Podcasts about tax planning

A listener from Cleveland asks Loral two big questions:Can college tuition be put through a business and paid for before taxes?Can an SBA loan help reduce personal liability?Loral's answer is clear: yes, but it's all tax strategy, and it has to be done precisely. She explains that tuition can be paid through a business only when the student's education aligns with the company's purpose and when the proper corporate resolutions and legal documentation are in place.This episode digs into what most people miss: tax strategy isn't a one-day event at tax time, it's a year-round plan that affects how you spend, invest, and document everything. Loral's Takeaways:Discussion on Business Tax Strategies and SBA Loans (00:00)Corporate Structure and Tax Planning (04:24)Challenges with Current CPA and Tax Planning (06:03)Personal Financial Goals and Future Planning (07:16)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems:

In this episode of The Dental Boardroom Podcast, host Wes Read continues his series on common financial mistakes dentists make, with a deep dive into tax planning gaps that often lead to paying unnecessary taxes.Wes explains how many dentists rely on reactive tax filing instead of proactive tax planning, causing them to miss powerful deductions and make poor timing decisions. He breaks down practical, real-world strategies such as the Pass-Through Entity (PTE) tax election; overlooked deductions like kids on payroll, home office, vehicles, meals, and travel; and why depreciation must always align with cash flow.The episode also highlights the risks of overly aggressive tax strategies, why meeting with your CPA only once a year isn't enough, and how a CFO-style, proactive approach can significantly accelerate a dentist's path to financial independence.Key Topics CoveredCommon tax planning mistakes dentists makeHow the Pass-Through Entity (PTE) tax election worksWhy the timing of tax payments mattersLow-hanging tax deductions many dentists missKids vs. spouse on payroll (and when it makes sense)Home office, car, meals, and travel deductionsRisks of aggressive tax strategies like misused R&D creditsProper vs. improper use of depreciation (Section 179)The difference between reactive CPAs and proactive, CFO-style planningKey TakeawaysPTE tax election is a major opportunity: Dentists in high-tax states can significantly reduce federal taxes if payments are made correctly and on time.Cash timing determines deductions: Tax deductions only apply in the year money actually leaves your account.Small deductions compound: When combined, kids on payroll, home office, vehicle use, meals, and travel can create meaningful tax savings.Spouse on payroll requires retirement planning: Without a 401(k) or defined benefit plan, it can increase taxes instead of reducing them.Depreciation isn't free money: Misusing Section 179 can create future cash flow problems.Avoid crossing the line: Aggressive or poorly justified strategies increase audit risk.Tax planning follows cash flow planning: Taxes are a subset of cash flow—not the other way around.Proactive advice matters: Dentists benefit most from advisors who specialize in dentistry and meet multiple times per year.CFO-style planning accelerates wealth:...

Audio Quality Notice: Please note that this episode contains some technical audio issues affecting portions of the recording. While we've made every effort to improve the sound quality, some disruptions may remain. For clarity, full transcripts and closed captions are available and linked here for your reference. https://retirewithstyle.com/wp-content/uploads/2026/01/Episode-212-There-Is-No-Best-Retirement-Plan-How-to-Choose-What-Actually-Works.pdf In this episode of Retire With Style, Alex and Wade kick off a new arc focused on the fully revised Third Edition of the Retirement Planning Guidebook. The conversation walks through the foundational ideas behind the book, beginning with retirement income styles and why there is no single “best” strategy for everyone. Wade explains the importance of aligning retirement income decisions with personal preferences, comfort with risk, and behavioral realities rather than forcing a one-size-fits-all approach. The discussion then expands into efficiency-focused retirement planning, highlighting practical ways retirees can improve outcomes through Social Security claiming decisions, tax planning, and organization for incapacity and estate planning. The episode concludes with a framework for understanding the three major risks retirees face: longevity risk, market risk, and spending shocks, as well as why planning becomes especially critical during the transition into retirement.   Takeaways Retirement income planning does not have a single correct answer; multiple viable strategies exist, and the best choice depends on personal preferences and behavior. Understanding your retirement income style helps prioritize which strategies, tools, and chapters of the planning process deserve the most focus. Retirement efficiency means getting more after-tax spending power or legacy from the same set of assets, often by making better decisions rather than taking more risk. Social Security claiming decisions remain one of the most impactful and accessible efficiency opportunities for many retirees. Strategic tax planning, including Roth conversions, can create immediate and long-term benefits without requiring market forecasts. Organizing documents for incapacity and estate planning is a major but often overlooked source of efficiency with both financial and psychological benefits. Retirees face three primary categories of risk: longevity risk, market risk amplified by withdrawals, and unpredictable spending shocks. The years leading up to and immediately following retirement are a fragile transition period where early planning creates significantly more flexibility and better outcomes.   Chapters 00:00 – Retirement Planning Guidebook Series Introduction 05:35 – What's New in the Fully Revised 3rd Edition 06:36 – Why Retirement Income Styles Come First 08:11 – Is There a “Best” Retirement Income Strategy? 10:33 – Investing vs. Annuities: Where Each Fits 11:18 – Addressing Bias in Retirement Planning Advice 14:29 – Getting a Second Opinion on Retirement Strategies 17:14 – Risk Premium vs. Risk Pooling Explained 19:22 – What Retirement Planning Efficiency Really Means 21:32 – Social Security Claiming as a Planning Lever 23:22 – Roth Conversions and Tax Planning in Retirement 24:57 – Estate and Incapacity Planning Mistakes to Avoid 26:45 – The 3 Biggest Risks in Retirement 29:22 – Why Retirement Risk Is Different Than Accumulation 31:41 – The Fragile Retirement Transition Period 33:20 – Why Planning Early Improves Retirement Outcomes   Links

