Segment 4 | Talk to the Experts with Sheri MacMillan | Feb 3rd, 2024

In this insightful episode, Sheri MacMillan dives into timely estate planning strategies designed for today’s evolving financial landscape. From optimizing trusts to smart tax-saving tips, you’ll gain valuable insights to help protect and preserve your family’s wealth.
Whether you're just beginning your estate planning journey or looking to fine-tune your existing plan, this episode is packed with practical guidance you won't want to miss.

Segment 3 | Talk to the Experts with Sheri MacMillan | June 7th, 2025

Segment 4 | Talk to the Experts with Sheri MacMillan | June 7th, 2025

Segment 2 | Talk to the Experts with Sheri MacMillan | June 7th, 2025

Segment 1 | Talk to the Experts with Sheri MacMillan | June 7th, 2025

Maximize Your Paycheck: Tax Strategies, Market Updates, and the New IRS Leadership
Join Josh Gilbert and senior tax strategist Jeff Zufall as they break down practical ways to reduce your tax burden and boost your retirement savings. From maximizing 401(k) contributions and understanding progressive tax brackets to navigating the new "super catch-up" provision for ages 60-63, this episode provides actionable strategies you can implement on every paycheck. They also discuss the latest developments with new IRS Commissioner Billy Long, Fed interest rate decisions under Jerome Powell, and how recent market volatility from tariff concerns and Middle East tensions affects your investment strategy. Whether you're looking to optimize your current tax situation or planning for retirement, this show offers concrete steps to keep more of what you earn while building long-term wealth.

The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!

2025-06-28 Maximize Your Paycheck: Tax Strategies, Market Updates, and the New IRS Leadership

Segment 2 | Talk to the Experts with Sheri MacMillan | July 12th, 2025

Segment 3 | Talk to the Experts with Sheri MacMillan | July 12th, 2025

Segment 4 | Talk to the Experts with Sheri MacMillan | July 12th, 2025

Segment 1 | Talk to the Experts with Sheri MacMillan | July 12th, 2025

Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance.

MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, law firms and accountancy firms.

New tracks tagged #tax mitigation