Chalk Talk – Tax Planning: Things to work on before year-end

Chalk Talk – Tax Planning: Things to work on before year-end

Posted by Vida Jatulis on May 31, 2022
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“MainStreet Chalk Talk”

The MainStreet Financial Planning Discussion Club

When: Tuesday 6-21-22 at 3pm Eastern; 12pm Pacific

~30-45 minutes

Recorded and able to retrieve for one week

How: Zoom Meeting, Free to ongoing clients; $10 for guests

Email: Info@mainstreetplanning to get a copy

Tax Planning: Things to work on before year-end

Hosted by: Vida Jatulis and Meggan Orenstein

Though it may seem that we’ve just put last tax season to rest, now is the time to work on adjustments to optimize your 2022 taxes!

Please join MainStreet Financial Planner Vida Jatulis and MainStreet Paraplanner Meggan Orenstein as they breakdown some of the best tax planning ideas that can improve your tax situation. Don’t wait until April 15th, 2023, to think about your taxes…there are things that need to get done by year-end!

 

Some of the topics we’ll discuss:

⁃ Things you can do to avoid penalties and a tax bill
⁃ Filling tax-advantage buckets to reduce gross income
⁃ Tax smart charitable contributions
⁃ Taxes & Investing: Harvesting losses & Tax-Free Bonds & Asset Location
⁃ Decoding more complex tax planning strategies: Roth Conversion, Backdoor Roth

Vida Jatulis
Vida Jatulis
vida@mainstreetplanning.com

Vida joined our MainStreet Financial Planning team in 2022. She utilizes her life and work experiences to help clients develop an action plan for a vibrant and healthy financial life. Vida is a CERTIFIED FINANCIAL PLANNER™ professional with a Master of Science degree in Investments and over 15 years of experience as a Financial Planner, Wealth Advisor, Pension Consultant, Trust Officer, and Portfolio Manager. In addition, Vida has personal experience with struggling and succeeding to reach milestones such as purchasing a home, putting kids through private school, saving for college, achieving debt free status, saving for retirement, raising a family on a single income and much more.

Get Started with Vida

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