Tax Season is right around the corner

Something More with Chris Boyd · Dec 15, 2023 · 25m

In this episode Chris Boyd digs into ways you may be able to reduce this year's income tax burden. Chris refers to a recent article in Barrons (link provided below) and starts off the conversation with Jeff Perry on six specific areas to consider before year's end. The pair talks about ways to defer income into 2024 and accelerate deductions for 2023. Chris and Jeff next go into the subject of locking in capital losses. This topic naturally transitions into the issues with mutual fund capital gain distributions and how to best avoid and plan for investment income taxes. Jeff reminds listeners…