Podcasts about tax planning

Jacob Turner was one of the highest paid draft picks in MLB history, making appearances with the Detroit Tigers, Miami Marlins, Chicago Cubs, Chicago White Sox, Washington Nationals, and more. His experience of accumulating sudden wealth was complex. He was successful by all measures, but his career ended shorter than he would of liked. This was key to Jacob developing his foundation as a financial advisor, as he is now the Founding Partner at JLS Wealth, helping 7-8 figure clients manage the complexities of their financial needs. We chat about the financial pillars Jacob takes his clients through, the complexities of working with ultra high net-worth individuals, and the differences of lifestyle spending in an MLB clubhouse. Episode Breakdown: 0:00- Intro 1:30- Going to Monaco is OK 3:10- Jacob's experience is why you should trust him 7:20- The 5 pillars: Cash Flow, Tax Planning, Risk Management, Estate Planning, Investment Portfolio 8:50- The best state to live in to keep the most of your earnings... 11:25- Working with non-athlete entrepreneurs 14:30- 'Knowing' is different from 'executing' 15:20- The client needs to be engaged 16:55- New trend: Family offices building out lifestyle services arm 20:10- The story of Jacob and his MLB peer 22:15- Lifestyle FOMO in the clubhouse 23:07- Outro I do not own the rights to this music (Tame Impala- Borderline, Tame Impala- New Person, Same Old Mistakes) --- Support this podcast: https://podcasters.spotify.com/pod/show/a--and--a/support

Steven Jarvis, CEO and Head CPA at Retirement Tax Services, author, and podcast host, joins Matt on today's episode of Bridging The Gap. Steven's firm is helping financial advisors transform the way they deliver tax planning, how tax planning is integrates with wealth management, and how advisors can incorporate more tax planning into their client services.Steven dives into how advisors can find the time to incorporate tax planning into their firms and better utilize our time around helping our clients with tax planning. He shares common myths about tax planning from his book, how every money decision has a tax impact, and how simply referring clients to a CPA may not be enough.Steven shares his experience in the industry, why he started Retirement Tax Services, key factors that make tax planning great, and how we can deliver value to our clients. Advisors are the quarterback of the relationship between client and CPA, and Steven walks us through how do bridge these two components of financial advisory to ensure our clients' needs are met.Steven Jarvis Bio:Co-founded by Steven Jarvis, CPA, Retirement Tax Services (RTS) specializes in the unique needs of taxpayers who are in, approaching, or planning for retirement. What makes RTS unique is that it works in partnership with your existing Financial Advisor to make your life easier and ensure that you are not leaving the IRS a tip (aka overpaying). While most tax preparers see filing a tax return as the finish line, that is just step 1 in our process.Steven Jarvis, MBA, CPA, is also RTS's CEO & Lead Tax Wiz. Steven has a Bachelor of Science in Accounting and a Masters of Business Administration. He is a Certified Public Accountant (licensed in Washington State, no. 30681) with over ten years of accounting experience with some of the Nation's largest firms, including BDO USA, LLP, and CliftonLarsonAllen LLP. Steven is also a former adjunct professor of accounting in the MBA program at Whitworth University. And when he is not focused on taxes, he is a Dad, Husband, and Triathlete.Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:www.mattreiner.comYouTubeTwitterLinkedIn

It's common for dentists to defer clinical and dental practice owner income into a 401(k), Profit Sharing Plan, or IRA during their peak earning years.That's often a wise strategy to lower a dentist's lifetime tax bill.But the IRS won't let a dentist avoid that tax bill forever. Required Minimum Distributions begin at a certain age.If a dentist wants to play the long-term tax game to the best of their ability, it's critical they develop a strategy for RMD's well before they become mandated.In this episode Dentists, Puns, & Money, Shawn Terrell shares some strategies associated with Required Minimum Distributions. Listen to learn more about:  The benefits of planning and formulating RMD strategies. The downsides of being reactive instead of proactive with deferred tax accounts. How to think about the time window for executing RMD strategies. Find out more about how our firm helps dentists exiting clinical with tax planning and income optimization by visiting our website, which is dentistexit.com.-------------------------------To download a free copy of the 2023 Tax Reference Guide, click here. -----------------------------------Dentist Exit Planning Resources:Website: dentistexit.comSchedule a Discovery Meeting with ShawnSign-Up for Dentist Exit Email Newsletter------------------------------------Follow Dentist Exit on Social Media:Facebook Group for DentistsInstagramLinkedIn

Bruce and Jeff speak with forward thinker Michael Kitces, chief financial planning nerd at kitces.com. With ChatGPT pushing artificial intelligence into the mainstream, Michael walks us through how AI can complement your advisory services and how to integrate it. Guest Bio:Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Head of Planning Strategy for Buckingham Wealth Partners, a private wealth management firm located in St Louis, Missouri, that oversees approximately $50 billion of client assets. In addition, he is the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting, former practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd's Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.Michael is also a popular speaker on financial planning and practice management topics, and can be seen presenting at 50-70 regional and national conferences for financial advisors every year.Michael is one of the 2010 recipients of the Financial Planning Association's “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. In addition, he has variously been recognized as financial planning's "Deep Thinker," a "Legacy Builder," an "Influencer," a "Mover & Shaker," part of the “Power 20,” and a "Rising Star in Wealth Management" by industry publications. These awards were presented to honor Michael's active work in the financial planning community. Michael is also a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession.Specialties: Financial Planning, CFP, Tax Planning, Retirement Planning, Investment Management, Blogger, Social Media for Advisors, Public Speaker

