Beacon Capital Management offers a FREE Tax Reduction Analysis to make sure you know what tax opportunities are available to you. Schedule your’s today.
Episode 18: Tax Planning In Today’s Environment with Patrick Min, CPA
Published on: Jul 31, 2020
HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS:
Have you thought about tax planning and how it fits into your overall retirement plan? You should, because your tax planning strategies can have a significant impact on your bottom line in retirement. In This Episode, We'll Discuss:
- Learn about what tax planning is, and what it’s not
- Determine when you need to meet with a tax planner
- Know the difference between a CPA and a tax specialist
- Understand the pitfalls of not planning ahead for taxes in retirement
- Gain an introduction to different tax planning strategies that work in today’s environment