

Rich Girl Roundtable (with a CPA): Tax Deductions, MFJ vs. MFS, & Credits if You DON'T Own a Business
Jan 15, 2024
Tim Steffen, a CFA, CFP, and CPWA at Baird Wealth, joins the Rich Girl Roundtable to discuss tax deductions for non-business owners. Topics include strategic spending, tax implications of medical expenses and childcare, deductions for remote employees, and the difference between filing taxes jointly and separately for married couples.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Tax Deductions for Individuals
02:40 • 7min
Tax implications of medical expenses and childcare: Deductions and Credits
09:13 • 3min
Tax Deductions for Remote Employees and Filing Taxes Jointly vs Separately
12:33 • 6min
Withholding Taxes and Deductions
18:22 • 5min