Ep 038: End of Year Tax Planning

Don’t wait until the last minute to start tax planning:
- Get ready early for the upcoming holidays
- Withholding tips
- Managing a windfall, or job transitions
- Age 70½ ? …It’s time to form a strategy!
- 529 accounts; The gift that keeps on giving
- What does the new tax bill mean for you?
- The importance of building a relationship with a great professional
- Employee stock options: Tax treatments and other factors to consider