tax forms

Saving on Taxes

Bobbi Olson Podcast

For over 20 years, CPA Michele Cagan has helped people navigate their personal & business finances, to solidify their financial futures. She’s authored several books and dozens of articles about accounting & finance, making complicated financial theories easy to understand. If you’re confused about new tax rules and want to keep more of your own money, take a listen!

In This Episode

  • Win money by saving! Turbo Tax versus a tax professional – which should you choose?
  • If you’re self employed, you can take write-offs and still get the standard deduction!
  • Contractor or employee – which is the better choice?
  • Payment plans & options for paying the IRS Tax credits for low & middle income earners
  • Children versus dependents – how much is each tax credit?
  • What constitutes a dependent?
  • Tax credits for students Student loan debt deduction
  • How long do I have to keep my tax records?
  • How & when to change your withholdings
  • Why tax refunds aren’t always a great thing
  • Budgeting your tax refund – use your “windfall” to reach your financial goals!

Links & Resources