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!