Year End Tax Strategies & Tips

Published: Dec. 7, 2023, 11 a.m.

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In this episode Brian dives into the things you should be considering at this time of year when it comes to taxes.\\xa0 Whether you're a business owner or an individual, check out what Brian has to say about dealing with taxes and your retirement money.\\xa0 He talks about folks he has helped and ways that you can pay what you have to but hopefully nothing more.\\xa0

  • Offsetting taxes from a business sale (1:03)
  • When do start asking for help when selling your business? (3:46)
  • How many tax strateies are a good fit for you? (10:10)
  • Are you getting advice from the right people? (18:45)
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