Planning Your Moonshot

What to do before your tax appointment

Louis Guajardo
Audio Player
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00:00 | 16:46

With tax day right around the corner Louis decided to make an episode so that you can go into your appointment fully prepared!

Educational Topics:

Topic #1: Tax advantaged accounts still allowing deductible contributions
Topic #2: Gathering the necessary documents
Topic #3: Begin planning and preparation for the 2025 deadline

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Resources:

💸 Free Resources

🌔 Get Started on Your Moonshot Today!