What if the tax code is filled with opportunities most retirees never notice? Frank and Frankie Guida unpack how long‑term tax planning, tailored strategies, and smart use of financial tools can help retirees better understand their income needs and reduce unnecessary tax exposure. From RMD challenges to overlooked approaches like quadros, step‑up strategies, and coordinated planning across accounts, they break down complex rules in a clear, practical way. This episode helps listeners see how thoughtful tax planning can shape a more confident retirement journey. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

On this episode: One woman writes in talking about her biggest retirement regret. Millions of pre-retirees are moving money from their 401(k)s to their own IRAs. A smart move. Yet many people are stuck on what to do next. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO continues his series on common financial mistakes dentists make, this time focusing on tax planning gaps. Wes explains why many dental practice owners unknowingly overpay taxes and how poor tax planning often results from weak cash flow management, rather than bad intentions.This episode breaks down complex tax concepts into practical insights, helping dentists understand how smarter planning throughout the year, not just at tax time, can lead to tens of thousands of dollars in savings annually and faster financial independence.Key Notes:1. Tax Planning Is Not a Once-a-Year ActivityMany dentists believe tax planning is handled solely by their CPA at year-end.Real tax planning happens throughout the year, tied directly to business decisions.Waiting until December often means it's already too late to reduce taxes effectively.2. Tax Planning Is a Subset of Cash Flow PlanningTaxes cannot be optimized in isolation.Every dollar flowing through the practice revenue, expenses, payroll, debt, and savings affects tax outcomes.Smart tax strategies must consider current and future cash flow, not just immediate deductions.3. Common Tax Planning Gaps Dentists MakeMissing legitimate deductions (leaving money on the table).Buying equipment just for a tax write-off without considering long-term loan payments.Poor timing of depreciation and capital purchases.Not coordinating payroll, distributions, and retirement planning.4. Understanding S Corporations vs. Sole ProprietorshipsBeing an S Corp does not automatically mean you're saving taxes.S Corps come with higher administrative costs, so the tax benefits must outweigh them.In general:Under ~$150k income → Sole proprietor may make more sense.$180k–$200k+ profit → S Corp usually becomes beneficial.5. Reasonable Compensation: The Biggest Tax LeverAs an S Corp owner, you pay yourself in two ways:W-2 wages (subject to payroll/FICA taxes)Distributions (not subject to FICA)Paying too little W-2 can trigger IRS penalties.Paying too much W-2 can unnecessarily increase payroll taxes.Finding the right balance is critical to staying compliant and...

Jesse is joined by Jeremy Keil—Certified Financial Planner, Chartered Financial Analyst, author of Retire Today, and host of the Retirement Revealed podcast—for a wide-ranging conversation that reframes how people should think about retirement decisions long before and long after the final day of work. Together, they explore why most people retire earlier than planned, why longevity is so often misunderstood, and how flawed assumptions about life expectancy, Social Security, and taxes can quietly undermine otherwise solid plans. Jeremy introduces the concept of "retirement longevity" as both when retirement starts and how long it may last, emphasizing the importance of personalized life expectancy modeling, joint longevity for couples, and treating Social Security as insurance rather than an investment. The discussion also dives deep into Jeremy's five-step Retirement Master Plan—starting with spending, then income, tax planning, investing, and legacy—highlighting why tax strategy and Roth conversions are often the most powerful yet overlooked levers in retirement planning. Throughout the episode, Jesse and Jeremy blend technical insight with behavioral clarity, addressing the emotional hurdles retirees face, from fear of running out of money to the identity shift from saver to spender, ultimately offering a grounded, practical roadmap for building confidence and clarity in retirement. Key Takeaways: • Average life expectancy statistics are misleading for near-retirees. Personalized longevity estimates are far more useful than population averages. • Couples must plan around joint life expectancy, not individual longevity. • Current take-home pay is a practical proxy for estimating retirement lifestyle spending. • Roth conversions are situational tools, not universally good strategies. The timing and size of Roth conversions matter as much as the decision to do them. • Many retirees struggle emotionally with shifting from saving to spending. The healthiest mindset shift is from "saver" or "spender" to lifelong "planner." Key Timestamps: (01:41) – Understanding Fixed Indexed Annuities (07:30) – Roth Conversion and Annuities: A Critical Look (10:55) – Dividends and Income in Retirement Planning (17:34) – Retirement Longevity and Planning (28:06) – Understanding Life Expectancy in Retirement Planning (32:06) – Comprehensive Retirement Planning (33:02) – The Five Steps to Create Your Retirement Master Plan (38:52) – Tax Planning and Roth Conversions (47:12) – Emotional Hurdles in Retirement Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions:Website: jeremykeil.com LinkedIn: https://www.linkedin.com/in/mrretirement/ Mentions: Retire Today: Create Your Retirement Master Plan in 5 Simple Steps by Jeremy Keil https://www.youtube.com/@MrRetirement https://www.longevityillustrator.org/ https://keilfp.com/blogpodcast/ https://bestinterest.blog/dividends-and-income-withdrawal-rate/ https://bestinterest.blog/about-that-free-steak-dinner/  More of The Best Interest:Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.  

