Enhance Your Finances with Expert Tax Preparation Services and Tax Security Tips | Ask My Man Manny Podcast

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Uncover the secrets to protecting your finances with insights from John Juzbasich, AFSP, now sharing his wisdom as part of National Tax Security Awareness Week. Each year, billions of dollars are lost to tax scams, a grim reality that affects countless individuals, especially vulnerable groups like the elderly. In this episode, John enlightens us on how criminals exploit tax systems and provides essential strategies to shield yourself and your loved ones from becoming victims of refund fraud.
The holiday season is a notorious time for scams to flourish, and in this episode, we don’t just highlight the problem—we offer solutions. Learn to recognize the tactics scammers use, from impersonating IRS agents to crafting deceptive emails. We discuss the risks tied to oversharing on social media and the art of social engineering that scammers masterfully manipulate. Gain practical advice on maintaining your online security, such as identifying secure shopping websites, using strong passwords, and avoiding the traps of public Wi-Fi.
We’re thrilled to announce the launch of Gamma Tax Navigators for the 2024 tax year, an innovative move by Gamma Wealth Management to integrate tax compliance into our comprehensive financial services. With John’s expertise in business consulting, we are poised to deliver a seamless client experience. We’re committed to security, having implemented rigorous measures to safeguard client information. Additionally, we provide updates on legislative changes like the pause of the beneficial ownership requirement, ensuring you’re always informed with the latest in tax regulations. Join us as we embark on this exciting journey of financial empowerment and protection.

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Season 1 Music is Freethrow by Timothy Infinite
Season 2 Music is Unwind by Dream Cave
The content presented and discussed is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, psychological diagnosis, or other professional advice. Any data cited is valid as of the date of presentation, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in this course should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, and you are highly encouraged to consult with professionals of your choosing before taking any action based on the contents presented or discussed herein.
Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet...

Chapter

1. Enhance Your Finances with Expert Tax Preparation Services and Tax Security Tips | Ask My Man Manny Podcast (00:00:00)

2. Tax Scams and Fraud Prevention (00:00:06)

3. Navigating Tax Scams and Fraud (00:03:30)

4. Gamma Tax Navigators Launch Announcement (00:17:49)

5. General Financial Education and Disclaimer (00:24:09)