Episode 2: 2021 Tax Plan vs. Tax Prep Part 2

Jan 15, 2021

In our 2 part series, listen to Isaac and special guest Kevin Buenvenida tackle tax issues that need consideration when developing a financial plan.  In addition, why reviewing your 1099’s and W-2 forms in the coming weeks needs more thought than simply turning them over to a software program or accountant.

Learn more about:

  • Tax Strategies for your portfolio
  • Mutual Funds – Unexpected Tax Issues
  • Tax Harvesting

THIS WEEK’S OFFER:

Election Whitepaper graphic

Get your complimentary copy of Election Whitepaper