
Taxes Made Simple
Essential tax knowledge every entrepreneur and investor should know, delivered in bite-sized chunks. Join host Justin Kurn and Dark Horse CEO, Chase Birky, for all of your need-to-know tax info.
Episodes
22 episodes
Should You Move to Puerto Rico for Tax Purposes?
A lot of people are talking about moving to Puerto Rico to avoid having to pay taxes to the IRS. But it’s not that simple. In this episode, we discuss the considerations that need to be thought through before making this decision.
•
Season 1
•
Episode 22
•
5:09

UPDATE: Tax Increases For The “Wealthy” and More Audits
The current tax and audit regime is changing. Taxes are going up for those making more than $400K and for corporations. On top of that, more funding is going to the IRS to increase their capacity to audit and collect. These are the developments...
•
Season 1
•
Episode 21
•
5:37

What To Do About the 43.4% Capital Gains Tax Rate
The Biden Administration will be doubling the long-term capital gains tax rate for those earning more than $1 Million. What should you do if you think you’re going to get caught in the crosshairs? Dark Horse CEO and Co-Founder, Chase Birky, exp...
•
Season 1
•
Episode 20
•
4:13

Restaurant Revitalization Fund Grant Program
If you own a restaurant or bar, you need to be aware of the Restaurant Revitalization Fund Grant Program. These grants can reach 7-figures depending on your circumstances. And, you're going to need to be ready to act quickly.
•
Season 1
•
Episode 19
•
3:51

What Does the American Jobs Plan Mean for Taxes?
Hint: You’re probably not going to like the answer…
•
Season 1
•
Episode 18
•
3:47

Tax Changes Under the American Rescue Plan Act
Learn about the tax credits and deductions that have changed for 2020 and 2021 as a result of the passage of the American Rescue Plan Act and why you might want to do whatever you can to reduce your 2021 AGI.
•
Season 1
•
Episode 17
•
5:08

Updates to Stimulus Checks and Increased Paycheck Protection Program Loans for Sole Proprietors
This week’s episode details some major updates to President Biden’s Stimulus Bill as well as a change to the Paycheck Protection Program that allows for increased loan amounts for Schedule businesses (sole proprietors, independent contractors, ...
•
Season 1
•
Episode 16
•
4:41

What’s in Biden’s $1.9 Trillion Stimulus Package?
Dark Horse CEO, Chase Birky, details what businesses and individuals need to know about what’s in President Biden’s stimulus package, slated to become law in March.
•
Season 1
•
Episode 15
•
6:08

SPEED ROUND: Entity Selection: S Corporations
Learn what you need to know about C Corporations (and why investors prefer them) before you decide on which entity type is best for your business. Join Dark Horse CPA, Erik Hegstad, as he takes you through the quick & dirty on C Corps.
•
Season 1
•
Episode 14
•
5:53

SPEED ROUND: Entity Selection: LLCs
Learn what you need to know about LLC taxation before you decide on which entity type is best for your business. Join Dark Horse CPA, Erik Hegstad, as he takes you through the quick & dirty on LLCs.
•
Season 1
•
Episode 13
•
6:07

SPEED ROUND: Entity Selection: S Corporations
Learn what you need to know about S Corporation taxation before you decide on which entity type is best for your business. Join Dark Horse CPA, Erik Hegstad, as he takes you through the quick & dirty on S Corps.
•
Season 1
•
Episode 12
•
6:11

SPEED ROUND: 1031 Exchanges
Everything you need to know about 1031 Exchanges in 5-ish minutes. Dark Horse CPA, John Warner, joins Chase for a speed round on the insider tax info that every successful real estate investor knows.
•
Season 1
•
Episode 10
•
8:03

BONUS: How Robinhood Investors Caused GameStop Stock To Skyrocket
It’s a phenomenon that big money is trying to shutdown. Watch this video to learn how a group of retail investors organized in a subreddit named WallStreetBets to take on institutional investors who were betting on the stock price going down, a...
•
Season 1
•
Episode 11
•
4:16

Rescue America Plan - Biden’s Stimulus Package
Joe Biden unveiled his $1.9 Trillion stimulus package last week. In this episode, Dark Horse’s CEO, Chase Birky, dives into the proposed economic relief measures and provides insight as to what may need to change for this proposal to become a b...
•
Season 1
•
Episode 7
•
6:07

SPEED ROUND: Stock Compensation: ESPPs + Phantom Stock
ESPPs are a no-brainer for employees of public companies. Phantom Stock is not fake stock and can be quite lucrative. Learn more about both in this episode.
•
Season 1
•
Episode 8
•
5:35

SPEED ROUND: Stock Compensation: Restricted Stock
Restricted stock is not the same thing as RSUs. Learn about both and how you can make strategic tax moves with your restricted stock.
•
Season 1
•
Episode 7
•
7:06

New Stimulus Bill + 2020 Tax Planning Strategies
If you’re curious about what’s in the new stimulus bill passed by Congress this week, this episode is for you. If you want to know what tax planning moves to make before year-end, this episode is also for you.
•
Season 1
•
Episode 6
•
17:46

SPEED ROUND: Stock Compensation: NSOs + ISOs
Learn the ins and outs of Incentive Stock Options (ISOs) and Nonqualified Stock Options (NSOs) and how to be tax efficient with these options.
•
Season 1
•
Episode 5
•
6:07

SPEED ROUND: Stock Compensation
Need the quick and dirty on stock compensation? Dark Horse CPAs’ Natalie Cohen will lay the foundation of what you need to know in less than 5 minutes.
•
Season 1
•
Episode 4
•
6:20

UPDATE: Payroll Tax Deferral
On this tax update episode, we explain the ins and out of the social security tax deferral that was put into place by President Trump’s Executive Order earlier this year.
•
Season 1
•
Episode 3
•
8:04

Entity Selection: Tax Implications
Wondering which type of entity you should choose for your new business? Wondering if you’re stuck with the one you currently have? Dark Horse CPA, Erik Hegstad, joins us to explain the ins and out of the common entity types that entrepreneurs c...
•
Season 1
•
Episode 2
•
33:15
