Episode 64: Investment Friday - Exploring Strategies for Year-End Business Planning

The year is quickly coming to an end and savvy business owners are considering how to best close out their books. In this episode, Hannah Chapman, CFP, APMA, CRPC, explores gifting, retirement, and investment options for business owners to consider if they are trying to reduce their taxable income. If you have a financial advisor and/or CPA, ask them about the best strategies for you and your business! If you don't have a financial advisor who can help you with gifting and tax planning, you can reach Hannah at [email protected]! Tune in to learn: Why buying more things for your business just to lower your taxes is not wise What are Donor Advised Funds? Additional gifting options such as scholarship funds, non-profits IRS rules and limitations to consider when gifting Which retirement accounts can you still open and count toward 2023? The differences between SEP IRA, Traditional IRA, and Roth IRA Connect with Hannah here: X² Wealth Planning Website: https://x2wealthplanning.com/ Instagram: https://www.instagram.com/hannah.chapman.cfp Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/ LinkedIn: https://www.linkedin.com/in/hannahrchapman/ Expansive CEO Website: https://expansiveceo.com/freegift