Whether tax season scares you or just makes you groan, it likely is not your favorite time of year. But tax planning doesn’t have to be painful, and it shouldn’t be restricted to a few weeks in the spring. Getting a grip on your taxes means integrating tax planning into your overall financial plan — and, as a bonus, it means taking the pain out of Tax Day.
Benjamin C. Sullivan, CFP®, CVA, EA returns to “Something Personal” to demystify the U.S. tax system. Ben explains why it’s critical to think about tax planning as long-term lifestyle choices and not one-off quick fixes. He also challenges common misconceptions, emphasizes the importance of playing by the rules, and shares the reasons he can’t stop talking about investment planning in a tax-focused episode. Ben’s talk with host Amy Laburda has something for everyone, from listeners looking for advanced tax planning techniques to those hesitant to admit they aren’t entirely sure what a “tax bracket” even is.

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