Thank you for joining us!
What we covered
During our annual Tax Return Live Event we reviewed common tax forms and how they impact your taxes. We recommend if you watch the recording that you have access to the following documents:
Your 2025 W2 Form issued by your employer
Your 1099 Forms issued by your bank (these forms state your income)
Our live event speakers
DRAYTON CARLBERG, CFP® | PARTNER, LEAD ADVISOR
Drayton spent the first part of his career at Human Investing as a Trade Analyst, executing portfolio management tasks for the firm. He is intimately familiar with our firms investment philosophy and strategies. With this in mind, he works with clients to make sure their financial goals and account investments are aligned. Coming from a competitive athletic background, Drayton brings a strong sense of teamwork and enthusiasm to his role as a Lead Advisor.
HOLLY HUDDLESON, CPA | SENIOR TAX MANAGER
Holly takes great joy in sharing knowledge with others and providing peace of mind to clients through organization and planning. She especially enjoys building long-term relationships with clients & teammates. Holly joined the Human Investing team in 2024 and brought with her over a decade of experience in tax as a CPA specialized in real estate.