In today’s show, we tackle the first of the Big 3 tax planning strategies that you need to be aware of. As a refresher, here are the three basic tax planning strategies: Timing (deferring or accelerating taxable income and tax deductions) Income shifting (shifting income from high to low tax rate taxpayers) Conversion (converting income […]
Joshua J. Sheats, MSFS, is the world's leading authority on integrating lifestyle goals and money goals without conflict. He teaches normal people how to seamlessly connect the science of financial planning with the joy of goal achievement.
Joshua is dedicated to helping normal people achieve financial freedom by merging creative (and crazy) ideas from the world of personal finance with the academic integrity of formal financial planning. He simplifies complex money topics and makes boring financial mumbo-jumbo less boring.
