• Tax Mistakes to AVOID in 2024 (Part 2)

  • Apr 4 2024
  • Length: 15 mins
  • Podcast
Tax Mistakes to AVOID in 2024 (Part 2) By cover art

Tax Mistakes to AVOID in 2024 (Part 2)

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  • Summary

  • It’s that time of year! With tax season right around the corner, it’s the perfect time to dive into some tax tips on the podcast. Tune into this two-part series where we dive into a fidelity article titled “8 Tax Pitfalls to Avoid,” and get Phil’s thoughts as a CPA.

    Here’s some of what we discuss in this episode:

    0:00 – Intro

    1:15 – Waiting too long to strategize

    4:08 – Engaging in wash sales

    8:15 – Not taking advantage of tax breaks

    9:45 – Forgetting deadlines

    Fidelity Article:

    https://www.fidelity.com/learning-center/personal-finance/tax-pitfalls?ccsource=email_monthly&mbox3rdPartyId=&mboxConvType=VPEmailClick&mboxCID=VM0224&pixelType=vpm&sfip=&sfCampaignId=16797&sfCellCode=169

    For more, visit us online: http://philstaxhacks.com

    Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts
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