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The Semmax WayAuthor: Semmax Financial Group, Inc. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Unique Tax Stretegies
Episode 4
Thursday, 15 January, 2026
Tax season might be annual, but the strategies to navigate it should be anything but ordinary. In this candid conversation, Matt Landon, CFP®, and Jordan Shinsky, CFP®, discuss the real-world tax plays they've seen, and helped clients implement, that go far beyond basic deductions. From stories of missed opportunities to smart, legal ways to reduce what's owed, they explore why working with a CFP® isn't just smart, it's essential. You'll hear about the fine line between strategy and audit risk, and why a personalized tax approach often leads to better outcomes. For those serious about protecting wealth and paying only what they should, this episode pulls back the curtain on how Semmax helps clients keep more of what they've worked so hard to earn. 📞 Call us today: 336-856-0080 🌐 Visit our website: https://semmax.com Disclosure These materials are for informational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal, or investment advice. Please consult a qualified professional before making decisions about your financial situation. Advisory services offered through Semmax Financial Advisors, Inc. a Registered Investment Advisory firm. Insurance products and services offered through Semmax, Inc. Tax services offered through Semmax Tax, Inc. Past performance is not a guarantee of future results. All investments include some risk, including loss of principal.
