tax planning
Podcast Episode 16: 2022 Tax Season in Review
In this episode we review the 2022 tax season. We share patterns, changes in taxes, and the impact of planning.
Tax Season Review
The 2021 tax season is officially behind us! Over the past few years there have been unusual factors making tax preparation and planning more challenging than ever.
Consolidating Retirement Accounts [Video]
[Video] Consolidating Retirement Accounts| Do you have accounts with past employers you need to do something with? Should you roll these over?
12 Tax Things to do Before 12/31 [Video]
Here are 12 Tax Things to do before 12/31. This is the second most common time people start to think about their finances.
Schedule your tax return [Video]
[Video] Schedule Your Tax Return| Have you ever thought to schedule your tax return? Let me explain what I am talking about and the advantages to this.