🎉 We’re live!
In the debut episode of Tax Cents, James Warner, CFP®, Lead Wealth Advisor at Warner Wealth and co-owner of Warner Allred Tax Solutions, teams up with Matt Allred, CPA, co-owner of Warner Allred Tax Solutions, to kick off a brand-new podcast all about making tax sense of your money.
With over 20 years of experience as a CPA, Matt brings deep tax expertise to the table, while James connects the dots between investing, financial planning, and real-world business decisions. Together, they introduce their collaborative approach: Warner Wealth leads comprehensive financial planning while working hand-in-hand with CPAs and estate planning attorneys to create smarter, more integrated strategies.
One of the core themes of the episode? Taxes are a sign of success—and the goal isn’t to avoid them, but to help clients keep more of what they earn through proactive, year-round planning (not last-minute scrambling).
To mark the launch, the conversation dives into major updates from the recenttax bill that will impact 2025 filings and beyond into 2026, including:
Changes to estate and gift tax exemptions
Expanded Qualified Small Business Stock (QSBS) sale exclusions
A now-permanent 20% QBI deduction
Continued enhancements to bonus depreciation and Section 179
A significantly increased SALT deduction
And beginning in 2026, the ability to take an above-the-line charitable deduction even when using the standard deduction
They also break down accelerated and bonus depreciation with a real-world example: a business owner purchasing a heavy vehicle (over 6,000 pounds) and potentially fully depreciating it in year one—as long as it’s purchased and placed in service by year-end. The key takeaway? Tax savings only work when the decision makes economic sense first.
The episode introduces a recurring segment, “Tax Potholes,” where future episodes will spotlight common mistakes and missed opportunities that can quietly derail even successful business owners.
Bottom line: Tax Cents launches as a practical, strategy-driven podcast for entrepreneurs, investors, and business owners who want to align tax planning with wealth building—and avoid unpleasant surprises along the way.
If you're curious to hear more, you can listen here. Tax Cents - Podcasts - Apple Music
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. This information is not intended to be a substitute for individualized tax advice. We suggest that you discuss your specific tax situation with a qualified tax advisor.
Professionals associated with Warner Wealth may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Warner Wealth, a registered investment advisor; or (2) solely tax professionals of Warner Allred Tax Solutions, and not affiliated with LPL Financial. Tax related services offered through Warner Allred Tax Solutions DBA Warner Wealth. Warner Allred Tax Solutions is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax related services. Warner Wealth is a separate entity from LPL Financial.