
Sign up to save your podcasts
Or
This episode gives you 11 year-end tax tips you can implement now for 2022.
Tips:
1. Maximize 401k contributions.
2. Harvest losses.
3. Gift $16,000 to lower your taxable estate.
4. Roth IRA conversion.
5. Defer income.
6. Paying for medical or college bills.
7. Qualified Charitable Distribution.
8. Charitable donations.
9. Donate appreciated stock.
10. Create a Donor Advised Fund (DAF)
11. Spend your Flexible Spending Account (FSA).
Schedule a Consultation:
https://www.acapam.com/contact/
Financial Advisor in Los Angeles, CA
CPA in Los Angeles, CA
12031 Ventura Blvd., Suite 1
Studio City, California 91604
(818) 272-8511
[email protected]
5
77 ratings
This episode gives you 11 year-end tax tips you can implement now for 2022.
Tips:
1. Maximize 401k contributions.
2. Harvest losses.
3. Gift $16,000 to lower your taxable estate.
4. Roth IRA conversion.
5. Defer income.
6. Paying for medical or college bills.
7. Qualified Charitable Distribution.
8. Charitable donations.
9. Donate appreciated stock.
10. Create a Donor Advised Fund (DAF)
11. Spend your Flexible Spending Account (FSA).
Schedule a Consultation:
https://www.acapam.com/contact/
Financial Advisor in Los Angeles, CA
CPA in Los Angeles, CA
12031 Ventura Blvd., Suite 1
Studio City, California 91604
(818) 272-8511
[email protected]