ABOUT THE GUESTS

Jake Greenberg
ABOUT Jake

Jake Greenberg is a CERTIFIED FINANCIAL PLANNER™ 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 the [...]

ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management. As of [...]

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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