The Retirement Tax Podcast

The Tax Return Treasure Hunt, ep. 40


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In this episode our dynamic duo discusses what taxpayers can do now that their tax return is filed to prepare for the future. Ben and Steven share some of the things they regularly look for on their clients tax returns to help make sure they are not getting killed on taxes. The team discusses both mistakes and errors to look out for as well as potential planning opportunities that might be available for the future. Listen until the end as Ben and Steven answer a listener question about how and when taxes should get paid.

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The Retirement Tax PodcastBy Steven Jarvis and Benjamin Brandt

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