CFP® Questions & Misconceptions: Tax Planning

Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review. In our newest BIF Bites podcast mini-series “CFP® Questions & Misconceptions” we’ll share these FAQs, plus, the concepts that are most likely to cause confusion. This week, Adam delivers some tax fact-checks! He covers AGI v. taxable income, capital gains & tax rates, MAGI, business deductions, and HSA tax benefits. Listen in for CFP® enlightenment.