Lucas and Luna dissect the U.S. tax code with surgical precision, focusing on federal and state tax strategies for high-earning professionals, small business owners, and independent contractors. Each episode examines a specific deduction or credit — from Section 199A qualified business income deductions to cost-segregation studies for real estate investors — and walks through real-dollar examples using publicly available IRS forms and case law. Lucas, with his fountain pen and tweed blazer, highlights the fine print in tax regulations while Luna, in her structured slate blazer, cross-references actual taxpayer scenarios. They avoid generic advice, instead comparing strategies like bunching itemized deductions versus taking the standard deduction, or weighing the benefits of a solo 401(k) against a SEP IRA. The show serves listeners who want to minimize their tax liability legally, without relying on gimmicks. You'll leave each episode with a specific, actionable tactic — but also an un
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What is The Tax Strategy Podcast with Fexingo: Tax Planning, Deductions, and Saving Money on Taxes?
The Tax Strategy Podcast with Fexingo: Tax Planning, Deductions, and Saving Money on Taxes is a business podcast hosted by Fexingo, with 155 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
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Fexingo hosts The Tax Strategy Podcast with Fexingo: Tax Planning, Deductions, and Saving Money on Taxes, a business show with 155 episodes published.
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Episode #162
How Tax-Loss Harvesting Works in Your Non-Registered Account
Aug 21, 202612 minS4
Most people think tax-loss harvesting is only for day traders with big losses. But in 2026, with markets near record highs and volatility picking up, the strategy has quietly become one of the most underused tools in ordinary investors' kits. In this episode, Lucas and Luna break down how tax-loss harvesting actually works in a non-registered brokerage account — not just the basics, but the specific rules that trip people up: the thirty-day wash-sale rule, how to avoid superficial losses, and what happens when you sell an ETF and buy a similar one. They also walk through a real-world example with numbers: how a $5,000 realized loss could save you over $1,100 in taxes, and why the strategy is best used in taxable accounts, not your RRSP or TFSA. By the end, you'll know exactly when to harvest, how to do it without triggering the wash-sale rule, and why this is one of the few tax moves that actually pays you to keep investing. #TaxLossHarvesting #WashSaleRule #CapitalGains #InvestmentTaxes #TaxPlanning #NonRegisteredAccount #RRSP #TFSA #TaxStrategy #Finance #Business #FexingoBusiness #BusinessPodcast #TaxTips #Investing #TaxSeason #WealthManagement #CanadianTaxes Keep every episode free: buymeacoffee.com/fexingo
Lucas and Luna unpack the tax extenders package signed in late 2025, which revived a dozen expired breaks for 2026. They zero in on the EV charging credit, the biodiesel credit, and the energy-efficient home improvement credit, then show how the charitable IRA rollover and the teacher expense deduction were made permanent. If you’ve been wondering whether to claim that home battery or that electric van for your business, this episode gives you the specifics: the 30 percent credit, the $1,000 cap, and the fine print on commercial versus residential. They also flag the traps—like how the new credit stacking limits work and why you should wait until you file to know your 2026 bracket. No fluff, just the mechanics, with a nod to why these breaks keep coming back from the dead. #TaxExtenders #TaxPlanning #TaxCredits #EVChargingCredit #BiodieselCredit #HomeEfficiencyCredit #CharitableIRARollover #TeacherExpenseDeduction #EnergyCredits #TaxStrategy #Finance #Business #PersonalFinance #TaxSeason #2026Taxes #FexingoBusiness #BusinessPodcast #TaxPodcast Keep every episode free: buymeacoffee.com/fexingo
How the Tax Cuts and Jobs Act Changed Itemizing in 2026
Aug 19, 20269 minS4
In this episode of The Tax Strategy Podcast, Lucas and Luna break down how the Tax Cuts and Jobs Act reshaped the standard deduction and itemized deductions for 2026. With the standard deduction nearly doubled, fewer taxpayers itemize, but for those who do, the rules for medical expenses, state and local taxes, and charitable gifts have shifted. They walk through a concrete example: a married couple with $30,000 in deductible expenses decides whether to itemize under the new thresholds. They also explain the impact of the SALT cap, the 60 percent cash contribution limit, and the phase-out of miscellaneous deductions. Tune in to learn which deductions still matter and how to decide if itemizing is worth the paperwork. #TaxCutsAndJobsAct #StandardDeduction2026 #ItemizedDeductions #SALTCap #MedicalExpenseDeduction #CharitableContributions #TaxPlanning #TaxStrategy #Finance #PersonalFinance #TaxSeason #IRS #FexingoBusiness #BusinessPodcast #Podcast #TaxTips #TaxDeductions #WealthManagement Keep every episode free: buymeacoffee.com/fexingo
How the Saver's Credit Boosts Retirement Savings in 2026
Aug 18, 20269 minS4
Lucas and Luna break down the Retirement Savings Contributions Credit, commonly known as the Saver's Credit, and how it can put up to $1,000 back in your pocket when you save for retirement in 2026. They walk through the income limits, the credit rate tiers (50%, 20%, 10%), and the often-missed catch: it's a non-refundable credit, so it reduces what you owe but doesn't produce a refund. They also explain why the credit is worth more if you're careful about your adjusted gross income, and how a single dollar of extra income can knock you down a tier. The episode includes a concrete example: a single filer earning $32,000 who contributes $2,000 to a 401(k) and gets a $400 credit. They also discuss the recent changes under the SECURE 2.0 Act, including the new federal matching contribution for low-income savers starting in 2027, which makes planning now even more important. If you're a moderate earner saving for retirement, this episode will show you how to claim a credit you might have overlooked. #SaversCredit #RetirementSavings #TaxCredit #2026TaxSeason #SECURE2Act #RetirementPlanning #TaxStrategy #PersonalFinance #Finance #TaxTips #IRAContributions #401kMatching #LowIncomeSavers #TaxSeason2026 #FexingoBusiness #BusinessPodcast #PodcastEpisode159 #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
How the 2026 Gift Tax Exclusion Lets You Transfer Wealth Tax-Free
Aug 17, 20268 minS4
In this episode of The Tax Strategy Podcast, Lucas and Luna explain the 2026 annual gift tax exclusion — the $20,000 per person per year you can give away without filing a gift tax return. They break down how it works, why it's a simple but powerful estate planning tool, and how it interacts with the estate tax exemption that's set to be cut in half in 2026. They cover the mechanics, the paperwork, and practical strategies for using it to reduce a taxable estate. If you've ever wondered how to pass wealth to family or friends without triggering taxes, this episode gives you the concrete numbers and rules you need. #GiftTax #EstatePlanning #TaxStrategy #WealthTransfer #AnnualExclusion #2026Tax #EstateTaxExemption #Finance #Business #FexingoBusiness #BusinessPodcast #TaxPodcast #MoneyTips #FinancialLiteracy #EstatePlanningTips #Giving #TaxPlanning #Inheritance Keep every episode free: buymeacoffee.com/fexingo
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