Tax Mistakes to AVOID in 2024 (Part 2)

Phil's Tax Hacks · Apr 4, 2024 · 14m

It’s that time of year! With tax season right around the corner, it’s the perfect time to dive into some tax tips on the podcast. Tune into this two-part series where we dive into a fidelity article titled “8 Tax Pitfalls to Avoid,” and get Phil’s thoughts as a CPA.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:15 – Waiting too long to strategize

4:08 – Engaging in wash sales

8:15 – Not taking advantage of tax breaks

9:45 – Forgetting deadlines

Fidelity Article…