Show Notes
Is it time to rethink how you approach financial planning?
In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Beth Goldstein, Owner of Goldstein Tax Advisors, and Barry Kaufman, CPA & Partner, about proactive strategies for high-income earners and business owners. From navigating the complexities of W2 income and equity compensation to maximizing deductions on real estate investments, Beth and Barry share their client-first approach to building long-term financial relationships. With insights ranging from charitable giving to cost segregation and 1202 stock sales, they show how strategic planning and the right team can reduce stress and multiply results.
Key Takeaways:
→ Don’t wait until April - year-round planning delivers the best results
→ W2 earners and equity-compensated employees have more options than they realize
→ Real estate investors can unlock powerful savings with depreciation and cost segregation
→ Charitable giving strategies like bunching can significantly increase deductions
→ The right CPA team provides not just compliance, but confidence and relief
More from Goldstein Tax Advisors:
Email: [email protected]
Website: www.goldsteintaxadvisors.com
LinkedIn: www.linkedin.com/company/goldstein-tax-advisors/people
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