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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. 

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  • Audience: Adults, Businesspeople