Latest / Money & Taxes from Bb to XYZ
Tax Planning Changes You Can Make Now
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, discuss what to do when a mid-year income boost — like a raise, bonus, RSU vest, or ESPP benefit — creates new tax planning opportunities. They explain why more income can mean more taxes, but also more ways to strategically reduce taxable income and redirect cash flow. The conversation covers bonus withholding, pre-tax employer retirement plan contributions, HSAs, deferred compensation, RSUs, ESPPs, charitable giving, and donor-advised funds. Regina and Jason emphasize that the key is…
The skinny
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