Taxes | Episode Ten

In this episode, hosts Jeremy Scott and Roy Hucke dive into everyone’s favorite topic—TAXES! 💰📑

Joining the show this episode is CPA Lance Larson from CPA Group of the Rockies, a seasoned tax expert who sheds light on the complexities of small business taxes, individual tax planning, and common tax misconceptions. Whether you're a W-2 employee, a small business owner, or just someone trying to make sense of deductions and IRS letters, this episode is packed with essential insights!

Topics Covered:
✔️ When do you actually need a CPA?
✔️ Common tax myths (Do you really lose money if you move into a higher tax bracket?)
✔️ How small business owners can stay organized for tax season
✔️ The reality of tax brackets and effective tax rates
✔️ IRS letters—what to do (and what NOT to do)
✔️ Avoiding tax fraud scams and IRS impersonators
✔️ The importance of tax planning and financial organization

Don't miss this episode full of expert advice, real-life tax stories, and practical steps to keep your finances in order.

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© 2021-2024 Credentialed Wealth Advisors, LLC. All rights reserved. Credentialed Wealth Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.