That Being Said with Taxdoc™

Ep. 2 - BOI, John Doe Summons, Retirement Planning and Social Security Tips


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In this episode of The Dynamic Hour with Taxdoc™, I sit down with me, myself and I.

I dive into a variety of unrelated topics such as the BOI (Beneficial Ownership Information) requirement, standard vs. itemized tax deductions, the incoming Social Security reform and various other insights to how you can have a more tax-productive 2025.
Don't miss out on this episode packed with practical advice and relatable stories!
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Disclaimer: The information on this channel and in this episode is for educational purposes only and should not be mistaken for professional legal, financial or tax advice. Always consult a professional about your specific situation.

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That Being Said with Taxdoc™By Rob Shoykhet EA