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Year-End Tax Planning Strategies

The end of each tax year is a good time to review your personal finances and consider taking actions to reduce your federal and/or state income tax burden while there is still time. 

This 90-minute webinar will review a variety of time-tested tax and financial planning strategies including offsetting investment capital gains with capital losses, bunching itemized tax deductions, making charitable contributions, accelerating or delaying income, using up flexible savings account (FSA) balances, adjusting income tax withholding, and maximizing contributions to tax-deferred employer retirement savings plans such as 403(b) plans and the Thrift Savings Plan (TSP). This webinar is presented on behalf of the Military Families Learning Network.

CEUs

AFC-credentialed participants can earn 1.5 CEUs. More information about this process is available here. 

How to Join

Speaker 

Dr. Barbara O’Neill, financial resource management specialist for Rutgers Cooperative Extension, has been a professor, financial educator, and author for 35 years. She is a certified financial planner (CFP®), chartered retirement planning counselor (CRPC®), accredited financial counselor (AFC), certified housing counselor (CHC), and certified financial educator (CFEd). 

The Cover image Numbers and Finance  by reynermedia  for this webinar is licensed Creative Commons CC BY 2.0

Created by Molly Herndon

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