Heard of a tax filing technique that sounds too good to be true? It just might be! In this episode of Money & Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, go over the Internal Revenue Service’s list of the top 2023 tax scams and schemes so you can watch out for them this tax season. From email and text schemes to social media scams and unscrupulous tax preparers, we’ll share red flags to avoid so you don’t fall victim to the dirty dozen!
IRS Tax-Exempt Organization Search
Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.
Learn more about Financial Planning Fort Collins at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed!
Jason Speciner and Regina Neenan are investment advisor representatives of Financial Planning Fort Collins, a registered investment advisor.
The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice.
© 2024 Financial Planning Fort Collins