Christmas in July? Well, not exactly, but now that we're in the middle of summer, we're going to start preparing for tax season! The more time we have, the more likely we are to get it all right. Making sure everything is checked off the list will result in the least amount of taxes owed as possible. Get it done by December 31st – Your CPA will love you. Alan and Brian talk about maximum contributions to accounts, Donor Advised Funds, RMDs, and more.

 

Hosts:

Alan Holman, CFP®, Wealth Advisor

Brian Wiley, Financial Advisor

 

The Real Money Pros:

https://www.therealmoneypros.com

 

—————————————————————

SPONSORS:

 

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

 

Lively (HSAs and FSAs)

https://livelyme.com/pro

 

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

 

Apollon Wealth Management:

https://apollonwealthmanagement.com/

 

Advisor Insurance Solutions:

https://advisorinsurancesolutions.com/

—————————————————————