Retirement Unlocked

Your Guide to Year-End Tax Planning — With Accountant, Scott Cheslowitz (Ep. 57)


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December may be coming to a close, but it’s not too late to implement some year-end tax planning strategies. 

In this episode, Larry Heller speaks with Scott Cheslowitz, a CPA and partner of Rothenberg & Peters, PLLC, who works with closely held entities, estates, and high-net-worth individuals. In this timely conversation, Scott shares year-end tax planning tips that everyone should be aware of as we enter 2020. 

In this episode, you’ll learn:

  • A strategy for using charitable contributions to lower your income taxes
  • How to do a tax projection and why Scott recommends it
  • At what age to start taking your Required Minimum Distributions and whether there are any exceptions
  • Tax advantages to investing in Qualified Opportunity Zone Funds
  • And more!
  • Tune in now to learn some year-end tax planning strategies that you can use right away!

    Resources:  Heller Wealth Management | Scott Cheslowitz’s Email: (516) 773-3200

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    Retirement UnlockedBy Larry Heller

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