Chalk Talk – Tax Planning: Things to work on before year-end
on May 31, 2022
“MainStreet Chalk Talk”
The MainStreet Financial Planning Discussion Club
When: Tuesday 6-21-22 at 3pm Eastern; 12pm Pacific
Recorded and able to retrieve for one week
How: Zoom Meeting, Free to ongoing clients; $10 for guests
Tax Planning: Things to work on before year-end
Though it may seem that we’ve just put last tax season to rest, now is the time to work on adjustments to optimize your 2022 taxes!
Please join MainStreet Financial Planner Vida Jatulis and MainStreet Paraplanner Meggan Orenstein as they breakdown some of the best tax planning ideas that can improve your tax situation. Don’t wait until April 15th, 2023, to think about your taxes…there are things that need to get done by year-end!
Some of the topics we’ll discuss:
⁃ Things you can do to avoid penalties and a tax bill
⁃ Filling tax-advantage buckets to reduce gross income
⁃ Tax smart charitable contributions
⁃ Taxes & Investing: Harvesting losses & Tax-Free Bonds & Asset Location
⁃ Decoding more complex tax planning strategies: Roth Conversion, Backdoor Roth