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Tax Planning

Videos

11:22

What are Donor Advised Funds?

2:33

The Power of Tax Deferral on Your Investment Planning

8:34

Tax Planning 101

3:21

Should I get Married for Tax Purposes?

4:39

The Difference Between Married Filing Separately vs Married Jointly

5:35

What is the Difference Between W2 and 1099?

5:56

A Deep Dive into Paychecks, Taxes and Savings for High Earners

Tax Planning

Podcast Episodes

Direct Indexing: How to be Tax Efficient with Money Outside of Your 401k

Maximizing Impact and Tax Benefits: Charitable Giving for High Earners

Powerful Tax Strategies That Business Owners Can Use to Save Millions

Real Life Case Study- Strategic Planning and Tax Efficiency for a Retired Widow

Tax Code Overview: Differences Between Harris and Trump Proposals

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