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982 episodes

One-minute answer

Reporting Income Correctly: 1099s and Audits

Deadlines & filing

Waiting for a 1099 form before reporting your income? That’s not how it works! The IRS requires you to report all earned income, regardless of whether you receive…

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Understanding Casualty Losses for Tax Deductions

Deductions & credits

Casualty loss deductions have changed significantly over the years. Previously, if your insurance didn’t fully cover a fire or other loss, you could deduct the remaining amount on…

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Mortgage Interest Deductions for Primary and Second Homes

Deductions & credits

Dr. Friday discusses mortgage interest deductions for primary and secondary homes. Mortgages over $750,000 are only deductible for the first $750,000, especially if refinanced after 2017. Interest on…

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Deducting Health Insurance Premiums for the Self-Employed

Deductions & credits

Self-employed individuals, including partners and S-corporation employees, can deduct 100% of their health insurance premiums above the line. This tax benefit reduces taxable income while encouraging health coverage.…

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Understanding 2024 Auto Expense Deductions

Deductions & credits

Dr. Friday explains the 2024 auto mileage rates: 67 cents per mile for business, 21 cents for medical, and 14 cents for charity. Business owners can benefit from…

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Maximize Your Medical Expense Deductions

Deductions & credits

Dr. Friday discusses the challenges of itemizing medical expenses on your tax return. To deduct medical costs, they must exceed 7.5% of your adjusted gross income. For example,…

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Understand the 2024 Child Tax Credit Changes

Deductions & credits

The 2024 Child Tax Credit has reverted to $2,000 per child after the temporary increase under the American Rescue Plan in 2021. Children over 17 qualify for only…

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Maximize Savings with the 2024 Adoption Tax Credit

Deductions & credits

The 2024 Adoption Tax Credit offers adoptive parents up to $16,810 as a dollar-for-dollar reduction of their tax liability. Unlike deductions, this credit directly lowers the taxes owed,…

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Understanding the Alternative Minimum Tax (AMT)

Investments & capital gains

The Alternative Minimum Tax (AMT) can be confusing, especially when selling stocks or participating in employee stock ownership plans (ESOPs). Dr. Friday explains how AMT kicks in when…

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Charitable Contributions: Maximizing Tax Benefits

Deductions & credits

Are you maximizing deductions for charitable donations? Dr. Friday explains the challenges of itemizing under the higher standard deduction, especially for married couples. Learn how to properly document…

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Real Estate Sales: Tax Rules to Know

Estate, gifts & inheritance

Thinking about selling real estate? Dr. Friday breaks down the tax implications for primary homes, investment properties, and 1031 exchanges. Learn about exclusion limits for primary residences—$250,000 for…

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Does Age Affect Your Tax Obligations?

Deadlines & filing

Wondering if there’s an age when taxes stop? Dr. Friday busts the myth that seniors can avoid filing taxes based on age. Tax obligations depend on income, not…

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