Strategic Retirement and Tax Planning

As the year comes to a close, it's crucial to take proactive steps to optimize your tax situation.

Join us as we discuss:

• The importance of knowing your numbers and understanding your financial situation

• Maximizing the Qualified Business Income (QBI) deduction

• Utilizing retirement accounts effectively, including 401(k)s and Roth options

• The benefits of donor-advised funds for charitable giving

• Strategies for tax loss harvesting and investment portfolio reviews

• The significance of Health Savings Accounts (HSAs) and 529 plans

• Exploring potential tax-saving opportunities through entity structure evaluations

Don't wait until the last minute—start thinking about your tax strategy now!