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Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life. 

May 25, 2024

Do you get your taxes prepared each year, just sign your return, and file it away? When was the last time you actually looked through it to check for mistakes? Or considered if the return offers insights to optimize your financial situation?

In this episode, Karl Eggerss is joined by Fred Sloan, CFA. Fred is a principal and financial advisor at CAPTRUST in the Lake Success, NY office, with a wealth of experience in wealth management and tax analysis.

Fred will share the top 10 items he examines on a tax return to gain valuable insights. This podcast will guide you through understanding your own return in an effort to optimize your financial situation.

Topics discuss on this podcast:

  • Income Tax
  • Tax Returns
  • Tax Planning

For more information, go to https://www.creatingricherlives.com

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