YFP 318: Midyear Tax Planning and Projections

Your Financial Pharmacist

English - July 27, 2023 09:00 - 36 minutes - 33.6 MB - ★★★★★ - 160 ratings
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Previous Episode: YFP 317: YFP Planning Case Study #7: Balancing Student Loans, a Wedding, Home Buying, & Saving for Retirement

Next Episode: YFP 319: Pharmacy Innovators with Dr. Jena Quinn (Perfecting Peds)

YFP Director of Tax, Sean Richards, CPA, EA digs into what midyear tax projections are, why they matter, and specific examples where a midyear projection can help someone optimize their financial situation. We discuss the importance of adjusting withholdings, ensuring record keeping is up to date, common pitfalls business owners and side hustlers can avoid with a projection and tax considerations with student loan payments coming back online.

Links Mentioned in Today's Episode

Subscribe to the YFP Newsletter Sean Richards on LinkedIn YFP 309: Top 10 Tax Blunders Pharmacists Make IRS Tax Withholding Estimator YFP Tax YFP Planning: Fee-Only Financial Planning for Pharmacists YFP Real Estate Investing Facebook Group Tim Ulbrich on LinkedIn YFP Disclaimer