Tackle Tax Season Like a Pro with Mark Carrison (Ep. 10)
Do you find yourself tangled in tax season chaos every year? You’re not alone! Dive into this episode for a laugh and some clarity!
In this episode, Nicholas chats with his brother from another mother, Mark Carrison, a seasoned tax pro from Verdolino and Lowey. Prepare to unwind those tax-time worries and learn how to save the bucks you’ve been unknowingly sacrificing to Uncle Sam. Grab your headphones as Nick and Mark highlight common mistakes, from last-minute filing frenzies to the myths about tax refunds, and unravel how proactive planning can save you from pulling your hair out come March!
Mark and Nick discuss:
- (02:48) Top three tax mistakes – procrastination, reactive planning, and poor communication
- (06:36) Differences between tax deductions and credits and why mixing them up can cost you
- (13:26) The importance of building a team of trusted advisors for holistic financial well-being
- (21:59) Creative gifting strategies for leaving a meaningful legacy while optimizing your taxes
- (22:40) The value of real-time tax planning over delayed fixes and how “Google” isn’t your perfect tax advisor
- And more
Connect with Nicholas St. George:
Connect with Mark Carrison:
About our Guest:
Mark Carrison is a Tax Supervisor for Verdolino & Lowey, P.C. Mark joined the firm in January 2020 and has more than 15 years of public accounting experience. Mark provides accounting and advisory services in tax, accounting, financial reporting, and consulting services for individuals, privately held companies, and trusts. Mark is a member of the Rhode Island Society of Certified Public Accountants and Association of Certified Fraud Examiners. He has had active roles on numerous not-for-profit boards in Rhode Island and Massachusetts including Treasurer and Board of Director of the Audubon Society of Rhode Island, Boy Scouts of America, and Rhode Island Wild Plant Society. Mark received a Bachelor of Science degree from Bryant University and a Master of Business Administration degree from Saint Leo University in Accounting with a Fraud Examination concentration.
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