Tax planning

Episode 3: Tax Planning

August 23, 2019

Duane and Aaron Johnson talk about the important elements of tax planning.

Here are just a handful of the things that we'll discuss:

  1. Know who you are working with (i.e. Enrolled Agent, CPA or Tax Preparer)
  2. IRA vs. Roth and when it makes sense to convert to a Roth IRA
  3. Calculating taxes on primary residence or rental property

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