The toughest part of retirement can often be the transition from diligent saver to savvy spender. That's why on this episode, John shares financial strategies, mindset shifts and practical tips to help you embrace the thrill of spending in order to enjoy a more fulfilling retirement journey. (1:30) Plus, John breaks down exactly what's going on with the rising wave of Nvidia and the stock market (8:21) before exploring the ins and outs of Medicare (including planning, timelines and common questions). (12:45) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Welcome back to Making Bank. On today's episode, we have KC Chohan, who is the founder of Together CFO, a tax advisory accounting and tax preparation firm based in Los Angeles, California.His financial strategies have been the best kept secrets of the elite. He's an expert on tax strategy and helps with high net worth families, protect their wealth and reduce taxes. He builds out the same structures as the elite billionaires to be able to legally do things that the average certified public accountant can't do.He has a deep passion for serving others and educating those who are overpaying taxes, and this is what drives his customer loyalty.    Don't miss this episode of Casey Chohan at Making Bank today.   (2:40) Together CFO Together CFO is a subset of a huge pie. If you think of a family office, it's all about encompassing everything from tax, to insurance, to wealth management and everything in between. Together CFO is one slice of that pie, which is the tax slice plus estate planning slice.   (4:06) Tax Strategies The one common thing that all billionaires have is the thing that goes before the private foundation. That's the part they don't tell anyone. They get all of the tax deductions for charitable giving and then it's into a private foundation where they are the trustees. The key element of it all is something called a complex trust. That's the structure of choice for billionaires.    (8:02) Background “More people want tax savings than they do CFO services. And it's so much easier to explain tax savings than it is CFO services.”, KC Chohan explained how it all started when they pivoted the company to help higher net worth business owners, usually first generation.   (14:05) Billionaire Taxes Most of the elites don't own the assets in their own name. It's the trust that owns the jets, the yachts and everything else. And changing trustees is not a taxable event. You can graduate your kids from being beneficiaries into being trustees and now they control all those assets and there's no taxable event.  (16:08) Tax Loopholes Go to  skool.com/tax and you can get the top 50 tax loopholes that you should be using. If you are paying over $200,000 in taxes, then check out the website. There's a free tax savings calculator. It is togethercfo.com. It's free to use. Go check out how much you're overpaying and then feel free to set up a call with the team and you'll be shown how to stop overpaying.   (17:47) Selling A Business  You can save a lot of money in taxes by just changing the ownership structure of everything. The company isn't owned by you. It would be owned by the trust ahead of the sale. So when the sale happens, the trust will receive those funds. So all of those restrictions go away with the trust and you can reinvest that money however you wish, in whatever asset type in whatever time frame you like.   (24:04) Asset Protection It's important as you grow and scale to protect your assets and using a complex trust is arguably the best way to do that because it's a bifurcated ownership. That means the trustee is the fiduciary, but if someone tries to sue the trustee, they can't come after the trust. If someone tries to sue the beneficiary, they can't get the trust assets either. So it ultra protects the assets that are owned by the trust because of this bifurcation.   Link Youtube: TogetherCFO Twitter: @KCchohan_  Facebook: @KC Khurram Chohan  Instagram: @kc.chohan  LinkIn: @Kc Chohan   

Why it was selected for "CBNation Architects": In episode IAM188 of the I AM CEO podcast, host Gresham Harkless interviews Cortlon Cofield, the founder and CEO of Cofield Advisors, a company that helps millennial business owners by taking the burden of financial and tax planning off their shoulders. Cortlon discusses his journey as an entrepreneur and the importance of financial planning for businesses.   He talks about his unique approach to financial consulting, which involves personalized service and expertise to help clients save money on taxes and improve their bottom line. Cortlon also shares his CEO hacks and nuggets, which include reading the book "Rich Dad Poor Dad" by Robert Kiyosaki and following a morning routine.   Additionally, he defines what being a CEO means to him, which involves taking ownership of what's important to you and giving it to the world.   Overall, the episode provides valuable insights into financial planning for businesses and the importance of personalized service in consulting. Check out one of our favorite CEO Hack's CEO Web Shop. Get your free audiobook and check out more of our favorite CEO Hacks HERE. I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!   Previous Episode: https://iamceo.co/2019/02/17/iam188-ceo-relieves-millennial-business-owners-off-their-financial-and-tax-planning-burdens/

In this episode with Barrett Linburg we talk: - What an opportunity zone is and what options you have to invest in them - All the tax benefits that exist - Why founders when selling should at least consider utilizing them - Whether you should do your own or work with a company - Why you need a great team around you to execute on this strategy

Brent chats about how discounts abound in transfer tax planning (estate and gift tax)! Although sometimes discounts come from ownership of entities, like FLPs, that is not always the case. Charitable Remainder Trusts, Charitable Lead Trusts, Grantor Retained Annuity Trusts, Private Annuities, and Remainder Purchase Marital Trusts, all use discounts that are required in the Internal Revenue Code and the regulations. These discounts can be substantial and helpful depending on the 7520 rate. Brent discusses how that is so, how the regulatory discounts are calculated, and how they can be used to your or your client's advantage.

