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Apr 24, 2018

It’s everyone’s favorite season, TAX Season…

Whether you use a software program or a CPA or you just let your parents file your taxes, this is the time to reflect on how you file your taxes; more importantly it’s a time to learn different strategies to keep more of your money. As you make more money, you will be required to pay heavier taxes, and every situation is unique.

I spoke with a three different individuals from three different viewpoints, who each talked about their different views on how to file their taxes and keep their money.

In this episode:

  • Listen to a bookkeeper explain the number one thing every small business owner should be doing to prepare for their taxes.
  • Learn the importance of getting educated on taxes (Hint: You may be LOSING money!)
  • How wealthy people protect themselves from overpaying on taxes
  • What you could be doing differently today if you don’t have lots of big assets, because you are just beginning your career
  • Whether you are self-employed, a career professional, or a small business owner, this episode on taxes is for you!

Have questions about Financial Life After College? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show!

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Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346