It’s tax time! And that means it’s time to talk about your taxes. A lot has changed and I want you to be aware of what is new.

There is likely nothing you can do about your 2018 taxes now, but understanding the changes can help you minimize your 2019 taxes and beyond.

In this episode I walk through and highlight the major tax law changes that may be impacting you, as well as some tips and insights along the way.

Tax planning and strategy is important to do on an ongoing basis, not just at tax time. Your financial actions during the year can greatly impact your tax situation.

Also in this episode I talk about another tax surprise that may have affected you this year if you own mutual funds in a taxable account.

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