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Case Study: The Final Tax Return

Author
Henssler Financial
Published
Tue 20 Feb 2024
Episode Link
None

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife.

Read the Article: https://www.henssler.com/death-taxes-and-paperwork-filing-a-final-tax-return 

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