In this episode, we're joined by Julie Gillespie, CPA at Simione, Macca, and Larrow. Julie will be sharing a variety of strategies to consider to reduce taxes.
Show Highlights:
Today's tax rates vs. historical (1:00)
Deductions- standard vs. itemized (4:35)
Credits (7:50)
Deferring with retirement contributions (9:40)
Asset location (11:55)
529 college savings plan (14:30)
HSA account (15:15)
Donor-advised fund (16:48)
Qualified charitable donation (18:20)
Tax-free bonds (19:55)
Tax loss harvesting (22:50)
Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180