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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 Japanese; 12pm Pacific
~30-45 minutes
Recorded and capable of retrieve for one week
How: Zoom Assembly, Free to ongoing purchasers; $10 for visitors
Signal Up by Clicking Right here
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’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 among the finest tax planning concepts that may enhance your tax scenario. Don’t wait till April fifteenth, 2023, to consider your taxes…there are issues that must get performed by year-end!
Among the subjects we’ll talk about:
⁃ Issues you are able to do to keep away from penalties and a tax invoice
⁃ Filling tax-advantage buckets to cut 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
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