Are you paying for a high-powered CPA when your tax situation doesn't actually require one?In this episode, Tait Duryea and Ryan Gibson sit down with CPA Gary Heldt to clarify what smart tax planning really looks like for high-income pilots with relatively simple financial lives. They break down how W-2 earners can optimize taxes without complex businesses, aggressive strategies, or unnecessary fees. Gary explains how often-overlooked fundamentals like benefits planning, estimated taxes, and coordinated advice can quietly compound into meaningful long-term gains. If you want clarity, confidence, and a more intentional approach to your CPA relationship, this episode delivers.Gary Heldt is a CPA, Certified Tax Coach, and founder of Small Business Advisors. With over 25 years of experience, he helps high-income professionals make better tax decisions through a consultative, family-office-style approach that prioritizes clarity over complexity.Show notes:(0:00) Intro(0:23) Why pilots overpay for CPAs(1:25) Family-office thinking for W-2 earners(3:42) Gary's path into tax planning(8:13) Missed tax moves for W-2 professionals(11:57) What a good CPA should do(16:28) Why education beats tax prep(24:34) Bracket strategy and timing income(28:50) Estimated taxes pilots overlook(34:18) Turning tax savings into investments(43:57) OutroConnect with Gary Heldt:Sign up directly on the site. Choose personal, business, or both newsletter options: https://www.sbadvisors.cc/ Gary's Podcast: https://www.sbadvisors.cc/resources/podcasts If you're interested in participating, the latest institutional-quality self-storage portfolio is available for investment now at: https://turbinecap.investnext.com/portal/offerings/8449/houston-storage/ — You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

The New Year’s resolution Financial Boot Camp continues with an advanced look at 2026 tax planning and how recent tax law changes may affect retirement and income decisions. In this episode of Protect Your Assets, David Hollander walks through updated tax rules and planning considerations involving IRAs, 401(k)s, Roth strategies, and required minimum distributions (RMDs). The discussion highlights scenarios where RMD timing, rollover decisions, and Roth conversions may warrant closer review, particularly for individuals approaching or already in retirement. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.

A new $6,000 senior deduction is making headlines, but smart retirees know tax planning is about more than just April 15th. In this episode, Jim Fox breaks down why understanding taxes, risk, and longevity is key for keeping more of your money in retirement. Learn how interactive tax mapping can reveal hidden savings, why the industry often fails retirees, and how a logical, personalized approach can help you make better decisions—without the sales pitch. Discover why it’s never too late to get on track and why your financial future deserves more than just “dumb math.” Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

On this episode: Will 2026 be a better or worse year to retire than last year? There are trillions of dollars in money market funds waiting to be deployed into the market. Will it save us from a downturn? Can you do a Roth conversion without paying taxes? One advisor says he has the secret. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

The New Year’s resolution Financial Boot Camp continues with an advanced look at 2026 tax planning and how recent tax law changes may affect retirement and income decisions. In this episode of Protect Your Assets, David Hollander walks through updated tax rules and planning considerations involving IRAs, 401(k)s, Roth strategies, and required minimum distributions (RMDs). The discussion highlights scenarios where RMD timing, rollover decisions, and Roth conversions may warrant closer review, particularly for individuals approaching or already in retirement. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.

In this episode, host Shawn Terrell discusses the importance of tax diversification for dentists nearing retirement. He explains the four types of taxes on investments: ordinary income, deferred, capital gains, and tax-free. Shawn emphasizes the benefits of diversifying across these tax types to minimize lifetime tax liability and maximize retirement options.------------------------------Chapters00:00:00 Introduction to Tax Diversification00:00:00 Understanding Ordinary Income Tax00:00:00 Deferred Tax Explained00:00:00 Capital Gains Tax Overview00:00:01 Benefits of Tax-Free Investments00:00:01 Conclusion and Professional Advice-------------------------------Episode Resource ----------------------------------Meet with Dentist Exit Planning Advisor:Schedule Discovery Meeting-----------------------------------About Dentist Exit Planning:Website: dentistexit.comFacebook Group for DentistsYouTubeInstagramLinkedInSign-Up for Dentist Exit Email NewsletterEmail Shawn at: shawn@dentistexit.com

