Welcome to That Being Said with Taxdoc™, your go-to podcast for exploring the intersection of business, taxes, and everyday life. Hosted by Rob Shoykhet EA, each episode features engaging conversations with top professionals—doctors, lawyers, real estate agents, mortgage experts, and more. Dive into real-world tax tips, strategies for financial success, and intriguing stories from diverse industries. Whether you’re a business owner, entrepreneur, or just tax-curious, you’ll gain valuable knowledge and practical advice. Perfect for anyone seeking to navigate taxes with confidence.

That Being Said with Taxdoc™
Claim This Podcastby Rob Shoykhet EA
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Podcast Overview
Welcome to That Being Said with Taxdoc™, your go-to podcast for exploring the intersection of business, taxes, and everyday life. Hosted by Rob Shoykhet EA, each episode features engaging conversations with top professionals—doctors, lawyers, real estate agents, mortgage experts, and more. Dive into real-world tax tips, strategies for financial success, and intriguing stories from diverse industries. Whether you’re a business owner, entrepreneur, or just tax-curious, you’ll gain valuable knowledge and practical advice. Perfect for anyone seeking to navigate taxes with confidence.
Language
🇺🇲
Publishing Since
12/31/2024
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Recent Episodes

February 4, 2025
Ep. 6 - Navigating Retirement Plans During Tax Season
<p>In this episode of That Being Said with Taxdoc™, I crack down on Retirement Plan strategies that you should be on top of during the tax season and year-round. Retirement planning is an incredibly powerful tool when it comes to tax planning. Arguably increasingly so with new developments and increased contribution limits every year. It's important to know prior to submitting your tax returns whether you have an opportunity to still save some tax dollars for the prior year with some late-in-the-game contributions and also get a better picture of how you should leverage these strategies in the year to come. Retirement contributions can bring you into a lower tax bracket, drop your AGI (Adjusted Gross Income) to help qualify you for tax credits that you may have been just barely phased out of, and of course help insure that those of us who are not savvy investors are covered in retirement and not an absolute burden to our offspring. I deeply believe y'all will appreciate this one, share with a friend and let me know what you think! ------------------------------------------------------ Hit the like button, subscribe to the channel, and leave a comment below to share your thoughts or questions! ------------------------------------------------------ 🔥 Looking for a consult? US Tax Planning & Returns, Accounting, and IRS Tax Resolution: www.taxdocusa.com/consult 🔥 Follow on Instagram for additional content: @realtaxdoc ------------------------------------------------------ Disclaimer: The information on this channel and in this episode is for educational purposes only and should not be mistaken for professional legal, financial or tax advice. Always consult a professional about your specific situation.</p>

January 28, 2025
Ep. 5 - Real Estate Realities: Market Insights & Tax Saving Strategies for Realtors with Jen Ferrara
<p>In this episode of That Being Said with Taxdoc™, I sit down with my good friend Jennifer Ferrara. Jennifer Ferrara is a nationally recognized leading real estate agent and the founder of Nook Realty, located in the vibrant Austin, TX. She is ranked among the top 1.5% of agents in the US. With years of experience in the industry, she is dedicated to helping clients achieve the best value for their homes. Her goal is to make the real estate process as seamless as possible, from planning and organizing to negotiating and closing the sale. Living in the heart of Texas Hill Country, Jennifer offers in-depth knowledge of the Austin real estate market, along with valuable insights about everything this wonderful city has to offer. I deeply believe y'all will appreciate this one, let me know what you think! ------------------------------------------------------ Find Jen online; Website - https://nookaustin.com/team IG Jen Personal - https://www.instagram.com/jensellsaustin/ IG Nook Realty - https://www.instagram.com/thenookaustin/ ------------------------------------------------------ Hit the like button, subscribe to the channel, and leave a comment below to share your thoughts or questions! ------------------------------------------------------ 🔥 Looking for a consult? US Tax Planning & Returns, Accounting, and IRS Tax Resolution: www.taxdocusa.com/consult 🔥 Follow on Instagram for additional content: @realtaxdoc ------------------------------------------------------ Disclaimer: The information on this channel and in this episode is for educational purposes only and should not be mistaken for professional legal, financial or tax advice. Always consult a professional about your specific situation.</p>

January 27, 2025
Ep. 4 - Credit Reports, Buy Now Pay Later, IRS Substitute Returns, Tax Season Tips
<p>In this episode of The Dynamic Hour with Taxdoc™, I sit down with just myself again. This time, I chose to dive into some current events related topics ranging from predatory lending to credit reporting impacts. I see horror stories resulting from credit card debt or buy now pay later debt on a weekly basis. We, as humans, are quick to take on loans when they are handed to us at a few clicks of a button, but slow to recognize that we are signing our souls away upon doing so. It's very important that you watch and keep some of these thoughts in mind as you go through your daily lives. As usual, I also throw in some nuggets for this tax season and what you should be preparing for already. I deeply believe y'all will appreciate this one, let me know what you think! ------------------------------------------------------ Hit the like button, subscribe to the channel, and leave a comment below to share your thoughts or questions! ------------------------------------------------------ 🔥 Looking for a consult? US Tax Planning & Returns, Accounting, and IRS Tax Resolution: www.taxdocusa.com/consult 🔥 Follow on Instagram for additional content: @realtaxdoc ------------------------------------------------------ Disclaimer: The information on this channel and in this episode is for educational purposes only and should not be mistaken for professional legal, financial or tax advice. Always consult a professional about your specific situation.</p>
6 total episodes available
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- What is That Being Said with Taxdoc™?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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No, this podcast does not typically feature guests.
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