Don't Leave Money on the Table - File Your Protective Refund Claim

To Real Deal on Owning Rental Real Estate

Send us Fan Mail [https://www.buzzsprout.com/2552679/fan_mail/new] Owning Rental Real Estate comes with a lot of misunderstandings.  This conversation talks about what it really means so you understand the rules prior to making the significant purchase.

Don't Leave Money on the Table - File Your Protective Refund Claim

Send us Fan Mail [https://www.buzzsprout.com/2552679/fan_mail/new] A landmark case decided in November 2025 (Kwong vs. US), has changed the due date for returns and payment due during the COVID Pandemic to July 10, 2023.  The Statute of LImitations for filing Protective Refund Claims is July 10, 2026.  You don't want to miss out on your opportunity to receive a refund for penalties and interest previously assessed and/or paid.

How to Understand Your Tax Return

Send us Fan Mail [https://www.buzzsprout.com/2552679/fan_mail/new] "How do I know if my tax return is right?"  In this conversation we talk about how to answer that question.  We'll walk through the layout and flow of the individual tax return to give you comfort in the numbers that are on it.

OBBBA Recap and Other Clarifications

Send us Fan Mail [https://www.buzzsprout.com/2552679/fan_mail/new] This conversation provides updates and clarity to various new provisions under OBBBA, along with new reporting requirements for Digital Assets (DA) and other updates.  Take a listen!

The FAFSA - Need we say more?

Send us Fan Mail [https://www.buzzsprout.com/2552679/fan_mail/new] This conversation talks about What the FAFSA is, what parties need to complete the application and what financial information actually has to be included.  Notable changes have occurred for the '26-'27 application year - you need to listen!