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

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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.

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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