Tax Strategy Is a Year-Round Game: What Smart Planners Do Differently

With April approaching, taxes are top of mind for most people. But here is an uncomfortable truth: if the first time you think about your tax situation each year is when your CPA sends you a questionnaire, you are almost certainly paying more than you need to.

In our previous article, we touched on the idea that tax planning should be proactive, not reactive. Today, we are going to unpack that idea in detail and walk through several strategies that can meaningfully reduce your tax burden over time. Some of these are straightforward. Others are more advanced. All of them require planning well before April 15.