• 4 Common and Costly Tax Prep Mistakes That Your Advisor Can Help You Avoid

  • Feb 26 2025
  • Duración: 33 m
  • Podcast

4 Common and Costly Tax Prep Mistakes That Your Advisor Can Help You Avoid

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • The words “fun” and “taxes” probably don’t go together in your mind.

    But, as I mention on today’s episode, they do at Keen Wealth!

    Helping folks be good stewards of their money so that they can enjoy life to the fullest is one of the most rewarding parts of being a financial advisor. And as Tax Day approaches, I love seeing my team in action, working through our checklist-driven process to make sure folks aren’t overlooking any details or making any mistakes that might not be fixable.

    Whether you’re working with professionals or preparing your taxes solo, make sure these four common filing errors are on your radar.
    Más Menos
Más Menos

Lo que los oyentes dicen sobre 4 Common and Costly Tax Prep Mistakes That Your Advisor Can Help You Avoid

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles