Episode
Ep 418. Year-Round Tax Planning
- Podcast
- Retire SMART Podcast
- Published
- May 28, 2026
- Duration seconds
- 742
- Processing state
not_requested- Canonical source
- https://connect92.podbean.com/e/ep-418-year-round-tax-planning/
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Summary
Today, David welcomes CPA and Chief Tax Strategist Evan Marshall back to the studio to discuss why proactive tax planning is a year-round process, especially for entrepreneurs and high-income earners. The conversation includes strategies like Roth conversions, income shifting, and maximizing deductions under the “One Big Beautiful Bill,” while also exploring how tax incentives, state policies, and business-friendly legislation can shape long-term financial success for business owners and retirees alike.