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Stress-Free Tax Preparation (Ep. 134)

Stress-Free Tax Preparation (Ep. 134)

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Tax season can be overwhelming, but with some simple strategies, you can transform it into a manageable process.

In this episode, Peter Raskin outlines practical tips for preparing your taxes with ease. From organizing documents to leveraging deductions and credits, Peter shares actionable insights to make tax preparation less daunting. He emphasizes the importance of collaboration with tax professionals and staying proactive to avoid last-minute stress.

Peter discusses:

  • The benefits of keeping organized financial records and reviewing prior tax returns for reference
  • Key income and deduction categories to track, including self-employment expenses, charitable contributions, and retirement plans
  • Credits for education, energy efficiency, and dependent care, along with considerations for gifting limits
  • How to manage estimated taxes to avoid penalties and interest while staying within safe harbor guidelines
  • The value of consulting tax professionals and financial planners to streamline the tax preparation process
  • And more!

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This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

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