The Long Game

End-of-Year Tax Planning: Strategies Every Business Owner Should Know

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As the year comes to a close, it's crucial to take proactive steps to optimize your tax situation.

Join us as we discuss:

  • The importance of knowing your numbers and understanding your financial situation

  • Maximizing the Qualified Business Income (QBI) deduction

  • Utilizing retirement accounts effectively, including 401(k)s and Roth options

  • The benefits of donor-advised funds for charitable giving

  • Strategies for tax loss harvesting and investment portfolio reviews

  • The significance of Health Savings Accounts (HSAs) and 529 plans

  • Exploring potential tax-saving opportunities through entity structure evaluations

    • Don't wait until the last minute—start thinking about your tax strategy now!

    ...more
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    The Long GameBy Thomas Kopelman
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