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.
Apr 13, 2021
Eric is on spring break, so in this episode Matt covers some of the recent changes for 2020 and 2021 income taxes including some special tax code changes you will absolutely want to be aware of!
Mar 2, 2021
An IRS audit is one of the biggest fears of taxpayers. In this episode Eric and Matt cover what constitutes an audit, some common IRS audit red flags, how taxpayers are selected for audit, what your chances of being audited are and how to mitigate potential audit risk!
Feb 16, 2021
How do I avoid paying penalties to the IRS? What are the required payment amounts I need to make, and by when? Learn the rules for withholding and estimated tax penalties, when you may be penalized and when you do not need to worry about making payments, and how to hang onto your hard earned money longer in this...
Nov 10, 2020
We did the top 10 questions you should be asking a prospective financial planner or investment advisor before making a hiring decision... now it's time to do the same for a prospective CPA or EA!
As always, we strongly recommend you start putting together your financial dream team - You need a sounding board and...