Shows
The Standard DeductionTaxation on Investment Income ExplainedThe Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies. We believe that education and planning are key components of financial success. Come explore relevant financial topics with our team.Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-04-1308 minThe Standard DeductionItemized Deductions, Tax Credits, and More to Be Aware of This Tax SeasonListen to The Financial Considerations of Being Your Own Boss: https://creativeplanning.com/education/podcast/the-financial-considerations-of-being-your-own-boss/The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies. We believe that education and planning are key components of financial success. Come explore relevant financial topics with our team.Important Legal Disclosure: http://bit.ly/2D...2022-03-1416 min
The Standard DeductionHome Sweet Home Sale ExclusionRead more about the current real estate market: https://creativeplanning.com/education/article/is-it-smart-to-buy-real-estate-right-now/The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies. We believe that education and planning are key components of financial success. Come explore relevant financial topics with our team.Important Legal Disclosure: http://bit.ly/2DC250b...2022-02-1410 min
The Standard DeductionIt’s Tax Season – Don’t Panic!Read more about tax documents and deadlines: https://creativeplanning.com/education/article/2021-tax-filing-important-documents-and-deadlines/Make some new year’s tax resolutions: https://creativeplanning.com/education/article/five-new-years-tax-resolutions/ The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies. We believe that education and planning are key components of financial success. Come explore rele...2022-01-1013 min
The Standard DeductionAdding a Pinch of SALT to the Holiday SeasonHear more about the Build Back Better Act tax proposals: https://creativeplanning.com/education/podcast/tax-legislation-proposal-changes-life-comes-at-you-fast/Read more about the California SALT workaround: https://creativeplanning.com/education/article/california-latest-state-to-add-state-tax-workaround/Learn more about Festivus: https://youtu.be/HX55AzGku5Y?t=34 The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and inspire people to make better financial choices through knowledge, tools an...2021-12-1309 min
The Standard DeductionTax Legislation Proposal Changes: Life Comes at You FastRead more about the latest tax updates: https://creativeplanning.com/education/article/important-updates-to-president-bidens-tax-plan/All of Creative Planning’s latest articles and podcasts can be found here: https://creativeplanning.com/education/Listen to more about the Child Tax Credit: https://creativeplanning.com/education/podcast/the-child-tax-credit/Follow Creative Planning on social media:LinkedInTwitterFacebookThe Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and...2021-11-0813 min
The Standard DeductionTax Reform: A Biannual Tradition Unlike Any OtherTo read more about the tax proposals: https://creativeplanning.com/education/article/2021-tax-legislation-update/To hear more about Roth conversions: https://creativeplanning.com/education/podcast/all-you-need-to-know-about-roth-ira-conversions/To see a Schoolhouse Rock flashback about the legislative process: https://youtu.be/OgVKvqTIttoTo reach out to us with podcast questions and feedback: podcasts@creativeplanning.com The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is...2021-10-1110 min
The Standard DeductionAll You Need to Know About Roth IRA ConversionsLearn more about the backdoor Roth strategy: https://creativeplanning.com/education/article/explainer-video-backdoor-roth-ira-strategy/ The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies. We believe that education and planning are key components of financial success. Come explore relevant financial topics with our team.Important Legal Disclosure: http://bit.ly/2DC250b...2021-09-2916 minThe Standard DeductionThe IRS Dirty DozenOfficial IRS website to search for tax exempt organizations/charities: https://www.irs.gov/charities-non-profits/search-for-tax-exempt-organizations The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies. We believe that education and planning are key components of financial success. Come explore relevant financial topics with our team.Important Legal Disclosure: http...2021-08-1114 min
The Standard DeductionThe Child Tax CreditIn this episode of The Standard Deduction (they’re certain their kids will just love it), Tax Directors Candace Varner and Ben Hake explain and discuss the nuances of the Child Tax Credit which was expanded in 2021. They tell you what you need to know about eligibility, opting out and navigating the account creation process on the IRS website. The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our miss...2021-07-0708 min
The Standard DeductionCharitable Giving StrategiesIn this episode, Tax Directors, Candace Varner and Ben Hake discuss:Changes to charitable deductions due to the CARES ActPicking the best type of assets to donateWays to maximize the tax savings of your donationsThe Standard Deduction podcast is hosted by Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that edu...2020-12-0705 min
The Standard DeductionBiden Harris Proposed Tax Changes and OpportunitiesIn this episode, Tax Directors, Candace Varner and Ben Hake discuss:Proposed changes to tax lawImpact to taxpayers at various income levelsPossible planning opportunitiesThe Standard Deduction podcast is hosted by Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore rel...2020-10-1306 min
The Standard DeductionHow To Social Distance From The IRSDirector of Tax Services Candace Varner and Tax Director Ben Hake discuss why not to panic if you hear from the IRS. They share that many inquiries are nothing more than customary and reveal the personalized online tools that can help prepare you for any conversation or reply. Listen in as we explore these topics in the latest podcast episode.The Standard Deduction podcast is hosted by Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is...2020-08-1106 min