Case Study: The Final Tax Return

Henssler Money Talks
20/02/2024 12 min Temporada 38 Episodio 7
Case Study: The Final Tax Return

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Episode Synopsis

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 

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