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

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.