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239. How can I reduce my current taxable income?

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Manage episode 435017312 series 3322284
Kandungan disediakan oleh Wiser Wealth Management. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Wiser Wealth Management atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, explore strategies for reducing taxable income, such as deferred compensation plans, retirement contributions, and tax-loss harvesting. They highlight the importance of understanding the tax implications of various investments and caution against risky practices like creative accounting or intentional losses.
Podcast Episodes Referenced:
- Ep 229: How do I avoid capital gains tax?
YouTube Videos Referenced:
- Can a donor-advised fund reduce taxable income?
- How to Reduce Taxable Income as a Business Owner?

Learn More:
- Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.
- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

  continue reading

Bab

1. Growing Firm and Financial Advice Discussion (00:00:00)

2. Tax Reduction Strategies for W-2 Workers (00:11:59)

3. Tax Planning Strategies and Pitfalls (00:23:14)

249 episod

Artwork
iconKongsi
 
Manage episode 435017312 series 3322284
Kandungan disediakan oleh Wiser Wealth Management. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Wiser Wealth Management atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, explore strategies for reducing taxable income, such as deferred compensation plans, retirement contributions, and tax-loss harvesting. They highlight the importance of understanding the tax implications of various investments and caution against risky practices like creative accounting or intentional losses.
Podcast Episodes Referenced:
- Ep 229: How do I avoid capital gains tax?
YouTube Videos Referenced:
- Can a donor-advised fund reduce taxable income?
- How to Reduce Taxable Income as a Business Owner?

Learn More:
- Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.
- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

  continue reading

Bab

1. Growing Firm and Financial Advice Discussion (00:00:00)

2. Tax Reduction Strategies for W-2 Workers (00:11:59)

3. Tax Planning Strategies and Pitfalls (00:23:14)

249 episod

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