From Refunds to Results: Smarter Tax Planning for High Earners

Описание: 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.



 



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Wishing you a fantastic week ahead and happy wealth building!