Life Unlimited with Larry Heller, CFP(R)
Business:Investing
December may be coming to a close, but it’s not too late to implement some year-end tax planning strategies.
In this episode, Larry Heller speaks with Scott Cheslowitz, a CPA and partner of Rothenberg & Peters, PLLC, who works with closely held entities, estates, and high-net-worth individuals. In this timely conversation, Scott shares year-end tax planning tips that everyone should be aware of as we enter 2020.
In this episode, you’ll learn:
Tune in now to learn some year-end tax planning strategies that you can use right away!
Resources: Heller Wealth Management | Scott Cheslowitz’s Email: (516) 773-3200
Episode 75: Celebrating 75 Episodes of Retire Right
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Episode 73: “Do I Have Enough Money To Retire?” Here Are the Best Ways To Figure This Out!
Episode 72: Money-Saving Advice People Wish They’d Known During Their Divorce –– With Rosalia Labate
Episode 71 – Things To Consider if You’re Offered an Early Retirement
Episode 70: Avoid Litigation: A Must-Have Strategy for Employers –– With Glenn J. Franklin
Episode 69 – Should I Stop Contributing To My 401(k) During COVID-19? (and More Answers To Your 401(k) Questions)
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Episode 67 - The Business Case for Workplace Cultures of Accountability –– With Christine Ippolito
Episode 66 - 6 Savings Strategies for an Extremely Low-Yield Environment
Episode 65 - How to Have a Pain-Free Audit of Your Company 401(k) Plan
Episode 64 - 7 Financial Steps for Pre-Retirees to Take During COVID-19
Episode 63 - 5 Common Legal Issues That Affect Business Owners in NY State — With Lee Schwartz
SPECIAL UPDATE: COVID-19
Episode 62 - 5 Ways to Plan for Health and Happiness While Aging Solo — With Joy Loverde
Episode 61 - Sources of Financial Elder Abuse You Should Be Aware Of – With Jeff Haber
Episode 60 - What do the SECURE Act’s Biggest Changes Mean for You? — With Sal Albanese
Episode 59 — Get to Know the Heller Wealth Management Team
Episode 58 — Top 10 Financial Planning Tips for 2020
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