Jan 26, 2022
Tax-planning for small businesses is a critical aspect of their success. After all, the better you plan the better things tend to work out. On this episode, I’m once again joined by tax expert Laura Caifa to discuss something new: tax reduction strategies for small businesses. We go over everything from the deductions...
Jan 19, 2022
Everyone has their own unique tax puzzle. Retirement can be an especially challenging time because there are many uncharted waters to navigate for new retirees. Did I pay enough taxes during the year? How can I avoid paying penalties altogether? Questions like these can seem intimidating, but they don’t have to be! On...
Jan 12, 2022
If you’re approaching the age of 72 and you still have questions about Required Minimum Distributions (RMD), this episode is for you! We’ll take a deep dive into all things RMD so that you know what they are, how much you can expect to take out, and the best way to withdraw them. I’ll also give you helpful...
Jan 5, 2022
If you’re looking to retire in the next few years, this episode is for you. As we move into 2022 you can start your year right and get your retirement plan in order by doing a handful of simple “money moves” to ensure you’re on the right track. This is a rapid-fire, easy-to-follow episode so get out your pencil...