In this 19 minute video we go over tax planning concepts to help you in 2022. So much of investing and financial planning is related to tax planning. They are oftentimes intertwined and this is why tax planning is so important to our practice. Tax planning is also a core part of the CFP Certified Financial Planner, curriculum. We do always recommend you discuss tax strategies with your CPA or tax preparer before implementing. We are happy to help coordinate strategies with them. Let us know if you have any questions about this content or would like to setup a meeting to discuss.
2022 Tax Planning Strategies
March 30, 2022|