Beste Tax Resolution podcaster (2024)

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Penalties and The IRS 34:56

9M ago34:56

34:56

In this episode of The Tax Resolution Playbook, host Doug Sandler talks to Pete Marchiano, a CPA and Tax Resolution Specialist. They dive deep into the daunting world of IRS penalties. Pete understands that receiving a letter from the IRS can strike fear into the hearts of many, but he's here to provide guidance and expertise to help navigate throu…

1
Penalties 9:34

2y ago9:34

9:34

If you're like most people, you're afraid of penalties from the IRS. Pete talks about the most common ones taxpayers make and how to avoid them. If you're looking to avoid issues with the IRS, this wrap-up episode of The Tax Resolution Playbook is for you!

1
Installment Agreements 10:21

2y ago10:21

10:21

If you can pay your debt in some way, what's the first step? Should you trust big firms who claim to be able to wipe all your debt away, or should you stick with a tax resolution specialist like Pete? This episode explains the best thing for you to do and dives into how Covid-19 affected even the IRS!…

1
Currently Non-Collectable 10:49

2y ago10:49

10:49

Certain people are labeled as "currently non-collectable" by the IRS. In this episode, Pete outlines what that means and how someone gets labeled as that. He also shares the encouraging stories of Martin and Ed after their encounters with the IRS. Listen in to hear all of that in this episode!

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“What If I Can’t Pay?” Three Possible Options 9:19

2y ago9:19

9:19

Pete's experience has led him to 3 main options to get yourself in order with the IRS. He explains all of them, as well as which one he uses most in this installment of The Tax Resolution Playbook podcast!

1
“What If I Can’t Pay?” Realistic Positive Outcomes Are Possible 10:18

2+ y ago10:18

10:18

Are you scared of losing your house or other major assets? Do you need direction on where to go once you're in trouble? Pete outlines what the first step is as well as the Offer in Compromise option some people could qualify for. Tune in to hear about all your options if you're in deep water!

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The Advantages of Representation 11:03

2+ y ago11:03

11:03

Ever wonder what myths surround the IRS? If you're considering handling taxes on your own, you need to hear about Pete's experience with self-sabotage and why you need expert representation. Hear about all that in this episode of the podcast!

1
It’s Never Too Late 9:40

2+ y ago9:40

9:40

If you don't understand what the IRS wants from you or what documentation you need, Pete covers all that in this episode of the podcast. Plus, hear his answer to what do you think is worse: not filing your taxes or not paying them?

1
This Is Not a “DIY” Matter 11:50

2+ y ago11:50

11:50

Who is Pete Marchiano, and how on earth did he get into the world of taxes? And what makes him different from everyone else? If you're looking for the answers to these questions and why dealing with the IRS on your own is a bad idea, listen to this first episode of The Tax Resolution Playbook podcast!…

1
$25K to 150K California small businesses - largest state grant! 3:03

3+ y ago3:03

3:03

If you own a small business in California, you could get COVID grants up to $25 thousand dollars! On May 13, Governor Gavin Newsom proposed adding $1.5 billion dollars to a program providing grants of up to $25 thousand dollars to small business owners, which will help many more business owners to receive this grant. This relief program had $2.5 bi…

1
Social Security & SSI Beneficiaries - File Tax Returns ASAP To Receive Stimulus Checks 3:48

3+ y ago3:48

3:48

Do you receive Social Security or Supplemental Security Income benefits? Then it’s important to make sure that you and your family are getting the stimulus money that you’re eligible for by filing your 2020 taxes immediately even if you do not normally file. Once you file your taxes, you will get all EIPs that you are eligible for through what is k…

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2nd $600 Golden State Stimulus Check + $500 for Dependents/Undocumented Families 2:39

3+ y ago2:39

2:39

Governor Gavin Newsom plans to triple the state’s investment in the Golden State Stimulus by expanding the stimulus to middle-class families. Once his proposal gets approved, 2 out of every 3 Californians will be eligible for the new $600 and extra $500 stimulus checks if you qualify. This total of nearly 12 billion dollars of potential direct cash…

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5 Different Letters from the IRS - Letter To Seize Assets 9:54

3+ y ago9:54

9:54

Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society …

1
7 Proven Strategies to IRS Problems 5:03

3+ y ago5:03

5:03

Are you or someone you know experiencing trouble with the IRS? Having IRS troubles is a very serious and scary situation to find yourself in so make sure to watch this video to get strategies to help your situation! Here are 7 PROVEN STRATEGIES for dealing with IRS Problems that have given our clients amazing results. If you or anyone you know need…

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Restaurant Revitalization Fund - Who has Priority & Risks You Might Face 4:34

