Episode 41: Two Classic Planning Blunders to Avoid

There are two classic planning blunders to avoid at all costs. The first blunder is confusing tax preparation with tax planning. You may think that your CPA is providing "tax planning" for you, but the reality is he/she is probably not! The second blunder is taking on too much risk to make up for lost time. Have you ever wanted to "double-down" to make up for lost time? Doing so can be quite risky… and what happens if this strategy backfires on you? Let’s find out!