TaxSense: Keeping What's Yours

Episode 90 - DIY Taxes vs Professional Tax Preparation

2014-04-08T00:21:00.005-07:00

You'll love it when Owen beats out a warning about his favorite hot topic: H&R Liberty McTax, aka, cookie cutter tax services. Plus, he's joined by financial experts Justin Elliott and Ryan Mason of Ameriprise Financial. Also in this episode:

File early or wait?
Superbowl and taxes
H&R Block, Liberty Tax, et al.
$862,000 tax refund
Tax return transcripts
Tax mistakes you don’t know you’re making
Four steps for a successful retirement
Life insurance: Necessary evil or sophisticated investment strategy?

Recorded 2014.02.01

Episode 89 - We Take The Scare Out of Taxes

2014-04-07T14:56:00.000-07:00

Owen breaks it down and keeps it real when it comes to taxes. How do people look for and select a tax preparer? He'll give you the good, the bad, and the ugly-ugly. BONUS: Owen tells you how to your money if you're included in $16 million of undeliverable tax refunds from 2012!

That, and more:

Taxes at the laundromat. What?
Beware the fraudsters
Avoid the ten most litigated tax issues
A plan to replace Earned Income Tax Credit?
Surprise! Yikes. 5 Terrible Tax Surprises
Step-by-step with your tax return

Recorded 2014.01.18

Episode 88 - Enrolled Agents Do Tax CPR

2014-04-07T02:29:00.002-07:00

Owen Arnoff is back for more tax fun. He'll share a number of tips that you'll want to put into practice right away. Do it, and it'll save you money. He'll also talk about these tax topics:

Want to know what Tax CPR stands for? We’ll explain.
Must you file a tax return? You know what? It depends.
Don't fall for these all too common tax traps.
That's right. We're talking about Obamacare. Again.

Recorded 2014.01.11. www.April15th.com

Episode 87 - Enrolled Agents Are Tax Experts

2014-04-05T12:52:00.002-07:00

Owen talks taxes, tax tips and tips for being defrauded. Then he converses with Justin Elliott and Ryan Mason to get their market insights. Also:

How to start a mileage log
Is the IRS shifting to self-service?
Tax law reform
Using an IRA to fund a business - good or bad?
Property taxes

Recorded 2014.01.04 in Sacramento, CA

Episode 86 - The Dumbest Taxes in Recent History

2014-03-05T14:29:00.000-08:00

Have you ever wondered about the average cost of tax preparation? We have numbers for you. Listen in and see whether the money you've spent on tax preparation is in the ballpark. We'll also talk about:

The Death Master File: the dead don’t talk but they have been know to file taxes
Form 1040, W2s and 1099s
Using an IRA for short-term borrowing or to fund your business -- Is it a wise move?
The Alternative Minimum Tax?
Michael Jordan. Yes, the basketball star.

Recorded 12.28.2013

Episode 85 - Flushing Out the Toilet Paper Tax Exemption

2014-01-21T08:22:00.001-08:00

Owen serves up a dish of delicious tax news, tips and more, including:

Energy efficiency, tax savings and home improvements
Calculating social security
Spying on tax payers with Google Maps
Commuting costs and taxes
Nominee for IRS Commissioner, John Koskinen
Toilet paper and tax exemptions?
Mortgage interest deductions
Rules for deducting business meals

Note: The IRS is not accepting tax returns until January 31, 2014. Be sure to get with your tax professional well before then.

Recorded 12.21.2013

Episode 84 - David Jurewicz’ Real Estate Update

2014-01-17T18:33:00.000-08:00

David Jurewicz returns for this special episode that's all about what's happening in real estate. You'll get a review of the 2013 real estate scene and David's real estate predictions for 2014.

Plus:

Big investors and Sacramento house prices
My Buzz Oates story (What’s your Buzz Oates story?)
Is real estate going paperless?

Connect with David online at DaveRocketRadio.com and SellYourHomeForTopValue.com.

