It’s tax season, which means that we’re spending a fair amount of planning energy reviewing clients’ tax returns to ensure that strategies that we’re discussing and implementing with clients are proactively and properly reported on their tax returns. However, sometimes lines of communication get crossed or DIY tax preparers overlook how strategies should be reported on your personal and business tax return. In this episode, I’ll share 4 places on your tax return that you should review to ensure that you’re not over-paying your taxes.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions or check out any number of additional free resources like our eBooks and on-demand webinars.
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