Erin Coe
Enrolled agent and tax specialist featured to explain IRS underpayment penalties, interest accrual, and strategies for estimated payments, withholding, and Form 1040-ES.
Best podcasts with Erin Coe
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26 snips
Sep 24, 2025 • 35min
The Difference Between an IRS Late Payment Penalty and Interest
Join tax expert Erin Coe, an enrolled agent, as she breaks down the maze of IRS penalties and interest that can catch retirees off-guard. Learn the crucial differences between tax penalties and interest accrual, and get tips on calculating estimated payments. Erin shares practical strategies like the use of Form 1040-ES and how withholding can save you from headaches down the line. Plus, hear an inspiring retirement success story from Lottie that emphasizes simplicity in planning for a stress-free retirement!
Nov 6, 2024 • 49min
Retirement Year End Planning: Tax-Loss Harvesting
In this discussion, tax expert Erin Coe shares invaluable insights on tax-loss harvesting, a strategy for selling underperforming assets to reduce tax burdens. She breaks down the wash-sale rule and offers practical tips on navigating tax software and regulations. Topics like Roth conversions and potential pitfalls in financial planning are also addressed. Listeners gain a better grasp of optimizing year-end financial strategies to improve their retirement outcomes.
