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Tax Season: How to Prepare
Tax season is upon us! Whether you’re preparing to prepare yours for tax year 2022 or setting yourself up for success in 2023, we’ve got you covered. Jason Speciner, CFP®, EA (short for Enrolled Agent), and Regina Neenan, CFP®, will be your guides. Here’s some of what you’ll hear in this episode …
Why some Baby boomers might not have to prepare and file their taxes this year
Tax planning strategies some high-earning Gen X-ers can use to save on taxes in 2022 and 2023
How some self-employed Millennials can stash extra tax-advantaged cash in their retirement plans
Whether to do your taxes…
The skinny
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