In this episode, Bob, Joe and Erin discuss how proactive tax planning can transform the stress of tax season into peace of mind. They highlight the benefits of starting early in the year, including greater opportunities to save money and structure assets strategically.
With insights tailored to physicians and business owners, this conversation dives into how thoughtful tax planning can reduce liabilities, maximize wealth, and break the cycle of last-minute tax chaos.
Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/
Schedule some time with Erin: https://meetings.hubspot.com/nevicosi
Learn how we can help you: https://www.terrafirmaconsultant.com/
The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.
Information
- Show
- FrequencyUpdated Weekly
- PublishedJanuary 23, 2025 at 6:00 PM UTC
- Length23 min
- Season1
- Episode55
- RatingClean