Tax planning: Mid-year tax strategies
Wealth-Building Made Simple

Tax planning: Mid-year tax strategies

2022-07-28

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. 

 

A few ideas we discussed:

  • Converting ordinary income into investment income over time
  • Giving strategies
  • Tax loss harvesting in your investment portfolio
  • ...and more

Powered by ReiffMartin CPA and Stone Hill Wealth Management

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