Money Girl - Navigating Taxes with TurboTax Expert Lisa Greene-Lewis

In this episode, Laura sits down with Lisa Greene-Lewis. She’s a TurboTax expert and CPA with over 20 years of experience in tax preparation and helping filers save money. Lisa’s also worked as a public auditor, controller, and been self-employed, so she understands common mistakes to avoid and tips for legally paying less tax.

What We Discuss:

  • New rules that reduce taxes and increase tax refunds for the average taxpayer.
  • Tips for small businesses and the self-employed that make filing taxes easier. 
  • When to consider incorporating your business or staying a sole proprietor.
  • Who can claim a home office deduction and whether it’s a red flag for the IRS.
  • How long to keep personal and business tax returns and their backup.

How to get year-round tax support with TurboTax Experts for Business.


Money Girl is a Quick and Dirty Tips Podcast, hosted by Laura Adams.

Have a question for Money Girl? Email: money@quickanddirtytips.com or leave a voicemail: (302) 364-0308.

Discover more from Money Girl!

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Transcripts available at QuickandDirtyTips.com.



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Motley Fool Money - Nobody Told Us This Was M&A Week

We’re only a couple of days into the week, but we’ve already seen some large merger & acquisition deals that could shake up the consumer goods and the food distribution industry. If that weren’t enough, the healthcare industry has its own deal announcements. Plus, mailbag questions


Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:


- Sysco’s $26 billion deal for Restaurant Depot

- McCormick’s $44 billion deal for Unilever’s food division

- The track record of major consumer brand mergers

- Eli Lilly acquiring Centessa Pharmaceuticals

- Listener question: Thoughts on Whirlpool?


Companies discussed: SYY, MKC, UL, KHC, BUD, KMB, KDP, PFGC, USFD, LLY, CNTA, WHR


Host: Tyler Crowe

Guests: Matt Frankel, Lou Whiteman

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.


Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠

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The Best One Yet - 🪩 “Austin Powers Effect” — The End of Trends. Louis Vuitton’s insane ship. Aluminum’s LaCroix crush. +Stolen KitKat Picassos

It’s been 30 years since Austin Powers, which was 30 years from the 1960s… That explains innovation today.

Hold onto your LaCroixs: The Iran War popped Aluminum prices… It’s America’s fave metal.

Louis Vuitton built a cruise-ship store on land… Experiential Retail is out Landmark Retail is in.

Plus, the two latest multi-million-dollar heists… KitKat bars and Monet paintings


$LVMUY $AA $SPY


Buy tickets to The IPO Tour (our In-Person Offering) TODAY

New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2

Los Angeles, CA (6/3): SOLD OUT


Get your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll


NEWSLETTER:

https://tboypod.com/newsletter 


OUR 2ND SHOW:

Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/


NEW LISTENERS

Fill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6


GET ON THE POD: 

Submit a shoutout or fact: https://tboypod.com/shoutouts 


SOCIALS:

Instagram: https://www.instagram.com/tboypod 

TikTok: https://www.tiktok.com/@tboypod

YouTube: https://www.youtube.com/@tboypod 

Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/

Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/

Anything else: https://tboypod.com/ 


About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.


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Motley Fool Money - Bill Ackman Says Stocks Are “Stupidly Cheap”

The Motley Fool’s Hidden Gems team talks about how investors are divided about whether AI is a benefit or an existential risk for third-party demand aggregators. They also discuss the latest news from space as well as dissect comments over the weekend from billionaire investor Bill Ackman.


Jon Quast, Matt Frankel, and Rachel Warren discuss:

-The bull and bear cases for AI and 3rd party platforms

-SpaceX’s record-smashing IPO on tap

-Bill Ackman’s comments on Fannie Mae and Freddie Mac

-Value stocks our analysts like now


Companies discussed: Expedia (EXPE), Maplebear (CART), Uber (UBER), Federal National Mortgage Association (FNMA), Federal Home Loan Mortgage Corp (FMCC), Howard Hughes Holdings (HHH), Lululemon (LULU), Microsoft (MSFT), Alphabet (GOOG)(GOOGL)


Got investing questions for the podcast? Email us at podcasts@fool.com


Host: Jon Quast

Guests: Matt Frankel, Rachel Warren

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.


Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠

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The Best One Yet - 🙋 “Rent-A-Human” — AI’s wildest startup. KFC’s pickle plan. Predictions’ Corruption Detector. +Sleepcations

Bots proactively renting humans to do physical tasks for them?... “Rent-A-Human” is now a biz.

KFC launched a pickle jacket… because the best marketers are trend foragers (be a truffle pig).

March Madness was actually about insider trading… Prediction Markets expose it all.

