Wealth Mavericks

Everything You Need To Know About A Tax Return


Listen Later

Our goal is to help business owners look at their tax return and actually have an idea of what is going on, and what their CPA is trying to do. Is your CPA putting in their best effort to save you money on your taxes? Or just plugging the right numbers into the box? A tax strategist, with an understanding of the IRS guidelines and deductions, is a vital part of any tax team.


In todays episode, Bob brings up a 1040 to show you how to navigate through it, and what to look for. Bob has created an entire course called the Tax Return Academy which takes a deeper dive into all the sections of a tax return that can be very helpful. If you’d like to learn more about your tax return send us a message! 


Questions answered in todays episode:

  

  • What is QBI?
  • What is SALT?
  • What is AGI?
  • How do deductions work with Mortgage Interest? 


Subscribe on Youtube: https://www.youtube.com/channel/UCpFTe4qmVDjE1fwFIc6W00A


Check out our company Terra Firma's website:

https://www.terrafirmaconsultant.com/


Follow our company Terra Firma on Facebook and Linkedin to connect with us:

https://www.facebook.com/TerraFirmaConsultants/

https://www.linkedin.com/company/assetcoach-taxstrategist/


Subscribe to our YouTube Channel:

https://www.youtube.com/channel/UCpFTe4qmVDjE1fwFIc6W00A

...more
View all episodesView all episodes
Download on the App Store

Wealth MavericksBy Robert Wolf, Joe Arioto, and Erin Nevicosi