Tax Edition Podcast
YouTube (click on the image to watch the video) Resources * Blog Post Show Notes The Great Tax Showdown: Married Filing Jointly vs. Separately (2025 Edition) For most couples, tax season is a simple exercise in checking the default box: Married Filing Jointly (MFJ). It is comfortable, it usually offers the
Tax Edition Podcast
YouTube (click on the image to watch the video) Resources * Life After Loss: The 2-Year Window of Qualifying Surviving Spouse Status * Surviving Spouse Eligibility Checklist Show Notes Filing Taxes After the Death of a Spouse: Your Guide to the Qualifying Surviving Spouse Status (2025) Losing a spouse is one of
Tax Edition Podcast
YouTube (click on the image to watch the video) Resources * Blog Post Show Notes Head of Household Rules for Divorced Parents: Who Claims the Child in 50/50 Custody? Divorce decrees say you share custody. The IRS says only one of you gets the tax break. Here is how to
Tax Edition Podcast
YouTube (click on the image to watch the video) Resources * Blog Post Show Notes Head of Household Rules: What Counts as "Cost of Keeping Up a Home"? Are you a single parent or guardian staring at your tax forms, wondering if checking the "Head of Household"
Tax Edition Podcast
YouTube (click on the image to watch the video) Resources * Blog Post Show Notes Married but Separated? Stop Losing Money Filing "Separately" – The Head of Household Guide Are you currently navigating the "gray area" of a relationship breakdown? If you are legally married but living apart,
Tax Edition Podcast
YouTube (click on the image to watch the video) Resources * Blog Post Show Notes Head of Household Requirements: Are You Filing "Single" When You Could Save Thousands? If you are an unmarried provider, a single parent, or part of the "sandwich generation" supporting aging parents, this
Tax Edition Podcast
YouTube (click on the image to watch the video) Resources * Blog Post Show Notes Maximize Your Business Deductions: The Safe, Simple Guide for Solopreneurs Are you paying too much in taxes because you’re afraid of the IRS? It’s a common scenario for new business owners, freelancers, and sole
Tax Edition Podcast
YouTube (click on the image to watch the video) Resources * Blog Post Show Notes The "Trust But Verify" Guide: 1099-NEC vs. 1099-MISC and Avoiding IRS Penalties If you have ever stared at a stack of invoices in January, wondering if you need to send a form to your
Tax Edition Podcast
YouTube (click on the image to watch the video) Resources * Blog Post Show Notes The New Employer Checklist: A Survival Guide for Hiring Your First Employee Congratulations. If you are reading this, you have likely just hit a massive milestone: you are ready to hire your first employee. That means
Tax Edition Podcast
YouTube (click on the image to watch the video) Resources * Blog Post Show Notes The Freelance Tax Guide: How to Survive Self-Employment Tax and Avoid the "Surprise Bill" If you’ve recently started driving for a rideshare app, consulting, or just picked up a creative side hustle, congratulations—
Tax Edition Podcast
YouTube (click on the image to watch the video) Resources * Every Tax You'll Pay as a Business Owner (And How to Calculate Each One) Show Notes Small Business Taxes for Beginners: A Survival Guide for the DIY Entrepreneur Close your eyes for a second. Think back to your
Tax Edition Podcast
YouTube (click on the image to watch the video) Resources * Blog Post Show Notes The Ultimate Guide to IRS Digital Recordkeeping: How to Go Paperless Safely Let’s be honest: nothing kills the entrepreneurial vibe quite like a shoebox full of crumpled receipts. If you are a small business owner,