As the year winds down, it’s time to get serious about tax planning. In this video, Stephen Morris from Advise RE breaks down the key steps you need to take before the year ends to optimize your tax position—no more scrambling after the fact.

We’ll cover:

* Accurate Records: Know your numbers now to project final income and tax liability.
* Retirement Contributions: How to maximize SEP IRAs, solo 401(k)s, and why S-Corp owners must run payroll before December 31.
* Charitable Giving & Stock Strategies: Learn about donating appreciated stock and the art of tax loss harvesting.
* Business Income & Deductions: Discover how to time income recognition and deductible expenses for the best tax impact.
* Estate, Gift, and Education Planning: Use annual gift exclusions and consider income shifting to family members legitimately involved in your business.
* Long-Term Tactics: Consider real estate strategies or even international planning to reduce taxes going forward.

Don’t leave money on the table by waiting until January, act now and save on taxes today!

www.adviseretax.com
contact@advisere.tax
@AdviseRE

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