Why tax planning is more than just filing tax returns

Eric Brotman discusses how understanding the impact that the 2018 income tax changes has on your wealth is critical to reaching financial independence with attorney and the “funniest tax guy in America,” Edward Lyon.

In this episode: 

  • What experts should you work with to help with your taxes?
  • What tax changes do most people need to be aware of?
  • The tax changes that affect businesses.
  • Planning is even more important now, people don’t get do-overs.
  • SALT provisions from both sides of the political spectrum.
  • Tax policies for different people and different states.
  • The new policies provide so many opportunities for tax planning.

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