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It's Officially Time to Start Thinking About Year-End Tax Planning

Source: https://thestreet.com/video/14385308/it-s-officially-time-to-start-thinking-about-year-end-tax-planning.html - Nov 14, 2017

Bob Powell and Jon Gassman, Founder of The Gassman Financial Group sat down to talk year-end tax planning because, yes, it is that time of year.
And with the S&P 500 up over 9% YTD and the current political environment, you probably have some tax planning.

Powell and Gassman discuss a few great tips in the video above.

For instance, mutual fund holders probably are going to see some sizable capital gain distributions since the market did so well this year, so prepare for some capital gains.

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Category: General Business