Year-End Tax Tips Webinar 
November 20, 2021

Retirement Contributions

  • 401(k), 403(b), 457

  • HSA and DC-FSA

  • Solo 401k for Self-Employed

  • IRA / Roth IRA / Backdoor Roth IRA

Tax-Loss Harvesting

Itemized Deductions

Charitable Giving

Prepay Deductible Expenses

Roth Conversion

Property Sales / 1031-Exchanges