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.
Nov 16, 2021
COVID has drastically changed and accelerated the remote work environment, opening up the possibility to work from anywhere. With those changes come state income tax considerations, and planning opportunities. In this episode Eric and Matt dive into some basics of state income taxation related to compensation income,...
Oct 19, 2021
In this episode Eric and Matt do a quick run down of the recently proposed tax legislation currently being considered by Congress. Learn more about proposed new changes in this episode!
Jun 22, 2021
Giving back through philanthropy is an important part of many HENRY's financial plans and goals. In this episode Eric and Matt discuss some of the ways about how to think about charitable giving in the context of your financial plan and some important financial and tax considerations when giving.