Continuing the theme of sharing lessons learned from recent client conversations, Steven and Ben share common things they see on tax returns that are just as commonly areas for confusion and questions. The tax code can feel like a mystery but with a little help it can be less intimidating. The guys share some of the things they regularly see, like foreign income and business deductions for non-business owners, that might have you scratching your head if you've never encountered them before. Listen in as Steven and Ben shed some light on things you may have always wondered but didn't know who to ask.

https://zurl.co/bvDk

In this episode our dynamic duo is back for more tax fun as Ben wrapped up his spring surge and Steven is passed the tax filing deadline. Fresh off of so many client meetings they both have stories to share and questions to answer. This episode's discussion focuses on what to do if you (or someone you know or are responsible for) haven't filed your taxes...maybe in a few years even. The good news is that it is unlikely any is going to jail, it's just time to get things caught up and back on track.

In a special episode this week Steven is joined by a tax professional who doesn't do any tax preparation. Kristine Stevenson is an Enrolled Agent who previously worked for the IRS and now specializes in tax resolution work. Steven and Kristine talk about what tax resolution work includes and when it might be something a taxpayer needs to pursue. They also discuss what it's like working for the IRS and how their systems and communications work. This interview was originally recorded on Steven's podcast for Financial Advisors.

https://zurl.co/CFTm