27 episodes
Tax Boss Podcast Tax Boss
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- Business
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
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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.
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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).
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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.
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Episode 25: Setting Up a Corporation
Setting up a corporation for your asset protection and the importance of keeping records.
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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!
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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.