3+ y ago4:34

4:34

Last Saturday, April 17th, the applications and details for the Restaurant Revitalization Fund were finally made public. In this video, we go over who will be given priority for this process and what risks you could possibly face. The SBA is continuously revising this process so we anticipate that it will be complicated but Ace Plus Tax Resolution …

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Restaurant Revitalization Fund - Portal to Open Very Soon. Application Released! 3:16

3+ y ago3:16

3:16

The draft application for the Restaurant Revitalization Fund application has been released! The application portal is expected to open very soon. We urge all restaurant owners to get ready for the fund application process as soon as possible, as the demand is very high so the fund might run out more quickly than we expect. Once it comes out, you ca…

1
April 13 IRS Confirmed - $3600 Child Tax Credit to Roll Out from July on a Monthly Basis 2:58

3+ y ago2:58

2:58

This new child tax credit is now $3,000 per child between the ages of 6 and 17. For children under the age of six, the new tax credit is $3,600. It is important to note that this new tax credit for 2021 is fully refundable. This credit is also special because it can be paid to you in advance. This means you can get 50% of the credit from July throu…

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SBA Proposes Time Period Extension for Restaurant Revitalization Grant & Other Must-Know Updates 5:07

3+ y ago5:07

5:07

Today’s podcast goes over the proposed updates on these Restaurant Revitalization Grants. We discuss how the grant is calculated and even the minimum and maximum amounts that have recently been proposed. Note this update - The new proposed end date of the covered period that you can use the fund is March 11, 2023. Also, there's no need for SAMS reg…

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April 5 IRS Update: Recovery Rebate Credit Plus-Up Payment, Non-Filer Stimulus Checks 3:14

3+ y ago3:14

3:14

Was your stimulus a different amount than expected? Then you may be eligible for an additional supplemental payment from the IRS! Also, the IRS could the RRC amount based on 2020 tax return. IRS has also confirmed that it started sending payments to Social Security and other federal beneficiaries who didn’t file a 2020 or 2019 tax return. Most of t…

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$1200 California Golden State Stimulus Check – start disbursing in mid-April 4:55

3+ y ago4:55

4:55

California Franchise Tax Board will disperse California Golden State Stimulus Payments and Grants to qualified individuals! In this video, we cover eligibility, payment amount, when you’ll receive this payment, and actions you need to take to receive this payment. Ace Plus Tax Resolution can help if you’re experiencing levies or garnishment and any…

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$1400 3rd Stimulus Check to be sent to Non-Filers starting Apr. 3 Weekend 3:13

3+ y ago3:13

3:13

Today's podcast covers stimulus checks for Non-Filers--Social Security, Supplemental Security Income, and Railroad Retirement Board beneficiaries who did not file a 2019 or 2020 tax return or did not use the Non-Filers tool. Listen to the podcast to find out why you may need to file a tax return to receive the stimulus benefits. Contact Us: 💻 Visit…

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What to Do If You Owe the IRS and Can't Pay Back Now? 1:10

3+ y ago1:10

1:10

Contact Us: 💻 Visit our website for more info: https://aceplustaxresolution.com/ 📨 Email us at James@AcePlusTaxResolution.com 📞 Call us for solutions: (213) 600-7388 --- Send in a voice message: https://podcasters.spotify.com/pod/show/ace-plus-tax-resolution/message

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The New Restaurant Revitalization Fund and Tax Relief Strategies 3:44

3+ y ago3:44

3:44

With the ongoing COVID-19 pandemic, many businesses have been greatly impacted, especially the restaurant industry. In this podcast, we discuss the different funds and tax relief strategies that are available to the restaurants that have been struggling. These Restaurant Revitalization Grants will be a life-saver for these businesses, especially th…

1
How to Strategize And Maximize The 3rd $1400 Stimulus Check Benefit 3:38

3+ y ago3:38

3:38

The new stimulus checks are being sent out, with the full amount being $1400. However, not everyone will qualify for the full amount. The 3rd stimulus check amount is larger than either of the rebate amounts that were introduced in 2020 AND has fewer limitations. Listen to the podcast to find out how to maximize your stimulus check benefit with var…

1
$1400 New Stimulus Check from the IRS 3:33

3+ y ago3:33

3:33

What you need to know about the 3rd Stimulus Check and the income level. You may not be eligible for a stimulus check even if you did in the previous rounds. The IRS now set a complete phase-out income amount. Note that the 3rd Stimulus Check is not restricted to children under 17. Contact Us: 💻 Visit our website for more info: https://aceplustaxre…

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Non-Filer Solutions the IRS Does Not Want You to Know 2:51

