Finance in a Flash: 2024 Tax Preparation

On this episode of Finance in a Flash we welcome a special guest to the podcast. Stephanie Murray,  Stephanie is Beacon’s Planning and Operations Manager. Stephanie is an Enrolled Agent—a federally licensed tax practitioner as well as a Certified Financial Planner™.  John and Stephanie sit down and discuss important tax forms, the tax preparation process, and much more! 

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Education, Podcast, Investments, Personal Finance, Retirement Planning, Retiree, Pre-Retiree, TaxJohn Mattopodcast, investing, investment planning, tax planning