Tax Planning Webinar

Download our Tax Planning Guide: https://purefinancial.com/white-paper... Schedule a free assessment with any one of our experienced financial professionals: http://bit.ly/PureAssessment Office locations: https://bit.ly/PureLocations Ask your personal finance questions: https://bit.ly/AskPure Subscribe to our channel: http://bit.ly/PureFinancialYouTube Pure’s Director of Tax, Amanda Cook, CFP®, CPA, Esq, provides strategies and proactive planning techniques to help you make the most out of tax-saving opportunities in 2026. 00:54 - Tax Return Basics 07:16 - Tax Rates & Tax Cuts Jobs Act 10:49 - New Deductions & Trump Accounts 15:24 - Charitable Contributions & Social Security 19:44 - Types of Income & Tax-Advantaged Accounts 26:02 - Q&A Can you explain what provisional income is, and does that include my spouse's income? Where are gold and Bitcoin in tax account environments? 28:31 - Retirement Plans & Contribution Strategies 42:01 - Advanced Tax Strategies & Q&A Can you explain how you get property into either your donor-advised fund or an IRA? Are companies charged tax when they sell their company stock or when they put it into a taxable account? What is the net investment income tax? Should only high-wealth people have a donor-advised fund? Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. IMPORTANT DISCLOSURES: Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor. Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated. Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period. CFP® – The CERTIFIED FINANCIAL PLANNER® certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP® mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification. Esquire (Esq.) is an honorary title that is placed after a practicing lawyer’s name. Practicing lawyers are those who have passed a state’s (or Washington, D.C.’s) bar exam and have been licensed by that jurisdiction’s bar association.