Tax Season Made Easy: What Actually Gets You a Bigger Refund

Taxes are complicated, the rules keep changing, and missing one detail could cost you.

This week, Regina joins CBS News consumer reporter Josh Sidorowicz on the "In Your Corner" podcast to bring clarity and calm to this hectic and oftentimes, stressful event.

Regina breaks down the deductions, credits, and filing strategies that could make a real difference this year. From staying organized to avoiding common mistakes and protecting your refund, this conversation helps make tax season feel a whole lot more manageable.

Episode Highlights:

00:00 — What's new this tax season?

01:30 — Your must-have tax checklist

03:20 — Missing forms, delays & brokerage statements

04:40 — Major life changes that impact your taxes

05:58 — Big new deductions & credits you should know

10:00 — State & local tax cap boost + child tax credit changes

12:41 — Standard deduction vs. itemizing: Which wins now?

20:02 — Lightning round: Fastest refunds & protecting your identity

ABOUT REGINA MCCANN HESS

Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.

Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.

As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.

CONNECT WITH REGINA

Website: https://www.forgewealth.com

LinkedIn: https://www.linkedin.com/in/reginamccannhess/

Facebook: https://www.facebook.com/ForgeWealth

Instagram: https://www.instagram.com/forgewealthmanagement/

YouTube: https://www.youtube.com/@ForgeWealth

Email: [email protected]

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org

Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am registered to do business, please visit www.forgewealth.com.Forge Wealth Management