Episode 6 – Start Tax Planning Now



It is the start of the year and there is a tax reform underway, so how can we start tax planning for the year?  In order to answer that question you need to gauge where you are right now in order to figure out where you go in the future.  Regardless of the changes being made in the Tax Reform, tax planning is all about strategy and an overall philosophy.  The sooner you start making adjustments to your financial strategy the better off you will be at the end of next year.

Learn more about making changes to your financial strategy with John Smallwood in this podcast: