For some, tax season is one of the most stressful times of the year. CFN's Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA at Mercer Advisors, joins John Walker, Regional Vice President, Mercer Advisors, to talk taxes. Whether you’re compiling information for your tax preparer or you are a do-it-yourselfer, Tim’s tips may help make the process easier.
Listening Time: 21 minutes
Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.