2/13 Strategic Partners’ goal is to exceed your expectations by providing holistic advice on the entirety of your financial life. Our podcast is focused around navigating your financial world and helping you with a process that delivers confidence grounded in a clear path forward. We believe that every one of our clients has a unique circumstance that warrants a custom solution. For more information about our team visit our website: 213strategicpartners.com or contact us at 213strategicpartners@hightoweradvisors.com | 610-850-9050.
Episodes
Tuesday Feb 22, 2022
Tuesday Feb 22, 2022
In this episode, Greg Sarian, CEO and founder and Kevin Wager, Senior Finance Advisor and Jackie Himes, Tax Manager at Stephano Slack, share tax smart planning strategies to think about throughout the year to reduce your tax liabilities. They also discuss what changes occurred in 2021 and how it could affect taxpayers in 2022.
What You Will Learn:
- [04:04] Meet Jackie Himes
- [04:30] Tax changes in 2022
- [09:24] The impact of the Build Back Better Plan
- [12:48] Meet Kevin Wager
- [12:58] Ideas to be tax smart with planning
- [23:37] Things to do when there’s a spike in income
- [33:08] 2022 Tax Planning White Paper
- [33:54] Questions from the audience
Resources:
Visit our website: sarian.hightoweradvisors.com
Visit Greg Sarian on LinkedIn: linkedin.com/in/gregsarian
Email us: ssp@hightoweradvisors.com
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