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Chalk Discuss – Tax Planning: Issues to work on earlier than year-end

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Chalk Discuss – Tax Planning: Issues to work on earlier than year-end

“MainStreet Chalk Discuss”

The MainStreet Monetary Planning Dialogue Membership

When: Tuesday 6-21-22 at 3pm Jap; 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

House Shopping for in 2022

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 part of MainStreet Monetary Planner Vida Jatulis and MainStreet Paraplanner Meggan Orenstein as they breakdown among 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 have to get finished by year-end!


A few of the matters we’ll talk about:

⁃ 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 advanced tax planning methods: Roth Conversion, Backdoor Roth


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