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2023 Tax Review & 2024 Tax Planning
Manage episode 418063200 series 3410802
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After preparing almost 200 tax returns, our team shares what we noticed about the 2023 tax season . . . and what to know for 2024 taxes. We cover everything from charitable gifts, IRA contributions, rental properties, and child credits. If you want to learn more about tax planning, find our guide to Tax Savings Strategies in the shownotes!
We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices!
Learn more about us at our website https://financialdesignstudio.com/
(Disclaimer : This podcast should not be taken as financial advice and Financial Design Studio accepts no responsibility for your individual actions or choices. For our full disclaimer, check out our podcast description.)
Chapters
1. 2023 Tax Review & 2024 Tax Planning (00:00:00)
2. What did we notice in the 2023 season? (00:03:15)
3. Donor Advised Funds and Charitable Giving (00:08:14)
4. Making Online Payments (00:12:36)
5. How to control what you will owe (00:20:00)
6. IRA and Retirement Account Contributions (00:23:55)
7. Multiple States of Residence (00:28:44)
8. Inherited Money, Trusts, or IRAs (00:36:22)
9. Child Credits and Education (00:40:57)
10. Required Minimum Distributions (RMDs) (00:44:05)
11. Rental Property Depreciation and Gains (00:48:20)
49 episodes
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