What if one decision today could reshape how you’re taxed in retirement? This episode breaks down the growing appeal of Roth 401(k)s, why recent rule changes matter, and how Roth conversions may impact everything from Medicare premiums to legacy planning. Frank and Frankie Guida explain the key considerations—income limits, tax brackets, deductions, and long-term strategy—so listeners can better understand how different retirement accounts influence their future. It’s a clear, practical look at evaluating your options as a new year begins. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

What if you could access the same sophisticated tax and wealth strategies used by the ultra-rich—without the ultra-high fees? Join host Khudania Ajay (KAJ) for an insightful conversation with David Snider, Founder and CEO of Harness Wealth. David is on a mission to make bespoke financial advice accessible to the next generation of builders by using technology to democratize wealth management. Learn how advanced tax planning, strategic investing, and legacy-building tools are no longer reserved for the elite—and how you can leverage them to secure your financial future. Explore a new era of financial empowerment at https://kajmasterclass.com.=========================================*KAJ Masterclass*A video-first, conversation-led knowledge platform featuring thoughtful conversations with leaders, professionals, authors, and experts across leadership, business, health, technology, and the changing world of work. Each conversation is designed to help people learn, reflect, and take meaningful action.

Happy New Year! Steven kicks off the year by sharing his takeaways from year-end tax planning meetings and giving important reminders you need to hear as we head into another tax filing season. It may feel like the calendar just turned over, so tax planning can go on holiday, but listen in as Steven explains what you should be focused on to help your clients navigate their tax filing and beyond. You may have gotten sick of hearing about O3BA this last year, but it hasn't gone away, so Steven also recaps some critical areas you need to keep in mind, as well as reviewing a new IRS form that covers several of the new provisions that came out of the new bill last year. And of course, he had to talk about Summit 2026, including a sneak preview of some of the incredible speakers we will be adding to our lineup this year. https://zurl.co/ahjdP

Happy New Year!

"The tax game is changing in 2026. Are you training for it, or just waiting to get hit?"Most business owners wait until April to think about taxes, but by then, the heavy lifting is already over. In this episode of Build Your Wealth Muscle, Pat Darby breaks down the massive shifts coming in 2026 and why your 2025 moves are the foundation for your future net worth.We aren't just talking about forms; we're talking about strategic muscle. If you want to keep more of what you earn, you need a playbook that looks 12–24 months ahead.I discussed about:Prioritize Entity PlanningCash Needed for Tax PaymentsPlanning for 2025 Retirement Accounts

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you unknowingly turning your RRSP into a massive tax bill instead of a wealth-building tool?Most Canadians — especially incorporated business owners — obsess over contributing to their RRSPs but give almost no thought to how that money comes out. Without a clear withdrawal plan, years of disciplined saving can result in forced withdrawals, top tax brackets, and a painful handoff to the CRA later in life. This episode reframes RRSPs not as a “set it and forget it” account, but as one moving part in a much bigger wealth system that needs intention, timing, and strategy.In this episode, you'll discover:How to use low- or no-income years to strategically draw down your RRSP before forced withdrawals kick inHow leverage strategies can offset RRSP taxes while increasing access to capital and preserving net worthWhy delaying other income sources like CPP and OAS can dramatically improve your overall tax efficiencyPress play now to learn how to turn your RRSP from a future tax liability into a flexible, intentional part of your long-term wealth system.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.A strong Canadian wealth plan for business owners goes far beyond saving—it's about aligning RRSP optimization, meltdown strategies, and tax-efficient investing within a clear financial system. By understanding personal vs corporate tax planning, salary vs dividends in Canada, and how to structure financial buckets across RRSPs, corporations, real estate, and non-registered investments, entrepreneurs can reduce income tax while building long-term wealth. Thoughtful retirement planning tools, capital gains strategies, and passive income planning support financial Ready to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Paul Barron and David Kemmerer unpack the seismic shift coming to cryptocurrency taxation with the introduction of the 1099 DA form for the 2025 tax year. As brokers begin reporting crypto transactions on a per-wallet basis, investors face both new compliance challenges and strategic opportunities—from leveraging tax-loss harvesting to offset gains (with no wash-sale rule restrictions, unlike traditional securities) to understanding how DeFi yields are treated as ordinary income while crypto-backed loans remain non-taxable events. The discussion cuts through the confusion surrounding capital gains reporting, warns against the pitfalls of overreporting due to misunderstood 1099 forms, and offers practical guidance on everything from disposing of worthless tokens to utilizing carry-forward losses indefinitely, making it a must-listen for anyone navigating the increasingly complex regulatory landscape of digital asset investing.~ Looking for the best tax havens for Crypto? Free Month with iTrust Capital ➜ Use PROMO CODE - PAUL BARRON https://rebrand.ly/PAULBARRON00:00 - Introduction to Tax Strategies for Crypto02:03 - Understanding the 1099 DA and Wallet Reporting04:00 - Crypto Catalyst for 202611:01 - Navigating Capital Gains and Losses19:52 - Crypto Catalyst + DeFi and Tax Implications27:58 - Tax Planning for 2026 and Beyond⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺Become a supporter of this podcast: https://www.spreaker.com/podcast/the-paul-barron-crypto-show--4747781/support.Join our community!Barron Market Edge (FREE)➜ https://www.paulbarronnetwork.com/barron-market-edge-signupPrivate Telegram Group (FREE) ➜ https://t.me/+nISqoMxrok40NTcxSubscribe on YouTube ✅ https://bit.ly/PBNYoutubeSubscribeX/Twitter

