Your tax return contains a ton of valuable information that can be quite helpful with it comes to tax planning and managing your finances. The problem is it’s not the most intuitive document and extracting that valuable information can be difficult to do. In this episode, we walk you through a checklist for reviewing your tax return. We go line by line, explaining the key items, how to find and interpret the useful information, and some of the important things to check on your tax return as they pertain to your overall finances and potential planning opportunities. Our goal is to help you decipher your tax return so you can use and apply the valuable information it contains.
Resources & People Mentioned
- Podcast Episode #23: 5 Strategies for Tax-Efficient Charitable Giving
- Download our guide: The Toolkit for Optimizing Your Finances as an Employed Physician
- Download our guide: The Financial Checkup
Connect With Trent and Andrew
- https://mdwmllc.com
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