Podcast Episode 16: 2022 Tax Season in Review

What is tax season like for financial professionals? In this episode, Steve, our tax specialist, shares his experience, trends we have noticed over the years, upcoming changes to tax legislation, and how tax planning makes a real impact in real life. Take a listen to hear our review of the 2022 tax season, and how you can prepare for next year.

Behind the Designs Ep 16 : 2022 Tax Season In Review

Take a listen right here, or head over to your favorite steaming platform!

Key Moments

1:47 What is it like as an accountant during tax season?

4:33 What did we notice this tax season?

14:56 What is tax planning?

19:13 What are upcoming changes in taxes?

23:54 What create complexity in taxes?

28:07 How does tax planning protect you?

Links for 2022 Tax Season In Review

Check out last year’s tax season review.

Watch this video to see in numbers the impact tax planning makes.

Read more about this on our tax planning page.

Stay Connected!

If you want to hear even more episodes, like this one, be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform! The Behind the Designs podcast shares with you an inside perspective at how financial advisors think about certain topics. We’ll see you in the next episode.

Credits for Episode 16

Executive Producer : Anna Lewis

Host : Michelle Smalenberger, CFP®

Guest : Steve Smalenberger, EA