Episode 105: Tax Planning Special - podcast episode cover

Episode 105: Tax Planning Special

Accounting and Accountability
Dec 02, 2024•24 min•Season 4Ep. 105
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Episode description

In this episode:

  • Best practices for Installment Sales.
  • The current gift tax limits.
  • IRA owners that are over 70.5 years old can transfer money directly to a charity for enhanced tax and estate planning.

In addition, listen in to our tax planning segment for strategic planning tips going into 2025 for both individuals and businesses.

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Episode 105: Tax Planning Special | Accounting and Accountability podcast - Listen or read transcript on Metacast