Tax Planning vs. Tax Preparation - They Are NOT the Same Thing

Most people think doing their taxes correctly is enough—but the real opportunity lies in planning ahead. Join CFP® Mike Morton and Matt Robison as they break down the critical difference between tax preparation and tax strategy, showing how high earners can reduce surprise tax bills by understanding their marginal tax rate, coordinating multiple income sources, and making smarter year-round decisions.Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/