# What Are You Missing in Your Own Tax Planning?

Page: https://stenobird.com/podcast/hidden-money-podcast-6320033/what-are-you-missing-in-your-own-tax-planning
Text version: https://stenobird.com/podcast/hidden-money-podcast-6320033/what-are-you-missing-in-your-own-tax-planning.md
Podcast: [Hidden Money Podcast](https://stenobird.com/podcast/hidden-money-podcast-6320033)
Published: 2026-08-18T10:13:58+00:00
Episode link: https://share.transistor.fm/s/ff74c96b
Audio file: https://media.transistor.fm/ff74c96b/9914665b.mp3
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JSON: https://stenobird.com/v1/public/podcasts/hidden-money-podcast-6320033/episodes/what-are-you-missing-in-your-own-tax-planning
Duration seconds: 1987

## Resource

On this week's episode we turn it on the taxpayer. We look at the habits, assumptions, and easy shortcuts that quietly cost people money. Along the way: a client who rated us three out of five over a strategy that saved her $150,000, a man paying $780,000 a year in tax who said "it is what it is," and a state tax cliff that cut a family's charitable deduction in half. Get in touch: https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=s4e24-what-taxpayers-are-missing&utm_content=show-notes#contact-1 Take our 5 minute tax assessment: https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=s4e24-what-taxpayers-are-missing&utm_content=show-notes#taxassistant Chapters [00:00] Truth with love — turning last week's episode on the taxpayer [01:00] Why easy is expensive: $2,000 a year over thirty years [04:20] The LLC that should have gone inside the S corp [07:00] Don't assume your CPA is your advocate [09:20] The Lamborghini, $2 million a year, and $780,000 in tax [13:30] The tried and true: 401(k) match, HSAs, Trump accounts [16:00] Bunching deductions, and the one-day timing difference [18:00] A client who rated us three out of five — refund is not savings [21:40] The state that halves your charitable deduction over $1 million [27:30] Making more money doesn't mean paying more tax Connect With Us • Website: https://www.revotaxpayer.com/ • Facebook: https://www.facebook.com/revotaxpayer/ • Instagram: https://www.instagram.com/revotaxpayer/ • LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacy • YouTube: https://www.youtube.com/@HiddenMoneyPodcast

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## Transcript

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