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Ep 18: Tax Planning, Part 3

Ep 18: Tax Planning, Part 3

Today’s episode is going to wrap up our conversation on tax planning. We look at the different types of tax preparers and what situations call for each type. In addition, we look at what differentiates a reactive versus a proactive tax planner.

Ep 17: Tax Planning, Part 2

Ep 17: Tax Planning, Part 2

This is our second installment of our tax planning series. On this episode we will focus on how to leave money to your beneficiaries in a tax efficient manner. We also discuss how recent news has affected the market in a negative manner and why a plan is important in order to sustain drops like this.