Name the moment, not the job title. Each one has a hook line to open a post or video with, its ringtone (the letter, bill or date people react to before they think) and what's at stake.
“Owed $20,000 in April that you didn't expect? That's a planning problem, not a tax problem.”
“Your income spiked this year. December is your last chance to change this year's tax bill.”
“Between jobs or just retired? A low-income year is the best time for Roth conversions.”
“Selling a stock with a big gain? Which shares you sell, and when, changes the tax.”
“Down year in the market? Losses you harvest now can offset gains for years.”
“Planning a big Roth conversion at 63? It may raise your Medicare premiums at 65.”
“Moving from a high-tax state to a no-tax state? The year you move matters.”
“Giving every year but not itemizing? Bunching two years into one can bring the deduction back.”
“Your RMDs will push you into a higher bracket at 75. You can start shrinking them now.”
“Your home gain may be over the exclusion. Records of improvements reduce the tax.”
Make a video about one See advisors for people who want tax planning
General education, not financial advice. Check rules and figures against current law before you publish.