Podcast 107: Mastering Tax Season: Insider Tips from CPA Jude Heath

Ask Gregory: Podcast - Income & Retirement Planning

English - June 12, 2024 20:00 - 19 minutes - 13.3 MB
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Previous Episode: Podcast 106: Planning for Life's Inevitabilities: Social Security and Loss

In this episode of "Ask Gregory," we dive into essential financial strategies with special guest Jude Heath from J Heath & Company, CPA. Jude shares insights on managing your taxes, the impact of recent IRS changes, and the importance of proper tax preparation. We discuss the growing trend of remote clients, especially from California, and the new beneficial ownership interest rules. Jude also provides valuable tips on how to prepare for potential audits, emphasizing the need for accurate and substantiated tax filings. Tune in to learn how to better control your finances and navigate the complexities of tax season.

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