A Wiser Retirement™

Important things to Know About Taxes

December 27, 2021 Wiser Wealth Management Episode 86
A Wiser Retirement™
Important things to Know About Taxes
Show Notes Chapter Markers

Casey Smith is joined by Jordan Sute, CPA, from Sute CPAs to talk about the most important things to know about taxes. Taxes can be a dull thing, but you need to find someone who gets excited to learn, grow, and adapt as your CPA. Specialization is also important in finding the right CPA for you.

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This podcast was produced by Wiser Wealth Management. Thanks for listening!

Intro
Donor Advised Funds
Tax Credits that Help the Community
Moving to a New State
Maximize Retirement Savings
Avoiding Letters from the IRS
Tax Loss Harvesting
Tax Deductions for Business Owners
1031 Exchange