Want to help your clients navigate the complex world of taxes and avoid costly pitfalls? Join host Dave Alison and lead advisors at JL Smith Holistic Wealth Management, Jeff Warnkin, CFP, CPA, and Seth Meisler, CFA, CPA, as they delve into the intricacies of marginal tax traps. Learn how to identify and mitigate these often-overlooked challenges within The Tax Management Journey® framework. Discover common scenarios where these traps occur, from Social Security taxation to required minimum distributions, and explore strategies to optimize your clients' overall tax picture. You’ll also gain valuable insights on multi-year tax planning, effective tax rate analysis, and the importance of thorough tax return reviews. Listen in to learn how you can provide more comprehensive guidance that will help your clients avoid unnecessary tax burdens.

Resources:

• Training Referenced: The Tax Management Journey®
• Training Referenced: The Bucket Plan® 1.0