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982 episodes

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Taxing Social Security Benefits: What Retirees Need to Know

Retirement & Social Security

Dr. Friday addresses a common question: Are Social Security benefits taxable after retirement? Dive in to understand the circumstances under which these benefits may be taxed and the…

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Capitalizing on Stock Gains: Tracking Your 1099-B

Investments & capital gains

Dr. Friday delves into the importance of tracking your 1099-B's, especially after a fruitful stock year. Whether you've sold property or stock, understanding your stock capital gains, dividends,…

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Splitting Tax Refunds: Benefits & How-To

Deadlines & filing

with Dr. Friday, delve into the advantages of opting for a split tax refund. Whether you're looking to manage your finances by directing a portion into savings or…

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Child or Relative? Understanding Dependent Claims

Family & education

Dr. Friday delves into the often-confusing topic of claiming dependents on your taxes. Is there an age limit to claim your child as a dependent? What's the difference…

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Getting You Back On Track With Your Taxes

Dr. Friday, an enrolled agent licensed by the IRS, dives into the importance of staying updated with your taxes. Whether you've missed out on stimulus checks, faced personal…

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Today Is Tax Day, File an Extension

Deadlines & filing

And today, people is tax day. That's right. I know not everyone's excited about me but hey, it's been a long few months. We are happy today is…

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