Putting off even thinking about taxes until our returns are due is as clichéd as it is counterproductive. CPA Jeremy Bendler of Klausner Bendler + Associates makes a case for approaching taxes proactively—arguing that, wherever you’re at, the time to devote more attention to your finances is now.

Find out how regularly curating data related to your expenses builds peace of mind, how planning can lead to welcome surprises, as well as the benefits of relating to professionals such as accountants on a personal level.

Listen to this interview now
A Legacy through Proper Planning:

Building Peace of Mind by Curating Data:

The Welcome Surprises of Planning:

Relating to the Professionals in Your Life on a Personal Level:

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