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Last Minute Tax Strategies

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April 8, 2021
11:00 am - 12:00 pm
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Greetings, Burke -
The tax deadline is upon us. We all want to save as much as possible and pay as little as possible. How do we control our tax bill and do it morally, legally, ethically, and make the best decisions when the future (as with almost everything, but especially relating to taxes) is so unknown?
✅ Is it best to pay more now or to defer and delay?
✅ Will I drop tax rates and brackets in retirement?
✅ If I plan to grow my money, doesn’t that mean I grow my tax bill too?
In my latest video podcast, "Last Minute Tax Strategies," we will talk strategy and some last-minute tax moves to consider that can substantially lower your bill.
“Stay Tuned” - As always, lots of information coming your way…

Coastal Financial Planning Group
78 Ashley Point Dr, Suite 201
Charleston, South Carolina 29407
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Rick Durkee
(843) 735-5065