No one wants to overpay on their taxes. But if you’re not reviewing the biggest annual tax changes with your CPA or tax advisor, and adjusting your savings, contributions, and spending accordingly, you may be leaving significant savings on the table.
In this episode of Own Your Wealth, host Jason sits down with Zach Carver, CPA, CFP® to review the key tax code changes we’re watching in 2024. From new 401K contribution limits and sunsetting tax cuts, to fewer business expense deductions, this strategic conversation is a can’t-miss for high-earners and business owners.
Listen now for:
What’s changing in 2024
How to improve the accuracy of your tax planning—and reduce your year-end payment
Tax-smart ways to lower your bill, even after January 1st
Why automatic contributions may be costing you
And more
Connect with Zach Carver CPA, CFP®:
Zach Carver
Resources:
Linkedin: Cook Wealth
Cook Wealth
Connect with Jason:
Linkedin: Jason Deshayes
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