An Above Board Guide to Tax Planning

John Kennedy, CFP® & Matthew Marcoux, CFP®, EA, break down the intricacies of tax planning and strategies that can transform your financial future. From decoding the difference between tax evasion and avoidance to uncovering smart tactics for saving on taxes, this conversation is packed with actionable insights. Learn how to maximize your savings with HSAs and IRAs, nail the timing of deductions, and stay ahead of the curve with insights into new tax rules affecting third-party payment apps like Venmo and PayPal. Don't miss out—tune in now!