Tax Preparation vs. Tax Planning

Failed to add items

Sorry, we are unable to add the item because your shopping basket is already at capacity.

Add to cart failed.

Please try again later

Add to wishlist failed.

Please try again later

Remove from wishlist failed.

Please try again later

Follow podcast failed

Unfollow podcast failed

Tax Preparation vs. Tax Planning

Listen for free

View show details

About this listen

In this episode, we break down the critical distinction between tax preparation—the backward-looking process of filing your annual return—and tax planning, which is the proactive strategy of minimizing your tax burden over a lifetime. We explore how simply "doing your taxes" in April focuses on compliance, while true planning involves year-round decisions like Roth conversions and income timing to keep more of your hard-earned money. Tune in to learn why moving from a reactive mindset to a forward-thinking plan is one of the most effective ways to accelerate your path to financial independence.

No reviews yet