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This week Ross and Dan unpack five "tax traps" that can sneak up on you if you're not paying attention to them. Tune in for what to look for and possibly how to mitigate the impact.
As always, know that Ross & Dan are not CPAs or Tax Preparers. Any tax discussion is strategic in nature, and should always be discussed with your personal tax advisor prior to implementing!
Send your questions for the show to [email protected] to be featured!
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Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
By Ross Anderson, CFP® and Daniel Messeca, CFP®5
6464 ratings
This week Ross and Dan unpack five "tax traps" that can sneak up on you if you're not paying attention to them. Tune in for what to look for and possibly how to mitigate the impact.
As always, know that Ross & Dan are not CPAs or Tax Preparers. Any tax discussion is strategic in nature, and should always be discussed with your personal tax advisor prior to implementing!
Send your questions for the show to [email protected] to be featured!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

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