144 - Tax Strategy Framework summary - 8 Key Items to Consider
from Wealth Game Hosted by Brent Bement, CPA
In this episode, Brent introduces his 2025 Year-End Tax Strategy Series, starting with a high-level walkthrough of the 8-Step Tax Planning Framework he uses with clients. Instead of focusing only on popular one-off tax tips, this episode explains the mindset and structure behind effective tax planning—how to think about your goals, evaluate your options, and choose the strategies that make the most sense for your situation. Brent covers why starting with the end in mind is essential, how to evaluate where you currently stand using a tax projection, and how to navigate the overwhelming number of available tax strategies. He then breaks down the eight core areas that apply to every taxpayer—business owners, high-income earners, real estate investors, and employees alike. These eight pillars include deductions, deferring income, tax credits, entity structure, tax brackets, income conversion, tax-exempt planning, and investment planning. This episode sets the foundation for the next eight episodes, where Brent will dive deeper into each category with specific examples and recommendations.
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