Why it was selected for "CBNation Architects": In episode IAM192 of the I AM CEO podcast, host Gresham Harkless interviews Craig Cody, a Certified Public Accountant, Certified Tax Coach, Business Owner, and former New York City Police Officer with 17 years of experience on the force. As a Certified Tax Coach, Craig belongs to a select group of tax practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies to become, as well as remain, certified.   In the interview, Craig discusses his journey as an entrepreneur and the importance of tax planning for businesses. He talks about his unique approach to tax consulting, which involves personalized service and expertise to help clients save money on taxes and improve their bottom line. Craig also shares his CEO hacks and nuggets, which include staying hydrated and using a virtual assistant to stay organized.   Additionally, he defines what being a CEO means to him, which involves being able to do what he wants when he wants.   Overall, the episode provides valuable insights into tax planning for businesses and the importance of personalized service in consulting. Check out one of our favorite CEO Hack's CEO Web Shop. Get your free audiobook and check out more of our favorite CEO Hacks HERE. I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!   Previous Episode: https://iamceo.co/2019/02/21/iam192-certified-tax-coach-and-co-author-helps-clients-with-techniques-and-strategies-on-tax-planning/

This week Anthony and Cameron welcome back Rabbi Daniel Lapin, bestselling author of “Thou Shall Prosper: The Ten Commandments for Making Money.” In part one of our interview with Rabbi Lapin, we discuss money. What is it, where it comes from, and how does one get it?  Rabbi Lapin offers an interesting perspective on wealth and has a passion to help others achieve it. Enjoy this week's episode and come back for part 2 next week! Resources: Get in touch with Rabbi Daniel Lapin- Home (wehappywarriors.com) https://rabbidaniellapin.com/ Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

How much will money will you need in retirement, adjusted for inflation? Joe and Big Al spitball on your future dollars, how to calculate the tax on Roth conversions, and the benefits of converting to Roth when financial markets are down. Plus, should retirement savings contributions be half pre-tax and half post-tax? And finally, saving to a 529 plan for your kids, or sending them to Hollywood stunt training camp - which would you do!?  Timestamps: 00:49 - How Much Will I Need to Retire in Future (Inflated) Dollars? (Jared, Clifton Park, NY) 05:51 - Can We Retire Early With $400K Savings and $80K Pensions? That Depends on the Inflation Factor (Marcus, Queens, NYC - from episode 373) 15:22 - How to Calculate Tax on Roth Conversions & the Benefits of Converting in Down Markets (Robin) 20:00 - Should I Save Half Pre-Tax and Half-Post Tax for Retirement? (John Brown, NV) 28:26 - Hollywood Stunt Training Camp vs. Saving to 529 Plan (Mike, Utica, NY) 33:40 - The Derails Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-431  Big Al's Quick Retirement Calculation Guide 10 Steps to Improve Investing Success Episode Transcript Ask Joe & Big Al On Air

Tune in for the latest from Joining Me Now featuring an extended episode that dives into tax strategies and how to approach a complex retirement plan with your CFP. Hosts Rob Black and Chad Burton talk about the first steps taken with new clients, such as identifying personal expenses, what you're planning to do for fun, and finding your purpose in retirement. Chad explains how he takes this information to model various retirement scenarios, making it easier than ever to prepare for a successful retirement and provide a New Focus on Wealth. Also, hear about IRA to Roth conversions and handling concentrated stock positions. Listen now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Market volatility often prompts investors to rethink their strategy, but what are the critical elements you should focus on when it comes to assessing your portfolio's performance (10:00)? Plus, get answers to questions about the debt ceiling and find out whether you should be bracing for impact as we approach the deadline (39:20). Find out more on this week's episode of Rethink Your Money. Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com  

This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today. https://go.oncehub.com/scheduleacomplimentaryconsultation

Visit the TSLN Shop and let folks know “I BELONG OUTSIDE TOO” | Shop the Link Below https://www.thesportinglifenotebook.com/product-page/i-belong-unisex-t-shirt   Subscribe to the BACK AT IT Newsletter BELOW: http://eepurl.com/h1xLMv   MINORITY OUTDOOR ALLIANCE Visit MOA at  https://www.minorityoutdooralliance.org/ to learn more about how we are Cultivating Inclusivity for a Healthier Outside  Purchase tickets to MOAFest ‘23 at McKinney Roughs Nature Park BELOW: https://www.minorityoutdooralliance.org/events/moafest-23   EADY SMITH WEALTH MANAGEMENT Securing your family's future is easy at ESWM! We provide you with peace of mind by providing exceptional services for reasonable prices.  Estate Planning Tax Return Preparation  Tax Planning  Asset Protection Tax Controversy Visit https://www.eadysmithwm.com/ for your free consultation!   BERETTA USA  Beretta.com - The Renowned Italian Company Offering Clothing & Accessories! Click the  link below and use the BUSA Promo code: TSLN for 10% off Clothing and Accessories https://www.pjatr.com/t/3-291534-282291-147027 Beretta is running sitewide promotions for Memorial Day starting from this Thursday 05/25-05/31. These include:    Spend $100 get 20% Off - BMD20 Spend $250 get 30% Off - BMD30 Spend $500 Get 40% Off - BMD40   Check out Durrell's latest interview on the Beretta Blog https://blog.beretta.com/q-and-a-with-durrell-smith  Stay tuned for the upcoming #BerettaTribe film with featuring Durrell Smith   BENCHMADE KNIFE COMPANY Check out your next CSTM Knife at https://www.benchmade.com/custom-knife-builder   WATCH Durrell Smith | Benchmade Ambassador https://www.youtube.com/watch?v=G99qVHUmBiI HUNT & FIELD MAGAZINE  In June of 2022 Lauren Abbott, President of Ford Abbott Media, LLC, purchased the Field Trial Review. Abbott is an avid and passionate horse and dog lover and she wanted to keep Don, Tom and Nancy's legacies alive as well. Abbott's main goal was to expand Field Trial and Bird Dog stories throughout the entire year. She made plans to expand the publication beyond the annual special issue and transitioned it into a magazine. ​ In October of 2022 the Field Trial Review officially rebranded to Hunt & Field Magazine. Hunt & Field will continue it's exposure of the National Championships and publish quarterly, highlighting all bird, gun, and hunting dog sports, along with horse field sports. ​ Abbott's vision is to produce a high quality magazine for the sporting south. Hunt & Field's first rebranded issue will publish at the end of February recapping the 124th National Championships. It will highlight the 2023 National Champion, all the dogs contending for the Championship, the owners and handlers. It will also feature Historic Ames Plantation, Quail populations, Forestry & Conservation efforts as well as Deer related diseases and more.    Subscribe HERE: https://www.huntandfieldmag.com/subscribe   ORVIS ADVENTURES Enlist the services of Orvis-endorsed guide Durrell Smith and staff at The Sporting Life Notebook on your wingshooting trip to Georgia Click BELOW to Request more information    https://www.orvis.com/durrell-smith-the-sporting-life-notebook-llc/3GSE.html   View more of our hunts on our TSLN Youtube Channel https://youtu.be/o3fRP57OemU STUBBEN NORTH AMERICA Check out custom saddles and equestrian accessories that bring heritage, tradition, innovation, and performance into the horseback bird dog and field trial communities of the uplands.  Check out your next saddle and request a saddle fitting at https://stubbennorthamerica.com/   Dakota283 Kennels D283 Promo Code GDN10 for 10% off your next Crate   THE CHARLES JORDAN GROUP https://www.charlesjordangroup.com/   Backcountry Hunters and Anglers  View Durrells “Upland Hunting Elsewhere Seminar and the Backcountry Hunters and Anglers 2023 Rendezvous at the link below https://youtu.be/LIgIjhmH-Gc   Check out Durrell's Picks | Dogs Unlimited & Cody Hunt Gear on Youtube at the link below:   https://www.youtube.com/watch?v=Utm7b6DyzcQ&t=13s

