Do you feel like you are paying too much to Uncle Sam? You cannot change the past, but you can certainly change the future. Anthony Colancecco and Cameron Cannon, Wealth Advisors with Ballentine Capital Advisors talk about the difference between tax prep and tax planning. It is important to have a financial plan that incorporates tax planning to help mitigate paying unnecessary taxes when possible. They walk us through their process and how they work closely with CPA’s during tax season, and even give a few tips on how to potentially save on taxes. Tune in to learn more about tax planning and the strategies that can potentially save you from overpaying in taxes.

Anthony Colancecco / Cameron Cannon

ballentinecapital.com

[email protected] / [email protected]