Tax planning: Mid-year tax strategies

<p>Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. </p> <p> </p> <p>A few ideas we discussed:</p> <ul><li>Converting ordinary income into investment income over time</li> <li>Giving strategies</li> <li>Tax loss harvesting in your investment portfolio</li> <li>...and more</li> </ul> <p>Powered by ReiffMartin CPA and Stone Hill Wealth Management</p>