Ep 21: Our In-House Tax Expert Shares Top Tips

Cornerstone Retirement Blueprint Podcast

English - June 02, 2022 09:00 - 24 minutes - 34.4 MB
Investing Business News nevada cornerstone financialplanning jammieavila lasvegas retirement wealthmanagement Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Ep 20: How to Prepare for Medicare

Next Episode: Ep 22: All About Fixed Index Annuities

Clients often come to us with tax questions, so we decided to hire a tax advisor last year that is available to our clients year-round. Today he’s sharing his top tax tips with you.

TIMESTAMPS:

0:32 – Meet Chris Pepper

3:13 – Tax preparation process

5:19 – Chris’ work history

7:08 – Tax returns

7:57 – What to bring

8:59 – Changing tax laws

10:30 – Withholdings

13:00 – Client questions

14:33 – Capital gains

18:10 – Write-offs

20:05 – Side businesses

MORE INFORMATION:

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/