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Category: Tax Planning

34 results found
episode

How to Avoid Paying Taxes in 2024

Updated: December 1, 2023

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article

Mutual Funds vs. ETFs: What Are the Tax Implications in a Taxable Account?

Updated: November 7, 2023

ETFs and mutual funds look pretty similar, but they have a few distinct differences. Does it matter if you invest…

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episode

9 Things You Need to Do Before 2023 Ends!

Updated: October 6, 2023

It is never too early to start thinking about financial decisions you may need to make before the end of…

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article

Is Entrepreneurship the BEST Way to Become a Millionaire?

Updated: September 12, 2023

Becoming an entrepreneur can be a great way to earn income, but starting a business can come with many bumps…

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faq

How Do I Know What Tax Bracket I Am In?

We have great resources to help people understand tax brackets. When determining a person’s taxes, there are a couple of…

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article

Why You Shouldn’t Focus on Your Effective Tax Rate

Updated: June 28, 2023

In this highlight, we discuss why you shouldn’t focus on your effective tax rate and how you should approach this…

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episode

How to Save Thousands of Dollars in Taxes in 2024

Updated: April 25, 2023

Tax season is over for most of us, but that doesn’t mean it’s time to stop thinking about your taxes!…

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article

TurboTax vs Hiring a CPA: Which Should You Choose?

Updated: March 27, 2023

When do you know it’s time to hire a CPA to do your taxes? In this highlight, Brian and Bo…

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episode

Do These 4 Things with Your Finances BEFORE 2023!

Updated: November 11, 2022

There are unique financial opportunities available at the end of the year – especially this year with the market down.…

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episode

Loss Harvesting: Why Wealthy People Love It (And You Should Too!)

Updated: October 21, 2022

Tax-loss harvesting: what is it and should you be doing it? In this episode, we’ll cover everything you need to…

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