Business: Planning for a stress-free tax season

2023-02-09

Summary notes: Alison and Phillip discuss the importance of keeping detailed financial records, taking advantage of available tax deductions, creating a plan for managing your finances, advice around budgeting and setting financial goals. Ultimately, the conversation centered around the importance of having a plan in place to build wealth and managing finances in order to reach your goals. Timestamps 0:01:04 Tax Filing Season: Tips for Preparing Your 2022 Returns 0:03:06 Conversation on Ta...

Summary notes:

Alison and Phillip discuss the importance of keeping detailed financial records, taking advantage of available tax deductions, creating a plan for managing your finances, advice around budgeting and setting financial goals. Ultimately, the conversation centered around the importance of having a plan in place to build wealth and managing finances in order to reach your goals.

Timestamps

0:01:04 Tax Filing Season: Tips for Preparing Your 2022 Returns

0:03:06 Conversation on Tax Preparation and Organization Tips

0:07:36 Discussion on the changes in Tax Deductible Entertainment Expenses for Businesses

https://www.reiffmartincpa.com/

https://stonehillwealthmanagement.com/

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