Neal McSpadden

@UCxt-bSHoD3JObnfvps77Hbg - 1.3K subscribers

Tax Sherpa – Master Your Money, Keep More of It Hey, I’m Neal McSpadden, founder of Tax Sherpa. On this channel I turn the maze of taxes and investing into a guided mountain trek: * Tax tactics that slash your bill legally and ethically * Retirement road-maps with inflation-proof spending plans, Social Security timing, and smart withdrawal strategies * Small-business playbooks for solopreneurs and LLC owners who want to pay themselves first and the IRS last * Real tools & demos (like our self-contained retirement calculator widgets) you can plug straight into your funnels or client workflow New live streams every Tuesday where I answer YOUR questions. If you’re ready to keep more of your hard-earned money and build a worry-free retirement, hit Subscribe

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Your Tax Return Is NOT a Plan: Why You're a 'Tax Donor'

Your Tax Return Is NOT a Plan: Why You're a 'Tax Donor' Neal McSpadden

8 views - 3 weeks ago

The IRS's Secret Weapon? Your Accountant

The IRS's Secret Weapon? Your Accountant Neal McSpadden

9 views - 3 weeks ago

Tax Sherpa Warning: The Most Dangerous Tax Mistake You Can Make

Tax Sherpa Warning: The Most Dangerous Tax Mistake You Can Make Neal McSpadden

12 views - 3 weeks ago

The IRS Is a Vending Machine: Unlock Your Tax Incentives

The IRS Is a Vending Machine: Unlock Your Tax Incentives Neal McSpadden

12 views - 3 weeks ago

7 Tax Mistakes Solopreneurs Make Every Year (Avoid These BEFORE Filing)

7 Tax Mistakes Solopreneurs Make Every Year (Avoid These BEFORE Filing) Neal McSpadden

10 views - 3 months ago

OB3 Section 70301: Conclusion and Upcoming Topics

OB3 Section 70301: Conclusion and Upcoming Topics Neal McSpadden

9 views - 5 months ago

OB3 Section 70301: Depreciation Rules and Special Allowances

OB3 Section 70301: Depreciation Rules and Special Allowances Neal McSpadden

7 views - 5 months ago

OB3 Section 70301: Impact of 100% Depreciation Allowance

OB3 Section 70301: Impact of 100% Depreciation Allowance Neal McSpadden

8 views - 5 months ago

OB3 Section 70301: Practical Implications for Businesses

OB3 Section 70301: Practical Implications for Businesses Neal McSpadden

4 views - 5 months ago

Understanding OB3 Section 70301: Full Expensing for Business Property

Understanding OB3 Section 70301: Full Expensing for Business Property Neal McSpadden

9 views - 5 months ago

OB3 Explained: Section 70301 – 100% Bonus Depreciation

OB3 Explained: Section 70301 – 100% Bonus Depreciation Neal McSpadden

5 views - 5 months ago

OB3 Walkthrough Part 3: Investment Options and Restrictions

OB3 Walkthrough Part 3: Investment Options and Restrictions Neal McSpadden

3 views - 6 months ago

OB3 Walkthrough Part 3: Tax Treatment and Penalties

OB3 Walkthrough Part 3: Tax Treatment and Penalties Neal McSpadden

4 views - 6 months ago

The Big, Beautiful Bill (OB3) Walkthrough Part 3

The Big, Beautiful Bill (OB3) Walkthrough Part 3 Neal McSpadden

5 views - 7 months ago

OB3 Walkthrough Part 2: Section 70202 No Tax on Overtime

OB3 Walkthrough Part 2: Section 70202 No Tax on Overtime Neal McSpadden

33 views - 7 months ago

OB3 Walkthrough Part 2: Section 70201 No Tax on Tips

OB3 Walkthrough Part 2: Section 70201 No Tax on Tips Neal McSpadden

12 views - 7 months ago

OB3 Walkthrough Part 2: Section 70203 No Tax on Car Loan Interest?

OB3 Walkthrough Part 2: Section 70203 No Tax on Car Loan Interest? Neal McSpadden

71 views - 7 months ago

OB3 Walkthrough Part 1: Qualified Business Income Deduction

OB3 Walkthrough Part 1: Qualified Business Income Deduction Neal McSpadden

9 views - 7 months ago

OB3 Walkthrough Part 1: Mortgage Interest and Casualty Loss Deductions

OB3 Walkthrough Part 1: Mortgage Interest and Casualty Loss Deductions Neal McSpadden

6 views - 7 months ago

The Big, Beautiful Bill (OB3) Walkthrough Part 2

The Big, Beautiful Bill (OB3) Walkthrough Part 2 Neal McSpadden

18 views - 7 months ago

OB3 Walkthrough Part 1: Miscellaneous Itemized Deductions

OB3 Walkthrough Part 1: Miscellaneous Itemized Deductions Neal McSpadden

12 views - 7 months ago

OB3 Walkthrough Part 1: Impact on Withholding and Tax Refunds

OB3 Walkthrough Part 1: Impact on Withholding and Tax Refunds Neal McSpadden

13 views - 7 months ago

OB3 Walkthrough Part 1: Detailed Analysis of Title VII: Finance Section

OB3 Walkthrough Part 1: Detailed Analysis of Title VII: Finance Section Neal McSpadden

