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Tax Planning: Your Tax Questions Answered.

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Manage episode 385211127 series 3489053
Content provided by Dan Paulson and Richard Veltre. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Paulson and Richard Veltre 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.

Special Pre-Thanksgiving Event from Books & The Biz!

From Rich: "I wear a lot of hats in my practice. I’m working with my fractional CFO clients on final 2023 year-end forecasting and moving into 2024 budgeting. My tax-related clients are also working on planning but with a much heavier emphasis on moves for 2023. Why? Because not much we can do in 2024 that helps 2023! Join us on Wednesday 11/22 for a quick rundown on some of the items our tax clients are talking about and some of the hurdles we are vaulting over like: Should we buy or lease new equipment before year-end? Should we contribute to a pension plan for 2023? What's the effect of interest rates on underpayments of estimated taxes? Is converting my LLC to an S-Corp an option for 2023? Join us for an informative discussion on taxes and the impact on 2023 year-end!"

  continue reading

73 episodes

Artwork
iconShare
 
Manage episode 385211127 series 3489053
Content provided by Dan Paulson and Richard Veltre. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Paulson and Richard Veltre 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.

Special Pre-Thanksgiving Event from Books & The Biz!

From Rich: "I wear a lot of hats in my practice. I’m working with my fractional CFO clients on final 2023 year-end forecasting and moving into 2024 budgeting. My tax-related clients are also working on planning but with a much heavier emphasis on moves for 2023. Why? Because not much we can do in 2024 that helps 2023! Join us on Wednesday 11/22 for a quick rundown on some of the items our tax clients are talking about and some of the hurdles we are vaulting over like: Should we buy or lease new equipment before year-end? Should we contribute to a pension plan for 2023? What's the effect of interest rates on underpayments of estimated taxes? Is converting my LLC to an S-Corp an option for 2023? Join us for an informative discussion on taxes and the impact on 2023 year-end!"

  continue reading

73 episodes

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