Originally recorded on February 1, 2014, on 1380 KTKZ in Sacramento.
In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff compares do-it-yourself tax preparation with working with a tax professional and looks at several issues taxpayers face during filing season.
Owen is joined by Justin Elliott and Ryan Mason for additional financial-planning and retirement insight.
Topics include:
• Whether to file your tax return early or wait
• The Super Bowl and taxes
• H&R Block, Liberty Tax, and the retail tax-preparation model
• An extraordinary $862,000 tax refund
• How to obtain tax return transcripts
• Tax mistakes taxpayers may not realize they are making
• Four steps toward a successful retirement
• Whether life insurance is simply an expense or can play a broader role in financial planning
This episode has been restored from the original TaxSense radio archive as part of an ongoing effort to preserve the program’s 2012–2014 broadcast history.
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