
Sign up to save your podcasts
Or


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 Fan Mail
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 Fan Mail
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

3,565 Listeners

3,228 Listeners

3,242 Listeners

938 Listeners

518 Listeners

1,956 Listeners

298 Listeners

1,261 Listeners

694 Listeners

3,081 Listeners

451 Listeners

934 Listeners

158 Listeners

1,615 Listeners

93 Listeners