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Chalk Speak – Tax Planning: Issues to work on earlier than year-end


Chalk Speak – Tax Planning: Issues to work on earlier than year-end

“MainStreet Chalk Speak”

The MainStreet Monetary Planning Dialogue Membership

When: Tuesday 6-21-22 at 3pm Jap; 12pm Pacific

~30-45 minutes

Recorded and capable of retrieve for one week

How: Zoom Assembly, Free to ongoing purchasers; $10 for friends

Electronic mail: [email protected] to get a duplicate

Tax Planning: Issues to work on earlier than year-end

Hosted by: Vida Jatulis and Meggan Orenstein

Although it might appear that we’ve simply put final tax season to relaxation, now’s the time to work on changes to optimize your 2022 taxes!

Please be part of MainStreet Monetary Planner Vida Jatulis and MainStreet Paraplanner Meggan Orenstein as they breakdown among the finest tax planning concepts that may enhance your tax scenario. Don’t wait till April fifteenth, 2023, to consider your taxes…there are issues that have to get completed by year-end!

 

A number of the matters we’ll focus on:

⁃ Issues you are able to do to keep away from penalties and a tax invoice
⁃ Filling tax-advantage buckets to cut back gross earnings
⁃ Tax good charitable contributions
⁃ Taxes & Investing: Harvesting losses & Tax-Free Bonds & Asset Location
⁃ Decoding extra complicated tax planning methods: Roth Conversion, Backdoor Roth





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