It's that time of year again! If you're feeling increasingly stressed when tax season rolls around, it may be time to make some changes.

In this episode:

• Explore the latest college football coaching changes and player transfers that are shaking up the game.
• Discover potential reforms in college football and their implications for the future of the sport. (9th grade)
• Gain insights into the Federal Reserve’s decision on interest rates and its potential effects on the economy.
• Consider important tax tips for this year's filings.
• Get final predictions for Super Bowl LVIII: Chiefs v. 49ers at Allegient Stadium in Las Vegas.

I think the communication piece is important. It could be a 401K rollover, let the CPA know that that's going to be reflected on the tax return. - JonWhat to Know for This Year's Tax Filings

The key to a smooth tax filing process is to stay organized and communicate with your tax professional. Learn a few key insights, including how to potentially lower your tax liability in your investments by better controlling your capital gains. Understand how your financial advisor and CPA can work together to optimize your tax opportunities.*

Relevant Resources:

https://www.marketwatch.com/economy-politics/calendar

Important Disclosures

*Morton Brown is neither a law firm nor a certified public accounting firm and no presentation, post, or portion of any podcast content should be construed as legal or accounting advice.

Connect with Your Hosts:

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Sean Roth on LinkedIn

Jon Kerstetter on LinkedIn