IRS IDENTITY THEFT AND WHAT TO KNOW FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA About This Episode Identity theft can create serious tax complications, often before you even realize there is a problem. Learn how IRS-related identity theft happens, the warning signs to watch for, and how understanding the process can help reduce stress and protect your financial life. Full Description Identity theft can affect more than just your credit. When it involves tax filings, the consequences can be stressful, time-consuming, and difficult to resolve without proper guidance. In this episode of Healthy, Wealthy & Wise, the discussion focuses on identity theft as it relates specifically to the IRS. Listeners will learn how tax-related identity theft occurs, including how stolen personal information can be used to file fraudulent returns or claim refunds. The episode explains common warning signs that may indicate a problem, such as unexpected IRS notices, rejected tax filings, or missing refunds. Understanding these signals early can help limit further complications and reduce the time it takes to correct the issue. The conversation also outlines how the IRS typically responds once identity theft is identified. Listeners gain insight into the steps involved in reporting fraud, verifying identity, and protecting future tax filings. While the process can take time, knowing what to expect helps reduce uncertainty. In addition, the episode highlights practical steps individuals can take to reduce risk. These include safeguarding personal information, monitoring tax records, and responding promptly to IRS communications. Prevention and early action are key themes throughout the discussion. At BWFA, we help clients navigate financial challenges that extend beyond investments. This episode provides helpful context for anyone concerned about identity theft and its impact on their tax situation. To learn more about our tax services planning support, visit BWFA's Tax Planning.

What if your biggest retirement challenge isn’t the market, but the lack of a real plan? Brandon Bowen unpacks why many people enter retirement with savings but no strategy—mistaking a 401(k) for a full financial roadmap. He explains how taxes, budgeting, dividends, income sources, and purpose all shape a more intentional retirement, and why understanding your “why” matters as much as your numbers. With real client stories and practical guidance, this episode reveals what it takes to align your finances with the life you want to live. Schedule your complimentary appointment today: gaiserfinancial.com Follow us on social media: Facebook | LinkedIn Tune in to Wealth Thru Wisdom with Bryan Gaiser every Saturday at 10:00 AM on 94.5 WPTI. See omnystudio.com/listener for privacy information.

Are you tempted to raid your 401k to wipe out debt before retirement? Discover why that move could cost you more than you think. Ryan Herbert dives into the real financial and tax consequences of paying off mortgages and other debts with retirement savings. Learn how lifestyle choices, tax brackets, and even Medicare premiums are affected and why a true income plan matters for lasting financial security. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights:

In this episode, host Shawn Terrell discusses the SALT deduction within the One Big Beautiful Bill. Listen for insights into how the OBBBA impacts dentists planning their financial future post-clinical practice.---------------------------------Episode Resource:https://tr.ee/zIM4M4 --------------------------------Meet with Dentist Exit Planning Advisor:Schedule Discovery Meeting---------------------------------About Dentist Exit Planning:Website: dentistexit.comFacebook Group for DentistsYouTubeInstagramLinkedInSign-Up for Dentist Exit Email NewsletterEmail Shawn at: shawn@dentistexit.com

Hans and Robby are back again this week with a brand new episode! This week, they discuss 2026 Tax Planning.  Don't forget to get your copy of "The Complete Cardinal Guide to Planning for and Living in Retirement" on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

The U.S. tax code doesn't often go through big changes, but with the passage of the One Big Beautiful Bill, or OBBBA, earlier this year, there are plenty of changes to keep an eye out for as 2026 comes into view.To help us understand what's new and what matters most, DTN's Taxlink columnist and CliftonLarsonAllen principle Rod Mauszycki joins us for an update on what's new, what he's talking about with his clients now, and what he's still on the lookout for in 2026. First, he'll offer an update on changes to everything from bonus depreciation rules and state and local deductions to deferring crop insurance payments and prepayment credits.He'll even highlight the benefits of paying farm kids into designated accounts that help them save for a future where they have the resources to buy the farm. Then we'll tackle advice on the tax implications of lending and borrowing, hear more about potential changes to farm and estate planning, and learn what questions farmers should be thinking about before the New Year. Read Rod Mauszycki's Taxlink blog here.

