As we start to near the end of February, questions about tax-related items start to flood in for advisors and CPAs all around the nation. So what better time to bring in a tax expert? Our partner and friend, Stephanie Helms, joins us via phone to talk about tax topics that should be top of mind and answer any caller questions. How to properly take your deductions, 1031 exchanges, estimated taxes, and so much more.

 

Watch, Subscribe, Ask!

https://www.therealmoneypros.com

 

Guest:

Stephanie Helms, CPA

https://davestewartcpa.com

 

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

—————————————————————

SPONSORS:

 

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

 

Ataraxis PEO

https://ataraxispeo.com/offer

 

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

 

Apollon Wealth Management:

https://apollonwealthmanagement.com/

—————————————————————