff discusses the tax consequences that can arise from short sales and foreclosures.

The program examines how distressed real-estate transactions can create unexpected tax issues, including potential debt-cancellation consequences and other considerations taxpayers should understand when property is sold or surrendered for less than the outstanding debt.

Archive notice: This program is presented as a historical recording. Tax laws, mortgage-debt rules, real-estate provisions, and IRS procedures discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, real-estate, or investment advice.

In the inaugural episode of TaxSense: Keeping What’s Yours, Owen S. Arnoff discusses the different ways taxpayers prepare and file their income tax returns, including the choices available to people who prepare their own returns or work with a tax professional.

The program looks at practical considerations involved in choosing a filing approach and introduces many of the tax-preparation themes that would become part of the TaxSense series.

Archive notice: This program is presented as a historical recording. Tax laws, IRS procedures, tax-preparation methods, and software discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, or investment advice.