Latest Episodes
The Tax Return Treasure Hunt Planning Opportunities - Part 5 - Schedule E
In this episode Brian and Jeff continue their tax form treasure hunt series by discussing planning opportunities that your tax form, schedule E present. Also the retir...
The Tax Return Treasure Hunt - What Schedule D Reveals About Capital Gains And Tax Planning
In this episode Jeff and Brian discuss the tax return treasure hunt - what schedule D reveals about capital gains and tax planning. Also Danielle Meister joins us for ...
The Tax Return Treasure Hunt - Schedule B, interest and investment income
In this episode Brian and Jeff continue their tax return treasure hunt discussion with schedule B, interest and investment income. Also they discuss gas prices rising ...
Tax Form 1040 Schedule A, The Form Many People Don't Even File
In this episode Jeff and Brian continue their tax return treasure hunt with schedule A, the form many people don't even file. Also whether the 60-40 stock/bond portfol...
The Tax Return Treasure Hunt - Schedule A
In this episode Brian and Jeff continue their tax return treasure hunt discussion by talking about schedule A. Then they discuss when you should actually be taking soc...