Financial Steps to Take Before the End of 2022 with Wayne Titus, CPA/PFS, AIFA®

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1+ y ago 41:16

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Financial Steps to Take Before the End of 2022 with Wayne Titus, CPA/PFS, AIFA®
Join Wayne and Katana as they discuss:
- Income planning to take advantage of the Tax Cuts and Jobs Act's reduced tax rates .
- How to make sure you have withheld enough taxes this year.
- Deduction planning to help you avoid a higher tax bracket.
Wayne Titus has been involved in the financial services industry since 1991. He served as the founding partner of AMDG Financial and AMDG Tax & Accounting from 2002 until it joined with Savant in 2021. He is a Certified Public Accountant and earned the Personal Financial Specialist credential, and he is an Accredited Investment Fiduciary Analyst® (AIFA®). He is past chair and member of the Michigan Association of Certified Public Accountants’ Financial Literacy Task Force.
To learn more about Wayne, visit www.savantwealth.com.
NOTE: This discussion is intended to provide general information. Please consult your financial professional for guidance on your unique situation before implementing any of the ideas presented. Savant Wealth is a registered investment advisor with the SEC. Visit www.savantwealth.com for more information about the firm.

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