Chalk Speak – Tax Planning: Issues to work on earlier than year-end
on Could 31, 2022
“MainStreet Chalk Speak”
The MainStreet Monetary Planning Dialogue Membership
When: Tuesday 6-21-22 at 3pm Jap; 12pm Pacific
Recorded and capable of retrieve for one week
How: Zoom Assembly, Free to ongoing purchasers; $10 for visitors
Tax Planning: Issues to work on earlier than year-end
Although it could 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 a part of MainStreet Monetary Planner Vida Jatulis and MainStreet Paraplanner Meggan Orenstein as they breakdown among the greatest tax planning concepts that may enhance your tax state of affairs. Don’t wait till April fifteenth, 2023, to consider your taxes…there are issues that have to get achieved by year-end!
A number of the matters we’ll talk about:
⁃ Issues you are able to do to keep away from penalties and a tax invoice
⁃ Filling tax-advantage buckets to scale back gross earnings
⁃ Tax good charitable contributions
⁃ Taxes & Investing: Harvesting losses & Tax-Free Bonds & Asset Location
⁃ Decoding extra advanced tax planning methods: Roth Conversion, Backdoor Roth