The Preferred Way: A Retirement Podcast

Author: Preferred Trust Company

Unlock the full potential of your IRA with The Preferred Way, a retirement podcast that explores the often-overlooked powerhouse in the investment landscape: The Self-Directed IRA. Join us as we demystify this unique retirement account, offering insights into diverse investment options, alternative strategies, legal structures, and essential tax rules. Discover the untapped possibilities for maximizing your financial future through the world of Self-Directed IRAs. Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Be a guest on this podcast

Language: en-us

Genres: Business, Investing

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it

Get all podcast data

Listen Now...

2026 Tax Season Prep Guide: How to Prepare for the 2026 Tax Season
Thursday, 25 December, 2025

If you wait until the last minute every tax season, this episode is your wake-up call. Preferred Trust Company CEO Carrie Cook sits down with CPA Larry Pendleton of The Investors CPA to break down why procrastinating your taxes is costly, what MUST be done before year-end, what extensions really mean, how retirement accounts and IRS Form 5498 work, why entity changes can't wait, and how to stay ahead of the April and October tax deadlines. ✔️ What CPAs actually expect from clients ✔️ Why extensions DO NOT delay payment ✔️ How procrastination leads to penalties & stress ✔️ Retirement contributions, IRAs, Form 5498 ✔️ Real stories of extreme procrastinators—and what happened ✔️ Practical checklist to stay ahead for the 2026 tax season Whether you're filing personal taxes, running a business, or managing investments, this conversation will help you stay organized, prepared, and protected when tax season hits. Connect with Preferred Trust Company Open a Self-Directed IRA, diversify into alternative assets, or get help understanding retirement strategies at: PreferredTrustCompany.com Connect with The Investors CPA Need a proactive CPA who understands strategy—not just filing? Visit: TheInvestorsCPA.com team@theinvestorscpa.com