36 episodi

The Tax Resolution Ninja Show features the top experts on all things tax to help you understand, navigate, and resolve all your tax-related issues.

The Tax Resolution Ninja Show Allan Rolnick

    • Economia

The Tax Resolution Ninja Show features the top experts on all things tax to help you understand, navigate, and resolve all your tax-related issues.

    5 Different Letters from the IRS - Letter To Seize Assets

    5 Different Letters from the IRS - Letter To Seize Assets

    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 of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group.
    Allan’s practice started in 1992 and has transformed from offering traditional accounting services to his clients to advising them on tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives.
    In this episode… The IRS day of reckoning is here. You just received the infamous letter from the IRS — a letter to seize assets. “How did I get here?” You wonder in confusion. The answer is right inside your desk drawer; you ignored the previous letters from the IRS, and now they’re moving in on you. 
    What do you do now? How do you stop the IRS from carrying out their threat to seize your assets? According to Allan Rolnick, it’s OK to be frightened — but you shouldn’t panic. There are certain steps you can take to stop the IRS from collecting your holdings. So, where do you begin? 
    Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick, featuring guest interviewer Dr. Jeremy Weisz of Rise25. They discuss what the IRS letter to seize assets means and how to stop it from happening. Allan talks about the two ways of getting a hold placed on the IRS asset seizure order, how to avoid scams, and more! Stay tuned.

    • 9 min
    5 Different Letters from the IRS - Letter Saying You OWE MONEY

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

    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 of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group.
    Allan’s practice started in 1992 and has transformed from offering traditional accounting services to his clients to advising them on tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives.
    In this episode… Getting a letter from the IRS can be super stressful, especially when you don’t know how to handle it. Of the different types of letters from the IRS, the letter saying you owe money is the one of the scariest.
    According to Allan Rolnick, you could get this letter if the IRS discovers that you failed to include an income source in your tax returns. Whether they’re right—or mistaken—it’s crucial to know how to handle the situation. So what should you do if you receive this letter from the IRS?
    Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick. Learn more as his guest interviewer, Dr. Jeremy Weisz of Rise25, interviews Allan about the IRS letter saying you owe money. Allan talks about what the letter means and what to do when you receive it. Stay tuned.

    • 12 min
    5 Different Letters from the IRS - What is the Discrepancy Letter?

    5 Different Letters from the IRS - What is the Discrepancy Letter?

    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 of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group.
    Allan’s practice started in 1992 and has transformed from offering traditional accounting services to his clients to advising them on tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives.
    In this episode… The discrepancy letter is a letter you get from the IRS informing you of an unreported income that you should have reported. When that happens, what do you do? Do you open the letter, read it and file it away? 
    According to Allan Rolnick, there are certain steps you should take after receiving the discrepancy letter. If you don’t follow those steps, the IRS may throw you a party you don’t want to attend. So what exactly should you do? 
    Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick. Learn more as his guest interviewer, Dr. Jeremy Weisz of Rise25, interviews Allan about the discrepancy letter, what it means, and what to do when you receive it. Stay tuned.

    • 8 min
    Long Term Care Planning with Natalie Karp of Karp Loshak LTC Insurance Solutions

    Long Term Care Planning with Natalie Karp of Karp Loshak LTC Insurance Solutions

    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 people with choices. She helps clients and advisors navigate their options with unbiased information and insight. At Karp Loshak LTC Insurance Solutions, Natalie represents all carriers and plan designs.
    In this episode… Your health insurance policy is limited; however, a long-term care (LTC) insurance policy covers the shortfall from your health insurance. Beyond that, there are more benefits attached to LTC insurance. So who should be getting LTC insurance, and when? What does the LTC insurance cover, and how flexible is it? 
    According to LTC Specialist Natalie Karp, the sooner you plan a long-term care policy, the better. Natalie has over 14 years of experience helping people find the right insurance policy, and she’s here to share her expert tips on starting a long-term care plan. 
    In this episode of The Tax Resolution Ninja Show, Allan Rolnick is joined by Natalie Karp, Founding Partner of Karp Loshak LTC Insurance Solutions. Natalie shares everything you need to know about long-term care insurance including financing, family protection, and how to design the right policy for you. Stay tuned.

    • 23 min
    Classifying Your Workers Correctly with Nance L. Schick, Chief Resolution Officer at Third Ear Conflict Resolution

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

    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. Additionally, she is skilled in helping small businesses and domestic employers navigate ethno-religious mediation and resolve worker misclassification issues.
    In this episode… Ever made the mistake of saying a ‘1099 employee’ instead of a ‘1099 contractor?’ If you answered yes, you’re not alone. A lot of small business owners struggle with how to classify their workers correctly. As a result, they run into trouble with the Workers Compensation Board, the Department of Labor, the IRS—or all three—and have to pay expensive penalties. So how do you classify your workers correctly? 
    Listen to this episode of Allan Rolnick’s Tax Resolution Ninja Show as he discusses worker classification with Nance L. Schick, Chief Resolution Officer at Third Ear Conflict Resolution. They talk about the difference between a W2 employee and a 1099 contractor, common mistakes people make when classifying employees (and how to avoid them), and the experiences of working through a global pandemic. Stay tuned.

    • 41 min
    How to Fix Your Finances Before Procrastination Makes You Retire Broke with Robert Cannon

    How to Fix Your Finances Before Procrastination Makes You Retire Broke with Robert Cannon

    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 portfolio management. 
    Robert has more than three decades of experience working with affluent investors, businesses, and hedge funds across the United States. He places a key focus on creating lifetime income plans for retirement. In doing so, he guides his clients through a very distinctive wealth management and investment process designed explicitly for financially successful individuals, couples, and families.
    In this episode… Retirement comes quickly. You can either save for it now, or risk retiring broke— or in debt— because of procrastination. Even worse, if you’re earning north of 100,000 dollars with retirement savings, you may get into trouble with the IRS when trying to do your taxes and make investment decisions by yourself. So how do you avoid getting into financial trouble and retiring broke?
    Listen to this episode of Allan Rolnick’s Tax Resolution Ninja Show as he talks with Robert Cannon, Managing Director of Cannon Wealth Solutions, about starting your retirement savings now. Robert discusses how most big investment firms sell you short, how to avoid typical investment and tax mistakes, how to work with professionals to manage your wealth, and more. Stay tuned.

    • 23 min

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