In this episode Melissa Joy, CFP, ® shares what you should do to prepare for next year, now that 2021 Tax filing deadline has come and gone. Are your taxable investment accounts tax efficient? Did you have some surprises this year as far as what you owed or what you got back? Listen to this episode for some tips on how to avoid surprises for next year and learn when you might need to consult a professional.
- Learn more about Pearl Planning.
- Read Pearl Planning blog by Hannah Near, CFP ® on RSU’s
- Read Pearl Planning blog by Hannah Near, CFP ® on Tax Preparation Checklist
- Read Pearl Planning blog by Hannah Near, CFP ® on Tax Loss Harvesting.
- Watch Pearl Planning Webinar on Spring 2022 Economic Update and Investment Outlook
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Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.