Healthy, Wealthy, and Whys Podcast

2023 Year End Tax Planning Opportunities


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Listen as guest speaker, Geoff Zion, from Zion, & Synek Associates prepares us for the 2023 Year End Tax Planning Opportunities.  The topics discussed are as follows:

  • Individual year-end tax planning ideas
  • Qualified Charitable Distributions (QCD) from IRA
  • Business year-end tax planning ideas
  • Ohio tax updates from biennial budget
  • ...more
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    Healthy, Wealthy, and Whys PodcastBy Enza Financial, LLC