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In this episode of the Penny Forward podcast, hosts Chris Peterson and MOe Carpenter are joined by Cody Bair, a blind CPA from Colorado who specializes in research and development tax credits. With co-host Liz Bottner attending the American Council of the Blind D.C. Leadership Conference, the conversation is focused on understanding taxes from a…
Simplifying Investing: A Getting Started Guide This week we presented part two of our four-part series on investing. Investing is complex, but we aimed to break it down into simple concepts and steps you could use to get started growing your money. Last week we explained the differences and similarities among stocks, bonds, mutual funds,…
This week’s episode of the Penny Forward Podcast features a tour of the nonprofit”s first online course, “Taking On Taxes: A Beginner’s Guide To The Foreign Language Of Taxes.” Penny Forward’s CEO, Chris Peterson, provides an overview of the course, which was launched with the company’s membership program in March 2022. The course covers important tax concepts, how…
Introduction When it comes to filing taxes, having all the necessary documents and information is crucial. However, sometimes you may find that you are missing a W-2 or Form 1099 or that the information on these forms is incorrect. Here’s what you need to do in these situations: Contact your employer, payer, or issuing agency…
Filing Your Tax Return By now you should’ve received most or all of the forms you need to complete and file your 2022 tax return. This week we talked about how to complete and file a tax return either by doing it yourself or by getting help from a tax professional. We also left time…