For many high-income individuals and families, taxes can represent one of their largest ongoing expenses. Yet tax planning is often treated as a separate activity during filing season rather than as an important part of a comprehensive financial plan. In this episode, Cullen Martin, CFP®, explains how reviewing tax returns can provide valuable insight into your overall financial picture and help identify proactive planning opportunities.

In This Episode:

• Why reviewing tax returns can be a key element of ongoing financial planning

• How tax return analysis helps uncover potential tax planning opportunities

• The role of Donor-Advised Funds and charitable giving in a coordinated strategy

• How cash flow considerations may impact Roth conversions and retirement planning

• Evaluating capit ...