Whether you’ve already filed your taxes or still need to request an extension, Melissa Joy shares her post-tax season tips and tricks. Discover how you can pave the way for a smoother tax season experience and take control of your money in the year ahead. 

Listen and Learn: 

• Why it’s important to discuss taxes with your financial advisor 
• Which resources you should use during tax season and after
• When to consider reviewing and adjusting your tax withholdings

Resources:

1. How to Extend Your Federal Taxes 
2. State of Michigan Tax Extension
3. Tax Aware Investment Strategies Webinar 
4. Tax Withholding Calculator (IRS)
5. Tax Withholding – How to Get it Right 
6. Restricted Stock Taxation 

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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