2 views - 7 months ago

OB3 Walkthrough Part 1: Child Tax Credit Adjustments

OB3 Walkthrough Part 1: Child Tax Credit Adjustments Neal McSpadden

13 views - 7 months ago

OB3 Walkthrough Part 1: Alternative Minimum Tax (AMT) Adjustments

OB3 Walkthrough Part 1: Alternative Minimum Tax (AMT) Adjustments Neal McSpadden

32 views - 7 months ago

OB3 Walkthrough Part 1: Changes to Standard Deductions and Exemptions

OB3 Walkthrough Part 1: Changes to Standard Deductions and Exemptions Neal McSpadden

22 views - 7 months ago

OB3 Walkthrough Part 1: State and Local Tax (SALT) Deduction Limits

OB3 Walkthrough Part 1: State and Local Tax (SALT) Deduction Limits Neal McSpadden

24 views - 7 months ago

Pop Quiz (TDS 250624): Tax-Smart Retirement: Cracking The 401(k) Code

Pop Quiz (TDS 250624): Tax-Smart Retirement: Cracking The 401(k) Code Neal McSpadden

12 views - 7 months ago

Pop Quiz (TDS 250624): Understanding HSA: Tax Benefits & Pitfalls

Pop Quiz (TDS 250624): Understanding HSA: Tax Benefits & Pitfalls Neal McSpadden

6 views - 7 months ago

Pop Quiz (TDS 250624): Inside The 1031 Exchange

Pop Quiz (TDS 250624): Inside The 1031 Exchange Neal McSpadden

1 views - 7 months ago

Handling Unfiled Taxes

Handling Unfiled Taxes Neal McSpadden

2 views - 7 months ago

Leverage Giving Explained

Leverage Giving Explained Neal McSpadden

2 views - 7 months ago

What Changes Are Coming to Taxes in 2025? The Big, Beautiful Bill (OB3) Part 1

What Changes Are Coming to Taxes in 2025? The Big, Beautiful Bill (OB3) Part 1 Neal McSpadden

38 views - 7 months ago

Audit Red Flags with TurboTax

Audit Red Flags with TurboTax Neal McSpadden

8 views - 7 months ago

Exploring Trump's New Tax Bill: A Dive Into Title VII

Exploring Trump's New Tax Bill: A Dive Into Title VII Neal McSpadden

219 views - 7 months ago

Starting a New Business: Tax Moves

Starting a New Business: Tax Moves Neal McSpadden

45 views - 7 months ago

Understanding IRS Letters

Understanding IRS Letters Neal McSpadden

8 views - 7 months ago

When to Turn a Side Hustle into a Business?

When to Turn a Side Hustle into a Business? Neal McSpadden

3 views - 7 months ago

Trillion Dollar Show | 2025-06-24

Trillion Dollar Show | 2025-06-24 Neal McSpadden

10 views - 7 months ago

Home Office Deduction Risks

Home Office Deduction Risks Neal McSpadden

3 views - 7 months ago

Managing Multiple Income Streams

Managing Multiple Income Streams Neal McSpadden

4 views - 7 months ago

Senate and House Tax Bill Updates

Senate and House Tax Bill Updates Neal McSpadden

11 views - 7 months ago

Student Loan Payments and Tax Benefits

Student Loan Payments and Tax Benefits Neal McSpadden

1 views - 7 months ago

Tracking Expenses for Tax Purposes

Tracking Expenses for Tax Purposes Neal McSpadden

4 views - 7 months ago

Client Questions Payroll, Retirement, and Business Structuring

Client Questions Payroll, Retirement, and Business Structuring Neal McSpadden

11 views - 7 months ago

Cost Segregation Explained

Cost Segregation Explained Neal McSpadden

3 views - 7 months ago

Big, Beautiful Bill and Tax Changes

Big, Beautiful Bill and Tax Changes Neal McSpadden

12 views - 7 months ago

Writing Off Business Travel

Writing Off Business Travel Neal McSpadden

3 views - 7 months ago

Paying Your Kids: Tax Benefits and Caveats

Paying Your Kids: Tax Benefits and Caveats Neal McSpadden

5 views - 7 months ago

Side Hustles and Tax Strategies

Side Hustles and Tax Strategies Neal McSpadden

7 months ago

Tax Prep vs Tax Planning

Tax Prep vs Tax Planning Neal McSpadden

9 views - 7 months ago

Quarterly Taxes and Penalties

Quarterly Taxes and Penalties Neal McSpadden

1 views - 8 months ago

MAGA Accounts and Retirement Planning

MAGA Accounts and Retirement Planning Neal McSpadden

4 views - 8 months ago

Vacation vs Tax Write Off

Vacation vs Tax Write Off Neal McSpadden

8 months ago

Trillion Dollar Show | 2025-06-17

Trillion Dollar Show | 2025-06-17 Neal McSpadden

7 views - 8 months ago

Exploring Tax Free Reimbursement Opportunities

Exploring Tax Free Reimbursement Opportunities Neal McSpadden

8 months ago

Tools and Resources for Tax Planning

Tools and Resources for Tax Planning Neal McSpadden

6 views - 8 months ago

Understanding Medicare Eligibility and Employment Credits

Understanding Medicare Eligibility and Employment Credits Neal McSpadden

1 views - 8 months ago

Retirement Plans To Fund or Not to Fund

Retirement Plans To Fund or Not to Fund Neal McSpadden

12 views - 8 months ago

Advanced Tax Strategies and Case Studies

Advanced Tax Strategies and Case Studies Neal McSpadden

6 views - 8 months ago