Plan taxes strategically and minimize liability

FinanceIntermediateAnywhere

90 minutes

5 steps

·Intermediate

After 90 min: You'll understand tax deductions, credits, and strategies that legally reduce taxes owed.

What you need

Tax documentsPrior returnsSpreadsheetTax software or CPAEducational time

The 90-Minute Plan

Organize documentation0–15 min

Gather W2s, 1099s, receipts, charitable donations, medical expenses. File by category.

Understand AGI impacts15–35 min

Deductions reduce taxable income. Standard vs itemized. Know which applies to you.

Identify tax credits35–55 min

Child credit, earned income credit, education credit. These directly reduce tax owed.

Plan quarterly if self-employed55–75 min

Estimate taxes due quarterly. Underpayment penalties exist. Set aside 30% of income.

Strategic year-end moves75–90 min

Max 401k/IRA, harvest losses, bunch deductions, charitable giving. Plan ahead.

Pro Tip

Hire a CPA if self-employed; their value typically exceeds their cost through tax optimization.

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