Player FM 앱으로 오프라인으로 전환하세요!
Case Study: Tax Extensions and Mid Year Tax Reviews
Manage episode 295055943 series 12842
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax & Business Consultant Jessie Thomas, CPA, from Henssler CPAs & Advisers, and Associate Logan Daniel, CFP®, CRPC®, in a discussion on tax filers who filed an extension in spring and need to get their documents into their tax preparer. The conversation also covers life events that would warrant a mid-year checkup with a tax consultant as they can have significant changes to your return.
Read the Article: https://www.henssler.com/during-your-summer-travel-dont-forget-to-visit-your-cpa
821 에피소드
Manage episode 295055943 series 12842
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax & Business Consultant Jessie Thomas, CPA, from Henssler CPAs & Advisers, and Associate Logan Daniel, CFP®, CRPC®, in a discussion on tax filers who filed an extension in spring and need to get their documents into their tax preparer. The conversation also covers life events that would warrant a mid-year checkup with a tax consultant as they can have significant changes to your return.
Read the Article: https://www.henssler.com/during-your-summer-travel-dont-forget-to-visit-your-cpa
821 에피소드
모든 에피소드
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.