SML Planning Minute

Recent Episodes

The Advantage of Starting Early

Posted August 24, 2021 • 00:06:40

The Advantage of Starting Early Episode...

The IRS Announces “Dirty Dozen” Tax Scams for 2021

Posted August 17, 2021 • 00:09:39

The IRS recently announced its annual "Dirty Dozen" tax scams for 2021, this time with special emphasis on pandemic-related tricks.

The IRS Is Striving to Be More Taxpayer Friendly

Posted August 10, 2021 • 00:05:28

Did you know that the IRS has initiated several service improvements in recent years, all in an effort to be more taxpayer friendly?

You Filed Your Income Tax Return – Now What?

Posted August 3, 2021 • 00:07:08

Have you ever wondered what happens to your Income Tax Return after you’ve filed it? Understanding the process can speed up your refund.

Life Insurance for Lifetime Needs and Estate Tax Liquidity Using a SLAT

Posted July 27, 2021 • 00:07:54

SLATs are one of the most popular estate-planning strategies to create liquidity to pay Estate Taxes through the use of Life Insurance, while still...