Brian Gracie Shares What to Know This Tax Season
February 28, 2023

Tax season is in full swing, and Heritage is here to help you get prepared so that you have a plan when it comes time to sit down with your tax professional to go over your 2022 taxes. Heritage’s Founder & Financial Planner Brian Gracie was recently featured on WJZ | CBS News Baltimore to share important things to know about this tax season’s deductions, documents, and deadlines.

To watch the full interview with Brian, click here.

Brian Gracie is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and a registered investment advisor. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. CRN-5466992-021423