Ep 418. Year-Round Tax Planning - Retire SMART Podcast

What this episode covers

Today, David welcomes CPA and Chief Tax Strategist Evan Marshall back to the studio to discuss why proactive tax planning is a year-round process, especially for entrepreneurs and high-income earners. The conversation includes strategies like Roth conversions, income shifting, and maximizing deductions under the “One Big Beautiful Bill,” while also exploring how tax incentives, state policies, and business-friendly legislation can shape long-term financial success for business owners and retirees alike.

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Frequently Asked Questions

How long is this episode of Retire SMART Podcast?

This episode is 12 minutes long.

When was this Retire SMART Podcast episode published?

This episode was published on May 28, 2026.

What is this episode about?

Today, David welcomes CPA and Chief Tax Strategist Evan Marshall back to the studio to discuss why proactive tax planning is a year-round process, especially for entrepreneurs and high-income earners. The conversation includes strategies like Roth...

Can I download this Retire SMART Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.