38 min

Ep 8. Pay The Man Fostering Financial Victories

    • Investing

In this episode, Erik is joined by Wealth Coach McCreight King and CPA Tim Moxie of Upstate Professional CPA Services to dive into a discussion around the current landscape of taxes. They talk through recent changes in the tax code as it pertains to the passage of the SECURE Act, along with changes made in response to the Coronavirus pandemic. Tim brings a wealth of knowledge that will be applicable to both the individual taxpayer and the small business owner.


Foster Victor Small Business Resources in Response to COVID-19: https://fostervictorwa.com/small-business-resources-in-response-to-covid-19/

Coronavirus Tax Relief: https://www.irs.gov/coronavirus-tax-relief-and-economic-impact-payments

Foster Victor SECURE Act Information: https://fostervictorwa.com/secure-act/

6 Things you should know about the SECURE Act: https://www.schwab.com/resource-center/insights/content/new-retirement-savings-law-6-things-you-should-know-about-secure-act

Tax deadline date changes: https://www.schwab.com/resource-center/insights/content/tax-deadlines-extended-due-to-coronavirus



How to connect with us and our guests:

Instagram: @FosterVictorWealthAdvisors, @ErikMizell, @TheMox1, @McCreightKing

YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

Upstate Professional CPA Services: www.upstatecpallc.com/

In this episode, Erik is joined by Wealth Coach McCreight King and CPA Tim Moxie of Upstate Professional CPA Services to dive into a discussion around the current landscape of taxes. They talk through recent changes in the tax code as it pertains to the passage of the SECURE Act, along with changes made in response to the Coronavirus pandemic. Tim brings a wealth of knowledge that will be applicable to both the individual taxpayer and the small business owner.


Foster Victor Small Business Resources in Response to COVID-19: https://fostervictorwa.com/small-business-resources-in-response-to-covid-19/

Coronavirus Tax Relief: https://www.irs.gov/coronavirus-tax-relief-and-economic-impact-payments

Foster Victor SECURE Act Information: https://fostervictorwa.com/secure-act/

6 Things you should know about the SECURE Act: https://www.schwab.com/resource-center/insights/content/new-retirement-savings-law-6-things-you-should-know-about-secure-act

Tax deadline date changes: https://www.schwab.com/resource-center/insights/content/tax-deadlines-extended-due-to-coronavirus



How to connect with us and our guests:

Instagram: @FosterVictorWealthAdvisors, @ErikMizell, @TheMox1, @McCreightKing

YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

Upstate Professional CPA Services: www.upstatecpallc.com/

38 min