How the Wealthy Quietly Lower Their Taxes

If you're a higher earner, you probably overpaid the IRS this year, and not because you did anything wrong. It usually happens because your taxes and your investments run on two separate tracks, and nobody runs the numbers in time. This Short breaks down what wealthy people actually do differently and the single mid-year move that makes the biggest difference. What this Short covers: - Why high earners overpay, even when nothing was done wrong - The three habits of wealthy planners, plan early, get the advisor and CPA in the same room, and act before December 31 - Why skipping a mid-year tax projection from June through September is the biggest mess, since that's when you still have real income data and time to fix it - Why waiting until April means you're paying the bill, not planning - A quick charitable strategy, donating appreciated stock instead of cash to skip the capital gains tax while still getting the full deduction, often through a donor advised fund If this was helpful, follow for more and leave your questions in the comments below. *Bauman Wealth provides educational content only. This video is not legal, tax, or financial advice. Consult a qualified professional about your specific situation. #taxplanning #taxstrategy #highincome #donoradvisedfund #baumanwealth

Added 25 Jun 2026