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Case Study: The Final Tax Return

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife.

Read the Article: https://www.henssler.com/death-taxes-and-paperwork-filing-a-final-tax-return

  continue reading

825 episoade

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Case Study: The Final Tax Return

Henssler Money Talks

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published

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Manage episode 401958751 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial 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://ro.player.fm/legal.

Send us a Text Message.

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife.

Read the Article: https://www.henssler.com/death-taxes-and-paperwork-filing-a-final-tax-return

  continue reading

825 episoade

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