Two Classic Planning Blunders to Avoid – Confusing Tax Preparation vs. Tax Planning & Taking Extra Risk to Makeup For Lost Time
Posted on Fri Jul 17, 2020
by SGL Financial
by SGL Financial
Our 2 Cents – Episode #041
Two Classic Planning Blunders to Avoid – Confusing Tax Preparation vs. Tax Planning & Taking Extra Risk to Makeup For Lost Time
There are two classic planning blunders to avoid at all costs. The first blunder is confusing tax preparation with tax planning. You may think that your CPA is providing “tax planning” for you, but the reality is he/she is probably not!
The second blunder is taking on too much risk to make up for lost time. Have you ever wanted to “double-down” to make up for lost time? Doing so can be quite risky… and what happens if this strategy backfires on you? Let’s find out!
Tune in now to join us for this discussion!
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