Year-End Tax Tips for Individuals and Business Owner

Videos

Dec 10

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.

taxessmall businessesHSAend-of-year

Crystal Lee Butler, MBA

Crystal Lee Butler, MBA, is the founder and visionary force behind Crystal Marketing Solutions (CMS), a premier done-for-you virtual marketing agency dedicated to independent financial advisors and small advisory firms. With two decades of experience, CMS excels in developing customized, compliance-friendly marketing strategies that seamlessly integrate proven digital and traditional tactics. They execute your marketing, so you can focus on your clients.

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