EPISODE SUMMARY

On this episode we welcome back Luke Hergott, Senior Manager of tax services at EY.  Luke brings a wealth of knowledge regarding tax so I would encourage you to listen to this episode prior to filing your return for this year.

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TOPICS IN THIS EPISODE

1. Opportunities for tax planning as an employee vs business owner 
2. Defining deductions and credits 
3. Refundable vs non-refundable credits 
4. Understanding the deductions and credits that are available for you to access

RESOURCES MENTIONED

EY Tax Calculator and Rates


OTHER EPISODES

7. Tax Basics and “The Next Bracket” Myth 

14. How to File Your Taxes in 2021 Featuring Luke Hergott, CPA


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