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Tax Planning vs. Tax Preparation, ep.39

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Manage episode 360730035 series 2983113
Content provided by Steven Jarvis and Benjamin Brandt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steven Jarvis and Benjamin Brandt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Ben and Steven discuss the important distinction between tax preparation (what happened last year) and tax planning (what can happen in the future). Most people know they have to file a tax return (tax preparation), but many taxpayers are at a loss for what they can and should be doing to reduce their lifetime tax bill in the future (tax planning). Listen in as Ben shares how to estimate what your "Retirement Tax" bill might look like and Steven shares potential opportunities that might help you shave the rough edges off of that bill.

http://bit.ly/3LEHZWw

  continue reading

74 episoade

Artwork
iconDistribuie
 
Manage episode 360730035 series 2983113
Content provided by Steven Jarvis and Benjamin Brandt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steven Jarvis and Benjamin Brandt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Ben and Steven discuss the important distinction between tax preparation (what happened last year) and tax planning (what can happen in the future). Most people know they have to file a tax return (tax preparation), but many taxpayers are at a loss for what they can and should be doing to reduce their lifetime tax bill in the future (tax planning). Listen in as Ben shares how to estimate what your "Retirement Tax" bill might look like and Steven shares potential opportunities that might help you shave the rough edges off of that bill.

http://bit.ly/3LEHZWw

  continue reading

74 episoade

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