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Tax time

Hosted by: Laura Hawley Special guest: Dana Hurley

March 8, 2017

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Dana Hurley – Financial Advisor at Allen & Company

Guest
Edith Yates – CPA, CFP®, Managing Partner at Baylis & Company PA
Sherrie Long – President at Sherrie D. Long Marketing Communications

In this episode, we discuss Tax information tips, changes over the past few years in preparing taxes, and much more regarding Tax time. We will welcome special guest Edith Yates, CPA, CFP®, Managing Partner at Baylis & Company PA. to discuss common tax preparation practices. We will also welcome guest Sherrie Long, President at Sherrie D. Long Marketing Communications.

In this episode we cover:

  • Economic Compass (6:32)
  • Changes over the past years in filing your taxes, and how technology and Fraud can affect your taxes (8:50)
  • Special guest Edith Yates , CPA, CFP®, Managing Partner at Baylis & Company PA to discuss ways to get ready for the preparation of tax season (16:51)
  • When to use a CPA and when not to use a CPA (39:45)
  • Different kind of tax scams and how to avoid them (41:16)
  • Important tax deadlines and how to prepare for them (45:19)
  • Important Tax facts to know for 2017 (51:52)
  • Visit with guest Sherrie Long – Marketing Communications consulting firm, to discuss the Central Florida Wine Festival (54:12)

Links From the Show:

Connect with:

Laura Hawley – CFP®, Senior Vice President at Allen & Company
Allen & Company – Laura Hawley

Dana Hurley – Financial Advisor at Allen & Company
Allen & Company – Dana Hurley
LinkedIn – Dana Hurley

Edith Yates – CPA, CFP, Managing Partner at Baylis & Company PA
Baylis & Company PA – Edith Yates
LinkedIn – Edith Yates

Sherrie Long – President at Sherrie D. Long Marketing Communications
LinkedIn – Sherrie Long
Sherrie D Long Marketing+Communications – Sherrie Long

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