EPISODE · Nov 8, 2022 · 41 MIN
Financial Steps to Take Before the End of 2022 with Wayne Titus, CPA/PFS, AIFA®
from Smart Women Talk · host Smart Women Talk
Financial Steps to Take Before the End of 2022 with Wayne Titus, CPA/PFS, AIFA®Join Wayne and Katana as they discuss:- Income planning to take advantage of the Tax Cuts and Jobs Act's reduced tax rates .- How to make sure you have withheld enough taxes this year.- Deduction planning to help you avoid a higher tax bracket.Wayne Titus has been involved in the financial services industry since 1991. He served as the founding partner of AMDG Financial and AMDG Tax & Accounting from 2002 until it joined with Savant in 2021. He is a Certified Public Accountant and earned the Personal Financial Specialist credential, and he is an Accredited Investment Fiduciary Analyst® (AIFA®). He is past chair and member of the Michigan Association of Certified Public Accountants’ Financial Literacy Task Force.To learn more about Wayne, visit www.savantwealth.com.NOTE: This discussion is intended to provide general information. Please consult your financial professional for guidance on your unique situation before implementing any of the ideas presented. Savant Wealth is a registered investment advisor with the SEC. Visit www.savantwealth.com for more information about the firm.
What this episode covers
Financial Steps to Take Before the End of 2022 with Wayne Titus, CPA/PFS, AIFA®Join Wayne and Katana as they discuss:- Income planning to take advantage of the Tax Cuts and Jobs Act's reduced tax rates .- How to make sure you have withheld enough taxes this year.- Deduction planning to help you avoid a higher tax bracket.Wayne Titus has been involved in the financial services industry since 1991. He served as the founding partner of AMDG Financial and AMDG Tax & Accounting from 2002 until it joined with Savant in 2021. He is a Certified Public Accountant and earned the Personal Financial Specialist credential, and he is an Accredited Investment Fiduciary Analyst® (AIFA®). He is past chair and member of the Michigan Association of Certified Public Accountants’ Financial Literacy Task Force.To learn more about Wayne, visit www.savantwealth.com.NOTE: This discussion is intended to provide general information. Please consult your financial professional for guidance on your unique situation before implementing any of the ideas presented. Savant Wealth is a registered investment advisor with the SEC. Visit www.savantwealth.com for more information about the firm.
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Financial Steps to Take Before the End of 2022 with Wayne Titus, CPA/PFS, AIFA®
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