Tax Planning Tips from CPAs | Ep. 112 | Marty James & Corey Hulstein | The Guided Retirement Show скачать в хорошем качестве

Tax Planning Tips from CPAs | Ep. 112 | Marty James & Corey Hulstein | The Guided Retirement Show

How can you pay less taxes over your lifetime? That’s a question everyone wants to know the answer to, but there isn’t a one-size-fits-all answer. Everyone’s financial situation is different. Along with explaining the importance of having a forward-looking tax plan as a part of your personalized financial plan, Corey Hulstein, CPA and Marty James, CPS, PFS joined Dean Barber on The Guided Retirement Show to share some tax planning tips. In this podcast interview, you’ll learn: • The Dynamic of the CFP® Professional and CPA Working Relationship • The Difference Between Tax Preparation and Tax Planning • Considerations When Creating a Distribution Strategy • The Difference Between Charitable Remainder Trusts and Charitable Lead Trusts Episodes with Marty and Corey:    • ACA Subsidies: How Do You Qualify for Them...      • Tax Planning Strategies | Ep. 70 | Marty J...      • HSA Tax Advantages | Ep. 98 | Marty James ...      • Tax Planning During Tax Preparation Season...      • Roth vs. Traditional - What's Best? | Ep 9...      • The CFP® Professional and CPA Relationship...   Meet with Us: https://modwm.com/meet-with-us/ Ask a Question: https://modwm.com/ask-a-question/