3+ y ago2:51

2:51

Non-filers can be faced with criminal charges for tax evasion or tax fraud. In this podcast, we discuss the solutions available to these non-filers that the IRS does not want you to know about. If you haven't filed years of tax returns and/or back taxes, Ace Plus Tax Resolution can help you not only choose which resolution option is best for you bu…

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5 Different Letters from the IRS - Letter Saying You OWE MONEY 12:57

3+ y ago12:57

12:57

Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society …

1
5 Different Letters from the IRS - What is the Discrepancy Letter? 8:11

3+ y ago8:11

8:11

Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society …

1
Long Term Care Planning with Natalie Karp of Karp Loshak LTC Insurance Solutions 23:43

3+ y ago23:43

23:43

Natalie Karp is a Founding Partner of Karp Loshak Long Term Care (LTC) Insurance Solutions, a trusted source of information on long-term care insurance for individuals, business owners, and employer groups. Not only is Natalie an LTC insurance specialist, but she is also in the business of preserving wealth, protecting independence, and providing p…

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Classifying Your Workers Correctly with Nance L. Schick, Chief Resolution Officer at Third Ear Conflict Resolution 41:46

3+ y ago41:46

41:46

Nance L. Schick is the Chief Resolution Officer at Third Ear Conflict Resolution. She is also an employment attorney, ethno-religious mediator, conflict resolution coach, diversity trainer, and author residing in New York City. Nance helps managers and small business owners have valuable conversations about gender, race, religion, and disability. A…

1
How to Fix Your Finances Before Procrastination Makes You Retire Broke with Robert Cannon 23:31

3+ y ago23:31

23:31

Robert Cannon is the Managing Director of Cannon Wealth Solutions, a team of Registered Investment Advisors who help their clients understand their finances and make sound investment decisions. The team at Cannon Wealth Solutions considers it the highest legal and ethical duty to represent clients’ best interests regarding their total asset portfol…

1
Growing Your Business with Fewer Headaches with Nina Kaufman, Founder of Business Exponential 32:06

4y ago32:06

32:06

Nina Kaufman is a Small Business Champion, Award-Winning Attorney, trusted Thought Leader, and bookworm. She is the Founder and CEO of Business Exponential, a coaching platform for solo and small knowledge-based firms. Nina understands firsthand that running an expertise-based service has unique challenges. Over the past 25 years, she has worked wi…

1
Confronting Infidelity and Unshared Tax Situations Between Couples with Relationship Coach, Dr. Marie Murphy 15:28

4y ago15:28

15:28

Dr. Marie Murphy is a Relationship Coach who specializes in helping people who are having affairs decide what’s truly right for them. She offers shame-free and blame-free coaching that intends to help her clients determine the best way forward for themselves and for their relationships. She holds a Ph.D. in the Sociology of Sexuality. Dr. Murphy is…

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5 Different Letters from the IRS - What is the AUDIT LETTER? 8:31

4y ago8:31

8:31

Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society …

1
Smart Financial Planning for People Under 40 with Simon Brady, Principal of Anglia Advisors 28:36

4y ago28:36

28:36

Simon Brady is the Founder and Principal of Anglia Advisors, a New York City-based Registered Investment Advisor that offers fee-only financial planning or personal finance consulting services and professional investment management. Simon is a Certified Financial Planner with extensive experience in global financial market and investment management…

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How to Find Tax Benefits You Didn’t Know You Deserve with Heidi Henderson, Executive Vice President of Engineered Tax Services 25:50

4y ago25:50

25:50

Heidi Henderson is the Executive Vice President and Board member at Engineered Tax Services. She helps plan for growth and operational improvements internally while working externally with investment-minded individuals to optimize their investment. Heidi also teaches over 30+ continuing education courses annually to CPAs, design-builder professiona…

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How to Get R&D Tax Credit for Your Small Business with Robert Curtiss of Business Group Resources 16:07

4y ago16:07

16:07

Robert Curtiss helps U.S. companies be more competitive by assisting them in getting the R&D tax credit they're entitled to. He is an Account Executive at Business Group Resources. Their company helps businesses identify and claim the incentives, rebates, and credits that Congress initially mandated in 1981. Robert is also a Centricity Certified Co…

1
Why You Should Fire Your Financial Advisor with Bernard Reisz of ReSure Financial Advisors 47:00

4y ago47:00

47:00

Bernard Reisz is a CPA and a Principal at ReSure Financial Advisors LLC, where he provides financial consulting and tax advisory services. Bernard offers holistic finance and tax expertise, focusing on real estate, entity structuring, and self-directed retirement accounts. Bernard is also the founder of 401kCheckbook.com, which gives investors dire…

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How to Generate High-Value Real Estate Tax Benefits Through Cost Segregation with Yonah Weiss, Business Director, Madison SPECS 24:51

