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Tax Talk with Dan Friedman and Chris Elliot

  • Broadcast in Finance
wmgna

wmgna

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This episode will feature:

 Dan Friedman, CEO of WMGNA
 Chris Elliot, CPA at Adams Samartino & Company PC

 

Topics will include:

  • Section 179 and bonus depreciation for small business in our community
  • Utilizing 529 plans to create multi-generational tax-free education funds
  • Health care mandate 
  • IRA withdrawals directly to charity 
  • Find out how private foundations can benefit folks like you
  • Materials and supply inventory and new depreciation provisions 
  • Maximizing your retirement plan contributions 
  • Bullet proof your document retention policy
  • Preserving social capital by using the regulations to your benefit

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