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100 results

Archive recordings reflect their original dates; tax rules and deadlines may have changed.

One-minute answer

Small Business Health Insurance Credit Planning

Deductions & credits

Dr. Friday explains who may qualify for the small business health insurance credit and why planning matters. She also notes the two-year limit and the value of employee…

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One-minute answer

Step-Up in Basis Beats Gifting Property Early

Estate, gifts & inheritance

Dr. Friday explains why inherited property can receive a step-up in basis, which may reduce future taxes. She cautions that quitclaiming property to children early can be a…

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One-minute answer

Avoid Paying Back Marketplace Premium Credits

Deductions & credits

Dr. Friday explains why the premium tax credit through the Marketplace can be confusing and how it is based on your taxable income. She warns that income changes…

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One-minute answer

While Filing 2025, Plan for 2026 Moves

Deadlines & filing

Dr. Friday encourages taxpayers to think beyond filing their 2025 return and start planning for 2026. She highlights common events like conversions, real estate sales, and IRA moves…

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One-minute answer

Last-Minute Tax Moves Before Year-End

Boxing Day may not be a U.S. holiday, but Dr. Friday uses it to remind everyone: you only have a few days left for 2025 tax-saving actions.

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One-minute answer

ERTC Refunds Delayed Due to Widespread Audits

Deadlines & filing

Still waiting on your Employee Retention Tax Credit refund? Dr. Friday explains why long delays are happening and what you should do next.

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One-minute answer

20% Business Income Deduction Made Permanent

Deductions & credits

Good news for small business owners! Dr. Friday explains the now-permanent 20% qualified business income deduction and who can benefit.

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