Holistic Wealth and Health Podcast

Episode 47: Year-Round Tax Strategies for Wealth Building

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Tax season doesn’t end on April 15th. If you want to build and protect your wealth, consider it a year-round opportunity and practice. Join host Bryan Bibbo as he sits down with Seth Meisler, CPA, CFP, and Chief Investment Officer from JL Smith’s Minnesota office, to explore why the traditional strategy of just pushing taxes to future years is obsolete and how effective tax planning now requires thinking like “3D chess” – considering multiple variables across time. 

With 17 years of experience spanning public accounting, corporate finance, and wealth management, Seth reveals the strategic moves you can make right now to help minimize your tax burden and maximize your wealth. 

Key Topics: 

  • Why Tax Planning Never Ends: How modern tax strategy has evolved beyond the old “defer everything” approach into year-round wealth management 
    • Market Opportunities for Tax Savings: Using market volatility to your advantage through Roth conversions and tax-loss harvesting 
      • Smart Charitable Giving Strategies: Maximizing tax benefits through donor-advised funds and strategic charitable distributions 
        • Avoiding Common Tax Pitfalls: Why dual-income households and job changers often get surprised at tax time and how to prevent it 
          • Business Owner Considerations: Advanced tax planning strategies for business owners and the importance of early exit planning 
            • ...more
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            Holistic Wealth and Health PodcastBy Jason L Smith
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