Business: Planning for a stress-free tax season

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 

 

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