The seasons are changing, and with warmer weather also comes another season: tax season.
Today, Esther Szabo shares the approach, tools, and techniques she and the Gates Pass Advisors team use to help clients navigate their taxes and stay on track with their financial goals.
In this episode, you’ll learn:
- What common experience people in transition might have during tax season
- How coming off a strong year of returns can impact your financial plan
- Investing biases to avoid when reviewing your finances
- How Esther helps families navigate generational planning — and why she loves it
Tune in now to learn what to keep in mind as you travel through this year’s tax season!