Tag: Tax Pro Forma
The Power of Tax Pro Formas with Dylan Stewart (Ep. 29)

The Power of Tax Pro Formas with Dylan Stewart (Ep. 29)

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Have you ever wished you could predict your tax bill before it arrives?

Tax pro formas could help you do just that.

Join Jim Kruzan, CFP®, CRPC®, and returning guest Dylan Stewart, CFP®, CPA, for an enlightening discussion about the often overlooked strategy of using tax pro formas in financial planning. Learn how to anticipate tax liabilities, make informed decisions, and optimize your financial strategy to build upon your wealth and create the retirement you desire.

Talking points include: 

  • How tax pro formas work and fit into financial planning as a whole
  • How to use a tax pro forma to avoid unexpected tax liabilities
  • The downsides of AI in this space and the importance of accurate data collection for building a strong tax pro forma
  • The importance of holistic tax planning, the integration of Roth conversions, and reviewing your tax history
  • Common tax pro forma mistakes and how to avoid them
  • And more!

Resources:

Connect with Jim Kruzan: 

Connect with Dylan Stewart:

About Our Guest: 

Dylan Stewart, CFP®, CPA, serves as a Wealth Advisor at Kaydan Wealth Management, offering comprehensive wealth management and guiding clients through the Evolutionary Wealth Process. As a member of the Investment Policy Committee and collaborator with Senior Wealth Advisors, he plays a pivotal role in shaping and maintaining client financial strategies.

“I love helping clients feel safe and secure by helping them achieve their financial goals and dreams.”

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