Recorded 12.14.2013

Episode 81 - What's Tax Got To Do With It?

2013-12-14T02:19:00.000-08:00

Quite possibly the most interesting tax radio program in the world:

Do a good deed without being scammed

Mandatory distributions if you’re more than 70 1/2

Roth IRAs

The tax code is squeezing parents

When the IRS looks at independent contractors

Black market tax preparers

Citizenship: Relinquishing vs. renouncing

Taxable hidden treasures

Tax reform update

Kim Adair, President of Body Fix Therapies - Saving your business money by lessening stress and repetitive strain injuries

Recorded 11.23.2013

Episode 80 - The Tax Fraud Concussion Connection

2013-11-22T22:08:00.001-08:00

Owen brings the tax talk back to you on a number of fascinating topics:

Bye bye Instant Tax Service
The deductible MBA?
The IRS "wanna be starting somethin" with MJ's estate
Tax strategies before the close of the year

Aired 11.16.2013

Episode 79 - Financial Planning with Justin Elliott and Ryan Mason

2013-11-22T22:00:00.001-08:00

Randy Roth and guest hosts Justin Elliott and Ryan Mason of Elliott, Mason and Associates take on the job market, your portfolio and some tax news:

Health and wealth
Marijuana and taxes
Protect yourself from the latest tax scam
Q&A about 1031 Exchange Property, aka, "Like Kind Exchange"

Recorded 11.09.2013

Episode 78 - Love and Marriage and Taxes

2013-11-08T21:11:00.006-08:00

Which professions have the most psychopaths? Good news: Not tax professionals. All that and more:

Social Security benefits won't keep pace with tax contributions in 2014
Ten things you need to know about taxes and getting married
Big companies paying $0 in taxes?
Putting an end to tax identification theft
What's a 1099K?
Medicare. Making it happen at age 65

Recorded in Sacramento, CA on 11/02/2013.

Episode 77 - The Ultimate In Tax Radio and Podcasts

2013-10-31T00:17:00.001-07:00

Here's our line-up:

The tax implications of Obamacare
El Dorado Hills attorney's tax evasion
Can you hold real estate in your IRA?
Misclassified employees and independent contractors
Hundreds of employees of IRS contractors owe millions in taxes.

Recorded 10.26.2013

Episode 76 - 8 Tips for Safer Online Banking

2013-10-30T11:38:00.000-07:00

The things you need to know are in this episode:

The government has re-opened. What now?
Protecting personal data and information
Talk to your tax professional ASAP
Yahoo! email address alert
Obamacare / Affordable Care Act
Expiring provisions, deductions you'll lose, and additional taxes, if any.

Recorded 10.19.2013

Episode 75 - The Government Shutdown and the IRS

2013-10-29T01:32:00.000-07:00

Owen and Randy are joined by monthly guests Justin Elliott and Ryan Mason of Ameriprise Financial. • The negative effects of the government shutdown on citizens • If you filed since October 1, are you going to get a refund? • What happens in the event of the government defaulting? • The power of dividends. What's your dividend strategy? Recorded on 10.12.2013

Episode 74 - The Government Shutdown and Real Estate

2013-10-29T01:27:00.000-07:00

Guest host David Jurewicz and Tax Sense co-host Randy Roth talk real estate and taxes. • The government shutdown and real estate • A new approach to real estate • Business babysitters. Recorded on 10.05.2013

Episode 73 - 20 Things To Understand As A Taxpayer

2013-10-29T01:23:00.002-07:00

Owen rolls solo in this episode and talks about: • Sacramento Metro Chamber's Small Business Expo • Crazy sales tax facts • The 20 things you need to understand as a taxpayer • New York bagels • Drug dealers • The Parent Tax. Recorded on 09.28.2013

Episode 72 - What the World Needs Is IRS Beanie Babies

2013-10-29T01:13:00.001-07:00

Let's talk about why we're here. Plus: • Obamacare and employers • Dead or alive? • Tax gaps • Clothing deduction for business wear? • Could you as an employee be liable for the payroll taxes that your employer's business should be paying? • IRS Beanie Babies? • IRS office manager owns a tax business on the side. Conflict of interest or not? • MLMs and business. Recorded on 09.21.2013

