Tag: tax preparation
Mar 2, 2026
If you’re wading through the process of preparing your tax return, you may well be asking, “Why does this have to be so complicated?” I hear some version of this from clients every year. The forms feel endless. The rules seem arbitrary. Even financially savvy people...
Mar 1, 2021
Someone recently asked if I knew of a CPA that was trained as a financial therapist. I admitted I didn’t. I even chuckled at the peculiar combination—until I realized it’s probably just as peculiar for an investment-loving CFP like me to be trained in financial...
