Dollars & Sense with a couple of gents

Investment Tax Slips

April 04, 2022 Ellis Financial Group
Dollars & Sense with a couple of gents
Investment Tax Slips
Show Notes

We have all heard the expression that there are two sure things in life… death and taxes.  As the deadline to file your annual tax return approaches, Wealth Advisors Stephen Ellis and Robert Wolfson ("The Gents"), discuss common tax slips that are generated from an investment portfolio.