Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Content provided by Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dean Barber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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112: Tax Planning Tips from CPAs with Marty James & Corey Hulstein
Manage episode 420717442 series 3258852
Content provided by Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dean Barber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
How can you pay less taxes over your lifetime? That’s a question everyone wants to know the answer to, but there isn’t a one-size-fits-all answer. Everyone’s financial situation is different. Along with explaining the importance of having a forward-looking tax plan as a part of your personalized financial plan, Corey Hulstein, CPA and Marty James, CPS, PFS joined Dean Barber on The Guided Retirement Show to share some tax planning tips.
In this podcast interview, you’ll learn:
- The Dynamic of the CFP® Professional and CPA Working Relationship
- The Difference Between Tax Preparation and Tax Planning
- Considerations When Creating a Distribution Strategy
- The Difference Between Charitable Remainder Trusts and Charitable Lead Trusts
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/112
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com
114 episodes
Share
Manage episode 420717442 series 3258852
Content provided by Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dean Barber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
How can you pay less taxes over your lifetime? That’s a question everyone wants to know the answer to, but there isn’t a one-size-fits-all answer. Everyone’s financial situation is different. Along with explaining the importance of having a forward-looking tax plan as a part of your personalized financial plan, Corey Hulstein, CPA and Marty James, CPS, PFS joined Dean Barber on The Guided Retirement Show to share some tax planning tips.
In this podcast interview, you’ll learn:
- The Dynamic of the CFP® Professional and CPA Working Relationship
- The Difference Between Tax Preparation and Tax Planning
- Considerations When Creating a Distribution Strategy
- The Difference Between Charitable Remainder Trusts and Charitable Lead Trusts
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/112
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com
114 episodes
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Similar to The Guided Retirement Show
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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continue reading
Join the Mad Fientist as he interviews personal-finance icons like Mr. Money Mustache, Ramit Sethi, and JL Collins to discover the strategies they used to achieve financial independence and retire early! Learn about investing, tax avoidance, entrepreneurship, travel hacking, real estate, and all things related to financial independence and early retirement!
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continue reading
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