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BBA Videos: Personal Finance INSIGHTs from the experts

Transforming your wealth one informative topic at a time...

2024 Tax Checklist with Cassandra Kirby Thumbnail

2024 Tax Checklist with Cassandra Kirby

Tax season is officially here. If you haven't already, now is the time to get prepared. Whether you work with a tax professional or prepare your taxes yourself, proper planning helps the process go more smoothly and may reduce the risk of costly errors. In this video, Cassandra Kirby, CFP®, EA provides tips to help you prepare to tackle this tax season with confidence.

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