Episode
Ep 25 - Innovative Tax Planning Strategies For 2026 With Christine Nosbush
- Published
- Jan 14, 2026
- Duration seconds
- 1472
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Summary
Innovative tax planning strategies start with understanding your options before tax season arrives. In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric welcome enrolled agent Christine Nosbush to discuss essential tax deductions, HSA benefits, and planning opportunities for 2026. Christine explains the difference between an enrolled agent and a CPA, shares insights on avoiding IRMAA Medicare surcharges, and reveals why tax extensions can actually reduce audit risk. Whether you're a high-income earner looking to optimize Roth IRA conversions or simply want to understand current tax code changes, this conversation provides actionable strategies for working with your financial advisor to minimize tax liability and maximize retirement planning success. What you will Learn in this Episode: The key differences between an enrolled agent and a CPA, and why tax planning strategies require specialized expertise in tax code rather than just accounting knowledge. How to maximize HSA benefits with triple tax advantages and use them strategically to avoid IRMAA Medicare surcharges while creating tax-free retirement income. Why tax extensions don't increase IRS audit risk and can actually improve accuracy, plus essential tax deductions that high-income earners often miss. Smart strategies for Roth IRA conversions, 529 plans, and account consolidation to work effectively with your financial advisor for optimal retirement planning. Tune into the Metcalf Money Moment podcast for expert insights on wealth management and retirement planning! Join Jeb, Ethan, and Eric for practical Estate Planning strategies that you can implement to unlock financial clarity and confidence. Listen now to inspire your financial journey! TIMESTAMPS: 00:00 Christine, an enrolled agent, explain…