Maximize Your 2024 Tax Refund with These Pro Strategies
Discover simple and effective year-end tax-saving tips to maximize deductions and keep more of your money. Perfect for individuals and small businesses. We also cover the not so simple (and perhaps not so legal) strategies others are talking about as well.
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0:00 Introduction to Video Series
1:48 Priorities come before taxes
2:35 Tried and True Strategies
3:15 Business Strategies
5:52 Retirement Plans
6:24 Health Savings Accounts
8:07 Tax Loss Harvesting
8:39 Charitable giving
9:54 Qualified Charitable Contributions
11:28 Energy Efficient Home Improvements
13:27 ROTH Topics
15:18 Annual Gift Exclusion
16:11 529 College Savings Plans
16:49 More Advanced Strategies
17:02 Real Estate Professional, Short Term Rental
21:32 Syndicated Conservation Easement (or not)
23:25 Turn a Hobby into a Business (Legitimately)
25:05 Oil and Gas Investments
25:44 Move to Another State
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*Disclaimer:
This video is for entertainment purposes only and is not financial, tax, or legal advice.
All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.