Ed Cruickshank, CFP® and Pete Doyle, CPA/PFS, CFP® are back in the studio to talk tax tips for 2019. There's still time to take some steps that may lower your overall tax bill for this year and the next. During this discussion, Ed and Pete focus on specific areas such as medical expenses,  529 plan contributions, health-savings accounts (HSAs) and retirement accounts.

Episode Highlights:

Accelerating Write-offs [0:58]

Medical Expenses [1:33]

Charitable Giving [2:36]. [4:35], [5:05]

529-Plan Contributions [3:51]

Tax-Los Harvesting [7:08]

Roth Conversion [10:51]

Defer a Bonus or Commission Payment [13:26]

Health Savings Account (HSA) [14:04]

 
© Copyright 2019, Huber Financial Advisors, LLC. All rights reserved. This material may not be copied or distributed (electronically or otherwise) without the written consent of Huber Financial.
Huber Financial Advisors, LLC (“Huber Financial”) is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This material is for general educational purposes only and is not intended to provide investment, legal or tax advice. Please consult your investment, legal or tax professional for personalized advice on your particular situation. Any opinions expressed reflect the judgment of the authors as of the publication date and are subject to change. This material is derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. It is not intended to be a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results. Please refer to our Form ADV Part 2 for additional disclosures regarding Huber Financial and its practices.