Simply Wealth

audiobook (Unabridged) Why Tax Planning is More Fun Than Tax Preparing

By Paula Straub

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Usually, the word tax is enough to put you in a bad mood. It conjures up those few weeks of nightmares prior to April 15 when you are under pressure to gather up all of the previous years data, put it in some kind of order and either fill out your own tax return or turn it over to a professional. That costs you money and then you may even have to write a check to the IRS. This is tax preparation and isn’t a whole lot of fun. However, what if you found a way to pay less in taxes and keep more in your pocket just by making a few painless changes to the way you managed your finances and investing? What better way to give yourself a raise without switching jobs or being at the mercy of your boss? Paula and her guest, CPA Bob Bledsoe of Provision Wealth talk about ways to reduce your tax bill and make tax planning your friend and not your foe. Find out why you need a specialist and not the guy or gal from the “Big Box” tax agency who may do you more harm than good!

Simply Wealth