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This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax & Business Consultant Jessie Thomas, CPA, from Henssler CPAs & Advisers, and Associate Logan Daniel, CFP®, CRPC®, to cover the market performance for the week and year to date. Jessie leads the group in a discussion on tax filers who filed an extension in spring and need to get their documents into their tax preparer. The conversation also covers life events that would warrant a mid-year checkup with a tax consultant as they can cause significant changes to your return. The hosts round out the show answering listeners’ questions on mobile ecommerce company ContextLogic, Inc., if gifts to a 529 Plan could be subject to a Medicaid spend-down, and home sale capital gains exemptions. 

Check out the show segments using the chapter controls in the player above.

• Market Roundup: Covering the week of June 7—11, 2021
• Case Study: Tax Extensions and Mid-Year 2021 Tax Reviews
• Q&A Time: ContextLogic, Inc., 529 Plans and Medicaid Spend-Down, and Home Sale Capital Gains Exemptions