Ready to put your best foot forward for tax season?
Get started by watching “Preparing for Tax Season” with Chief Advisory Officer, Ernie Villany.
Once you have finished the video, please take a moment to fill out and submit this short questionnaire.
The questionnaire is a simple tool designed to help you to share the important information our team requires to develop a professional understanding of your unique needs. The more details you provide, the faster we can hit the ground running!
When you are done, move on to the next module: Basics of Tax Efficiency
Understanding the basics of tax efficiency is important because taxes directly impact how much of your money you actually keep. Even strong profits or investment gains can shrink if managed poorly from a tax perspective.
Knowing how your taxes are calculated is the first step towards taking a proactive approach to minimizing your tax bill.
After completing the video, move on to the next module: Deductions & Credits
Not all income and losses are treated in the same way. In this video, Ernie explains how the type, character, and timing of income or loss can impact your tax liability.
When finished, move on to the final module: Tax Privileged Accounts
Taking advantage of tax-privileged accounts is a key element of any tax-minimization strategy. In the final video of our 1040 Tax Fundamentals course, you will receive an overview of the most popular tax-privileged accounts and how they work.
What You Need To Do Next
- Once you have watched all 5 videos, please complete this form.
- If you did not complete the questionnaire from Lesson 1, you can access it here.
- Remember: Detailed responses are critical for preparing your meeting and maximizing the value you will receive.
- Once both questionnaires from this series have been completed, our team will send you instructions for scheduling your advisory meeting.
