102. End of The Year Tax Planning With Shane Perry

Your Retirement Solution Podcast

Innhold levert av Jim Black. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jim Black eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

2+ y ago 33:43

MP3•Episoder hjem

Arkivert serier ("Inaktiv feed" status)

When? This feed was archived on September 02, 2022 14:46 (1+ y ago). Last successful fetch was on July 27, 2022 20:04 (1+ y ago)

Why? Inaktiv feed status. Våre servere kunne ikke hente en gyldig podcast feed for en vedvarende periode.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

According to the IRS, about 75% of taxpayers take the standard deduction, but could be missing out on valuable tax deductions if they can itemize.

In this episode, Shane Perry is here to share with you all the key details about year-end tax planning. Shane shares basic things you can do to help yourself from a tax standpoint, how you can help offset your income at the end of the year and more.

Time Critical Items for End of Year Tax Planning:

December 31st Deadline Items
Act Now to Save Taxes
How to save money by reducing your taxes
New Tax Law Legislation to Consider
Last Minute Tax Deductions
And more

Connect With Shane Perry:

Connect With The Retirement Solution:

The Retirement Solution
(888) 500-5830

About Our Guest:

Shane Perry received his Bachelor of Science in Financial Planning and Advising from Purdue University. In addition, he studied Economics with emphasis on investment mathematics, accounting, estate planning, statistics, and tax law.

At the beginning of 2014, Shane joined The Retirement Solution as a Client Manager with the motivation and commitment to represent a client’s needs above all else. In 2019, Shane changed his title to Associate Planner. Seeking to build on his passion to further help people transition smoothly into retirement with the knowledge and confidence of a solid income plan, Shane was promoted to Financial Planner status in June 2020. Building strong relationships and watching his clients achieve and sustain their retirement hopes and dreams is what inspires Shane’s work to thrive every day.

100 episoder

#Jim Black #Trading #Business