The Retire Right Podcast

Episode 57 — Your Guide to Year-End Tax Planning — With Accountant, Scott Cheslowitz

December 18, 2019

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