Henssler Money Talks

Case Study: The Final Tax Return

February 20, 2024 Henssler Financial Season 38 Episode 7
Case Study: The Final Tax Return
Henssler Money Talks
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Henssler Money Talks
Case Study: The Final Tax Return
Feb 20, 2024 Season 38 Episode 7
Henssler Financial

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife.

Read the Article: https://www.henssler.com/death-taxes-and-paperwork-filing-a-final-tax-return 

Show Notes

Send us a Text Message.

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife.

Read the Article: https://www.henssler.com/death-taxes-and-paperwork-filing-a-final-tax-return