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It's March 1st, do you know where your tax return is? Ep. 36

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Manage episode 356669922 series 2983113
Content provided by Steven Jarvis and Benjamin Brandt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steven Jarvis and Benjamin Brandt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The least boring tax podcast hosts are back to talk about where we find ourselves in the annual tax filing season. Steven shares a recent example of a "love letter" he is helping a client with from the IRS and shares best practices for taxpayers who end up getting their own letter from the IRS. As always Ben and Steven dive into a listener question and this time it's all about required minimum distributions and what taxpayers should be doing with the potential delay in RMDs starting that came out of SECURE Act 2.0

http://bit.ly/3Ek8KLt

  continue reading

68 episodes

Artwork
iconShare
 
Manage episode 356669922 series 2983113
Content provided by Steven Jarvis and Benjamin Brandt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steven Jarvis and Benjamin Brandt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The least boring tax podcast hosts are back to talk about where we find ourselves in the annual tax filing season. Steven shares a recent example of a "love letter" he is helping a client with from the IRS and shares best practices for taxpayers who end up getting their own letter from the IRS. As always Ben and Steven dive into a listener question and this time it's all about required minimum distributions and what taxpayers should be doing with the potential delay in RMDs starting that came out of SECURE Act 2.0

http://bit.ly/3Ek8KLt

  continue reading

68 episodes

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