<p>In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, andMichael MacKelvie, wealth advisor, discuss the checklist you should run through before the end of the year to make sure your taxes are in ordergoing into the new year.</p>

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, andMichael MacKelvie, wealth advisor, discuss the checklist you should run through before the end of the year to make sure your taxes are in ordergoing into the new year.

End of Year Tax Checklist

Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

Share End of Year Tax Checklist

Sign up to save your podcasts

End of Year Tax Checklist

End of Year Tax Checklist

More shows like Your Life Simplified: A Financial & Wealth Management Podcast

Money Guy Show

Marketplace

Motley Fool Money

Your Money, Your Wealth

Jill on Money with Jill Schlesinger

Masters in Business

Allworth Financial‘s Money Matters

Animal Spirits Podcast

Schwab Market Update Audio

The Compound and Friends

The Long View

WashingtonWise

The Prof G Pod with Scott Galloway

Barron's Streetwise

Ask The Compound