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Home > Wealth-Building Made Simple > Tax planning: Mid-year tax strategies
Podcast: Wealth-Building Made Simple
Episode:

Tax planning: Mid-year tax strategies
Category: Business
Duration: 00:10:18
Publish Date: 2022-07-28 14:41:31
Description:

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. 

 

A few ideas we discussed:

  • Converting ordinary income into investment income over time
  • Giving strategies
  • Tax loss harvesting in your investment portfolio
  • ...and more

Powered by ReiffMartin CPA and Stone Hill Wealth Management
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