In this 2-minute episode Brian discusses client's concerns about tax planning. 

Most people tell me they don't mind paying their fair share in taxes but they don't want to pay more than their fair share.  If you are interested in strategies to reduce your taxes in retirement I think you are going to love this episode. In today's podcast episode I interviewed Steven Jarvis who is the co author of the book “Don't get killed on taxes” and the host of the Retirement Tax Podcast.  We talked about how to pay less money in taxes on social security income. When do ROTH conversions make sense? Sneaky shadow taxes to watch out for.  How your income and withdrawal strategy can impact your Affordable Care Act tax credits. The triple tax savings of HSA accounts! QCDs for tax planning.  Long term capital gains and depreciation recapture when selling rental properties. For Articles, Links & Resources Discussed In Today's Episode Visit: https://soundretirementplanning.com/ We're on YouTube! Are You Ready To Retire?  Be sure to check out the Retirement Budget Calculator LET'S CONNECT: Facebook LinkedIn Website Buy Jason's New Book: Retirement Calculator and be sure to leave a 5 star review.    

On this episode of Joining Me Now, Rob and Chad talk about taxes, financial planning, wealth preservation, and more. Listen as Rob and Chad discuss the importance of working with a fiduciary and avoiding salesmen that don't have your best interest in mind. Rob and Chad identify and break down the various steps to planning and executing a successful financial plan for you and your loved ones. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Dr. Karen Tindall and Dr. Laura Schwindt combine their love of people, transformations, and dentistry together in their partnership of The Mint Door. They share their story and how they help other dentists in this episode.Drs. Tindall and Schwindt believe the well-being of dentists and their team members is the key to a successful practice and, more importantly, a happy life.That's why both left clinical practice several years ago to pursue a different calling… providing total well-being programs and coaching for other dentists and their teams.  In this episode Dentists, Puns, & Money, they share their story of transformation. It led to a partnership called The Mint Door to help others like them.Listen in as Dr. Karen and Dr. Laura share how “the achievement trap of dentistry” as they call it, can lead to unhappiness, and also why they believe a healthy practice is a wealthy practice.As a reminder, you can get all the information discussed in today's conversation by visiting our website dentistexit.com and clicking on the Podcast tab. ------------------------------More information about The Mint Door: Website: themintdoor.net Facebook Group: facebook.com/groups/themintdoorInstagram: @themintdoorclub Podcast: The Mint Door Podcast ----------------------------------Dentist Exit Planning Resources:Website: dentistexit.comSchedule a Discovery Meeting with ShawnSign-Up for Dentist Exit Email Newsletter----------------------------------Follow Dentist Exit on Social Media:Facebook Group for DentistsInstagramLinkedIn

When it comes to Tax Prep versus Tax Planning? Hands down, planning is king!Host Josh Bretl, founder of FSR Wealth, is showing us the difference between putting together the info we need to file our taxes (always a short-term nuisance!) and positioning ourselves to minimize what we actually owe when April 15th rolls around (a long-term proposition).As you'll learn on this episode of Retirement Equals Freedom, whatever stage of life you're in – from raising young kids to enjoying those golden years – there are important tax implications. It's about creating a proactive (and tax efficient!) strategy for investing, drawing down and managing your assets all along the way.Find out how IRAs, 529s, HSAs, RMDs, 401ks – the whole alphabet soup – are part of a holistic, tax-savvy vision for your abundant future!The show wraps with a quick-fire round of – you asked for it! – “Get to know Josh and Dave” (with apologies to Dave's mother and Bambi) as well as a DR2R that is more deep dish (pizza) than deep thoughts.Speaking of deep thoughts, some of the subject matter we tackle can get pretty complex. If you're wondering whether now is the time to consider hiring a professional, don't miss our next episode! Josh will be running down the list of things to look for in a qualified financial planner.Episode ExtrasCheck out Jerry Palotta's popular series of kids' books, "Who Would Win?" Interested in trying DIY tax prep? TurboTax and H&R Block are two of the biggies.Click here if you would like to learn more about the Schmidt family vacation spot: Door County, Wisconsin.R=F's new private Facebook group. Come hang out!Did you know you're just one click away from a pod link resource with all the latest and greatest about Retirement Equals Freedom? Click here.If you haven't already, please sign up for all the news you can use (+ lots of fun) at this link for the Retirement Equals Freedom podcast newsletter. You might also want to join the conversation at our private Facebook group, which you'll find here.Click here to explore the services that FSR Wealth Strategies offers and schedule a discovery call with Josh. When it comes to living your best life, it's never too early to get started!