In this episode, we break down how to effectively manage your lifetime taxes & how they effect your investment decisions. Cody shares insights from his recent book, "Tax Planning to and Through Early Retirement," which has already sold over 8,000 copies. Some highlights:- Understanding your income sources in retirement- The impact of tax rates on your financial decisions- Strategies for maximizing tax efficiency through Roth conversions and traditional contributions- Real-life examples of clients navigating their retirement planning----✅ Financial planning for 30-50 year old entrepreneurs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.allstreetwealth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ My personal blog & newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thomaskopelman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

Episode Reprise We're excited to bring back this timely conversation as business owners focus on year-end planning and tax strategy. This episode remains especially relevant right now, and we're thrilled to reshare these insights from the team at John A. Knutson & Co. for anyone preparing for a future transition. -In this episode of Poised for Exit, we're joined by Cindy Mclagan and Jonathon Lansink from John A. Knutson & Co., PLLP. We sit down for an insightful conversation on estate and tax planning for business owners preparing to exit!Jonathon and Cindy address why proactive estate and tax strategies are critical for protecting generational wealth and ensuring smooth business transitions. From the use of trusts and gifting strategies to navigating the complexities of estate tax law, this episode is packed with practical advice for owners, advisors, and financial professionals alike.Our conversation covers how to properly fund trusts, the role of irrevocable trusts in real estate planning, and the value of building a collaborative team that includes CPAs, attorneys, and financial advisors. Additionally, Jonathon and Cindy also touch on the challenges of generational family businesses and best practices for onboarding estate planning clients.If you're advising clients or preparing your own business for a future transition, this episode delivers grounded, actionable insights to help you plan ahead with clarity and confidence.Connect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor

Send us a textDo you really have your tax planning handled? The thing is, many business owners are making a critical mistake that will become even more expensive by 2026.In this episode, Mike Jesowshek, CPA, sits down with Mark J. Kohler to expose the biggest tax planning failure business owners make. Confusing knowing strategies with actually applying them. Mark explains why tax savings disappear at the implementation level, how poor execution creates long-term consequences, and why retirement accounts are one of the most overlooked areas where this mistake shows up.

Thanks to our Partners, Shop Boss and AppFueledMost shop owners avoid tough conversations until it's too late. But what happens when life throws you something completely unexpected, like the sudden loss of a loved one or a health scare that takes you out of your business?In this powerful, heartfelt conversation between Darrin and Ginger Barney (Elite), and Brian and Kim Walker (Shop Marketing Pros), these industry leaders open up about the real-life wake-up calls that forced them to prepare for the unthinkable. From losing parents to near-miss tragedies, they share the emotional and logistical side of what happens when you're not ready, personally or professionally.They talk about wills, SOPs, key person insurance, and yes, those “if I die” videos nobody wants to think about but everyone needs. More importantly, they cover what it means to love your team, your clients, and your family enough to take action before the worst happens.This isn't about fear. It's about leadership. It's about responsibility. And it's about love.

Ever wondered what a high-powered healthcare executive thinks physicians should know about money, leadership, and career longevity? This episode of BackTable ENT features an especially engaging conversation with Bob Glazer, a recently retired healthcare executive, who shares his wisdom on achieving financial and personal abundance with guest host Dr. Aleysha Khalid. --- SYNPOSIS The discussion covers Bob's extensive career in healthcare administration to key financial strategies for otolaryngologists, including tax planning and long-term financial management. Mr. Glazer emphasizes the importance of balancing career ambitions with personal life, planning for different stages of one's professional journey, and exploring entrepreneurial ventures. With practical advice on leadership, maintaining work-life balance, and continuous self-improvement, Mr. Glazer offers invaluable guidance for both young practitioners and seasoned professionals in healthcare. --- TIMESTAMPS 00:00 - Introduction02:53 - The Importance of Tax Planning for Physicians06:50 - Navigating Early Career Financial Decisions11:40 - Building a Strong Professional Reputation14:51 - The Seven-Year Itch: Seeking New Challenges23:59 - Understanding Risk Tolerance26:25 - Balancing Work and Life as an Otolaryngologist29:37 - Retirement and Rediscovering Hobbies32:36 - Leading Yourself and Crafting Your Life35:37 - Data-Driven Leadership and Career Advice38:43 - Final Takeaways --- RESOURCES Robert Glazerhttps://www.askascent.com/page/RobertGlazerbio

The Prime Minister has told a select committee he is aware of the pressure farmers are facing because of the government's plan to reimpose inheritance tax on them. However, despite close questioning from his own MPs, he made no commitment to change. Sir Kier Starmer was in front of the Liaison Committee which is made up of all the Chairs of the House of Commons Select Committees, who head up investigations into government departments. The countryside charity the CPRE, says it's concerned that most new housing is being built on green-field sites. It fears the government will create urban sprawl as it tries to fulfil its manifesto pledge to build 1.5 million new homes over the course of the next parliament.All week on Farming Today we're talking about the rural heritage buildings that make up our countryside, everything from old farm barns to country mansions. All of these buildings will need maintenance and repair, but there's only one centre in the UK teaching NVQ Level 3 qualifications, in Heritage Construction skills. We visit the Tywi Centre in Carmarthenshire,.Presenter = Anna Hill Producer = Rebecca Rooney

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! Think Social Security will cover your retirement? Think again. In this episode, we explore the tough realities of relying on government benefits and why establishing a dependable income stream is more crucial than ever. You’ll learn practical strategies for managing taxes, investments, and long-term care, without falling into common traps. Retirement isn’t just about saving; it’s about planning for the unexpected and making informed choices that protect your financial future. Tune in for insights that help you take control of your retirement reality. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalised retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement so that you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.comSee omnystudio.com/listener for privacy information.

