Case Study: Tax Extensions and Mid Year Tax Reviews

Original Air Date: June 12, 2021  

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax & Business Consultant Jessie Thomas, CPA, from Henssler CPAs & Advisers, and Associate Logan Daniel, CFP®, CRPC®, in a discussion on tax filers who filed an extension in spring and need to get their documents into their tax preparer. The conversation also covers life events that would warrant a mid-year checkup with a tax consultant as they can have significant changes to your return. 

Read the Article: https://www.henssler.com/during-your-summer-travel-dont-forget-to-visit-your-cpa