Webinar: Year-End Tax Planning Checklist: What to Look For Before December 31st скачать в хорошем качестве

Webinar: Year-End Tax Planning Checklist: What to Look For Before December 31st

As 2022 winds down, it’s a good time to review your end-of-year tax planning checklist. Reed Financial Group's Co-CEOs, April Reed Crews and Abby Reed are here to help you minimize your taxes over your lifetime and transfer your wealth in a tax-efficient way. There are several items that should be completed before December 31st and April and Abby will cover the 6 critical areas you should focus on for your year-end tax checklist. Important Topics that will be Covered: Employer-Sponsored Plans: Maximize contributions for 2022 Roth Conversions: New opportunities created by recent changes Qualified Charitable Distributions: Strategies to reduce taxes on IRA distributions Net Unrealized Appreciation: An underutilized strategy for highly appreciated company stock Gifting: Tax-free gifting opportunities and long-term strategies Estate Planning: Important beneficiary rule changes for individuals and trusts (Bonus - Inherited IRA RMD penalties waived for certain beneficiaries) As two of only seven Ed Slott Master Elite IRA Advisors in the state of Georgia, April and Abby just returned from an in-depth training with Ed Slott & Company and are eager to share their end-of-year checklist with you.