Nov 14, 2023
In this solo episode Matt covers one of his favorite tax savings vehicles, the Donor Advised Fund or DAF for short. No amount is too small! Learn more in this episode today.
Jun 27, 2023
In this episode Eric and Matt discuss some of the high level concepts on how taxes work - what is your marginal rate, how are different types of income taxed, and so on. Learn more in this episode!
May 30, 2023
In this (solo!) episode Matt walks us through the tax treatment of vacation homes and second homes. What to know and how to capitalize on this unique tax strategy. Learn more in this episode!
Apr 25, 2023
In this episode Eric and Matt discuss whether Traditional or Roth is the right choice for you. There are pros and cons to each and every situation is unique! Learn more today!
Apr 11, 2023
In this episode Eric and Matt discuss how to best prepare and plan for taxes each year. Tune in to learn more tax preparation tips!