Preview Mode Links will not work in preview mode

Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

  1. All Episodes
  2. New Tax Plan…So Many New Decisions To Be Made

New Tax Plan…So Many New Decisions To Be Made

Mar 12, 2019

New tax season, new tax laws. How do you decide whether you should choose a tax preparer or a tax consultant to help you file? Along with discussing the key differences in this selection, Ryan Drake and Erin Alexander of Mariner Wealth Advisors break down how filing has changed in the first year after the tax law update, and how that may impact the way you file and your refund. In addition, they discuss common filing mistakes and how to avoid them.