EP 172: Preparing for Tax Season

Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

English - April 04, 2023 14:32 - 14 minutes - 11.2 MB - ★★★★★ - 8 ratings
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Previous Episode: EP 171: Benefits of Working With a Fiduciary

Next Episode: EP 173: Who Do You Trust to Give You Financial Advice?

Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss filing benefits you can take advantage of while planning for tax season. They also talk about tax credits for small business owners. This is an episode you'll want to save so you can listen to every year!

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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.