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In this episode of the Retire Early Retire Now podcast, host Hunter Kelly from Palm Valley Wealth Management dives into all things taxes to help you prepare for the 2024-2025 tax season. Learn how to organize and manage essential tax documents including W2s, 1099s, K1s, and more. Discover common income-related documents, tips for staying organized, and the importance of communication with your CPA and financial advisor. Whether you're a high-income earner with complex tax situations or someone filing simple returns, this episode is packed with valuable insights to minimize errors, avoid penalties, and optimize your financial planning.
00:00 Welcome to the Retire Early Podcast
01:14 Importance of Tax Organization
02:28 Common Income-Related Documents
08:50 Business and Real Estate Tax Documents
11:52 Tips for Staying Organized
14:32 Conclusion and Final Advice
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