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Top 10 Year-End Tax Planning Tips for 2020!

Top 10 Year-End Tax Planning Tips for 2020!

Maximize your dollars this year! Whether just starting out or reaching a new level of financial complexity, we have important tax planning tips you can take advantage of in the new year.  In this episode, you’ll learn: Positives and negatives of new distribution...
What to Know Before You File Your 2018 Taxes

What to Know Before You File Your 2018 Taxes

Hold on to your seats for this week’s episode of The Money Guy Show! We’re talking 2018 tax changes and planning opportunities, and it has us over-the-moon excited. As many of you know, Brian is a CPA and prepared client taxes for 16 years. Therefore, we’re sure you...
Tax Cheats and Staying Out of Trouble

Tax Cheats and Staying Out of Trouble

With the new year in full swing, it’s once again time to start preparing for tax season. This is a crucial time for many taxpayers as they attempt to find a balance between lowering their tax burden — while also avoiding anything remotely suspicious that could...