Episode 53: Tax Planning Tips for Heading into 2023

In this episode: 

• Tax Planning tips for the end of 2022.
  • Charitable giving for tax savings.
  • Opportunities to offset tax on stock gains.
• Inflationary increases for retirement plans have been released. 

We also hear the story of Nathan Mueller, who after a year of temptation, succumbed to the draw of stealing from his company, ING.   He started small and before you know it was stealing MILLIONS every year.  Find out how he took more than $8 million from his company before he was finally caught.