Pilot’s Portfolio

← Pilot’s Portfolio24 Aug · 17 min

How Can Pilots Pay Less in Taxes? Part 2: Think Beyond One Year

How Can Pilots Pay Less in Taxes? Part 2: Think Beyond One Year24 Aug17 min

In Part 1 of this conversation, Timothy P. Pope, CFP, started with the first step in tax planning: understanding what the tax number actually means. If you missed that episode, stream it here: In this following part, Tim continues the tax conversation by moving from deductions to longer-term planning, exploring taxable brokerage accounts, investment tax efficiency, tax-loss harvesting, embedded capital gains, and why pilots may benefit from looking beyond a single tax return. He also discusse...