Tax Traps to Avoid

This week Ross and Dan unpack five "tax traps" that can sneak up on you if you're not paying attention to them. Tune in for what to look for and possibly how to mitigate the impact. As always, know that Ross & Dan are not CPAs or Tax Preparers. Any tax discussion is strategic in nature, and should always be discussed with your personal tax advisor prior to implementing! Send your questions for the show to checkyourbalances@outlook.com to be featured! Send us a text Send your questions f...

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Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.