5 Key Tax Opportunities to Capture Before Year-End! (Ep. 77)
Are you making the most of your year-end tax planning?
In this episode, Josh Leonard dives into effective year-end tax planning strategies to maximize your savings. Prepare for an insightful discussion on Roth conversions, tax loss harvesting, and charitable giving.
Learn how to navigate potential tax pitfalls and make informed financial decisions before the calendar flips to a new year.
Josh covers:
- Roth conversions and their tax advantages
- Tax loss harvesting to offset gains
- Charitable giving strategies, including QCDs and donor-advised funds
- Maximizing deductions for medical expenses
- Adjusting withholding for accurate tax planning
- And more!
Resources:
- Schedule a meeting with the team
- Download our “7 Big Retirement Mistakes Checklist” to help avoid costly retirement mistakes!
Connect with Josh Leonard:
- jleonard@leonardadvisorygroup.com
- LinkedIn: Josh Leonard
- Leonard Advisory Group
- 412-998-PLAN
- YouTube: Leonard Advisory Group
- Facebook: Leonard Advisory Group
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