2021 TAX TIPS! How To Avoid (not EVADE!) Taxes & Reduce Your Bill Thru Year-End, into 2022 (Ep. 85)

I don’t know about you, but we can’t believe we’ve jumped head-first into the holidays already! With only 17 days left until New Year’s Eve, we’ve got some tax tips that you can implement in the next few weeks if you’re quick on your toes – and then we’ve got some more ideas that can reduce your tax bill AFTER the 1st of the year as well.

Here are some of the highlights in this week’s video/podcast:

• If you’re a business owner, be sure you’re not one of the many companies leaving potentially thousands, if not HUNDREDS of thousands of dollars on the table due to lack of knowledge about the Employee Retention Tax Credit (ERTC).

• For EVERYONE – how to reduce your tax bill in 2021 using an HSA account, not-so-common donations, Tax-Loss Harvesting, and by giving your W4 a brief glance (for the first time in forever!).

• Most people under-save into their retirement plans at work. So, be sure to understand what can be done between now and the end of the year – AND after New Year’s Day into 2022 – so that you keep as much money in your pocket as humanly possible!

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Libertas Wealth Management Group, Inc.
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Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.

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