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Taxes Top of Mind with Stephanie Helms (2/17/2024)
Manage episode 401998085 series 3083349
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As we start to near the end of February, questions about tax-related items start to flood in for advisors and CPAs all around the nation. So what better time to bring in a tax expert? Our partner and friend, Stephanie Helms, joins us via phone to talk about tax topics that should be top of mind and answer any caller questions. How to properly take your deductions, 1031 exchanges, estimated taxes, and so much more.
Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Guest:
Stephanie Helms, CPA
Hosts:
Brian Wiley, Financial Advisor
Jeremiah Bates, Financial Advisor
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SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
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