Episode 57 — Your Guide to Year-End Tax Planning — With Accountant, Scott Cheslowitz

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December may be coming to a close, but it’s not too late to implement some year-end tax planning strategies.

In this episode, Larry Heller speaks with Scott Cheslowitz, a CPA and partner of Rothenberg & Peters, PLLC, who works with closely held entities, estates, and high-net-worth individuals. In this timely conversation, Scott shares year-end tax planning tips that everyone should be aware of as we enter 2020.

In this episode, you’ll learn:

A strategy for using charitable contributions to lower your income taxes
How to do a tax projection and why Scott recommends it
At what age to start taking your Required Minimum Distributions and whether there are any exceptions
Tax advantages to investing in Qualified Opportunity Zone Funds
And more!

Tune in now to learn some year-end tax planning strategies that you can use right away!

Resources: Heller Wealth Management | Scott Cheslowitz’s Email: (516) 773-3200

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