EP 185: Mid-Year Tax Checkup
Summertime is the perfect time for a mid-year tax checkup. A tax checkup will help you avoid being surprised with a potentially large tax bill and may help uncover ways you can save throughout the rest of the year.
Join Nick Hopwood, CFP® and Preston Gee, CFP® of Peak Wealth Management as they explore the opportunities for both W2 employees and small business owners. Learn more about the benefits of each- and how to use them to your financial advantage.
Listen to our podcast or watch our video below.
When you join us on YouTube, be sure to *Like & Subscribe*