Tax Boss Podcast
Tax Boss Podcast
Tax Boss
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
Episode 28: Family Trespassing in Florida
What do you do when you have a family member who is breaking major boundaries and trespassing? Merrell discusses Florida 810.02 which defines the offense of "trespass in structure or conveyance" and some practical considerations if you have relatable family drama.
Jul 19, 2023
3 min
Episode 27: How to Make an Offer in Compromise to the IRS
Attorney Merrell Bailey details the steps for cleaning up a hot mess with the IRS and making your Offer in Compromise (OIC).
Jul 7, 2023
4 min
Episode 26: Changing Cause of Death on a Death Certificate
Attorney Merrell Bailey details the steps necessary to change cause of death on a death certificate.
Jun 23, 2023
3 min
Episode 25: Setting Up a Corporation
Setting up a corporation for your asset protection and the importance of keeping records.
Jun 9, 2023
3 min
Episode 24: Gift Tax Rules for 2023
If you have a taxable estate, there are ways to maximize your gifting without subtracting from your lifetime exemption!
May 11, 2023
3 min
Episode 23: Common Law Marriage
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.
Oct 11, 2021
18 min
Episode 22: Employee or Independent Contractor?
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.
Apr 8, 2021
30 min
Episode 21: FDIC Insurance
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 is and isn't covered, and how the $250,000 limit is applied to multiple account owners and beneficiaries.
Dec 3, 2020
17 min
Episode 20: The Biden Administration Proposed Tax Code Changes
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 changes for investors and corporations, and changes to the gift and estate tax codes. Among other tax credit changes, Biden's first time homebuyers' credit would provide up to $15,000.
Nov 23, 2020
19 min
Episode 19: What about Ivanka Trump's consulting fees and payroll?
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 projects that Ivanka already was being paid for as an employee. Krystal and Merrell discuss what is legal and tax efficient.
Nov 12, 2020
10 min
Load more