Learning From Past Tax Years - Part 1 with Jeremy Kessler

Perennial Pride

Join Tom for this three part series with tax expert Jeremy Kessler as they dive deep into the world of taxes and financial planning. Taxes can be a complex and daunting topic, but with the right insights and advice, you can save money and reduce stress. In this episode, Tom and Jeremy discuss the importance of tax planning, the benefits of staying organized, and strategies for optimizing your tax situation. Whether you're a business owner or a W-2 earner, there's valuable information here to help you take control of your financial future. Tune in now and start saving on your taxes and be sure to stay tuned for part two and three!

Highlights 01:07 - Importance of getting ahead in tax planning due to the complexity of the tax code. 03:39 - Overview of the podcast's aims: learning from this year's tax season, mitigating future taxes, and preparing for long-term financial changes. 09:12 - Discussion about proactive planning and how seeking expert advice helps save more in the long term. 13:02 - The need for business owners to analyze their tax structure to prevent leaving money on the table. 16:59 - Discussion about the misconceptions surrounding taxes, and how exploring different tax strategies can offer new opportunities for savings. 19:58 - Discussion about the misconception of treating tax refunds like a savings plan and how it is actually a non-interest bearing loan to the government. 20:19 - Emphasizing the value of time, especially when awaiting a tax refund.

Episode Resources

• Connect with Tom Suvansri
• https://perennialpride.com/
• https://www.facebook.com/perennialpride/
• https://twitter.com/perennialpride
• https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA
• Connect with Jeremy Kessler
• [e-mail]
• https://thesteelbreeze.com/

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