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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
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Wednesday Dec 18, 2019
Wednesday Dec 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
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