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TAX TIME

by: LAURA HAWLEY guest: Dana Hurley March 8, 2017
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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.

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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)

Tweetable Topics:

By 2022 32% of the people ages of 65-74 are still going to be in the workforce. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

8.9 billion hours are spent complying with tax laws. – Dana Hurley, Financial Advisor at Allen & Company

There are over 100 pages of instructions on a 10-40 tax form. – Dana Hurley, Financial Advisor at Allen & Company

Tax evasion cost the federal government 458 billion dollars a year. – Dana Hurley, Financial Advisor at Allen & Company

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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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...