Russell talks with Michael Lamberti, CPA, owner of Westchester Accounting Services, about what individuals and business owners can do between now and the end of the year to get into a favorable situation for filing taxes in the spring and how to prepare proactively for next year.
Topics Discussed:
Taking a 2021 year-to-date assessment
Maximizing your HSA
Charitable contributions and Qualified Charitable Distributions (QCD)
Year-end tax strategies for high net worth individuals
Having a tax projection done each December
Year-end tax strategies and concerns for business owners
Tax law and IRS changes coming in 2022
You can watch this video and others on the Voice Wealth Management YouTube channel.