What is tax planning really, and how can it make a difference in your financial life?

Join Jude Boudreaux, CFP®, as he sits down with his co-host, Caleb Arringdale, EA, a vital member of The Planning Center’s tax team, to uncover the world of proactive tax strategies. With a focus on turning potential tax obstacles into opportunities, this episode delves into optimizing your fiscal future, whether through tax loss harvesting, navigating electronic tax documents, or even exploring the power of donor-advised funds.

Key discussion points in this release include:

• The importance of proactive communication with your tax advisor
• Aligning financial goals with tax strategies for better outcomes 
• Preparing for evolving tax laws while minimizing disruption 
• Practical steps for a smoother tax season 
• Utilizing tax loss harvesting and childcare credits to your advantage 

Connect with Jude Boudreaux CFP®: 

• The Planning Center
• LinkedIn: Jude Boudreaux
• jude@theplanningcenter.com
• Phone: (504) 717-4862

Connect with Caleb Arringdale:

• LinkedIn: Caleb Arringdale
• caleb@theplanningcenter.com 
• Phone: (309) 797-4030

About our Guest: 

Caleb Arringdale began his accounting career at a CPA firm in Bettendorf, IA, where he specialized in small business and not-for-profit accounting and taxation. After several years, he transitioned to the role of controller at Happy Joe’s Pizza and Ice Cream, also in Bettendorf. In that position, he oversaw the accounting department and collaborated closely with the CFO, gaining a deep understanding of the economics behind running a mid-size restaurant chain and working directly with store managers across the U.S. (And yes—he ate a lot of pizza.)

Later, Caleb and his wife relocated to Galesburg, IL, where he joined a small but community-focused accounting firm. There, he had the opportunity to work with many local leaders and businesses on a wide range of financial matters.

After several rewarding years, he made the move to The Planning Center, where he’s found his true passion: working closely with clients to help them plan effectively for their futures.