Why do I Need Tax Planning?
Episode 51 | There is a difference between tax preparation and tax planning. Tax preparation asks, “How can we save the most taxes last year?” Tax planning asks, “How can we save the most taxes over a lifetime?”
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To Roth or Not to Roth
Episode 44 |
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Life-Time Capital Gains
Episode 40 |
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Creating a Financial Plan 4 – Tax Planning
Episode 28 | Be sure to tip your servers, not the IRS. Tax Planning is less about saving taxes this year than saving taxes over your LIFETIME.
