Ep 338 - The 4th Monday Series - Playing Chess With Your Taxes

Ep 338 - The 4th Monday Series - Playing Chess With Your Taxes

Author: Social-Engineer, LLC January 26, 2026 Duration: 28:41

Welcome to the Social-Engineer Podcast: The 4th Monday Series with Chris Hadnagy and Mike Holfeld. Chris and Mike will be covering cutting edge global news to help people remain safe, secure and knowledgeable in a world where it is hard to know what is real and what is fake news.  

In this episode, Chris and Mike are joined by Jeff Lareau, CPA and partner at Lareau Lareau CPAs, a third-generation, family-owned firm in Central Florida. Jeff helps individuals and business owners simplify complex tax laws while focusing on long-term planning and confidence—not just filing returns. Jeff explains major tax changes heading into 2026, including updates to tips and overtime deductions, senior tax benefits, bonus depreciation, business planning strategies, healthcare marketplace pitfalls, and how to prepare now to avoid surprises later. 

[Jan 26, 2026] 

 

Chapters: 
00:00 – Welcome & Episode Overview 
01:15 – Meet Jeff Lareau, CPA 
02:30 – A Three-Generation Accounting Story 
08:05 – Major 2026 Tax Changes Explained 
09:50 – No Tax on Tips & Overtime 
12:30 – Business Owner Strategies & Bonus Depreciation 
14:45 – Planning Ahead & Filing Early 
17:15 – Roth Accounts & Long-Term Tax Planning 
21:00 – Income Limits & Key Deductions 
24:45 – Healthcare Marketplace Pitfalls 
27:30 – Final Thoughts & Takeaways 

Follow Chris Hadnagy: 
Twitter: @humanhacker 
LinkedIn: linkedin.com/in/christopherhadnagy 


At its core, The Social-Engineer Podcast examines the most complex system in any security equation: people. Hosted by the team at Social-Engineer, LLC, this series digs into the psychology, communication patterns, and inherent vulnerabilities that shape human interaction. Each episode moves beyond dry technical analysis to explore real-world stories and expert conversations that reveal how social engineers operate-the subtle cues, the persuasive language, and the manipulation of trust that can lead to a security breach. You’ll hear discussions that sit at the fascinating intersection of behavioral science and modern technology, dissecting everything from phishing attempts and pretexting to the non-verbal tells that can give us away. This isn't just about warning against threats; it's a deep dive into understanding why we make the decisions we do, both online and off. By unpacking the mechanics of influence and connection, the podcast provides listeners with a clearer lens to see their own daily interactions, ultimately fostering a more critical and aware mindset. Tune in for a thought-provoking blend of research and practical insight that makes the art of human hacking both comprehensible and compelling.
Author: Language: English Episodes: 100

The Social-Engineer Podcast
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