Episode 1: 2021 Tax Plan vs. Tax Prep Part 1

Jan 1, 2021

Welcome to our entire relaunched and revised Wright Money Tips show!  Taxes are going to be a huge topic in 2021 and will need consideration (not just at the end of the year).  Listen to Isaac discuss with special guest Ricky Lafon CFP®, RICP®, MBA about areas of tax planning that often is confused with 1099’s and W-2 being taken to the accountant.

Learn more about:

  1. Tax Plan vs. Tax Prep
  2. Asset Location
  3. Highly Appreciated Stock


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