4y ago24:51

24:51

Yonah Weiss is a cost segregation expert, real estate investor, and people connector. He is a Business Director for Madison SPECS, where he helps clients save tens of millions of dollars on taxes through cost segregation. He helps property owners save millions of tax dollars. Yonah owns and runs Real Estate Connections, a virtual meeting held over …

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How Non-US Citizens Can Avoid Double Taxation in U.S Real Estate Investment with Kenneth Kastner of Kastner Tax Solutions 19:54

4y ago19:54

19:54

Kenneth Kastner is an Israeli-based CPA who is an Enrolled Agent (EA) in the United States which allows him to represent taxpayers before the IRS. He is the Founder and CEO of Kastner Tax Solutions, LLC, where he provides tax preparation, personal tax planning, tax advisory, and accounting services. In this episode… Everyone talks about the 1031 Ex…

1
The Transformational Power of Podcasting for Businesses with John Corcoran of Rise25 Media 20:43

4y ago20:43

20:43

John Corcoran is a recovering attorney, and a writer, author, and a former Clinton White House writer and speechwriter to the Governor of California. He is also the co-founder of Ris25 Media, a company whose mission is to help B2B businesses connect to their ideal prospects, referral partners, and strategic partners, through their done-for-you podc…

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Investing Your IRA: The Do’s and Don’ts to Avoid Tax Liabilities with Robert Cannon 26:39

4y ago26:39

26:39

Robert Cannon is the Managing Director of Cannon Wealth Solutions, a team of Registered Investment Advisors (RIA) who helps their clients understand their finances and make sound investment decisions. They are fiduciary financial advisors who are held to the highest legal and ethical duty to represent his clients’ best interests regarding their tot…

1
Protecting Your Assets and Investing in Your Future with Sarry Ibrahim 23:52

4y ago23:52

23:52

Sarry Ibrahim is the Founder of Financial Asset Protection, where he helps high net worth individuals, real estate investors, business owners, and retirees grow and protect their wealth predictably and safely. As a financial consultant and health and life agent, he has cultivated a reputation for always putting his clients first. Sarry prides himse…

1
Understand Your Financials and Grow Your Business with Terrell A Turner 21:17

4y ago21:17

21:17

Terrell A Turner is a CPA and the Co-founder and Fractional CFO of TLTurner Group, a company that helps businesses analyze and understand their financials to improve profitability. He is also the creator and host of Business Talk Library, which focuses on honest conversations with entrepreneurs and business leaders about challenges and tips for bui…

1
What You Should Know About Opening a New Business with Fernando Koatz 21:00

4y ago21:00

21:00

Fernando Koatz is a Founding Partner of Gleason & Koatz, LLP, a New York-based law firm that provides sophisticated, personalized, and client-driven legal counsel to individuals and domestic and international companies. Fernando was admitted to the Bar of the District of Columbia in 1984 and the State of New York in 1986. Fernando represents mainly…

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How Effective Communication Leads to Business Growth with Gerri Knilans 20:48

4y ago20:48

20:48

Gerri Knilans is the Co-founder and President of Trade Press Services, a specialized marketing communications strategy firm that provides writing, media outreach, and general marketing support. Under her leadership at Trade Press Services, the company has worked with more than 500 B2B clients, from start-ups to Fortune 500 companies, and more than …

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Coaching Successful Leaders with Alex Kuhn 31:31

4y ago31:31

31:31

Alex Kuhn is the Founder of Born to Lead and Vault Team & Vaulters Unite™ and helps personal development coaches start, grow, and scale their companies to six and seven figures. He has coached and trained over 5,000 performance-driven individuals, including C-level business leaders, professional and Olympic athletes, and CEOs of nonprofit organizat…

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Building Valuable Connections with Samuel Weiner 16:52

4y ago16:52

16:52

Samuel Weiner is a sales and business development professional and the current Vice President of Business Development at Langdon Title. He possesses an extensive background and knowledge in both commercial and residential real estate. Langdon Title is a premier, full-service agency providing commercial and residential title insurance throughout the…

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Insights into Accounting with Adam Pearson 40:19

4y ago40:19

40:19

Adam Pearson has been running accounting departments for more than 15 years and is currently a Principal at Net-Income pros, a company that provides businesses with the best solution for their accounting and bookkeeping needs. Adam has a Master of Science in Accountancy and was previously an enrolled agent licensed to practice tax law before the IR…

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Finding Common Ground and Building Relationships with Nance L. Schick 40:41

4+ y ago40:41

40:41

Nance L. Schick is an attorney, conflict resolution coach, diversity trainer, and author from New York City. She helps managers and small business owners have valuable conversations about gender, race, religion, and disability. Additionally, Nance is skilled in helping small businesses and domestic employers navigate ethno-religious mediation and r…

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