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Year-End Tax Changes To Make

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Manage episode 390328048 series 2315381
Content provided by Joel Garris and Joel Garris of Nelson Financial Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joel Garris and Joel Garris of Nelson Financial Planning 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.
On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary and CFP Kristin Kalley to discuss some of the year-end tax exchanges that Americans need to know about to save on their taxes for next year. Also, they discuss the push from Washington DC and the financial services industry to make contributions to Roth IRAs in order to generate revenue. Plus, what taxpayers need to do in light of the reporting requirements for online transactions. These topics and more on this week's radio show/podcast.
originally aired 12/17/23
  continue reading

285 episodes

Artwork
iconShare
 
Manage episode 390328048 series 2315381
Content provided by Joel Garris and Joel Garris of Nelson Financial Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joel Garris and Joel Garris of Nelson Financial Planning 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.
On this podcast Joel Garris is joined by fellow Certified Financial Fiduciary and CFP Kristin Kalley to discuss some of the year-end tax exchanges that Americans need to know about to save on their taxes for next year. Also, they discuss the push from Washington DC and the financial services industry to make contributions to Roth IRAs in order to generate revenue. Plus, what taxpayers need to do in light of the reporting requirements for online transactions. These topics and more on this week's radio show/podcast.
originally aired 12/17/23
  continue reading

285 episodes

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