Episode 28: Estimated Taxes and Safe Harbor, Update on the Infrastructure Bill and Evans Armantrading, Jr from CNU Fit

In this episode:

• Tax planning tips:
  • Accelerating itemized deductions 
  • Tips for taxpayers over 72 years old
  • Gifting stocks to charitable organizations
• Importance of Estimated Taxes and understanding Safe Harbor
• Update on the tax implications in the Infrastructure Bill
• Cryptocurrency rules for taxation

We also have guest speaker, Evans Armantrading, Jr from CNU Fit, on to discuss his business, how he was able to pivot during COVID, the power of planning and how to grow a career-driven team.