Holistic Wealth and Health Podcast

Episode 37: How to Prepare for Tax Season with Less Stress

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Learn how to prepare for tax season with less stress with insights directly from JL Smith Holistic Wealth Managements’ experienced tax team. This episode, hosted by Bryan Bibbo, features Jeff Warnkin, CFP, CPA, NSSA, BPC, Senior Wealth Management Advisor, with over 25 years of experience and a master’s in taxation, and Kelli Knudsen, EA, Controller and Enrolled Agent at JL Smith who leads the tax division. 

Listen as Warnkin and Knudsen share practical strategies to simplify your tax preparation process and help you make informed decisions about your filing. They’ll walk you through how JL Smith’s holistic approach to wealth management helps prevent tax-time surprises while keeping you on track with your financial goals. 

Key Topics: 

  • Document Organization: Discover effective ways to gather and submit your tax documents using both digital portals and traditional methods 
    • Filing Status Benefits: Understand how to choose the best filing status for your situation, including special considerations for life changes and dependent claims 
      • Security Measures: Discover important steps to protect yourself from tax-related identity theft, including the value of IRS Identity Protection PINs 
        • Strategic Planning: Learn how incorporating tax planning into your wealth management strategy helps you prepare better and save more throughout the year 
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          Holistic Wealth and Health PodcastBy Jason L Smith
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