In this episode Melissa Joy, CFP, ® shares what you should do to prepare for next year, now that 2021 Tax filing deadline has come and gone. Are your taxable investment accounts tax efficient? Did you have some surprises this year as far as what you owed or what you got back? Listen to this episode for some tips on how to avoid surprises for next year and learn when you might need to consult a professional.

Resources:

Learn more about Melissa Joy, CFP ®

Read Pearl Planning blog by Hannah Near, CFP ® on RSU's

Read Pearl Planning blog by Hannah Near, CFP ® on Tax Preparation Checklist

Read Pearl Planning blog by Hannah Near, CFP ® on Tax Loss Harvesting.

Watch Pearl Planning Webinar on Spring 2022 Economic Update and Investment Outlook

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

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