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Tax Prep Vs Tax Planning: What’s The Difference?
Manage episode 442032445 series 3585684
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Most of us think about taxes once a year, around April 15th. We gather our documents, either to do it ourselves or hand them over to a CPA. This is tax preparation- looking back at the past year, compiling necessary forms, and filing your taxes.
Tax planning, on the other hand, is a proactive strategy. It involves looking ahead and making decisions that will minimize your tax liability in the future. Join Scott and Marc as they discuss how effective tax planning can create significant financial advantages for high-earning pilots.
Here’s some of what we discuss in this episode:
0:00 – Intro
2:09 – How CPAs relate to tax planning
4:59 – It’s not what you make, it’s what you keep
7:36 – Why a team approach is crucial
Retirement Planning Tax Checklist
https://drive.google.com/file/d/1eEkjGQibGP0zdiHk-uMSsMWFK-EVmzBT/view?usp=sharing
Resources:
Schedule A Call with Scott: http://callosborn.com/
Scott's Book, A Pilot's Guide To Maximizing Wealth & Cashflow In Retirement: https://amzn.to/3xSn1ii
The Pilot's Planner Website: https://thepilotsplanner.com/
Watch the podcast on YouTube! https://www.youtube.com/@ThePilotsPlanner
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