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Smart Tax Moves: Planning Ahead with Marty Abo
Manage episode 476982705 series 3647558
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In this episode, Andrew Randisi of Pennsylvania Capital Management sits down with seasoned CPA Marty Abo of Abo and Company to unpack the most common tax planning mistakes—and the strategies that can help avoid them. From estimated tax payments to the benefits (and pitfalls) of S Corporations, home office deductions, Medicare premiums, and the Pass-Through Entity Tax (PTET), Marty shares decades of wisdom with clarity, candor, and a touch of humor.
Whether you’re a business owner, a self-employed professional, or just trying to make sense of your tax return, this episode is full of practical insights that could save you money—and stress—come tax time.
Key topics include:
- The importance of estimated tax payments and how to avoid penalties
- Common oversights with 1099s, ACA credits, and self-employment deductions
- Retirement planning through SEP and Solo 401(k) contributions
- Understanding the Pass-Through Entity Tax (PTET) as a workaround to the SALT cap
- Why “it depends” is a powerful (and honest) answer in financial planning
Don’t miss this engaging conversation full of real-world tax tips and planning advice.
🎧 Listen now and take control of your tax strategy.
Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.
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