Webinar: Year-End Tax Planning Strategies for Financial Success
In this webinar that originally aired on November 14, 2024, Wealth Enhancement Tax Director Angelica Gumabon discusses some high-level tax strategies to consider as we approach the end of the year, including:
- Reducing earned income if you’re in a higher tax bracket than normal
- Mitigating losses if you’re in a lower tax bracket than normal
- Assessing if you can realize tax benefits if you earn non-cash compensation
This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor’s specific circumstances. Investing involves risk, including possible loss of principal.
2024-5808
About the author
Tax Director
Angelica leads Wealth Enhancement Tax & Consulting Services’ West Coast team. For 14 years, she has helped her clients stay compliant with tax regulations and save on their taxes through her tax advisory, planning, and preparation work at Wealth Enhancement Group and previous…
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