Recent Interviews: Cash Flow - Accounting - Taxes

Barbara Weltman
Barbara Weltman joins Jim Blasingame to report on what’s now due on the new tax filing date of July 15, including tax returns and payments, plus how the changes impact other elements, like payroll taxes and filing extensions.
Barbara Weltman
Barbara Weltman joins Jim Blasingame to report on what has and has not changed in the 2020 tax compliance world, including IRA and HAS contributions, filing dates, and extensions for some payroll taxes.
Gerri Detweiler
Gerri Detweiler joins Jim Blasingame to report on the SBA’s Emergency Income Disaster Loan program, how it’s different from PPP, and how it works.
Doug Tatum
Doug Tatum joins Jim Blasingame to report on a new college course he’s working on that will introduce to students why the concept of profit is about abundance, and the prime source of funds for the non-profit sector.
Laurie Hauptman
Yale Hauptman
Laurie and Yale Hauptman join Jim Blasingame to reveal some of the key legal documents needed as we approach our senior years, including what a power of attorney is and isn’t, and when it’s in force, and when it isn’t.
Laurie Hauptman
Yale Hauptman
Laurie and Yale Hauptman join Jim Blasingame to reveal some of the documents to create and steps to take for everyone – young and not so much – in anticipation of having your wishes followed if/when you can’t make your own decisions.
Barbara Friedberg
Knowing the difference between a 401K loan and a withdrawal
Barbara Friedberg joins Jim Blasingame to reveal why you must know the options, including tax and penalty implications, between a 401K loan to yourself, and taking a regular withdrawal.
Barbara Friedberg
Pandemic-caused adjustments to taking 401k withdrawals
Barbara Friedberg joins Jim Blasingame to report on new allowances for taking withdrawals and loans from your retirement funds due to hardship brought on by the coronavirus pandemic.
Barbara Friedberg
How to think about investing during the pandemic-related volatility
Barbara Friedberg joins Jim Blasingame to offer advice on how to consider making investments in the stock market during the current period of volatility caused by the pandemic, including considering index funds.
Eva Rosenberg
Eva Rosenberg joins Jim Blasingame to report that the IRS isn’t moving the tax filing date beyond July 15, but there is a form that will allow you to extend payment of taxes and avoid penalties.