Dana Anspach shares common tax return mistakes and missed opportunities to help you avoid costly errors and maximize deductions.
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In this video, Dana Anspach, Founder of Sensible Money, highlights the most common tax return mistakes and missed opportunities. From 1099 income oversights to missed qualified deductions, Dana walks you through key areas to review, ensuring you keep more of your money. Perfect for those looking to file accurate returns and uncover valuable savings.
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00:00 - Introduction to Common Tax Mistakes
01:00 - Missed 1099 Income and Other Errors
04:37 - Qualified Deductions and Opportunities
10:25 - Tips for a Thorough Tax Review
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DISCLOSURES
This presentation is for informational purposes only and is not a solicitation to buy or sell securities or provide investment advice. Sensible Money, LLC (“SM”) is a registered investment adviser. Registration does not imply endorsement. For information on SM’s services and fees, you can find our disclosure documents at https://adviserinfo.sec.gov/firm/summ.... Charts or examples are for illustration only and do not guarantee future results. Past performance is not indicative of future outcomes, and investing involves risks, including the possibility of loss.