Smart Tax Moves: Planning Ahead with Marty Abo

In this episode, Andrew Randisi of Pennsylvania Capital Management sits down with seasoned CPA Marty Abo of Abo and Company to unpack the most common tax planning mistakes—and the strategies that can help avoid them. From estimated tax payments to the benefits (and pitfalls) of S Corporations, home office deductions, Medicare premiums, and the Pass-Through Entity Tax (PTET), Marty shares decades of wisdom with clarity, candor, and a touch of humor. Whether you’re a business owner, a self-employed professional, or just trying to make sense of your tax return, this episode is full of practical insights that could save you money—and stress—come tax time. Key topics include: The importance of estimated tax payments and how to avoid penalties Common oversights with 1099s, ACA credits, and self-employment deductions Retirement planning through SEP and Solo 401(k) contributions Understanding the Pass-Through Entity Tax (PTET) as a workaround to the SALT cap Why “it depends” is a powerful (and honest) answer in financial planning Don’t miss this engaging conversation full of real-world tax tips and planning advice. 🎧 Listen now and take control of your tax strategy. Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

You can listen to Smart Tax Moves: Planning Ahead with Marty Abo online on Radio and Podcast. Open the player on this page to stream the available audio.

Smart Tax Moves: Planning Ahead with Marty Abo is an episode from Reinvent Rich with Irvin Schorsch by Irvin Schorsch.

This episode is 53:18 long.

This episode was published on Apr 14, 2025.

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