In this episode Josh Nelson CFP® and Jeremy Busch CFP® discuss tax insights, covering income, expenses, capital gains, retirement, charity, HSAs, business deductions, RMDs, estate planning, and stock options. This overview of strategies may help to reduce your tax burden before year-end. Topics covered in this podcast and the transcript include:

Ten thousand hours
Balance Sheet and Cash Flow Statements
Tax Rules on Gains and Losses
Tax Deductions
Rules and Limits on Tax-deferred Accounts
Charitable Giving
Medical Savings Accounts
Timing on Business Deductions
Required Minimum Distribution
Estate Planning
Closing and How to Contact WFA

To view the webinar on YouTube click the link below
https://www.youtube.com/watch?v=eGDi1tPNpJk

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Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/[email protected]