Tax Cents

In the first pilot episode, James Warner, CFP®, and Matt Allred, CPA, break down how Warner Wealth and Warner Allred Tax Solutions work together to simplify taxes and strengthen long‑term financial planning. They highlight why taxes are a sign of success, the value of proactive year‑round planning, and key updates from the new tax bill that will affect 2025–2026 filings. They also explain real‑world strategies like bonus depreciation (including heavy‑vehicle deductions) and introduce a recurring segment, “Tax Potholes,” focused on common mistakes business owners should avoid. Tax Cents is all about practical, strategic guidance for entrepreneurs and investors who want to align tax planning with wealth building. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. This information is not intended to be a substitute for individualized tax advice. We suggest that you discuss your specific tax situation with a qualified tax advisor.Professionals associated with Warner Wealth may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Warner Wealth, a registered investment advisor; or (2) solely tax professionals of  Warner Allred Tax Solutions, and not affiliated with LPL Financial.  Tax related services offered through Warner Allred Tax Solutions DBA Warner Wealth. Warner Allred Tax Solutions is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax related services. Warner Wealth is a separate entity from LPL Financial.