ABOUT THE GUESTS

Jake Greenberg
ABOUT Jake

Jake Greenberg is a CERTIFIED FINANCIAL PLANNER™ professional specializing in comprehensive financial planning. He is committed to helping his clients develop sound financial strategies in order to get them to and through retirement using the most tax-efficient and cost-efficient methods possible. Prior to joining Pure Financial, Jake was a lead strategist in charge of running [...]

ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 153 out of 715 RIA’s nationwide by total assets under management by [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CFO & Chairman of the Board of Pure Financial Advisors. He has been an executive leader of the Company for over a decade. As CFO he is responsible for the financial operations of the company as well as investor relations. Alan joined the firm in 2008, about one year after it [...]

Stimulus checks, CRD’s, and changes in RMD’s – if there is ever a year that you could make mistakes on your taxes, this is it. Last tax year, 747 billion dollars worth of tax deductions were claimed, but many more were missed. Financial professionals Joe Anderson and Alan Clopine want to help you avoid costly tax filing mistakes. Special guest Jake Greenberg from Pure Financial also arms you with information about how to avoid the most common mistakes.

Important Points:
(01:12) – Tax Deductions

(01:45) – Avoid Costly Tax-Filing Mistakes

  • Don’t Miss Deadlines
  • Filing Factors: 2020 Changes
  • Common Mistakes
  • Tax-Filing Tips

(02:50) – Filing Deadlines

(03:58) – Last Filing Penalties

(05:32) – Stimulus Check

(07:51) – The CARES Act

(10:40) – The SECURE Act

(12:22) – Common Tax Filing Mistakes

(19:37) – IRA & Roth IRA Contributions

(20:46) – Last-Minute Strategies

(22:35) – Ask the Experts

(25:17) – Pure Takeaway: Avoid Costly Tax Filing Mistakes

  • Meet the Tax Deadlines
  • Be aware of 2020 Tax Changes
  • Avoid Common Filing Mistakes
  • Consider Last Minute Strategies

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