Advertise on podcast: Bette Hochberger, CPA, CGMA

In this episode, CPA and CGMA Bette Hochberger walks S corporation owners through a year-end checklist to help avoid costly mistakes and maximize tax savings. She covers why running payroll is essential, how to properly report health insurance for more-than-2% shareholders, the tax benefits of retirement plan contributions, and the importance of paying yourself reasonable compensation. Whether you're a new or experienced S-corp owner, these year-end tips can help keep your business compliant and tax-efficient.

In this episode, CPA Bette Hochberger shares one of the most effective year-end tax strategies for self-employed professionals, consultants, coaches, and business owners. She explains how contributing to a business retirement plan—such as a Solo 401(k), SEP IRA, or SIMPLE IRA—can reduce your taxable income while helping you build long-term wealth. Learn who qualifies, the tax advantages of each option, and why choosing the right retirement plan can make a significant difference in both your current tax bill and your financial future.

In this episode, CPA Bette Hochberger explains how cryptocurrency investors can use tax loss harvesting to reduce their tax bill during market downturns. Learn how capital losses can offset gains, why crypto currently isn't subject to the wash sale rule, and what that means for your investment strategy. Bette also covers the importance of accurate recordkeeping, increased IRS reporting through Form 1099-DA, and why proactive tax planning before year-end can help you maximize your tax savings.

In this episode, CPA and CGMA Bette Hochberger explains how the IRS is using artificial intelligence to improve the tax audit process. She breaks down what AI can and cannot do, which taxpayers are most likely to be affected, and why human auditors still make all final decisions. Learn how the IRS is using AI to identify high-risk returns, what this means for businesses and individuals, and the steps you can take to ensure your tax filings are accurate, well-documented, and prepared for increased scrutiny.

In this episode, CPA Bette Hochberger breaks down Florida's repeal of the sales tax on commercial lease payments, effective October 1, 2025. She explains what the change means for business owners and landlords, including how it applies to lease payments made before and after the effective date, when tenants may be entitled to a refund, and why short-term rentals are not affected. Tune in to learn how this tax update could help reduce overhead for businesses leasing commercial space.

In this episode, CPA and CGMA Bette Hochberger shares three personal principles that have shaped her success throughout her career. From embracing lifelong learning and adapting to unexpected challenges to setting aside your ego in order to grow, she explains why these habits can make a lasting impact in any profession. Tune in for practical insights and discover how these simple mindset shifts can help you succeed in business and beyond.

In this episode, CPA Bette Hochberger explores the growing role of AI in tax and accounting—and why it shouldn't replace professional advice. She explains how general AI tools can misinterpret complex tax rules, miss important context, and even generate incorrect information with confidence. Through real-world examples, Bette shares when AI can be a valuable productivity tool, when it becomes risky, and why verifying sources and consulting a qualified tax professional is essential for making informed financial decisions.

Real Estate Professional Status (REPS) is a game-changer for property investors looking to maximize their tax benefits. At Bette Hochberger, CPA, CGMA, we've seen how this designation can significantly impact our clients' bottom lines. REPS allows real estate professionals to deduct rental property losses against their other income, potentially leading to substantial tax savings. In this post, we'll break down what REPS is, who qualifies, and how it can transform your real estate investment strategy. Learn more: bettehochberger.com Blog: https://bettehochberger.com/quickies/what-is-real-estate-professional-status-reps-8333/

Choosing the right tax filing status can significantly impact your tax liability and potential refund. At Bette Hochberger, CPA, CGMA, we understand the importance of making this decision wisely.Your tax filing status affects everything from your tax bracket to the deductions and credits you're eligible for. This guide will help you navigate the different options and select the most advantageous status for your situation. Learn more: bettehochberger.com Blog: https://bettehochberger.com/quickies/understanding-tax-filing-status-which-one-should-you-choose-8249/

Hi everyone! I'm Bette Hochberger, CPA, CGMA. I know that understanding big tax deductions for businesses is essential for maximizing your company's financial health. Smart tax planning can significantly reduce your tax burden and boost your bottom line. This guide will walk you through the most impactful deductions available to businesses, including some lesser-known write-offs you might be missing. I'll also share strategies to help you make the most of these deductions and optimize your tax position. Learn more: bettehochberger.com Blog: https://bettehochberger.com/quickies/big-tax-deductions-for-businesses-8192/

In my latest #FinanceFriday, I had the pleasure of speaking with Joshua E. Chadajo, founder and CEO of JEC Philanthropy. With over 25 years in nonprofit leadership and a track record of raising more than $100 million in charitable donations, Joshua brings unmatched insight into the art and strategy of giving.In our conversation, we explored what truly motivates people to give, how to align charitable donations with personal values, and the importance of clear goals in philanthropy. Joshua shared his unique approach to helping individuals and families maximize the impact of their giving—whether that means supporting a cause close to the heart or creating a lasting legacy.Learn more: bettehochberger.com Blog: https://bettehochberger.com/videos/financefriday-with-joshua-chadajo-ceo-of-jec-philanthropy/

In my latest #FinanceFriday, I’m joined by Brandon Campbell, Principal at Jackson Lewis P.C., for an essential discussion on labor law issues that directly impact small businesses. Brandon brings deep expertise in employment law, having presented for both the American Bar Association and the National Bar Association, and co-authored numerous articles on disability, leave, and health law. Together, we break down the legal must-knows that too many entrepreneurs overlook. Whether you’re hiring your first employee or scaling your team, this episode covers the legal foundation you need to stay compliant and protect your business. Learn more: bettehochberger.com Blog: https://bettehochberger.com/finance-friday/financefriday-with-brandon-campbell-principal-at-jackson-lewis-p-c-8216/

Tax preparation can be a complex process for small business owners. Many wonder if the fees associated with this essential task are tax-deductible. At Bette Hochberger, CPA, CGMA, we often field questions about the deductibility of tax preparation expenses. This post will clarify the rules and provide valuable insights for small business owners looking to maximize their deductions. Learn more: bettehochberger.com Blog: https://bettehochberger.com/quickies/are-tax-preparation-fees-deductible-what-small-business-owners-need-to-know-8015/

Hi everyone! I'm Bette Hochberger, CPA, CGMA. Choosing a Certified Public Accountant (CPA) isn't just about finding someone to file your taxes. A good CPA can be your year-round advisor, helping you make smart financial decisions, stay compliant, and grow your wealth or business. But not all CPAs offer the same services, and not every CPA is the right fit for every situation. So how do you know who’s right for you? Learn more: bettehochberger.com Blog: https://bettehochberger.com/quickies/how-to-choose-the-right-cpa-for-you-8078/

Hi everyone! I'm Jose, the Controller here at Bette Hochberger, CPA, CGMA. As your business grows, so do your financial responsibilities—and it might be time to level up from a bookkeeper to a controller. But how do you know when that moment arrives? Learn more: bettehochberger.com Blog: https://bettehochberger.com/videos/is-it-time-to-hire-a-controller/