The Small Business Owner Tax & Money Podcast copertina

The Small Business Owner Tax & Money Podcast

The Small Business Owner Tax & Money Podcast

Di: Megan Robin
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A proposito di questo titolo

Join Megan Robin, a California tax attorney with a Masters of Laws in Taxation, as she breaks down complex tax topics and financial strategies into clear, actionable steps-so you can save money, avoid costly mistakes, and build a stronger business.

You are in the right place if you’re looking for practical tips, smart tax strategies, and real-world insights tailored to California small business owners.

www.MeganRobin.com

Copyright 2025 All rights reserved.
Economia Gestione e leadership Leadership
  • How the New Trump Tax Bill Changes Every Donation You Make
    Sep 19 2025

    Want your charitable dollars to go further? In this episode, Megan Robin reveals how the new 2026 tax rules change the way you give. From the small-but-mighty $1,000/$2,000 deduction for non-itemizers, to the new floors and caps on large gifts, Megan uses clear examples to show how tax strategy impacts generosity. You’ll also learn about giving appreciated stock, how retirees can give directly from their IRAs, and whether it matters if you donate through your law firm or personally.

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    14 min
  • Investing 101
    Jun 10 2025

    Intimidated by the world of investing? Don’t worry—I’ve got you covered! Join me as I break down the basics of investing in plain language. Learn what it means to own a stock, how dividends work, and how to allocate and rebalance your portfolio. I’ll also explain what index funds and ETFs are and how they can fit into your investment strategy. Whether you’re just starting out or want to brush up on the fundamentals, this episode will give you the confidence to take your first steps toward financial growth!

    www.MeganRobin.com

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    18 min
  • What True Diversification Looks Like
    Jun 3 2025

    When most people hear "diversification," they think it means owning a mix of stocks, bonds, ETFs, and mutual funds. But that’s only part of the story—and relying solely on Wall Street investments could leave your portfolio vulnerable. True diversification goes beyond traditional investments to include multiple income streams, real estate, liquid assets, and tax-smart strategies.

    As a California tax attorney, I help my clients create financial plans that align with their goals and make sense from a tax perspective. Subscribe for more insights on diversification and tax planning.

    www.MeganRobin.com

    This content is for informational purposes only and does not constitute legal, tax, financial or investment advice.

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    3 min
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