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Financial Steps to Take Before the End of 2022 with Wayne Titus, CPA/PFS, AIFA®
MP3•Episode home
Manage episode 346416106 series 2382088
Content provided by Smart Women Talk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Smart Women Talk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Financial Steps to Take Before the End of 2022 with Wayne Titus, CPA/PFS, AIFA®
Join Wayne and Katana as they discuss:
- Income planning to take advantage of the Tax Cuts and Jobs Act's reduced tax rates .
- How to make sure you have withheld enough taxes this year.
- Deduction planning to help you avoid a higher tax bracket.
Wayne Titus has been involved in the financial services industry since 1991. He served as the founding partner of AMDG Financial and AMDG Tax & Accounting from 2002 until it joined with Savant in 2021. He is a Certified Public Accountant and earned the Personal Financial Specialist credential, and he is an Accredited Investment Fiduciary Analyst® (AIFA®). He is past chair and member of the Michigan Association of Certified Public Accountants’ Financial Literacy Task Force.
To learn more about Wayne, visit www.savantwealth.com.
NOTE: This discussion is intended to provide general information. Please consult your financial professional for guidance on your unique situation before implementing any of the ideas presented. Savant Wealth is a registered investment advisor with the SEC. Visit www.savantwealth.com for more information about the firm.
…
continue reading
Join Wayne and Katana as they discuss:
- Income planning to take advantage of the Tax Cuts and Jobs Act's reduced tax rates .
- How to make sure you have withheld enough taxes this year.
- Deduction planning to help you avoid a higher tax bracket.
Wayne Titus has been involved in the financial services industry since 1991. He served as the founding partner of AMDG Financial and AMDG Tax & Accounting from 2002 until it joined with Savant in 2021. He is a Certified Public Accountant and earned the Personal Financial Specialist credential, and he is an Accredited Investment Fiduciary Analyst® (AIFA®). He is past chair and member of the Michigan Association of Certified Public Accountants’ Financial Literacy Task Force.
To learn more about Wayne, visit www.savantwealth.com.
NOTE: This discussion is intended to provide general information. Please consult your financial professional for guidance on your unique situation before implementing any of the ideas presented. Savant Wealth is a registered investment advisor with the SEC. Visit www.savantwealth.com for more information about the firm.
522 episodes
MP3•Episode home
Manage episode 346416106 series 2382088
Content provided by Smart Women Talk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Smart Women Talk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Financial Steps to Take Before the End of 2022 with Wayne Titus, CPA/PFS, AIFA®
Join Wayne and Katana as they discuss:
- Income planning to take advantage of the Tax Cuts and Jobs Act's reduced tax rates .
- How to make sure you have withheld enough taxes this year.
- Deduction planning to help you avoid a higher tax bracket.
Wayne Titus has been involved in the financial services industry since 1991. He served as the founding partner of AMDG Financial and AMDG Tax & Accounting from 2002 until it joined with Savant in 2021. He is a Certified Public Accountant and earned the Personal Financial Specialist credential, and he is an Accredited Investment Fiduciary Analyst® (AIFA®). He is past chair and member of the Michigan Association of Certified Public Accountants’ Financial Literacy Task Force.
To learn more about Wayne, visit www.savantwealth.com.
NOTE: This discussion is intended to provide general information. Please consult your financial professional for guidance on your unique situation before implementing any of the ideas presented. Savant Wealth is a registered investment advisor with the SEC. Visit www.savantwealth.com for more information about the firm.
…
continue reading
Join Wayne and Katana as they discuss:
- Income planning to take advantage of the Tax Cuts and Jobs Act's reduced tax rates .
- How to make sure you have withheld enough taxes this year.
- Deduction planning to help you avoid a higher tax bracket.
Wayne Titus has been involved in the financial services industry since 1991. He served as the founding partner of AMDG Financial and AMDG Tax & Accounting from 2002 until it joined with Savant in 2021. He is a Certified Public Accountant and earned the Personal Financial Specialist credential, and he is an Accredited Investment Fiduciary Analyst® (AIFA®). He is past chair and member of the Michigan Association of Certified Public Accountants’ Financial Literacy Task Force.
To learn more about Wayne, visit www.savantwealth.com.
NOTE: This discussion is intended to provide general information. Please consult your financial professional for guidance on your unique situation before implementing any of the ideas presented. Savant Wealth is a registered investment advisor with the SEC. Visit www.savantwealth.com for more information about the firm.
522 episodes
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