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Enlightened Wealth Strategies
James and Jim
18 episodes
2 days ago
In our latest podcast episode, Enlightened Wealth Strategies, James and Jim are joined in the studio with Joseph Angelli, of Joseph Angelli, CPA. PC where we discuss the impact of the Trump Administration's Tax policies as well as the expected passage of the OBBBA or The One Big Beautiful Bill Act. We cover many of the income tax provisions in the Bill and how it will impact your federal income taxes as well as how we can plan and strategize ways to minimize our overall income tax burde...
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All content for Enlightened Wealth Strategies is the property of James and Jim and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In our latest podcast episode, Enlightened Wealth Strategies, James and Jim are joined in the studio with Joseph Angelli, of Joseph Angelli, CPA. PC where we discuss the impact of the Trump Administration's Tax policies as well as the expected passage of the OBBBA or The One Big Beautiful Bill Act. We cover many of the income tax provisions in the Bill and how it will impact your federal income taxes as well as how we can plan and strategize ways to minimize our overall income tax burde...
Show more...
Arts
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E1 - These Are a Few of My Favorite Things: Year-End Tax Planning Ideas.
Enlightened Wealth Strategies
37 minutes
10 months ago
E1 - These Are a Few of My Favorite Things: Year-End Tax Planning Ideas.
In our first podcast, Enlightened Wealth Strategies, James and Jim discuss how we advise and help clients to save taxes. We address a myriad of income tax savings strategies from the use of retirement plan savings, how to avoid paying penalties to the IRS, as well as the use of Roth IRAs and other investment ideas to minimize if not avoid a big tax bill.
Enlightened Wealth Strategies
In our latest podcast episode, Enlightened Wealth Strategies, James and Jim are joined in the studio with Joseph Angelli, of Joseph Angelli, CPA. PC where we discuss the impact of the Trump Administration's Tax policies as well as the expected passage of the OBBBA or The One Big Beautiful Bill Act. We cover many of the income tax provisions in the Bill and how it will impact your federal income taxes as well as how we can plan and strategize ways to minimize our overall income tax burde...