Episode 4: Year End Planning

Tax planning should be something that is looked at throughout the entire year. However, as the end of the year approaches, now is a particularly good time to review your finances and take advantage of any tax planning opportunities that may be available for you. So, in this episode, Benjamin and Steven will be sharing some tax tips to consider and answering your questions as we get closer to the end of 2021.

Listen in as Benjamin explains how to approach your Roth conversions and the importance of being intentional with your spending and saving. You will learn where to start on a multi-year tax planning strategy, what questions to ask a CPA to see if they're a good fit for you, and when you may want to find someone to help you with your taxes.

You can find all show notes for this episode at: https://bit.ly/3jcAYNF