Hellow guys, Welcome to my website, and you are watching Tax Planning Tips from CPAs | Ep. 112 | Marty James & Corey Hulstein | The Guided Retirement Show. and this vIdeo is uploaded by The Guided Retirement Show at 2024-05-28T04:00:06-07:00. We are pramote this video only for entertainment and educational perpose only. So, I hop you like our website.
| Name | Tax Planning Tips from CPAs | Ep. 112 | Marty James & Corey Hulstein | The Guided Retirement Show |
| Video Uploader | Video From The Guided Retirement Show |
| Upload Date | This Video Uploaded At 28-05-2024 11:00:06 |
| Video Discription | 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 Episodes with Marty and Corey: https://youtu.be/hX7ynKriW9w https://youtu.be/13JQ-w6eJ7w https://youtu.be/w7KHmts85oI https://youtu.be/gKfe-lcOOhE https://youtu.be/ASEEO30DZfI https://youtu.be/zxpfmN-xbrw Meet with Us: https://modwm.com/meet-with-us/ Ask a Question: https://modwm.com/ask-a-question/ |
| Category | People & Blogs |
| Tags | tax planning tips | tax tips | 2024 tax tips | financial planning | retirement planning | aca | hsa | cpas | taxes and cpas |
