Ep 72: Tax Planning Strategies with Steven Brewer, CPA

My Retirement Clarity with Lee Perkins

On this episode, we’re going to get tax insights from local professional Steven Brewer, CPA, who specializes in working with business owners but is also very knowledgeable when it comes to individual tax planning.

Here is some of what you’ll learn on this show:

• Lee’s first accounting class and why he immediately changed his major. (1:49)
• Where does Steven see taxes going in the future and how does that impact investing today? (6:00)
• The tax planning opportunities that most people look including a few specific to Georgia residents. (8:43)
• What can you do to prepare for the increasing tax environment that we’re in? (12:10)
• The things that trigger audits and when they typically happen. (17:15)
• Advice he would give business owners that want to be more proactive. (19:45)

Important Links:

Website: myretirementclarity.com/podcast/

Call: 478-254-3550