Tax Planning Before Retirement: Avoiding Costly IRS Problems

2026-08-26 · 30 min · episode 16 · 9 entities

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→ hosted by Mike Bascom person

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Feed author/publisher: Mike Bascom
→ discusses Education concept

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Feed category: Education
→ discusses How To concept

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Feed category: How To
→ references densonpeppercpa.com website

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Link in episode "Tax Planning Before Retirement: Avoiding Costly IRS Problems": https://densonpeppercpa.com/

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mentioned Education concept

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Feed category: Education
mentioned Avoiding Costly IRS Problems concept

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evidence rules-v5
Tax Planning Before Retirement: Avoiding Costly IRS Problems
discusses Education concept

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evidence rules-v5
Feed category: Education
discusses How To concept

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evidence rules-v5
Feed category: How To

websites 3

mentioned densonpeppercpa.com website

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evidence rules-v5
Link in episode "Tax Planning Before Retirement: Avoiding Costly IRS Problems": https://densonpeppercpa.com/
references densonpeppercpa.com website

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evidence rules-v5
Link in episode "Tax Planning Before Retirement: Avoiding Costly IRS Problems": https://densonpeppercpa.com/
mentioned IRS website

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IRS

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mentioned Mike Bascom person

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evidence rules-v5
Feed author/publisher: Mike Bascom
hosted by Mike Bascom person

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evidence rules-v5
Feed author/publisher: Mike Bascom

Episode description as stored

Could unresolved tax issues today create financial problems for your family and your legacy tomorrow? CPA Denson Pepper joins Mike Bascom to explore the important connection between tax planning, retirement, and leaving a strong financial legacy. Drawing on more than 40 years of experience, Denson discusses the risks of unfiled tax returns, dealing with IRS debt, preparing for retirement, keeping important financial records organized, and avoiding tax problems that could eventually fall to your loved ones. The conversation also highlights why proactive planning—and coordination between CPAs, estate planning attorneys, and other professionals—can help protect what you've worked hard to build. Key Takeaways: Unfiled tax returns and unresolved IRS issues can become more difficult over time and may create serious complications as retirement approaches. Outstanding tax obligations can affect an estate and may need to be resolved before remaining assets can be distributed to beneficiaries. Staying current on taxes and realistically managing repayment plans can help prevent existing tax problems from becoming even larger. Families should keep important tax, real estate, trust, and estate documents organized so loved ones aren't left reconstructing their financial history. Proactive retirement and tax planning, including making the most of available retirement plans, can play an important role in building and protecting a lasting financial legacy. Connect with Denson Pepper: https://densonpeppercpa.com/ Connect with Mike Bascom: https://bascomlaw.com/ https://www.linkedin.com/in/mikebascom/