Beyond Tax Prep: Elevating Your Wealth Through Strategic Tax Planning with Max Pollack, CPA episode artwork

EPISODE · Jan 22, 2025 · 26 MIN

Beyond Tax Prep: Elevating Your Wealth Through Strategic Tax Planning with Max Pollack, CPA

from Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It. · host Bonfire Financial | Brian Colvert CFP®

Join host Brian Colvert as he interviews Max Pollack, CPA, to explore how strategic tax planning goes beyond preparation to elevate your wealth. Learn actionable tips for maximizing deductions, managing capital gains, and aligning your tax strategy with your financial goals. Full show notes:   https://www.bonfirefinancial.com/strategic-tax-planning/ To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com To learn about Max Pollack and his firm: https://setacpa.com/   Disclosure: https://www.bonfirefinancial.com/disclosure/

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Beyond Tax Prep: Elevating Your Wealth Through Strategic Tax Planning with Max Pollack, CPA

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