No Deadline in Sight: How Often Should You Be Talking Taxes
Nov. 12, 2019 Podcast

No Deadline in Sight: How Often Should You Be Talking Taxes? (25:03)

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Many people consider their tax situations when there is a filing deadline coming up, but the reality is, by taking a more comprehensive look at your tax plan, you can potentially improve your overall wealth plan. Ryan Drake of the Mariner Wealth Advisors tax planning and preparation group joins us to talk about common mistakes and opportunities he sees when speaking with clients. Additionally, he shares ways in which you could potentially improve your tax situation before year end.