『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
無料で聴く

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 a Spousal IRA Doubles Retirement Savings for Non-Working Spouses

    How a Spousal IRA Doubles Retirement Savings for Non-Working Spouses
    2026/06/07
    In this episode of The Tax Strategy Podcast, Lucas and Luna explain how a Spousal IRA lets a working spouse contribute to a retirement account for a non-working spouse, effectively doubling a couple's retirement savings. They walk through the income limits for 2026, the difference between traditional and Roth spousal IRAs, and a concrete example of how a family earning $150,000 can save an extra $7,000 per year in tax-deferred growth. They also cover what happens when the non-working spouse returns to work and how to coordinate contribution limits. If you're married and one spouse stays home with kids, this is a tax strategy you need to know about. #SpousalIRA #RetirementSavings #TaxStrategy #MarriedCouples #IRA #RothIRA #TraditionalIRA #TaxDeduction #Finance #TaxPlanning #FexingoBusiness #BusinessPodcast #TaxTips #SmallBusiness #WealthBuilding #FinancialLiteracy #RetirementPlanning #TaxSeason Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • How Tax Brackets Actually Work and Why You Shouldnt Fear a Raise

    How Tax Brackets Actually Work and Why You Shouldnt Fear a Raise
    2026/06/06
    Ever turned down a raise because you thought it would push you into a higher tax bracket and leave you with less money? Lucas and Luna bust that myth wide open. They explain how marginal tax brackets actually function in the US system, walk through the 2026 bracket thresholds, and show why only the money in the new bracket gets taxed at the higher rate — not your entire income. They use real numbers for a single filer earning $50,000 versus $60,000 to demonstrate that even with a bracket jump, you keep more after taxes. The episode also covers how deductions and credits lower your effective rate, why the fear of bracket creep is mostly overblown, and what actually causes your tax bill to spike — like the net investment income tax or phaseouts. If you've ever hesitated to negotiate a raise or take on extra work because of taxes, this episode will change your mind. #TaxBrackets #MarginalTaxRate #2026TaxBrackets #EffectiveTaxRate #BracketCreep #RaiseMyth #TaxPlanning #PersonalFinance #TaxStrategy #IRS #TaxReturns #MarginalVsEffective #Deductions #Credits #Finance #FexingoBusiness #BusinessPodcast #TaxPodcast Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • How the Foreign Tax Credit Prevents Double Taxation

    How the Foreign Tax Credit Prevents Double Taxation
    2026/06/06
    Lucas and Luna break down the Foreign Tax Credit (FTC), one of the most powerful tools for Americans with foreign investments or overseas income. Using a concrete example—a U.S. investor who holds shares of a German company and pays 15% German withholding tax on dividends—they walk through how Form 1116 works, the per-country and overall limitations, and the tricky interaction with the Qualified Business Income Deduction. They also explain why the FTC is a credit, not a deduction, and how carryover rules let you salvage unused credits for up to 10 years. If you own international ETFs, work abroad, or have foreign rental income, this episode gives you the specific numbers and rules you need to avoid paying tax twice. #ForeignTaxCredit #Form1116 #DoubleTaxation #InternationalInvesting #DividendWithholdingTax #TaxTreaties #PassiveIncome #GeneralCategoryIncome #PerCountryLimitation #CarryoverRules #QualifiedBusinessIncomeDeduction #Form1099DIV #GermanWithholdingTax #USExpats #ForeignRentalIncome #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    12 分
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