The LEARNING library

Year End Tax Planning

How did you fare under the Trump tax plan? If you’re not sure, now would be the time to look instead of waiting until April 15, 2020, which is why we have special guest, Jon Sluis, CPA President of Intrust CPAs on the air with us today. He will share why there is a certain level of urgency for the self-employed and small business to consider your tax position before year-end.

If you’re retired, you’ll need to look at RMDs and qualified charitable distributions, and how those affect your tax bracket. For those of you still working, you’ll want to know how contributing to your retirement account, HSAs, and other tax saving strategies can help your tax game.

There will be a lot to discuss with very little time. We’ll see you on the air! If you want to follow along, here’s a great article we found in Forbes.