When should you take your pension, what types of things should you think about when it comes to deciding between a lump sum or a monthly annuity payment - risk protection, for example - and how do you work your pension into your overall retirement plan? Spitballing on retirement pension options, and saving to a taxable account when you're concerned about required minimum distributions or RMDs, on today's show. Timestamps: 00:42 - When to Collect My Pensions: Now, Early Retirement, or Age 70? (Rose, CA) 12:16 - I'm Concerned About RMDs. Should I Save to a Taxable Account for Retirement? (John Doe, Seattle, WA) 17:33 - Pension Retirement Spitball: Are We On Track to Retire in 2032 Without Saving Any More? (Jennifer & Zeke, NY State) 25:32 - Roth 457 vs. Roth IRA and Pension Options Retirement Spitball (Clay, Westerville, OH - from episode 377) 35:39 - COMMENT: Pension Vs. Lump Sum Risk Protection (Stephen) 38:53 - The Derails Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-430  Key Financial Data Guide Surviving Retirement Without a Pension - YMYW TV S4E17 Register for a free webinar: Navigating Retirement Solo, tomorrow, Wed. May 24, 2023, 12pm PT/3pm ET Episode Transcript Ask Joe & Big Al On Air

You may have heard of Apple's new high yield saving account. While it may sound to be providing the same yield as a whole life insurance policy, we researched the details. This week Anthony and Cameron break down how this saving account works and how it compares to the Infinite Banking Concept while seeing the differences in taxes, qualifications, and opportunities. Enjoy this week's episode!   Resources: Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

In our latest Bonus Episode for 2023, (also the 5th episode from the Talking Property Tax with Julia series), Ben is deep diving into the latest tax updates from across Australia!  To help him, we've got Julia Hartman, Empower Wealth Chief Technical Advisor and Bantacs' Founder

There's one overarching rule we should all follow when it comes to building wealth. Find out what that rule is and how it can supercharge your savings on this week's episode (2:45). Plus, we compare the performance of cash vs. stocks in a recession (28:50) and explain how you can get a tax break with a 1031 exchange (40:55). Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

In this episode, Chris discusses what tax planning is and why every real estate investor should be doing it. Concerned about the amount you pay in tax? Fill out our pre-screening questionnaire to see if you're a good fit to work with our tax professionals Form: https://forms.gle/kTtZS3ZqAXGdvvCY8 And visit our website: www.betterbooksaccounting.co

FIRST AND FOREMOST, THANK YOU TO THE ORVIS COMPANY AND BERETTA USA FOR SPEAKING OUT IN SUPPORT OF THE SPORTING LIFE NOTEBOOK AND AGAINST RACISM.  THANK YOU TO OUR FRIENDS AND LISTENERS FOR SUPPORTING THE SPORTING LIFE NOTEBOOK AS WELL AND CONTINUING TO SUPPORT CONVERSATIONS THAT ADVANCE OUR MISSION OF BRINGING THE UNLIKELY TO THE OUTDOORS.    Come check out Durrell's Bird Dog Demo this weekend at Jubilee Orchard in partnership with Tall Timbers! https://talltimbers.org/event/jubilee-festival/   Subscribe to the BACK AT IT Newsletter HERE: http://eepurl.com/h1xLMv   MINORITY OUTDOOR ALLIANCE Visit MOA at  https://www.minorityoutdooralliance.org/ to learn more about how we are Cultivating Inclusivity for a Healthier Outside   EADY SMITH WEALTH MANAGEMENT Securing your family's future is easy at ESWM! We provide you with peace of mind by providing exceptional services for reasonable prices.  Estate Planning Tax Return Preparation  Tax Planning  Asset Protection Tax Controversy Visit https://www.eadysmithwm.com/ for your free consultation!   BERETTA USA  Beretta.com - The Renowned Italian Company Offering Clothing & Accessories! Click the  link below and use the BUSA Promo code: TSLN for 10% off Clothing and Accessories   https://www.pjatr.com/t/3-291534-282291-147027   Check out Durrell's latest interview on the Beretta Blog https://blog.beretta.com/q-and-a-with-durrell-smith   Stay tuned for the upcoming #BerettaTribe film with featuring Durrell Smith   BENCHMADE KNIFE COMPANY Check out your next CSTM Knife at https://www.benchmade.com/custom-knife-builder   Durrell Smith | Benchmade Ambassador https://www.youtube.com/watch?v=G99qVHUmBiI HUNT & FIELD MAGAZINE   In June of 2022 Lauren Abbott, President of Ford Abbott Media, LLC, purchased the Field Trial Review. Abbott is an avid and passionate horse and dog lover and she wanted to keep Don, Tom and Nancy's legacies alive as well. Abbott's main goal was to expand Field Trial and Bird Dog stories throughout the entire year. She made plans to expand the publication beyond the annual special issue and transitioned it into a magazine. ​ In October of 2022 the Field Trial Review officially rebranded to Hunt & Field Magazine. Hunt & Field will continue it's exposure of the National Championships and publish quarterly, highlighting all bird, gun, and hunting dog sports, along with horse field sports. ​ Abbott's vision is to produce a high quality magazine for the sporting south. Hunt & Field's first rebranded issue will publish at the end of February recapping the 124th National Championships. It will highlight the 2023 National Champion, all the dogs contending for the Championship, the owners and handlers. It will also feature Historic Ames Plantation, Quail populations, Forestry & Conservation efforts as well as Deer related diseases and more.    Subscribe HERE: https://www.huntandfieldmag.com/subscribe   ORVIS ADVENTURES   Enlist the services of Orvis-endorsed guide Durrell Smith and staff at The Sporting Life Notebook on your wingshooting trip to Georgia Click here to Request more information    https://www.orvis.com/durrell-smith-the-sporting-life-notebook-llc/3GSE.html   View more of our hunts on our TSLN Youtube Channel https://youtu.be/o3fRP57OemU STUBBEN NORTH AMERICA   Check out custom saddles and equestrian accessories that bring heritage, tradition, innovation, and performance into the horseback bird dog and field trial communities of the uplands.  Check out your next saddle and request a saddle fitting at https://stubbennorthamerica.com/   Dakota283 Kennels D283 Promo Code GDN10 for 10% off your next Crate   TSLN BACK AT IT NEWSLETTER SUBSCRIBE at https://www.thesportinglifenotebook.com/   THE CHARLES JORDAN GROUP https://www.charlesjordangroup.com/   Backcountry Hunters and Anglers  View Durrells “Upland Hunting Elsewhere Seminar and the Backcountry Hunters and Anglers 2023 Rendezvous at the link below   https://youtu.be/LIgIjhmH-Gc   Check out Durrell's Picks | Best Bird Dog Breeds for Beginning Upland Hunters | Beretta Ceramic Face Fleece at the link below: https://www.youtube.com/watch?v=6aAyrZ-3PeQ&t=336s

