Radio Show #6: Tax Planning Essentials
Before another tax season approaches, we want you to be in the best position now and in retirement. That means tax planning needs to be a focus as a part of your overall financial plan.
In this week’s show, we will provide essential tips and strategies for preparing and filing taxes, understanding tax brackets, and making the most of deductions. We’ll also discuss the benefits of Roth conversions, charitable giving, and how to work effectively with CPAs to optimize your financial health.
Whether you’re an individual filer or a business owner, this episode is packed with valuable information to help you navigate the complexities of taxes and make informed financial decisions.
Here’s some of what we discuss in this episode:
- Some of the basic things you need to know about taxes as you prepare to file this year.
- Should you work with a CPA on your taxes?
- Ways that you might be able to save on taxes now.
- Reasons you might want to do a Roth conversion and the reasons why you might not.
- Things you should know about taxes if you’re self-employed.
Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.
