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Year End Tax Planning with CPA Jonathan Goldberg

Year End Tax Planning with CPA Jonathan Goldberg

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With 2020 (finally) drawing to a close, many have you have emailed Rick Bloom questions about year-end tax planning.  So today, Rick is joined by Jonathan Goldberg, a CPA, financial advisor, and member of the Bloom Advisors team.

Remember, the goal is not to reduce your income; it is to reduce your taxes.

  • Jonathan and Rick cover many topics, including:
  • The $300 above the line deduction for charitable contributions available in 2020.
  • Contributions of investments that have significant gains to charities.
  • QCD's, or Qualified Charitable Distributions
  • Deductions of investment losses and wash rules.
  • The pause on Required Minimum Distributions (RMD's) in 2020.
  • Roth Conversions
  • Tax deadlines returning to normal
  • Maximizing retirement plan contributions by end of year.
  • NOT deducting home office expenses if you began working from home in the pandemic.

Rick closes today's show by answering listener emails about charitable donations and paying off home mortgages.

Note: Bloom Asset Management is now Bloom Advisors.  Find Rick and the team at https://www.bloomadvisors.com/  or call (248) 932-5200.

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