Tax Traps to Avoid

Check Your Balances - A podcast by Ross Anderson, CFP® and Daniel Messeca, CFP® - Wednesdays

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This week Ross and Dan unpack five "tax traps" that can sneak up on you if you're not paying attention to them. Tune in for what to look for and possibly how to mitigate the impact. As always, know that Ross & Dan are not CPAs or Tax Preparers. Any tax discussion is strategic in nature, and should always be discussed with your personal tax advisor prior to implementing! Send your questions for the show to [email protected] to be featured! Send us a text Send your questions f...