))
Season 2: Episode 5: Tax Planning for Individuals
Manage episode 387786621 series 3405029
Josh Tyree and Robert Shappee, Josh Tyree, and Robert Shappee에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Josh Tyree and Robert Shappee, Josh Tyree, and Robert Shappee 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode of Accounting for Tomorrow, join partners Cheryl Guiddy and David Hutchison from Harris CPAs as they explore crucial aspects of individual tax planning. With year-end approaching, the discussion delves into nuances like tax rates, brackets, and changes for the current year. The experts share insights on timing income, deductions, and effective tax strategies, covering topics such as capital gains, retirement plans, IRA options, Idaho-specific deductions, credits, and updates on electric vehicle tax credits. Emphasizing the role of cash flow and budgeting in tax planning, they also address the intersection of tax decisions with estate planning. Ideal for self-employed business owners or new retirees, this episode offers valuable tips to optimize tax strategy for current and future financial success.
Show notes:
- 00:53 – Understanding Tax Brackets: Effective Tax Rates vs Marginal Tax rates
- 02:35 – Timing of Income and Tax Deductions
- 04:07 – Strategies for Stock Sales and Capital Gains
- 06:50 – Retirement Plan Options for Schedule C Taxpayers
- 10:33 - Understanding the different types of Individual IRAs and how they can be used for planning
- 13:13 – Idaho specific Deductions and Credits
- 17:51 – Electric Vehicle Credits
- 17:40 – Importance of Cash Flow and Budgeting
- 20:07 - Conclusion and Final Thoughts
Links:
20 에피소드
공유
