『The Tax Strategy Podcast with Fexingo: Tax Planning, Deductions, and Saving Money on Taxes』のカバーアート

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

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

著者： Fexingo
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Lucas and Luna dissect the U.S. tax code with surgical precision, focusing on federal and state tax strategies for high-earning professionals, small business owners, and independent contractors. Each episode examines a specific deduction or credit — from Section 199A qualified business income deductions to cost-segregation studies for real estate investors — and walks through real-dollar examples using publicly available IRS forms and case law. Lucas, with his fountain pen and tweed blazer, highlights the fine print in tax regulations while Luna, in her structured slate blazer, cross-references actual taxpayer scenarios. They avoid generic advice, instead comparing strategies like bunching itemized deductions versus taking the standard deduction, or weighing the benefits of a solo 401(k) against a SEP IRA. The show serves listeners who want to minimize their tax liability legally, without relying on gimmicks. You'll leave each episode with a specific, actionable tactic — but also an understanding of the trade-offs. Is that home-office deduction really worth the audit risk? Should you accelerate depreciation on your rental property? Lucas and Luna don't just answer — they show you the numbers. #TaxStrategy #TaxPlanning #TaxDeductions #IRS #CPATips #SmallBusinessTax #RealEstateTax #Solo401k #Section199A #CostSegregation #ItemizedDeductions #AuditRisk #TaxCode #Finance #FexingoBusiness #BusinessPodcast #PersonalFinance #TaxSavings Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • How To Legally Shift Your Tax Bracket With Pension Contributions

    How To Legally Shift Your Tax Bracket With Pension Contributions
    2026/09/10
    We break down the mechanics of pension contribution limits and how strategic deferrals can effectively drop your taxable income by thousands. Using a concrete example from mid-2026, we show exactly where the marginal tax rate cliff sits and why timing matters more than amount. Lucas walks through the math while Luna challenges the liquidity trade-offs, giving you a clear framework for deciding if this strategy fits your cash flow needs today. #PensionContributions #TaxBracketStrategy #IncomeDeferral #MarginalTaxRate #RetirementPlanning #FexingoBusiness #BusinessPodcast #FinanceTips #TaxPlanning #CashFlowManagement #LiquidityRisk #RetirementAccounts #WealthBuilding #FinancialLiteracy #SmartMoneyMoves #TaxEfficiency #LucasAndLuna #FexingoNetwork Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • How Qualified Charitable Distributions Lower Your Tax Bill

    How Qualified Charitable Distributions Lower Your Tax Bill
    2026/09/09
    We explore how Qualified Charitable Distributions let retirees over fifty-nine-and-a-half transfer IRA funds directly to charity, bypassing taxable income while satisfying Required Minimum Distribution rules. This strategy avoids the Net Investment Income Tax and state tax impacts that standard withdrawals trigger. We break down the $105,000 annual limit for twenty-twenty-six, the specific IRS forms needed, and why this often beats itemizing deductions when your standard deduction is high. #QualifiedCharitableDistributions #IRAPlanning #TaxStrategy #RetirementIncome #RequiredMinimumDistributions #CharitableGiving #NetInvestmentIncomeTax #IRSForms #FexingoBusiness #BusinessPodcast #FinanceTips #WealthManagement #TaxEfficiency #NonProfit #EstatePlanning #RMDRules #TaxBrackets #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How the Step-Up in Basis Saves Your Heirs Millions

    How the Step-Up in Basis Saves Your Heirs Millions
    2026/09/08
    We break down the step-up in basis rule and why it matters more than ever for families holding appreciated assets. Using a specific case of a family who inherited a rental property with significant unrealized gains, we show how the tax code resets the cost basis to fair market value at death. This simple mechanism can erase hundreds of thousands in capital gains taxes that would otherwise be due upon sale. We also look at the limitations, including when the rule doesn't apply, like with retirement accounts. If you are thinking about estate planning or wondering what happens to your investment portfolio after you are gone, this episode gives you the concrete numbers and logic you need to understand the true cost of holding onto assets. #StepUpInBasis #EstatePlanning #CapitalGainsTax #InheritedAssets #RealEstateInvesting #WealthTransfer #TaxStrategy #FexingoBusiness #BusinessPodcast #PersonalFinance #InvestmentAdvice #TaxSavings #HeirsAndBeneficiaries #CostBasis #UnrealizedGains #FinancialLiteracy #SmartMoney #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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    9 分
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