Year-end Tax Planning - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers & investors. During this show we’ll talk about everyone’s favorite topic ... TAXES ! We all know tax planning should be an ongoing process, with rolling horizons, and yet there is nothing like seeing December 15th on your calendar, and realizing there's little time left to change your income tax obligations for the year. But our listeners & optimistic investors will realize that there’s still a little time left ! So we’ll do our best to cover some of the most important tips to help you manage your taxes for the year.
Our guest to discuss Year-end Tax Planning is Jocelyn Wright, MBA, CFP. and Assistant Professor of Women's Studies The American College of Financial Services. She is also Director of the Center for Women and Financial Services there. Concurrently, Jocelyn is the Founder and Managing partner of The Ascension Group, where as an advisor she works with her clients to design a personalized strategy to help them reach their financial goals.
Did you have some extra income you don't want to share with the tax wo/man? Maybe you started a new company? Or you had significant expenses or losses and wish you could spread the effect across several years? Regardless of your situation ... prepare your questions, and grab a cup of coffee, tea, glass of wine, or your favorite beverage and join us on Wealth DNA radio for Year-end Tax Planning ...