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 17 - How and When to Use a Roth
Episode 16 - 10 Financial Steps to Take in the New Year
Episode 15 - The New Tax Bill - Larry Heller with Michael Kessler, CPA
Episode 14 - Creating an Investment Portfolio for a Successful Retirement
Episode 13 - Does Your Advisor Do This? Strategies to Optimize After a Tax Return
Episode 12 - The Social Security Conundrum Part 4: Divorcees and Widows / Coordinating Benefits with Other Assets and Income Streams
Episode 11 – The Social Security Conundrum – Part 3: Innovative Ways to Coordinate Benefits with Your Spouse
Episode 10 – The Social Security Conundrum – Part 2: When Should I Apply for Social Security?
Episode 9 - The Social Security Conundrum – Part 1
Episode 8 - How Much Can I Spend In Retirement? – 4 Questions
Episode 7 - The 7 Biggest Concerns Clients Have When Preparing for Retirement
Episode 6 - Fourth Pillar of the Complete Financial House – Progress
Episode 5 - 4 Pillars of Your Complete Financial House – Pillar 3: Tactics
Episode 4 - 4 Pillars of Your Complete Financial House - Strategy
Episode 3 - 4 Pillars of Your Complete Financial House - Mindset
Episode 2 - 4 Pillars of Your Complete Financial House
Episode 1 - Get to Know Larry Heller, Heller Wealth Mgmt
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