Episodes

Tax Gap Projections and Increased IRS Enforcement Episode 261 – The IRS will be increasing tax enforcement action on high-income and high-net-worth individuals, and business owners. Prepare now. More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 261 Hello this is Bill Rainaldi, with another edition of Security Mutual’s SML Planning Minute. In today’s episode: Tax Gap Projections and Increased IRS Enforcement. On October 12, 2023, the IRS released new gross tax gap projec...

Avoiding a Fake Charity Episode 260 – This being the holiday season, many of us have turned some of our attention to charitable gifts. The IRS has recently published some guidelines to help spot the difference between a real and a fake charity. More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 260 Hello this is Bill Rainaldi, with another edition of Security Mutual’s SML Planning Minute. In today’s episode: Avoiding a Fake Charity. This being the holiday season, many of...

IRS Again Delays New Reporting for Gig Workers and Independent Contractors Episode 259 – The IRS further delays implementation of the rules related to the issuance of Form 1099-Ks to gig workers and independent contractors. More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 259 Hello this is Bill Rainaldi, with another edition of Security Mutual’s SML Planning Minute. In today’s episode, IRS Again Delays New Reporting for Gig Workers and Independent Contractors. On March...

Disinheriting Adult Children for Their Political Beliefs Revisited Episode 258 -We’ve all heard stories of Thanksgiving dinners gone terribly wrong. The food is great, the mood is good, and everyone is happy to see each other. But it all goes terribly wrong when politics enters the room. More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 258 Hello, this is Bill Rainaldi with another edition with Security Mutual’s “SML Planning Minute.” In today’s episode, we take a look ...

What Does Life Insurance Have to Do With Divorce Revisited Episode 257 – What does life insurance have to do with divorce? Life insurance and divorce intersect in several ways. More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 257 Download The Transcript/Flyer More SML Planning Minute Podcast Episodes This podcast is brought to you by Security Mutual Life Insurance Company of New York, The Company That Cares®. The content provided is intended for educational and infor...

No Section 165 Loss Deduction for Bitcoin Episode 256 – Cryptocurrency can be a very volatile asset. If the cryptocurrency falls significantly in value, that loss may not be entitled to a Section 165 loss deduction on the investor’s income tax return. More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 256 Hello this is Bill Rainaldi, with another edition of Security Mutual’s SML Planning Minute. In today’s episode, No Section 165 Loss Deduction for Bitcoin. Since it was ...