With the end of year fast approaching we are bringing back one of our most popular guests, Dan Marsh CPA, to talk about what we can all be doing now to minimize our tax bill for 2023. Dan hit on the following topics and answer your tax questions: Colorado Pass Through Entity Tax (PTE) Traditional IRA to Roth IRA Rollover Rules – Backdoor IRA Gifting to Family vs. Estate Planning – Quit Claim Deeds Tax Loss Harvesting This will be a lively 30 minute presentation with Q&A to follow, so come prepared with your tax related questions.
