080: Tax Planning During Tax Preparation Season with Corey Hulstein

The Guided Retirement Show

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2y ago 21:07

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With tax filing season officially underway as of January 24, we want to review the advantages of doing tax planning during tax preparation season. It’s important to realize that tax compliance and tax planning aren’t one in the same, though. Our Director of Tax, Corey Hulstein, joins Dean Barber on The Guided Retirement Show to discuss some tax planning strategies to consider during tax preparation season.

In this podcast interview, you’ll learn:

How we go about minimizing taxation for someone not just in one calendar year, but over their lifetime.
There’s a big difference between figuring out your quarterly estimates and doing forward-looking tax planning during tax preparation season.
Why QCDs and donor-advised funds could work for you if you’re charitably inclined.
It’s important to have your CPA and CFP® Professional working together.
Why it’s critical to do tax bracket planning and think about how much of your Social Security can be taxable.

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/80

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Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

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