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Tax Planning Should Be a Year-Round Conversation

With the October 15 tax deadline upon us, Potentia Wealth CEO Kevin Swanson and Potentia Tax’s Rachita Wadhwa, CPA sat down to discuss some practical advice on the benefits of combining wealth planning with tax planning, essentially making the tax discussion a year-round focus.

In this first video, Swanson and Wadhwa emphasize that frequent and deep conversations between your tax planner and financial advisor can lead to better decision-making, both in the long and short term. This makes taxes a central focus and gives families more information to make decisions about their wealth and financial lives. As these decisions can often have significant financial consequences, incorporating tax implications into decisions can help families achieve their financial objectives.

In the video, Swanson and Wadhwa discuss:

To watch our other videos in this series, click here to learn why you shouldn’t let FOMO control your taxes and click here to learn why you shouldn’t allow tax changes drive your future. As always, please do not hesitate to contact us with any tax or wealth questions.

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