AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
15min chapter
Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
The Perfect RIA
Common Mistakes in Tax Planning
This chapter delves into various common errors in tax planning, such as mishandling rollovers and relying on questionable tax strategies like buying foreign rental properties in IRAs. It emphasizes the importance of attention to detail, proper documentation, and avoiding assumptions to prevent costly mistakes in financial planning and tax filing. The chapter also shares anecdotes about clients facing tax issues due to errors in tax reporting forms, showcasing the necessity of verifying information and collaborating with professionals to ensure accurate tax planning.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode