Master Your Tax Season: Strategies, Deductions, and Smarter Filings with CPA Jody Buckner

Money Matters

Get ready to navigate the complexities of tax season with confidence as we bring CPA extraordinaire Ms. Jody Buckner into the Money Matters fold. This episode is a must-listen for anyone looking to avoid common pitfalls and make the most of their tax returns. We're not just talking about crunching numbers; we delve into the art of timing your filings, organizing your financial life like a pro, and the savvy moves that can enhance your financial well-being throughout the year. With Jody's expert guidance, you'll understand why sometimes a big refund isn't the win you might think it is and how adjusting your withholdings could be the smarter play.
When it's time to tackle those tax forms, do you find yourself swimming in a sea of receipts and regulations? Fear not, our discussion with Jody Buckner is your lifeline. She shares the secrets of a stress-free tax season with year-round strategies that go beyond the typical shoebox of receipts. We're talking about the power of digital organization and the overlooked credits that could be game-changers for your finances. Plus, we get into the nitty-gritty of whether to itemize or not to itemize—that is the question we answer, along with a peek into investment strategies that could defer your tax liabilities.
For the entrepreneurial spirits and small business owners tuning in, we've tailored this episode with your unique challenges in mind. Jody's tips on meticulous tracking and staying current with tax law changes are invaluable. We demystify the IRS, transform audit anxieties into audit preparedness, and underscore the peace of mind that comes from a strong CPA relationship. From choosing the right filing status to strategizing your deductions, this episode equips you with the tools to keep your finances flourishing. So, join us as we turn what could be your most dreaded time of the year into an opportunity for financial optimization.

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Welcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union.
The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice.

Chapters

1. Master Your Tax Season: Strategies, Deductions, and Smarter Filings with CPA Jody Buckner (00:00:00)

2. Maximize Deductions and Credits With CPA (00:00:02)

3. Organizing Financial Records for Tax Preparation (00:08:16)

4. Tax Planning and Preparation Tips (00:14:24)

5. Maximize Tax Benefits With Deduction Strategy (00:20:29)