This is a groundbreaking episode where I’m unveiling something that will revolutionize your financial world. Joining me is Rebecca Baldauf, CPA, CCFC, and together, we’re rolling out our new tax planning service. Tailored to anyone who would love to streamline financial, student loan, and tax planning strategies, SLP Tax Planning brings together a seamless in-house team of experts marching forward together “in lockstep.”

You’ll discover a few tax strategies that have specific impacts on borrowers managing student loan repayment and tips for business owners to consider. We’ll also cover why we’re rolling out a tax component (hint: wealth planning and tax optimization go hand-in-hand) and how our suite of services is uniquely designed with you in mind. So, skip the headache of juggling the many moving parts of a cohesive financial plan and don’t miss the debut of this exciting new tax planning service.

In today’s episode, you'll find out:

Why mastering student loan management is crucial for effective tax planning
Creative ways to optimize charitable deductions for better tax outcomes
Strategies for maximizing mortgage interest deductions in today's market
How to smartly use capital losses to lower your adjusted gross income
The benefits of renting your home to your business and how to do it right
The importance of tracking carry-forward losses to maximize tax savings
How business owners can use Section 179 for significant tax deductions
About navigating the nuances of deducting business meals and entertainment
Structuring your business for the best tax advantages
Leveraging tax filing extensions to benefit your income-driven repayment plan
How to decide the best filing status in light of your student loan situation
The benefits of income splitting in community property states
Key steps to engage with SLP’s tax planning service
A special offer for podcast listeners to join SLP Wealth with a bonus

Links mentioned:

Like the show? There are several ways you can help!

Follow on Apple Podcasts, Spotify or Google Podcasts
Leave an honest review on Apple Podcasts
Subscribe to the newsletter

Feeling helpless when it comes to your student loans?

Try our free student loan calculator
Check out our refinancing bonuses we negotiated
Book your custom student loan plan

Do you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!

67 - How Distributors really think - From Credit Limits to Credit Lines with Jason Bader