Ep. 6: Life In the Tax Lane - Reviewing Tax Returns

Your Money in 20

English - July 01, 2020 20:00 - 20 minutes - 14 MB
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Previous Episode: Ep 5: Down Markets Mini-Series - Reassessing your Financial Plan

Next Episode: Ep. 7: (Not so) Secret Identity: How to Avoid Being Low Hanging Fruit for Identity Theft and Fraud

In this episode, Ben and Victor explain how we use tax returns to help our clients plan for the future, and some helpful tricks that might help you do the same.

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