Henssler Money Talks

Case Study: The Final Tax Return

Henssler Financial Season 38 Episode 7

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