Tax Strategies, Retirement Plans Logan Foltz Tax Strategies, Retirement Plans Logan Foltz

Your Tax Year Is Bigger Than Your Calendar Year

A common misconception I see — even among highly educated professionals — is the belief that everything on your tax return has to happen between January 1st and December 31st.

It doesn’t.

For physicians, business owners, and self-employed professionals, this timing flexibility is often the key to making aggressive tax planning actually work in real life.

Let’s walk through the major deadlines — and what actually needs to happen by each one.

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