Josh ‘OG’ Bannerman

speaker

7,875 appearances 29 recordings 1 series first heard May 2026 last heard 12 Aug

Josh ‘OG’ Bannerman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 29 in all, peaking in Jul 2026 with 10.

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Because that's what I'm dealing with.

Is there something I'm supposed to be doing besides that?

Because I got till, you know, this is what, early August-ish.

I got till October to get this done.

Are you telling me there's something else I'm supposed to be doing on my taxes besides this?

Oh, well, this is something that we actually tackle every second half of the year for clients.

This is one of the kind of standing review segments in our planning year.

What are the things that we look for?

Well, we look for obviously your completed 2025 return, you know, because that's the basis for all of the

changes from 25 to 26, right?

Because you've got really accurate data from 25, clearly, because you just filed it.

And that's the starting point.

The 2025 return is the basis for, here's all the changes we're going to make, or the changes that can happen from 25 to 26.

And it's a good barometer for where you're at relative to where you were pacing this time last year.

So we know where 25 is.

The next thing we want to look at is all of your pay stubs and income earnings for this year.

Obviously forecast that out for the rest of the year.

If you get paid a bonus in the second half of the year, maybe that's a little harder to guesstimate what it's going to be.

But by this time, maybe you have some idea of what that is.

And then the other piece is, what are the other tax things that you've done so far this year that we need to be aware of?

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