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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!
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!
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