Gabe and Jesse sit down with Tobin Woodruff, a Senior Wealth Planner at Cobblestone Capital Advisors. Tobin is an expert on tax planning, so today’s conversation revolves around:
– The basics of a 1040 Federal Tax return, and why individuals need to be aware of it
– When to know if you need a tax professional
– Withholdings and refunds
– Tax tips for both young and old investors
– “Trading” tax rates (a la Roth conversions)
Information presented in this podcast is not intended to be nor should be construed as individualized investment advice. All content is of a general nature and solely for educational, informational and illustrative purposes. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees. Cobblestone is not licensed to provide and does not provide legal, tax or accounting advice to clients. Advice of qualified counsel or accountant should be sought to address any specific situation requiring assistance from such licensed individuals.
