Introducing Southeast Tax & Consulting: Proactive Tax Planning for 2026 and Beyond
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Introducing Southeast Tax & Consulting: Proactive Tax Planning for 2026 and Beyond
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In this episode of Southeast Retirement Planners podcast, Ryan Edwards sits down with CPA Jamie Eckard to introduce Southeast Tax & Consulting Services and kick off a new tax strategy series. Join us as they break down the key differences between tax preparation (backward-looking, focused on accurate filing) and tax strategy (forward-looking, focused on minimizing taxes legally over time).
Ryan and Jamie explain why a proactive, year-round approach can help individuals and business owners avoid surprises, coordinate better with financial and tax professionals, and make smarter decisions that compound over multiple years. They also preview upcoming topics like income timing, tax-advantaged investing, charitable giving strategies, Roth contributions and conversions, tax-loss harvesting, and estate/gift planning.
Connect with Southeast Tax & Consulting Services at 828-218-4100 (ext. 200)