In this episode, Matt and Micah discuss the complexities of tax planning, particularly in scaling processes and ensuring efficient team dynamics. They explore the importance of reviewing tax returns, the roles of team members in this process, and the necessity of looking beyond software for effective tax planning. The conversation also delves into time management strategies to enhance productivity during tax reviews, emphasizing the need for focused work without distractions.  Tax Planning at Scale [Episode 339] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

In this episode, host Shawn Terrell delves into the One Big Beautiful Bill Act and its implications for those over 65. It highlights the $6,000 tax deduction available via OBBBA to individuals 65 and older, the implications for Social Security taxation, and the potential for strategic tax planning.--------------------------------Chapters00:00:00 Introduction to the One Big Beautiful Bill Act00:01:42 Exploring the Tax Deduction for Seniors00:03:16 Understanding the $6,000 Deduction00:04:41 Phasing Out and Expiry of the Deduction00:06:15 Strategic Tax Planning and Conclusion---------------------------------Episode Resource:https://tr.ee/zIM4M4 ----------------------------------Meet with Dentist Exit Planning Advisor:Schedule Discovery Meeting-----------------------------------About Dentist Exit Planning:Website: dentistexit.comFacebook Group for DentistsYouTubeInstagramLinkedInSign-Up for Dentist Exit Email NewsletterEmail Shawn at: shawn@dentistexit.com

Running a business isn't just about strategy — it's about resilience, purpose, and having a strong enough why to carry you through the hard seasons. In this episode of Growth Amplifiers, Kenny reconnects with Kimberly Erick, founder of Home Time Business Services, for a powerful and personal conversation about entrepreneurship, faith, setbacks, and building a business that truly supports your life — not consumes it. Kimberly opens up about major life and business transitions, including relocating her company, selling a trucking business, navigating tax season with a virtual team, and losing her mother — all while continuing to serve her clients. Together, they unpack what it really takes to stay fueled as an entrepreneur when life doesn't go according to plan. This episode is especially relevant for small business owners, independent contractors, and entrepreneurs who want to build a sustainable business, reduce unnecessary tax burdens, and align their work with a higher purpose.

In this episode, we explore some of the most important tax updates and strategies that business owners should have on their radar. Topics include: A game-changing update that makes a popular capital gains deferral tool available for the long term A new IRS process that could save compliant taxpayers time and frustration when dealing with penalties A significant tax credit for businesses that invest in employee childcare and support services How the IRS is finally adding clarity to error notices, and why it matters for your bottom line What's coming soon to simplify cryptocurrency tax reporting for both individuals and businesses Key year-end tax strategies you may still have time to take advantage of A major change in Delaware's approach to depreciation, and how it could impact planning New deductions tied to everyday financial choices, like vehicle loans and charitable giving Expanded options for using 529 Plans that go well beyond traditional college tuition

In this coaching conversation, Loral walks Arthur through the fundamentals of building wealth using smart S Corp tax strategy. She explains why shifting from W-2 income to corporate income creates better deductions, bigger retirement contributions, and more long-term financial control. From setting up LLCs for rental properties, to hiring your kids legally, to restructuring income for healthcare savings, to offsetting capital gains with depreciation, this episode lays out exactly how S Corp tax strategy can change the direction of your wealth. If you want clarity on the right structure for your business and investments, this is required listening.Loral's Takeaways:Real Estate and Tax Strategies Discussion (00:00)Transitioning to S Corp and Tax Benefits (04:19)Health Insurance and Independent Contractor Benefits (05:41)Legal and Contractual Considerations (07:40)Tax Planning and Investment Strategies (08:41)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up:

They say it's not what you make but what you keep. And today's guests can definitely help with that. DMCL tax specialists Mohammad Shahid and Nav Pannu sit down with Adam & Matt this week to decode the tax implications that real estate investors face at every stage. From understanding when incorporation makes sense to navigating capital gains calculations, change-of-use rules, and interest deductibility strategies, this conversation cuts through technical jargon to reveal practical strategies & concrete examples for minimizing tax exposure. When should you incorporate versus holding properties personally? How do laneway homes impact your principal residence exemption? And can you really maintain primary residence status for four years without living in a property? Don't miss this one!

Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  

This week on “Henssler Money Talks,” K.C., Nick, D.J., and Kelly-Lynne explore year-end strategies like tax-loss selling, harvesting gains to offset recognized losses, and resetting your cost basis. We also break down how capital gains are taxed and why these moves can help you keep more of what you've earned. Original Air Date: December 6, 2025Read the Article: https://www.henssler.com/consider-capital-gains-harvesting-not-just-tax-loss-selling 

What does it really take to build a financial plan that goes beyond the numbers? This episode with Jackie Campbell breaks down the six essential components of a solid financial roadmap—from income and investment strategies to tax planning, healthcare, legacy, and emotional well-being. Discover why intentional decisions matter at every stage, how to balance risk and protection, and why organizing your life’s details can make all the difference. Real stories and practical advice help you create a plan that supports both your wealth and your purpose. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Send us a textIn this conversation, Vance Glaser discusses the financial advantages of employing children on a family farm, particularly focusing on the tax benefits that can be leveraged. He explains how parents can pay their children up to $15,750 tax-free, which not only provides financial support to the children but also offers significant tax deductions for the parents. This strategy can lead to substantial savings on both income and self-employment taxes, making it a beneficial approach for families involved in farming.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

Cody Garrett, CFP®, and Sean Mullaney, CPA, discuss year-end tax planning, tax moves in 2026, fear-based marketing, Roth conversions, asset tax location, and more in the 89th episode of the Bogleheads® on Investing podcast. • • • Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the podcast. The Bogleheads® are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.  Since 2000, the Bogleheads® have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent. This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.   Show Notes: Bogleheads® on Investing #87: Ed Slott, CPA 2026 Premium Tax Credit Update Bogleheads® YouTube Bogleheads® Live with Sean Mullaney: Episode 40 Bogleheads on Investing with Cody Garrett: Episode 61 • • • The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Jon and the Bogleheads® on Investing podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. 

We'd love to hear from you. What are your thoughts and questions?The conversation delves into the multifaceted nature of energy investing, emphasizing its role in wealth protection and intelligent diversification. It highlights the urgency of tax planning for 2025, urging listeners to take action before time runs out. The discussion also touches on the importance of diversifying investments beyond traditional markets like stocks and real estate.Main Points:John's insights remind us that energy investing isn't just about oil and gas, but it's about building enduring value, protecting wealth, and aligning our financial strategy with intelligent diversification.There is still time to make a meaningful impact on your 2025 tax plan, but time is running out.Now is the moment to act and finalize your tax planning for 2025.Gulf Coast Western can show you how to save tax dollars from going to the government.True diversification goes beyond stocks, bonds, and real estate markets.Energy investments can provide a hedge against inflation and market volatility.Investing in energy can lead to long-term financial stability.Understanding the tax implications of investments is crucial for wealth management.Diversification is key to reducing risk in investment portfolios.Proactive tax planning can lead to significant savings.Connect with John Engel:https://www.linkedin.com/in/john-engel-6aba212bb/johne@gulfcoastwestern.comwww.gulfcoastwestern.com

Does your financial team provide you with comprehensive tax planning, or just annual tax reporting? When you file your 2025 taxes next April, you're essentially just reporting your financial data from the previous year.  At Keen Wealth, tax planning is a proactive, year-round process we use to put your annual report in the best shape possible before the ink dries and windows close.  And when it comes to your 2025 tax return, some important windows are closing right now.  Today, on our 250th episode, we explore some recent changes to tax law and potential moves that you need to discuss with your financial advisor before the end of the year. 

Dec 1, 2025 – As year-end approaches, prioritize Roth conversions before December 31st to capitalize on low tax rates. Complete critical actions like 529 contributions, gifting, RMDs, and charitable distributions by year-end to ensure tax benefits...

In this episode of the Perfect RIA Podcast, hosts Matthew Jarvis and Steven Jarvis discuss the importance of actionable tax planning strategies for financial advisors. They explore the dynamics of their family relationship, the significance of basic tax planning, and how to build collaborative relationships with CPAs. The conversation also covers the role of 1099 letters in tax preparation, the nuances of Roth conversions, and the support provided through office hours for advisors. Additionally, they highlight the value of the 37-point checklist in ensuring comprehensive financial planning. Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Steven Jarvis: LinkedIn | Podcast | The Summit 2026 - Learn More about our Coaching Programs

Most people think about taxes one stressful season at a time, but that mindset can cost you opportunities. Especially if you're in the military, planning for early retirement, or navigating years when your income swings up and down. When you don't understand how the rules work across your whole financial life, it's easy to miss out on the strategies designed to help you keep more of what you earn. In this episode, tax expert and financial planner Sean Mullaney breaks down the difference between annual tax prep and true lifetime tax planning. We talk about how early retirement opens unexpected tax advantages, why "the compelling three" savings tactics matter, where Roth conversions actually make sense, and when they don't. Also, how military-specific situations like pensions and combat-zone income change the equation. https://milmo.co/podcast/lifetime-tax-planning