May 30, 2023
In this (solo!) episode Matt walks us through the tax treatment of vacation homes and second homes. What to know and how to capitalize on this unique tax strategy. Learn more in this episode!
Apr 25, 2023
In this episode Eric and Matt discuss whether Traditional or Roth is the right choice for you. There are pros and cons to each and every situation is unique! Learn more today!
Apr 11, 2023
In this episode Eric and Matt discuss how to best prepare and plan for taxes each year. Tune in to learn more tax preparation tips!
Mar 15, 2022
In this episode Eric and Matt discuss how to be prepared for tax season working with your accountant and tips and tricks to keep in mind for a smooth tax filing experience.
Mar 11, 2022
In this episode Eric and Matt discuss the difference between a Tax PREPARER and a Tax ADVISOR - And why having the right type on your team depends on what you are looking to get out of the relationship.