112: Tax Planning Tips from CPAs with Marty James & Corey Hulstein

The Guided Retirement Show

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1M ago 30:40

MP3•Bölüm sayfası

How can you pay less taxes over your lifetime? That’s a question everyone wants to know the answer to, but there isn’t a one-size-fits-all answer. Everyone’s financial situation is different. Along with explaining the importance of having a forward-looking tax plan as a part of your personalized financial plan, Corey Hulstein, CPA and Marty James, CPS, PFS joined Dean Barber on The Guided Retirement Show to share some tax planning tips.

In this podcast interview, you’ll learn:

The Dynamic of the CFP® Professional and CPA Working Relationship
The Difference Between Tax Preparation and Tax Planning
Considerations When Creating a Distribution Strategy
The Difference Between Charitable Remainder Trusts and Charitable Lead Trusts

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/112

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Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

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