America's Wealth Management Show

Another tax filing season is in the books, which is probably a big relief for some of you and our CPAs. But that doesn’t mean it’s time to take an out-of-sight, out-of-mind approach with your tax documents and 2023 taxes. Why? Because 2023 tax planning season is underway. Dean Barber and Bud Kasper will share why now is the optimal time to take advantage of tax planning opportunities so that tax filling won’t be so stressful in the future. Schedule a Meeting: https://modwm.com/radio-show/complimentary-consultation/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planning Start Planning Here: https://modwm.com/retirement-planning-tool/radio/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planning More on this episode: https://modwm.com/is-inflation-slowing/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planning Articles: 6 Reasons Roth Conversions Could Work for You: https://www.modwm.com/6-r