Episode Synopsis "2023 Year End Tax Planning Opportunities"

Listen as guest speaker, Geoff Zion, from Zion, & Synek Associates prepares us for the 2023 Year End Tax Planning Opportunities.  The topics discussed are as follows: Individual year-end tax planning ideas Qualified Charitable Distributions (QCD) from IRA Business year-end tax planning ideas Ohio tax updates from biennial budget

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More episodes of the podcast Healthy, Wealthy, and Whys Podcast

• Retirement Ready Income Planning Strategies
• Quarterly Economic Update
• Medicare Basics
• Quarterly Economic Update Webinar
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• 2023 Year End Tax Planning Opportunities
• Quarterly Economic Update
• 4th Quarter Economic Update Webinar
• Navigating the Future Annuity Trends & Strategies for Retirement Planning
• Mental Well-being
• Short-Term Savings
• Are your financial emotions in check?
• What is your relationship with money?
• Episode 5: Series on Stress
• Episode 4: Series on Stress
• Episode 3: Series on Stress
• Episode 2: Series on Stress
• Episode 1: Series on Stress
• Introduction Episode