Podcasts by Tax Boss Podcast
Welcome to Tax Boss. I’m Merrell Bailey in Orlando, FL. And I’m Krystal Woodbury in Denver, CO. We’re each licensed as attorneys and also CPAs, and between us, we hold nine college degrees. We help our clients get the best results because we work well with their trusted advisors — CPAs, financial planners, bankers, trust officers, attorneys, care managers – you name it. Tax Boss is a podcast for advisors from multiple professions to get together to discuss common client issues and how we can work together to solve them
Further podcasts by Tax Boss
Podcast on the topic Wirtschaft
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Episode 23: Common Law Marriage from 2021-10-11T18:20:38
Merrell Bailey and Krystal Woodbury discuss how common law marriages pass from one state to another, the burden of proof, and why sometimes you just may want to get married.
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Employee or Independent Contractor? from 2021-04-08T15:43:05
Are you sure that your independent contractor is not at employee? Krystal and Merrell discuss Uber, and the very fine and grey lines between employees, independent contractors and statutory employees.
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Episode 22: Employee or Independent Contractor? from 2021-04-08T15:43:05
Are you sure that your independent contractor is not at employee? Krystal and Merrell discuss Uber, and the very fine and grey lines between employees, independent contractors and statutory employees.
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Episode 21: FDIC Insurance from 2020-12-03T19:33:08
If you or your clients have recently liquidated assets, and you're wondering about FDIC insurance, you're not alone. Krystal and Merrell break down everything you need to know about deposits, what ...
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Episode 20: The Biden Administration Proposed Tax Code Changes from 2020-11-23T21:02:41
Merrell and Krystal discuss the proposed tax plan under the Biden administration. Most proposed changes affect those individuals with taxable income rates over $400,000. There are also substantial ...
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Episode 19: What about Ivanka Trump's consulting fees and payroll? from 2020-11-12T21:43:37
The New York Times matched a consultant payment of $747,622 deducted by President Trump to an income item on Ivanka Trump's disclosure forum. The payments allegedly were for consulting work on proj...
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Episode 18: 18 and On Your Own from 2020-09-09T18:58:13
Young adults. They're still your children, but legally they're not (under the law). What are your options?
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Episode 17: Real Estate Fails from 2020-04-21T14:23:16
Merrell and Krystal give examples of real estate fails and how they show up during probate.
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Episode 16: Estate plans, legal docs and health care proxies during Covid-19 from 2020-04-04T18:08:39
If you haven't done your estate planning (which includes legal documents that allow someone to handle your affairs in the event of an emergency)don't panic; however, now is a really good time to ge...
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Episode 15: Coronavirus Resources for Small Business from 2020-04-03T22:24:51
Merrell and Krystal share what they know about Coronavirus relief for small businesses.
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Episode 14: Grief from 2020-03-24T21:40:36
Merrell and Krystal discuss grief, the role of sleep, and things advisors can do for their clients.
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Episode 13: The SECURE Act and Your Client's Estate Plan from 2020-03-09T21:18:01
The SECURE Act of 2020 (Setting Every Community Up for Retirement):
is changing retirement, and may change how your wealth is distributed;
it may require a check-in with your est...
Episode 12: Estate Planning through Beneficiary Designations from 2020-01-24T16:37
When is estate planning through beneficiary designations a good idea? Merrell and Krystal discuss the very particular situations and criteria that makes this a safe estate planning tool.
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Episode 11: Planned Giving, Gift Tax Limits and Other Options from 2019-12-24T20:06:06
Merrell and Krystal discuss gift tax limits (currently $15k in 2019), how spouses can combine their limits, and other gifts that won't count toward that limit and may be better options.
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Episode 10: Gifting DNA Testing from 2019-12-09T19:16:33
Thinking about doing some DNA testing for fun this holiday season? What if you find new relatives - or if they find you? How does that impact your estate plan? How can you take ownership of, and co...
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Episode 9: When Your Client Doesn't Want What's in Their Best Interests from 2019-11-14T21:59:39
Episode 9: When Your Client Doesn't Want What's in Their Best Interests by Tax Boss
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Episode 8: Death & Dignity from 2019-10-17T19:36:01
Merrell and Krystal discuss Death with Dignity statutes and how they approach these situations as estate planners. What pressures exist for the elderly? What about considerations for young adults t...
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Episode 1: Who Is My Client from 2019-07-08T21:23:22
In this episode of Tax Boss, we discuss the age-old question, "Who Is My Client," and when a bunch of people show up, how do you know who to throw out of the room?
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Episode 2: Death from 2019-07-08T21:23:06
In this episode of Tax Boss, we discuss the death of a client and information necessary to complete funeral home paperwork.
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Episode 3: Do-Not-Resucitate from 2019-07-08T21:22:59
In this episode of Tax Boss we discuss DNR orders, physicians orders for life-saving treatment, healthcare surrogates, living wills, and the difference between all of them.
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Episode 4: Portability in Estate Planning from 2019-07-08T21:22:52
In this episode of Tax Boss we discuss portability and estate planning.
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Episode 6: Solvency Certificates from 2019-07-08T21:22:37
In this episode of Tax Boss, we discuss solvency certificates and why attorneys request them.
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Episode 7: Gift Tax from 2019-07-08T21:22:27
In this episode of Tax Boss, we discuss gift tax and how to help your clients make friends by giving their wealth away.
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