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The Best Of Refining Retirement Podcast - Why a Tax Planner? episode artwork

EPISODE · Jul 23, 2024 · 26 MIN

The Best Of Refining Retirement Podcast - Why a Tax Planner?

from The Best of Refining Retirement · host Brad Ford

Dana and Brad welcome CPA, Michele Bennett, to discuss the benefits of tax planning for individuals as well as business owners. Takeaways: - Tax planning can help minimize taxes by looking ahead and calculating when may be the best time to make big decisions. - Meeting with a tax planner quarterly could save you thousands if you are self-employed or are an independent contractor - Download our FREE helpful resource, “The Value of an Objective Opinion” Vineyard Financial, Michele Bennett, CPA, and MAS are not affiliated entities. There is no compensation exchanged between Vineyard Financial and Michele Bennett, CPA. Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation. Our firm is not endorsed by or affiliated with any government agency.

What this episode covers

Dana and Brad welcome CPA, Michele Bennett, to discuss the benefits of tax planning for individuals as well as business owners. Takeaways: - Tax planning can help minimize taxes by looking ahead and calculating when may be the best time to make big decisions. - Meeting with a tax planner quarterly could save you thousands if you are self-employed or are an independent contractor - Download our FREE helpful resource, “The Value of an Objective Opinion” Vineyard Financial, Michele Bennett, CPA, and MAS are not affiliated entities. There is no compensation exchanged between Vineyard Financial and Michele Bennett, CPA. Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation. Our firm is not endorsed by or affiliated with any government agency.

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The Best Of Refining Retirement Podcast - Why a Tax Planner?

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Frequently Asked Questions

How long is this episode of The Best of Refining Retirement?

This episode is 26 minutes long.

When was this The Best of Refining Retirement episode published?

This episode was published on July 23, 2024.

What is this episode about?

Dana and Brad welcome CPA, Michele Bennett, to discuss the benefits of tax planning for individuals as well as business owners. Takeaways: - Tax planning can help minimize taxes by looking ahead and calculating when may be the best time to make big...

Can I download this The Best of Refining Retirement episode?

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