Welcome to Season 3, Episode 5 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen brings on Tiffany Dyson to delve into the unique challenges women face in financial planning due to social, cultural, and economic factors. They discuss the impact of longer life expectancy, income gaps, and caregiving responsibilities on women's financial plans. The conversation also covers financial planning across different life phases and the importance of empathy and communication in addressing the needs of diverse clients.Visit Us: https://prosperityfinancialgroup.com/Book an Appointment: https://prosperityfinancialgroup.com/Read More: https://prosperityfinancialgroup.com/...

You know about short term rentals, long term rentals, and flipping houses… but what do you know about land flipping?! This week Anthony and Cameron welcome back one of their first guests, the Land Geek Mark Podolsky, to discuss an opportunity for entrepreneurs of any level to get into real estate investing. Mark left his career in investment baking and has since flipped over 5,400 parcels of raw land. He now teaches other how they can create passive income and quit their jobs. Enjoy this episode and continue your path of financial freedom! Resources:  Mark Podolsky: https://www.thelandgeek.com/ https://www.thelandgeek.com/bootcamp/ Dirt Rich by Mark Podolsky Infinite Wealth : Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC  

Tax season is now behind us, but that doesn't mean we move on and think about it later when it comes back. Don't leave tax planning for the next season. Start doing it now! In this episode, we look ahead to plan for the next tax season, so we're better equipped to facilitate the changes in our business. Joining Michelle Weinstein is a nationally recognized speaker and educator on federal tax law matters, Thomas A. Gorczynski, EA, USTCP. Among the titles under his belt, Tom is the editor-in-chief of EA Journal, co-author of the PassKey Learning Systems EA Review Series, and co-owner of Compass Tax Educators. He brings his expertise and insights to today's show to prepare us for the next tax season with a list of the top ten areas to assess in your firm. What are the common mistakes people make? What is the future of the accounting profession? What client metrics should you consider? Tom answers these and more. So tune in to learn and hopefully skip past the tears and anxiety of the tax season when it arrives.

Today I want to talk about tax planning.   Resources:   The First Step To Reduce Your Taxes with David Glenn https://financeforphysicians.co/2020/12/10/the-first-step-to-reduce-your-taxes-with-david-glenn/   Maxed Out My 401k, Now What https://financeforphysicians.co/2022/09/08/maxed-out-my-401k-now-what/   Can You Max Out Both Your 403(b) and 457(b) Plans? https://financeforphysicians.co/2022/04/07/can-you-max-out-both-your-403b-and-457b-plans/  

  Subscribe to the BACK AT IT Newsletter HERE: http://eepurl.com/h1xLMv   MINORITY OUTDOOR ALLIANCE Visit MOA at  https://www.minorityoutdooralliance.org/ to learn more about how we are Cultivating Inclusivity for a Healthier Outside   EADY SMITH WEALTH MANAGEMENT Securing your family's future is easy at ESWM! We provide you with peace of mind by providing exceptional services for reasonable prices.  Estate Planning Tax Return Preparation  Tax Planning  Asset Protection Tax Controversy Visit https://www.eadysmithwm.com/ for your free consultation!   BERETTA USA  Beretta.com - The Renowned Italian Company Offering Clothing & Accessories! Click the  link below and use the BUSA Promo code: TSLN for 10% off Clothing and Accessories   https://www.pjatr.com/t/3-291534-282291-147027   Check out Durrell's latest interview on the Beretta Blog https://blog.beretta.com/q-and-a-with-durrell-smith   Stay tuned for the upcoming #BerettaTribe film with featuring Durrell Smith   BENCHMADE KNIFE COMPANY Check out your next CSTM Knife at https://www.benchmade.com/custom-knife-builder   Durrell Smith | Benchmade Ambassador https://www.youtube.com/watch?v=G99qVHUmBiI HUNT & FIELD MAGAZINE   In June of 2022 Lauren Abbott, President of Ford Abbott Media, LLC, purchased the Field Trial Review. Abbott is an avid and passionate horse and dog lover and she wanted to keep Don, Tom and Nancy's legacies alive as well. Abbott's main goal was to expand Field Trial and Bird Dog stories throughout the entire year. She made plans to expand the publication beyond the annual special issue and transitioned it into a magazine. ​ In October of 2022 the Field Trial Review officially rebranded to Hunt & Field Magazine. Hunt & Field will continue it's exposure of the National Championships and publish quarterly, highlighting all bird, gun, and hunting dog sports, along with horse field sports. ​ Abbott's vision is to produce a high quality magazine for the sporting south. Hunt & Field's first rebranded issue will publish at the end of February recapping the 124th National Championships. It will highlight the 2023 National Champion, all the dogs contending for the Championship, the owners and handlers. It will also feature Historic Ames Plantation, Quail populations, Forestry & Conservation efforts as well as Deer related diseases and more.    Subscribe HERE: https://www.huntandfieldmag.com/subscribe   ORVIS ADVENTURES   Enlist the services of Orvis-endorsed guide Durrell Smith and staff at The Sporting Life Notebook on your wingshooting trip to Georgia Click here to Request more information    https://www.orvis.com/durrell-smith-the-sporting-life-notebook-llc/3GSE.html   View more of our hunts on our TSLN Youtube Channel https://youtu.be/o3fRP57OemU STUBBEN NORTH AMERICA   Check out custom saddles and equestrian accessories that bring heritage, tradition, innovation, and performance into the horseback bird dog and field trial communities of the uplands.  Check out your next saddle and request a saddle fitting at https://stubbennorthamerica.com/   Dakota283 Kennels D283 Promo Code GDN10 for 10% off your next Crate   TSLN BACK AT IT NEWSLETTER SUBSCRIBE at https://www.thesportinglifenotebook.com/   THE CHARLES JORDAN GROUP https://www.charlesjordangroup.com/   Backcountry Hunters and Anglers  View Durrells “Upland Hunting Elsewhere Seminar and the Backcountry Hunters and Anglers 2023 Rendezvous at the link below   https://youtu.be/LIgIjhmH-Gc   Check out Durrell's Picks | Best Bird Dog Breeds for Beginning Upland Hunters | Beretta Ceramic Face Fleece at the link below: https://www.youtube.com/watch?v=6aAyrZ-3PeQ&t=336s   Notes: Check out more on Pulse PEMF at https://www.pulsepemf.com/  

