Chalk Speak – Tax Planning: Issues to work on earlier than year-end
on Might 31, 2022
“MainStreet Chalk Speak”
The MainStreet Monetary Planning Dialogue Membership
When: Tuesday 6-21-22 at 3pm Japanese; 12pm Pacific
Recorded and capable of retrieve for one week
How: Zoom Assembly, Free to ongoing shoppers; $10 for company
House Shopping for in 2022
Although it could appear that we’ve simply put final tax season to relaxation, now’s the time to work on changes to optimize your 2022 taxes!
Please be a part of MainStreet Monetary Planner Vida Jatulis and MainStreet Paraplanner Meggan Orenstein as they breakdown a number of the finest 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 carried out by year-end!
A number 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 revenue
⁃ Tax sensible charitable contributions
⁃ Taxes & Investing: Harvesting losses & Tax-Free Bonds & Asset Location
⁃ Decoding extra complicated tax planning methods: Roth Conversion, Backdoor Roth