cover of episode Opportunities Within Your Tax Return: Maximizing Benefits and Savings

Opportunities Within Your Tax Return: Maximizing Benefits and Savings

2024/6/29
logo of podcast Creating Richer Lives

Creating Richer Lives

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Shownotes Transcript

In this episode, Karl Eggerss and his special guest Casey Keller, CFA, delve into the essential strategies for maximizing your tax benefits and saving money. They uncover hidden deductions, credits, and tips that can make a significant impact on your financial health. Whether you're filing as an individual, a business owner, or a freelancer, this episode will equip you with the knowledge to optimize your tax return and ensure you're not leaving money on the table. 

Topics discuss on this podcast:

  • Tax Returns
  • Tax Planning & Strategy
  • Financial Planning

For more information, go to https://www.creatingricherlives.com) #incometax #today #listening #captrust @CAPTRUST