In this episode, co-hosts Bob Fraser and Ben Fraser are joined by tax planning expert Steve Moskowitz, founding partner of Moskowitz LLP, covering the basics of tax planning, including what it is, why you need it, and how to get started. Steve provides valuable insights and practical advice to help you navigate the ever-changing tax landscape. He also provides practical tips and strategies to help you minimize your tax liability and keep more of your money. Whether you're a small business owner, high-net-worth individual, or anyone looking to reduce your tax burden and keep more of your hard-earned money, this podcast is for you. Tune in and take control of your finances today. Connect with Steve Moskowitz on LinkedIn ⁠https://www.linkedin.com/in/stephenmoskowitz/ Connect with Bob Fraser on LinkedIn ⁠https://www.linkedin.com/in/bob-fraser-22469312/⁠ Connect with Ben Fraser on LinkedIn ⁠https://www.linkedin.com/in/benwfraser/⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠https://aspenfunds.us/report⁠  Join the Investor Club to get early access to exclusive deals. ⁠https://www.aspenfunds.us/investorclub⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠https://www.thebillionairepodcast.com/subscribe

Chamber members unite for The Lifesaver Event, an educational event designed to inform individuals about the processes that are beneficial to understand when tackling life events. Discussions will be led by qualified representatives in the fields of Medicare, Social Security, Estate Planning and Processing, Tax Planning, and Market Investments.The event will be held Friday, May 19 & Saturday, May 20 at the High Country Home Builders Association office in Boone. The conversations are free to the public, but registration is required.On this week's Mind Your Business, we'll get an event preview from Jason Sirmon and Billie Jo Lister, two of the local panelists and organizers who will be providing information throughout this two-day window.Mind your Business is produced weekly by the Boone Area Chamber of Commerce. The radio show airs each Thursday morning at 10:05AM on WATA (1450AM/96.5FM) in the High Country. The podcast version of the program is made possible each week by Appalachian Commercial Real Estate and sponsored in part by Appalachian Regional Healthcare System.Support the show

Join Certified Financial Planners Greg Cooley and Bubba Labas as they do a deep dive into tax planning.

Dentists often defer clinical and owner income into a 401(k), Profit Sharing Plan, or IRA during their peak practice years. That's often a wise strategy to lower a dentist's lifetime tax bill. But the IRS won't let a dentist avoid that tax bill forever. That's why its implemented something called Required Minimum Distributions beginning at a certain age. If a dentist wants to play the long-term tax game to the best of their ability, it's critical they understand all the rules associated with RMD's. In this episode Dentists, Puns, & Money, Shawn Terrell shares the 8 Most Frequently Asked Questions related to Required Minimum Distributions. Listen to learn more about:  The age at which RMD's begin.  How to calculate your RMD. The penalty for NOT taking an RMD. Find out more about how our firm helps dentists exiting clinical with tax planning and income optimization by visiting our website, which is dentistexit.com.-------------------------------To download a free copy of the 2023 Tax Reference Guide, click here. -----------------------------------Dentist Exit Planning Resources:Website: dentistexit.comSchedule a Discovery Meeting with ShawnSign-Up for Dentist Exit Email Newsletter------------------------------------Follow Dentist Exit on Social Media:Facebook Group for DentistsInstagramLinkedIn

A Roth IRA is tax free but so is whole life insurance, the similarities end there.   We will discuss the major differences in regard to: ·         Taxes ·         Contribution limits ·         Investment options ·         Accessibility And the most important attribute, which will help you achieve your goals faster and with more certainty. Resources: Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

