Year-end is often a busy time of year for everyone. Not only are you working to get your financials in order, but you’re also evaluating the numbers, measuring success, and exploring opportunities. It can be overwhelming, to say the least. With a little planning before the year ends, you can be better prepared for the upcoming tax season. Join us in discussing some year-end tax planning tips!
4:33 Basic tax planning technique
5:47 Planning revenue.
9:46 Planning expenses, deductions and charitable giving.
15:36 Timing real estate transactions.
22:42 1031 and capital gains.
33:40 Roth funding.
46:25 Income splitting with kids.