Year-End Tax Tips 2019 (EP45)

Ed Cruickshank, CFP® and Pete Doyle, CPA/PFS, CFP® are back in the studio to talk tax tips for 2019. There’s still time to take some steps that may lower your overall tax bill for this year and the next. During this discussion, Ed and Pete focus on specific areas such as medical expenses,  529 plan contributions, health-savings accounts (HSAs) and retirement accounts.

Episode Highlights:

Accelerating Write-offs [0:58]

Medical Expenses [1:33]

Charitable Giving [2:36]. [4:35], [5:05]

529-Plan Contributions [3:51]

Tax-Los Harvesting [7:08]

Roth Conversion [10:51]

Defer a Bonus or Commission Payment [13:26]

Health Savings Account (HSA) [14:04]


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