Are you aware that you might be filing out your taxes too early? Did you know that tax numbers change every year? Today we are joined by Bryan Ballentine, CFP®, CRPC™, and Anne Thompson, CRPC™, wealth advisors with Ballentine Capital Advisors. They talk about the 2024 tax changes and what you need to be doing to prepare for tax season. They go into specifics about what contributions you can still make for the prior years’ taxes and have conversations around charitable giving best practices. Tune in for some key tips for the upcoming tax season. For more details on taxes, check out chapter 6 of “Wealth on Purpose” by Bryan Ballentine, CFP®, CRPC™.

Bryan Ballentine, CFP®, CRPC™, and Anne Thompson, CRPC™

Ballentinecapital.com

864-322-6046