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Tax season is upon us! Preparing to file your taxes can be daunting. There’s a lot of information to gather and keep track of, and it’s not always easy to remember everything that happened in your financial life over the past year. Did you sell any assets at a gain? Take on a short-term contract job? Move to a new location? Many events can have tax consequences, even if they’re not immediately obvious.

In today’s episode, Chris and Danny share tips and best practices to help you get started on the right foot this tax season. They also discuss common pitfalls and mistakes that could result in a higher-than-expected tax bill. Be sure to give this episode a listen!

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This podcast is for informational purposes only and should not be considered or regarded as personalized investment or financial advice. All opinions expressed by Chris, Danny, and any guests are solely their own opinion. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided from this program (including any information that may be accessed through this website) is not directed at any individual, investor, or category of individuals or investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.