Tax Avoidance Strategies

Tax Avoidance Strategies

July 12, 2023

Global Wealth Advisors Round Logo.

Global Wealth Advisors

Financial Planning and Investment Management LinkedIn icon.

When the Trump tax cuts go away at the end of 2025, will everyone’s taxes increase? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the implications for taxpayers and which increases and reductions are going to catch people off guard. They also discuss a few tax avoidance strategies that people can begin adopting now. Watch for more tax strategies in our next mid-month podcast in August. You can also get a free copy of our tax strategy guide by signing up at: http://eepurl.com/dEbIFX

Watch the session on YouTube.

Find it Fast: Tax Avoidance Strategies

Tax Avoidance Strategies:
00:00—Intro
01:05—End of the Trump tax cuts end of 2025
02:30—Which increases and reductions are going to catch people off guard?
03:30—Strategies you can adopt now and later

Roleplay:
08:36—Bank of America discrepancies and potential bailout
10:36—Santander windfall profit tax
12:00—Fed interest rates continue or pause
13:03—Lower CPA exams

Central Bank Roundup:
15:15—Bank of Germany bond hit
19:11—Dollar dominance and the debt issue
22:20—Bank of Japan currency intervention

Get our handy list of 12 tax reduction strategies.

Listen in to the Your Money Momentum podcast published twice monthly. If you like the tax avoidance strategies episode, check out our previous show Midyear 2023 Update or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBYRuff

Find us: LinkedIn | Facebook  | Instagram | Twitter  | YouTube

Global Wealth Advisors Headquarters

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.


Securities offered through Commonwealth Financial Network ®, member FINRA/SIPC, a Registered Investment Advisor. Advisory services and financial planning offered through Global Wealth Advisors are separate and unrelated to Commonwealth.Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Global Wealth Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.