Do you get your taxes prepared each year, just sign your return, and file it away? When was the last time you actually looked through it to check for mistakes? Or considered if the return offers insights to optimize your financial situation?

In this episode, Karl Eggerss is joined by Fred Sloan, CFA. Fred is a principal and financial advisor at CAPTRUST in the Lake Success, NY office, with a wealth of experience in wealth management and tax analysis.

Fred will share the top 10 items he examines on a tax return to gain valuable insights. This podcast will guide you through understanding your own return in an effort to optimize your financial situation.

Topics discuss on this podcast:

Income Tax
Tax Returns
Tax Planning

For more information, go to https://www.creatingricherlives.com

#incometax #taxes #today #listening #captrust @CAPTRUST

Check These Items on Your Tax Return 35:58 Share

Creating Richer Lives

Shownotes Transcript

Check These Items on Your Tax Return