Year End tax Strategies 2023

In this episode Josh Nelson CFP® and Jeremy Busch CFP® discuss tax insights, covering income, expenses, capital gains, retirement, charity, HSAs, business deductions, RMDs, estate planning, and stock options. This overview of strategies may help to reduce your tax burden before year-end. Topics covered in this podcast and the transcript include:Ten thousand hoursBalance Sheet and Cash Flow StatementsTax Rules on Gains and LossesTax DeductionsRules and Limits on Tax-deferred AccountsCharitable GivingMedical Savings AccountsTiming on Business DeductionsRequired Minimum DistributionEstate PlanningClosing and How to Contact WFATo view the webinar on YouTube click the link belowhttps://www.youtube.com/watch?v=eGDi1tPNpJkInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/[email protected]