What High Earners Need to Know About Taxes

Send us Fan MailIf you’re a high earner who’s ever been shocked by a tax bill—or confused about why your bonus was taxed the way it was—this episode is for you.In this conversation, Carla sits down with Claire Gallant, CPA, CFP and Logan Holman, CPA, co-founders of Vivify (www.usevivify.com), to break down the most common tax misconceptions they see among high-income professionals. Together, they unpack how bonuses are actually taxed (and why it often feels worse than it is), why projecting taxes throughout the year matters, and how small missteps—like incorrect W-4 elections after getting married—can lead to costly surprises.They also discuss when your financial situation has crossed the line from “DIY-able” to needing a professional, why collaboration between a CPA and financial advisor is so important, and how the right tax support can materially improve your outcomes—not just at tax time, but all year long.By the end of this episode, you’ll have a clearer understanding of how the tax system really works for high earners, what myths to ignore, and how to proactively plan so taxes stop feeling reactive and stressful.Whether you’re navigating bonuses, marriage, or growing complexity in your finances, this episode will help you approach tax planning with more confidence and fewer surprises.