Tax Planning
Podcast Episodes
Featured Episode
Episode 207: Scary Stories: Tax Mistakes Childfree People Make
The worst tax stories aren’t about criminals, they’re about ordinary people doing what they thought was fine and walking into a trap. Bri Conn, CFP®, Dr. Jay Zigmont, CFP®, and Maddy Roche walk through real cautionary tales, from the passport the IRS can revoke to the partner’s rent that counts as income, so you can make intentional Childfree money decisions with your eyes open.
Articles
Should Married Couples Always File Taxes Jointly?
When filing separately beats joint filing for married couples. Learn the tax scenarios where each strategy wins.
Small Business Finances for Childfree Entrepreneurs
Small business finances for Childfree owners: tax obligations, retirement planning strategies, and effective cash flow management systems.
How Do Capital Gains Work?
Capital gains taxes explained: short-term vs. long-term rates, calculation methods, and smart strategies to minimize what you owe.
How Do Income Taxes Work?
Income tax fundamentals: understand brackets, calculate deductions and credits, and know exactly what you’ll owe the IRS annually.
Tax Planning vs. Tax Filing: What's the Difference?
Proactive tax planning saves significantly more than reactive filing. Understand the difference and transform your tax strategy.
Do I Need a CPA or Tax Preparer?
CPA vs. tax preparer: understand the professional differences and know when to hire specialized tax help for your situation.