Episode 71 - Why Warren Buffet Pays Less Taxes Than His Secretary

2013-10-29T01:08:00.001-07:00

Topics include: • School and property taxes • IRS movies? • Social Security • A former IRS agent and appeals officer tells all! • A tip regarding estimated quarterly payments. Recorded on 09.14.2013

Episode 70 - Financial Advisors Justin Elliott and Ryan Mason

2013-10-29T01:04:00.001-07:00

Owen and Randy are back in full force, and special guests Justin Elliott & Ryan Mason of Elliott, Mason & Associates are in the studio. • Filing extensions and due dates. • School children, food allergies and dietary restrictions • What's the worst state to retire to? Recorded 09.07.2013

Episode 69 - Don't Dump Dirt At IRS Agent's Feet

2013-10-29T00:57:00.000-07:00

Owen is back and ready to talk taxes. Today's guest host is Ed Cotney from the Shafer Law Group. Together they'll talk about:

• Estate issues of MJ and other celebrity tax woes • The Price is Right! And so are the taxes. • Supreme Court rulings and DOMA and same-sex couples and taxes • Are California's payroll taxes too low? • How is the FTB trying to trick you into filing your taxes? • What happens if you dump dirt at the feet of an IRS agent? • Tax deductions disappearing before the end of this year

Recorded on 08.31.2013

Episode 68 - Special Real Estate Episode with David Jurewicz

2013-10-29T00:51:00.002-07:00

In this special episode, real estate professional David Jurewicz discusses:

• Sacramento real estate • HUD will now allow a borrower who defaulted on their loan to buy another house in 12 months • The median income of Americans • What's happening to all the bees?

Recorded on 08.24.2013

Episode 67 - Winning an IRS Audit Belichick-style

2013-10-29T00:44:00.003-07:00

Your local cookie cutter tax company's office is closed until next April 15th. What are you going to do? We'll discuss that and all this: • The jock tax in Tennessee • Five things that Bill Belichick can teach us about winning an IRS audit • The IRS loses due to a tax payer's verbal testimony • Cheat on your taxes and lose your driver's license? • Obamacare

Recorded on 08.17.2013

Episode 66 - Sacramento Real Estate Update

2013-10-29T00:34:00.002-07:00

Randy Roth and guest host, real estate professional David Jurewicz talk taxes and real estate. Also:

• Childless couples and taxes and real estate

• Sacramento real estate update

• Adjustable Rate Mortgages

• Debt elimination plan

Recorded on 08.10.2013

Episode 65 - The Tax Cost of Contract Procrastination

2013-10-29T00:26:00.004-07:00

Protecting your privacy and preventing identity theft are high on your list of priorities. So why is the IRS' behavior so wreckless? Also, in this episode:

Obama's nomination of John Koskinen as IRS Commissioner
The tax cost of contract procrastination
Tax issues of the Real Housewives of New Jersey
Plus: Justin Elliott & Ryan Mason of Elliott, Mason & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.

Recorded on 08.03.2013

Episode 64 - The Tax Nerd Perry Mason Moment

2013-09-03T12:07:00.005-07:00

On your mark. Get ready. Set. Go!

The Tax Nerd Perry Mason Moment. Admit it. You're curious.
The implications of National Hot Dog Day in your life. Oh? You don't eat hot dogs? Now you tell us!
Let's talk about working off the books, ok? Are you? Are your employees? Coming up.
If you receive a gift, will be taxed for it?
A former H&R Block manager gets tangled in identity theft and then some prison time.
Tax reform by legislators for legislators. Huh? Say again. Yeah. In this episode.
Plus: The Social Security Administration issued a notice that they are taking claims for same sex spouses who may be eligible for benefits.
And, tax news, tax news, tax news.

Recorded. 07.27.13.