The First Step To Reduce Your Taxes with David Glenn

December 10, 2020 00:43:27
The First Step To Reduce Your Taxes with David Glenn
Finance for Physicians
The First Step To Reduce Your Taxes with David Glenn

Dec 10 2020 | 00:43:27

/

Hosted By

Daniel B. Wrenne, CFP®

Show Notes

Who wants to reduce their taxes? The first step requires educating yourself on the basics. 

In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to David Glenn, a Certified Public Accountant (CPA) and founder of Glenn Advisory and the basics of how income taxes work.  They also chat about some of the most common tax savings strategies that begin to appear when you start to understand how this all works.  

Topics Discussed:

Links:

David Glenn on LinkedIn

Glenn Advisory

IRS Tax Forms, Instructions, and Publications

Schedules for Form 1040

Schedule D (Form 1040), Capital Gains and Losses

Schedule 1 - Additional Income and Adjustments to Income

Form W-2 Wage and Tax Statement

Form W-4 Employee Withholding Certificate

Tax Cuts and Jobs Act (TCJA)

State and Local Tax Deduction (SALT)

Child Tax Credit

Schedule K-1 Form

Schedule K-2 Form

Finance For Physicians

Other Episodes

Episode 0

January 14, 2021 00:21:19
Episode Cover

Should You Payoff Debt Or Invest with Jeff Wenger

Should you pay off debt or invest? It’s a straightforward question.  Yet, the answer is often not so straightforward and really depends on your...

Listen

Episode 159

September 19, 2023 00:21:35
Episode Cover

Another Student Loan Change That Could Affect Physicians’ Lives Again with Daniel Wrenne and Jeff Wenger

Join Daniel Wrenne and Jeff Wenger on an enlightening episode of "Finance for Physicians," where they explore the dynamic world of student loans, financial...

Listen

Episode 0

December 30, 2021 00:27:01
Episode Cover

Financial Vitals Check Part 5: Investment Plan

Do you have an investment plan in place? You may have more than one fund, such as for retirement or charitable giving. Maybe you...

Listen