2024 Tax Planning Tips | EP 046

As 2024 draws to a close, proactive tax planning is essential for individuals and businesses to optimize their financial outcomes ahead of the 2025 tax season. This year’s economic landscape, marked by fluctuating interest rates and persistent inflation, has underscored the importance of creating financial and tax strategies. By addressing tax considerations now, you can effectively manage tax obligations, access available deductions, and strategically position your finances for the year ahead.
 
 Topics Discussed:

• Know the critical tax deadlines to stay prepared
• Effectively aligning your taxes with your investment strategy
• Have there been any changes to your family or business structure in 2024?
• Retirement and estate planning and your taxes
• Maximizing your charitable donations
• Utilizing the First Home Saving Account

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