What Is Tax Planning? Podcast Por arte de portada

What Is Tax Planning?

What Is Tax Planning?

Escúchala gratis

Ver detalles del espectáculo

Acerca de esta escucha
We’ve all “done our taxes”. Gather up a mess of documents, send them in to your person or software program, weeks pass, maybe you get a check maybe you cut a check, depends on the year. Wash, rinse, repeat.
But have you ever had a conversation with a professional about the long-term tax burden of being in certain investments? How a move you make today could affect your taxes in 5 years? Has anyone ever told you that certain charitable contributions you’re making you thought weren’t deductible could be with a Donor-Advised Fund under certain circumstances?
These would be insights learned during Tax Planning, also called Tax Observations. Our own Clay Dunkle CFP®, AIF® makes his debut on It’s All Money to discuss one of his favorite parts of the business, and analyze the subtle nuance of the phrase “It’s not what you make, it’s what you keep that counts.”

Learn more about Sonoma Wealth and take our Free Wealth Analysis: https://sonomawealthadvisors.com/

Video also available for every episode of It’s All Money on our YouTube channel: https://www.youtube.com/@sonomawealth
_______________
Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
adbl_web_global_use_to_activate_T1_webcro805_stickypopup
Todavía no hay opiniones