Reviewing your Tax Return for Errors episode artwork

EPISODE · Feb 8, 2026 · 26 MIN

Reviewing your Tax Return for Errors

from The Executive Financial Planning Podcast · host Balanced Wealth Group

In this episode of The Executive Financial Planning Podcast, host Matt Daugherty explains why reviewing your tax return is critical for professionals with equity compensation—and how to catch errors before they become costly problems. He covers common mistakes that we see come up year after year. Whether you work with a CPA or file yourself, this episode gives you the tools to spot red flags on various parts of your tax return.

Episode metadata supplied by the publisher feed · Published Feb 8, 2026

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Reviewing your Tax Return for Errors

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