The LEARNING library

Tax Talk

Are you working with the right tax professional? With the April deadline fast approaching, you may have already started reviewing your financial documents for your 2019 return. But do you have a qualified professional on your planning team? There are certain questions to ask and criteria to look for before hiring anyone. Tune in today and we’ll give you some questions that may help you!

Also, as promised, we are keeping you up-to-date with the SECURE Act and how it will affect your planning.

Finally … Heidi has some pertinent Health Savings Account information you definitely don’t want to miss!