When you think about taxes, what comes to mind? A big line item on your paystub? A bunch of confusing jargon? An important “thing” that someone else takes care of and you just write the check or cash the refund? During this hour we will breakdown what you need to know about taxes so it’s simple and easy to understand and teach you tax planning strategies you can implement for years to come.
– How to understand what tax bracket you are in
– How to read a form 1040
– What tax credits and tax deductions are and why they are important to tax planning
– The difference between the standard deduction and itemizing
– Tax planning strategies that can be used now and in the future
Think of it this way, your tax preparer is looking backwards at what’s already happened. Tax planning is about looking forward and helping you make decisions and adjustments to maximize the dollars staying in your pocket.
Annelise Bretthauer is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® practitioner who is wildly passionate about breaking the taboo around talking about money and building wealth. After spending three years as a planner for one of the largest Registered Investment Advisory firms in Oregon, in 2019 she set off to build her own financial planning firm and in 2020 joined forces with Nathan Schorsch as a partner of Head to Toe Financial Planning. She specializes in helping H.E.N.R.Y’s (high earners, not rich yet) specifically medical residents and physicians to build lasting wealth and bring wellness to the forefront of the financial plan. She believes wellness is the combination of health and wealth and financial education should be accessible to everyone. Annelise is looking forward to meeting the boss women of the Pledgette community!