Podcast Episode 16 — Strategies for Year End Planning

Is there anything you need to do for your business before year end?

In this podcast Matt DiFrancesco reviews the different avenues out there for business owners to tap into and some of the planning you should do before the end of the year. Matt also focuses on where you stand and how to develop strategies for the current year.

In this episode, you will learn:

  • What current year strategies you can implement
  • How having a qualified plan can help at year end
  • What a restricted trust property program is
  • How you can maximize your contribution plan
  • And more!

Tune in to see if there are any ways that you can reduce your current year tax liability and plan for next year.

Resources: DiFrancesco Virtual Family Office

 

 

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