Key Takeaways:
Chapters:
Timestamp Summary
0:00:42 Introduction to the topic of preparing for taxes by December 31
0:01:18 Importance of understanding and checking pay stubs
0:03:14 Story about people not being paid what they were promised
0:05:05 Checking employee benefits packages and adjusting withholdings
0:06:40 Reminder to start planning for personal tax returns in March and April
0:07:51 Contact information for more assistance and discussion
0:08:09 Disclaimer and end of the conversation
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Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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