Smart Tax Tips For Year-End & Beyond

Miranda Metz in Uncategorized 10 November, 2021

Fort Pitt Capital Group’s Skylar Riddle, CFP®, and CPA, CVA Craig Koryak, Managing Partner of Kline Keppel & Koryak present Smart Tax Tips For Year-End & Beyond. The pair will cover the following topics and tax-saving strategies:

  • Retirement Accounts
  • Roth Conversions
  • Backdoor Roth IRAs
  • Charitable Giving
  • Mutual Fund Annual Distributions
  • Capital Gains
  • Medicare Premiums
  • Business and Personal Deductions
  • What is going on in Washington D.C.?

 

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