Tax Planning After Tax Season: What to Do Next
In this episode of the Haven Financial Group Radio Show, Larry Kallevig, Kim Carrigan, and CPA Lance Larsen break down why tax planning starts after tax season ends. They cover key updates to itemized deductions, including changes to state and local tax caps and new rules for charitable contributions. The conversation also explores how Social Security benefits are taxed, strategies around capital gains, and how tax loss harvesting can help offset investment gains. The episode emphasizes the importance of proactive planning to reduce taxable income, avoid surprises, and make more informed…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.