From Refunds to Results: Smarter Tax Planning for High Earners скачать в хорошем качестве

From Refunds to Results: Smarter Tax Planning for High Earners

Taxes can feel overwhelming, especially when you’re not sure if you’re optimizing your strategy. In this episode, we discuss how to reframe your mindset around taxes, the importance of tax efficiency over trying to pay $0, and why having a tax strategist matters. Learn how to coordinate your financial advisor and tax planner, leverage different investment opportunities like real estate or oil and gas, and plan strategically throughout the year to avoid surprise bills. Plus, hear how personal goals, cash flow, and risk tolerance play into making tax-smart decisions. Tune in now to get the insights you need to take control of your taxes! [00:10:45] Understanding Tax Efficiency and Roth Conversions [00:17:06] What a Tax Strategist Does Beyond Filing [00:22:09] Coordinating Your Financial Team and Managing Risks [00:25:25] Choosing the Right Tax Incentives [00:26:19] Getting Started with Oil and Gas Deductions [00:27:42] Laundromat Acquisition and Bonus Depreciation [00:30:13] Financial Freedom, Passive Income, and Generational Wealth [00:36:36] When to Hire a Tax Strategist 🎧 Listen to "Nontraditional Tax Saving Strategies (https://podcasts.apple.com/us/podcast...) " and discover how you can save big on taxes through energy investments.   🎉 This episode is sponsored by Bona Fide Finance (https://go.bonafidefinance.com/wealth...) – Trusted financial advisors offering flat-fee, comprehensive planning to help you build wealth and financial security. Book a consultation at bonafidefinance.com/wealthmindedmd (http://bonafidefinance.com/wealthmind...) or email hello@bonafidefinance.com (mailto:hello@bonafidefinance.com) and tell them we sent you. Got money questions you'd like us to tackle on our next segment of Wealthy Wonders? Visit our page (https://www.wealthmindedmd.com/about#...) to submit your query. Be sure to go to our website to join the Wealthy Minds Community (https://www.wealthmindedmd.com/) and download a FREE copy of our Wealthy Minds Blueprint. (https://www.wealthmindedmd.com/wealth...) Claim your debt freedom with our boot camp (https://www.wealthmindedmd.com/wealth...) ! Don't forget to rate and review the show to help others discover us! When you do, you'll have a chance to win a free drink on us.   Wishing you a fantastic week ahead and happy wealth building!