The hot new Spring Break travel plan is “Sleepcations”... zzzzzzzzzz


$YUM $HOOD $SPY


Buy tickets to The IPO Tour (our In-Person Offering) TODAY

New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2

Los Angeles, CA (6/3): SOLD OUT


Get your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll 


NEWSLETTER:

https://tboypod.com/newsletter 


OUR 2ND SHOW:

Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/


NEW LISTENERS

Fill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6


GET ON THE POD: 

Submit a shoutout or fact: https://tboypod.com/shoutouts 


SOCIALS:

Instagram: https://www.instagram.com/tboypod 

TikTok: https://www.tiktok.com/@tboypod

YouTube: https://www.youtube.com/@tboypod 

Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/

Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/

Anything else: https://tboypod.com/ 


About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.




Hosted on Acast. See acast.com/privacy for more information.

Motley Fool Money - A Century of Plenty: The $700 Billion AI Supercycle

What will fuel the next 75 years of global economic growth? Chris Bradley, senior partner and director of the McKinsey Global Institute, joins the show to discuss his new book, A Century of Plenty: A Story of Progress for Generations to Come. Motley Fool analyst Rachel Warren talks with Bradley about the next 75 years, the $700 billion AI supercycle, and why the world needs an energy renaissance.

Host: Rachel Warren

Guest: Chris Bradley

Producer: Bart Shannon, Mac Greer 


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money - Find the Right Financial Planner for You

The Motley Fool was founded more than 30 years ago, based on the belief that you can manage your own money. However, not everyone has the time to learn how to become a do-it-yourself financial planner. Plus, you may want an objective second opinion from an expert every once in a while, just to make sure you’re covering all the bases.
This week, Robert Brokamp speaks with Hannah Moore, the founder of Amplified Planning, the owner and principal financial planner at Guiding Wealth, and the creator of The Externship, a summer program for aspiring financial planners and people who want to build their own financial plan.
Topics covered:
 -An overview of the current financial planning landscape
 -What to look for in a financial planner
 -Understanding how planners get paid
 -Where to find fee-only fiduciary planners who work on your terms, whether its asset management or charging by the hour
Host: Robert Brokamp, CFP®, EA
Guest: Hannah Moore, CFP®, CeFT
Engineer: Bart Shannon


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

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WSJ Your Money Briefing - What’s News in Markets: Bearish Bets, Defiant Oil Prices, a Social Media Reckoning

 Why are last year’s market darlings falling out of favor? And is Big Tech having its “Big Tobacco Moment”? Plus, how energy stock gains translate to broader economic pain. Host Imani Moise discusses the biggest stock moves of the week and the news that drove them.

Sign up for the WSJ's free Markets A.M. newsletter.

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Motley Fool Money - How We Invest In a Falling Market

The stock market has entered correction territory as the AI trade falls apart and rising energy prices risk a global recession. We discuss how to handle market downturns, what we see in energy markets, and why long-term investing is still the answer for investors.
Travis Hoium, Andy Cross, and Lou Whiteman discuss:
- Nasdaq correction
- Energy’s shocking rise
- The AI trade
- How well do you know your market history
- Stocks on our radar
Companies discussed: Netflix (NFLX), Cintas (CTAS), Delta (DAL), Jetblu (JBLU), NVIDIA (NVDA), Microsoft (MSFT), Alphabet (GOOG).
Host: Travis Hoium
Guests: Andy Cross, Lou Whiteman
Engineer: Dan Boyd
Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

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Money Girl - Rent vs. Buy: How to Build Wealth Whether You Lease or Own (Reissue)

Is homeownership still the "American Dream," or is it becoming a financial burden? With 81% of renters aspiring to own but 61% fearing they never will, the gap between renting and owning has never felt wider. However, the truth is that both paths can lead to significant wealth if you play your cards right.

In this episode of Money Girl, Laura breaks down the persistent rent-versus-own debate. While homeowners benefit from equity and appreciation, savvy renters can leverage flexibility and lower upfront costs to out-invest their home-owning peers. Whether you’re tired of "throwing money away" on rent or feeling "house rich and cash poor," this guide provides the clarity you need to make the best move for your bank account.

In this episode, you’ll discover:

  • 4 ways renting can actually make you wealthier (including the "investment gap" advantage).
  • The hidden costs of homeownership that go far beyond your monthly mortgage payment.
  • The tax breaks and appreciation benefits that make real estate a powerful long-term play.
  • How to hedge against inflation with fixed-rate housing costs.
  • The "5-Year Rule" and other lifestyle factors that should dictate your decision.

Note: This episode originally aired in January 2025.

Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at (302) 364-0308.

Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.

Money Girl is a part of Quick and Dirty Tips.

Links:

https://www.quickanddirtytips.com/

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