Money Matters: A Talk with the Tax Guy: Questions Your Accountant Didn't Answer During Tax Season
Dan Olson answers your tax questions, including:
- Health insurance credits and penalties. Why did this seem so complicated this year?
- 529 withdrawals. Why did I have to pay a penalty?
- IRA record keeping. I threw away Form 5498. What's the big deal?
- Foreign account reporting. -Are you serious? I have to report that account?
- Extensions. I know it's April 14th, but I have a simple return
Dan Olson ,Principal of Olson Tax & Financial Planning, is a financial professional with over 30 years of experience with Citigroup and other financial institutions providing a variety of clients with money-saving analysis and advice related to taxes, portfolio management, debt management, insurance and other financial planning topics.
- Audience: Adults, Businesspeople