Seven Essential Stages of Tax Planning with Grayson Blazek, Ep #249
Failed to add items
Sorry, we are unable to add the item because your shopping cart is already at capacity.
Add to basket failed.
Please try again later
Add to Wish List failed.
Please try again later
Remove from Wish List failed.
Please try again later
Follow podcast failed
Unfollow podcast failed
Seven Essential Stages of Tax Planning with Grayson Blazek, Ep #249
-
Narrated by:
-
By:
About this listen
Tax planning often slips to the bottom of our financial to-do lists—until a surprise bill or missed opportunity crops up. But behind the scenes, the right process for an ongoing tax strategy can put you leagues ahead, reducing uncertainty and helping you capitalize on changes. On the show this week, we'll walk through the seven stages of tax planning, highlighting key insights and practical actions you can take.
Outline of This Episode- 00:00 Holistic Tax Planning Overview
- 01:56 Understanding clients' overall current situation and future goals
- [03:11] Importance of staying up-to-date for maximizing client opportunities
- [05:05] Importance of gathering detailed, current financial information:
- [06:50] Identifying tax planning opportunities and potential pitfalls by life stage
- [09:53] Adjusting withholding, making estimated payments, and managing expectations
- [13:19] Identifying and quantifying strategic tax planning actions
- [18:34] Examples of in-year tax planning
***********
📰 See the full show notes here
🌐 Sign up here to receive a detailed pre-retirement checklist to ensure you are positioned to experience your ideal retirement.
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.