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Make Your Tax Season More Successful

Make Your Tax Season More Successful

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Tax season can be stressful, but with the right planning, you can set yourself up for success! In this episode of The Live Greater View, certified financial planners Rose Price and Dan Lash from VLP Financial Advisors share practical insights on how to navigate tax season with confidence.

What you'll learn in this episode:

  • How life changes—marriage, job changes, stock options—impact your tax situation
  • Why proactive tax planning is essential and how it differs from tax preparation
  • Key tax law changes to watch for and how they could affect your returns
  • Tips for organizing your documents to avoid IRS surprises
  • How to minimize tax penalties and make estimated tax payments work for you
  • The benefits of working with a financial planner and CPA together

Why listen?
You'll gain expert advice on reducing tax stress, avoiding costly mistakes, and making smarter financial decisions throughout the year. Whether you're filing on your own or working with professionals, this episode will help you take control of your tax strategy.

Have questions or need tax planning guidance? Visit vlpfinancial.com to learn more.

Tune in now and start planning for a more successful tax season!
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