End of Year Tax Planning Strategies for 2022

2 years ago
11

As the end of 2022 approaches, it leaves just a few weeks to complete some essential tax planning before it's too late. Roth Conversions, tax loss harvesting, and depreciation planning are just a few that you need to consider before the end of the year. We're joined by CPA Ryan Fair to break down these items and more in this episode of the Wise Money Show.

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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Intro: (0:00)
Segment 1: (0:11)
Break 1: (10:29)
Segment 2: (13:47)
Break 2: (24:04)
Segment 3: (24:40)
Break 3: (34:53)
Segment 4 (35:59)
Outro: (46:11)

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