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There’s a Lot of “What Ifs”

January 19, 2017

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While some tax deductions are obvious, others aren’t.  Kiplinger just released its “23 Most Overlooked Tax Deductions” list, and Dennis Prout and Shea Petaja comb through them one by one in this episode.  Also joining the show this week is Prout Financial Design team member, Shelly Osborne, who has experience in tax preparation and answers these questions:

1. What are the biggest errors that people generally make when filing their taxes?
2. What deductions do people generally miss?
3. What is the difference between a deduction and a credit?
4. Can someone get a tax credit for putting money into an IRA?
5. What are some key or important dates?
6. What advice can you give to blended families?

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Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
Advisors associated with Prout Financial Design may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial. Investment advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC. dba CG Advisory Services and Prout Financial Design are separate entities from LPL Financial.

Dennis Prout and Nathan Prout are solely investment advisors and representatives of Capital Asset Advisory Services, LLC., CG Advisory Services, and is not affiliated with LPL Financial.

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