Business: Planning for a stress-free tax season

Wealth-Building Made Simple · Feb 9, 2023 · 11m

Summary notes: Alison and Phillip discuss the importance of keeping detailed financial records, taking advantage of available tax deductions, creating a plan for managing your finances, advice around budgeting and setting financial goals. Ultimately, the conversation centered around the importance of having a plan in place to build wealth and managing finances in order to reach your goals. Timestamps 0:01:04 Tax Filing Season: Tips for Preparing Your 2022 Returns 0:03:06 Conversation on Tax Preparation and Organization Tips 0:07:36 Discussion on the changes in Tax Deductible Entertainment…