Journey To Launch : Personal Finance, Early Retirement & Business

Shane Mason, CPA/PFS, CPF, is a New York-based accountant, financial planner, and all-around tax wizard that joins the show this week to discuss the one topic that has many Americans baffled: taxes. He specializes in accounting, tax preparation and financial planning services for small and medium business owners, creatives, tech professionals, expatriates and foreign nationals living in the US. Shane and I crossed paths during my search for the assistance of a new tax professional and we are delighted to have his expertise on the show to unravel tax law and what it means for everyone on the journey to Financial Independence. In this episode, we talk about: Why we have to pay taxes Why you should consider hiring a tax professional How tax refunds work Why a large tax refund isn’t necessarily a great thing Common mistakes made when filing taxes Amending a tax return Determining the right investment account for your income Factors to consider when determining where to invest first The new tax law changes and ho