So you're about to receive a large inheritance - what should you do with it? Joe and Big Al spitball on suddenly becoming $85 million dollars richer. Plus, is it nuts to semi-retire early? Should retirement contributions be split between Roth and traditional accounts? Can you do conversions to your kids' custodial Roth accounts? The fellas also spitball tax bracket-based Roth conversion strategies to help you pay the least amount of tax possible, long term, and they discuss required minimum distributions on inherited assets, and whether to pay off a 401(k) loan if it's “paying” you 8% per year. Timestamps: 00:48 - I'm Inheriting Millions of Dollars. What Should I Do With It? (Michael, Binghamton, NY) 07:04 - Should I Split Retirement Contributions Between Roth and Traditional 457? (Kevin, Folsom, CA - voice) 11:34 - Should I Do 100% Roth TSP Contributions? Am I Nuts to Semi-Retire Early? (Derek, Seattle) 16:30 - Should We Do Roth Conversions to the Top of the 22% or 24% Tax Bracket? (Bill, Maryland) 23:53 - Is My CPA Correct That I Can Convert $24K to Roth Tax-Free? (Sam, Newark, NJ) 26:52 - Can I Convert 457 Money to My Kids' Custodial Roth Accounts? (Brian, Binghamton, NY) 32:50 - RMD Rules for Inherited Roth IRA and Traditional IRA (Dan, Brick, NJ) 38:48 - Should I Pay Off My 401(k) Loan That's “Paying” Me Over 8% Per Year? (Anon, Denver, CO) 42:59 - Comments on Keeping Employer IRA Money Separated 44:46 - The Derails Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-428  DIY Retirement Guide (limited time offer: download by Friday May 12, 2023!) Complete Roth Papers Package  Episode Transcript Ask Joe & Big Al On Air

The sentiment “the smaller the gap between your expectations and reality, the happier your life will be” is true of investing. This week, John examines how to manage money-related expectations and find greater satisfaction with your wealth (1:26). Plus, learn how the definition of retirement is changing (24:35) and why the best returns you'll get may come from the times you invest in yourself (46:10).Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Today Anthony and Cameron dive into multi-family investments with Corey Peterson, Founder of Kahuna Investments and bestselling author, who provides investors with long-term capital appreciation. After reading “Rich Dad Poor Dad” by Robert Kiyosaki, Corey realized that he had a “rich dad” in his life and sought to create the business that he did. Corey did just that has acquired over $100 million in real estate! Enjoy this week's episode and continue your path to financial freedom! Resources: Corey Peterson- Website: https://kahunawealthbuilders.com/ Podcast: The Multifamily Legacy https://podcasts.apple.com/us/podcast/multifamily-legacy-podcast/id1286705016 Book: Why the Rich Get Richer | The Secrets to Cash Flowing Apartments https://whytherichgetricher.net/book-order Book: Copy Your Way to Success Text “Book” to (480) 500 - 1127 Infinite Wealth- Schedule your Discovery Call with Anthony or Cameron here http://bit.ly/iwc15YT Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC Subscribe to our podcast at https://infinitewealthconsultants.com/podcast/ 

If you knew exactly when you were gonna die, so many financial decisions would be simple. But generally, we don't, so today Joe and Big Al spitball on death, taxes, and trust issues of the estate planning variety. Fair warning, it's "the dark show" today on YMYW, as the fellas discuss cancer trust funds, making your trust the beneficiary on your retirement accounts, when and how to take Social Security benefits and pension options, Roth conversion strategies taking into account the 5-year rules for withdrawals, and potentially donating required minimum distributions to charity rather than doing conversions. Timestamps: 00:49 - Pension Plan Options Retirement Spitball: Lump Sum, Annuity, or Hybrid? (Dave, CO) 07:37 - Should We Have a Cancer Trust Fund? (Melinda, Milwaukee) 12:02 - Why Not Make Our Trust the Beneficiary on Retirement Accounts? (Ms. Merry, MD) 21:40 - Is There a 5-Year Rule on Taking Dividends from a Roth IRA After Age 59½? (Douglas, Bonita, CA) 23:34 - I'm 60, My Ex is 74. Am I Eligible for Spousal Social Security Benefits? (Salwa) 24:39 - How Much If Any Roth Conversion Should We Do? (Paul, NJ/SC) 28:53 - Why Do a Roth Conversion Instead of Donating to Charity? (Kevin, Raleigh) 32:57 - Why Separate and Never Add Money to a Profit-Sharing Plan Rolled to IRA? (Nancy, Foxboro, MA) 35:46 - Retirement Pension at 57 or 60? Social Security at 62 or 70? (midwestfabs) 45:56 - The Derails Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-427 Estate Planning Organizer Inflation, Interest Rates, Recession? Financial Markets Update Webinar Replay Going Solo: Navigating Your Financial Future Single - YMYW TV & companion guide Episode Transcript Ask Joe & Big Al On Air

We don't need to find the next Apple stock to hit it big when it comes to our investments. In fact, studies show the best blueprint for growth is simply diversification. Find out why — and how you can maximize this strategy — on this week's episode (2:39). Plus, learn how knowing and owning your money story is one of the more liberating things you can do (10:46). Finally, John answers whether a quirk in the payment formula for Social Security will negatively impact recipients born in 1960 (42:14).Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com 

It's important to educate yourself on the truth about taxes and avoid falling for the most common myths, which we debunk thoroughly.   In this episode, Zacc Call and Laura Hadley discuss the most common tax myths people fall for which includes the discussion of mortgages, estate tax, and gifting funds. The aim is to help you better understand the truth behind these rumors so you can avoid problems with the IRS.   Zacc and Laura discuss:   The most believable tax myths you might be falling for How to limit as much estate tax (aka death tax) as possible Why paying taxes on smaller dollar amounts shouldn't always be more desirable Why some of the 1% pay such little in taxes And more   Connect With Capita Financial Network:   info@capitamail.com tfc@capitamail.com (801) 566-5058 Capita Financial Network LinkedIn: Zaccary Call  LinkedIn: Laura Hadley LinkedIn: Capita Financial Network Facebook: Capita Financial Network