
Sign up to save your podcasts
Or
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!
4.7
6464 ratings
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!
2,185 Listeners
3,366 Listeners
584 Listeners
559 Listeners
1,985 Listeners
456 Listeners
141 Listeners
882 Listeners
238 Listeners
110 Listeners
234 Listeners
127 Listeners
42 Listeners
981 Listeners
640 Listeners