Considering a Roth Conversion in lower income years.
Making gifts to charity - specifically gifts of low basis stock.
Realizing gains or losses on investments
Single Point of View is our way to occasionally share planning ideas relating to personal finance. Our goal is to pass along concepts that you may not be exposed to on a daily basis.
December 19, 2014
Year End Tax Planning
Looking for some opportunities to do some year end tax planning? Below is a link to 2 great lists from Samet & Co., a CPA firm in the Boston area. This is one of the best lists we've seen this year outlining strategies for actions you can take before year end. One for individuals and one for businesses.
Considering a Roth Conversion in lower income years.
Making gifts to charity - specifically gifts of low basis stock.
Realizing gains or losses on investments
Considering a Roth Conversion in lower income years.
Making gifts to charity - specifically gifts of low basis stock.
Realizing gains or losses on investments
