Chalk Discuss – Tax Planning: Issues to work on earlier than year-end
on Might 31, 2022
“MainStreet Chalk Discuss”
The MainStreet Monetary Planning Dialogue Membership
When: Tuesday 6-21-22 at 3pm Jap; 12pm Pacific
~30-45 minutes
Recorded and in a position to retrieve for one week
How: Zoom Assembly, Free to ongoing shoppers; $10 for company
Electronic mail: Data@mainstreetplanning to get a replica
Tax Planning: Issues to work on earlier than year-end
Hosted by: Vida Jatulis and Meggan Orenstein
Although it could appear that we’ve simply put final tax season to relaxation, now could be the time to work on changes to optimize your 2022 taxes!
Please be part of MainStreet Monetary Planner Vida Jatulis and MainStreet Paraplanner Meggan Orenstein as they breakdown a few of the greatest tax planning concepts that may enhance your tax state of affairs. Don’t wait till April fifteenth, 2023, to consider your taxes…there are issues that must get accomplished by year-end!
A few of the subjects we’ll focus on:
⁃ Issues you are able to do to keep away from penalties and a tax invoice
⁃ Filling tax-advantage buckets to scale back gross earnings
⁃ Tax good charitable contributions
⁃ Taxes & Investing: Harvesting losses & Tax-Free Bonds & Asset Location
⁃ Decoding extra complicated tax planning methods: Roth Conversion, Backdoor Roth
