# Ep 418. Year-Round Tax Planning Page: https://stenobird.com/podcast/retire-smart-podcast-6956219/ep-418-year-round-tax-planning Text version: https://stenobird.com/podcast/retire-smart-podcast-6956219/ep-418-year-round-tax-planning.md Podcast: [Retire SMART Podcast](https://stenobird.com/podcast/retire-smart-podcast-6956219) Published: 2026-05-28T13:00:00+00:00 Episode link: https://connect92.podbean.com/e/ep-418-year-round-tax-planning/ Audio file: https://mcdn.podbean.com/mf/web/5piydpp7v865fmf6/Ep_418_Year-Round_Tax_Planning6eei6.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/retire-smart-podcast-6956219/episodes/ep-418-year-round-tax-planning Duration seconds: 742 ## Resource 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 β€œOne 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. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/retire-smart-podcast-6956219/episodes/ep-418-year-round-tax-planning/transcription-requests` β€” Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/retire-smart-podcast-6956219/ep-418-year-round-tax-planning.md` β€” Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.