Finance In A Flash
The purpose of this podcast is to help you, our listener, feel financially empowered. Empowered that you are making the right financial planning decisions, taking advantage of opportunities that exist and avoiding common pitfalls or distractions that may arise along the way. Finance in a Flash is a personal financial planning podcast that is organized and produced by a team of financial and tax professionals from Beacon Financial Strategies in Raleigh, NC. We will spend most of our time discussing the point where financial planning, taxes and investing converge.
Finance In A Flash
End Of Year Tax Planning Strategies Webinar
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Beacon Financial Strategies
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Season 1
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Episode 38
This is a replay of our most recent webinar: "End of Year Tax Planning Strategies". During this webinar, Beacon’s team will provide important updates on 2021 tax laws and discuss several “Tax Planning Strategies” including:
*Tax-Loss Harvesting
*Charitable Gifting
*Roth Conversions
*Maximizing Retirement Plan Contributions