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