Ask Gregory: Podcast - Income & Retirement Planning
Financial Radio show host and Wealth Advisor Gregory Ricks answers questions from retirees and those preparing for retirement in this informational podcast. Hosted by Gregory Ricks. *Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 00650347
Ask Gregory: Podcast - Income & Retirement Planning
Podcast 107: Mastering Tax Season: Insider Tips from CPA Jude Heath
In this episode of "Ask Gregory," we dive into essential financial strategies with special guest Jude Heath from J Heath & Company, CPA. Jude shares insights on managing your taxes, the impact of recent IRS changes, and the importance of proper tax preparation. We discuss the growing trend of remote clients, especially from California, and the new beneficial ownership interest rules. Jude also provides valuable tips on how to prepare for potential audits, emphasizing the need for accurate and substantiated tax filings. Tune in to learn how to better control your finances and navigate the complexities of tax season.
For more episodes like this head over to www.gregoryricks.com/podcast
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- Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
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