He explains what documents are needed for filing a return and how to locate them. Malkoch shares critical information for people extending their tax deadline to October to avoid penalties. He also discusses working with a tax preparer, tax fraud prevention and mitigation, and imparts other tax planning words of wisdom.
Learn more about Tom Malkoch and Financial Independence Planning at www.MyFIPAdvisor.com.
[Video: 14:36]
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Tom Malkoch, Senior Financial Advisor at Financial Independence Planning, LLC 1495 Alan Wood Road | Suite 100 | Conshohocken, PA 19428 T:610.825.5521 Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. Comments are closed.
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