Charitable planning is a way of thinking about your finances to maximize your charitable donations’ impact. Learn about why charitable planning is such a powerful tool, what purpose it serves, and how you can use it. In this episode, Dave talks about… How to slash your taxes through charitable planning What are the special rules…
Charitable Planning
The Biggest Tax Deduction I Had (Hint: Not a Cash Balance Plan)
Taxes are hard and it’s almost impossible to avoid them. So if you want to know about other ways to get some of your money back, then this episode is for you. In this episode, Dave talks about… Dave’s journey on his biggest tax deduction How did he do it? Why acquisition of a business is…
The BIGGEST Tax Deduction for Small Practice Owners and 1099 Physicians
Are you looking for a substantial tax deduction? If the answer is YES and you’re an independent contractor or you’re a small practice owner, then this is something you should look into. In this episode, Dave talks about… What are benefit plans? The basics of defined contribution plan VS. the defined benefit plan Explanation of defined contribution plans…
The BEST Time to Do Roth Conversions
There are many factors to consider when determining the best time to do Roth conversions. Whether you’re considering a Roth conversion to meet your future financial goals or simply want to reduce some of your taxable income, here are new episodes that can help you make an informed decision. In this Podcast, Dave talks about……
Craig Cody- 3 Awesome Tax Deductions I Didn’t Know
Have you been wondering- how the heck can I pay less in taxes? If you have been grappling with this question or if you are simply curious about taxes, you are going to love our next guest. Our next guest’s expertise lies in the area of tax planning. His goal is to make sure doctors…