Today we'll be speaking with Jerry Davis, CPA. Jerry is an accountant and financial planner in Gresham, Oregon. We'll be asking him about end of year planning.
-What can our viewers do in the time left before the end of the year to reduce their income taxes?
-What is the biggest mistake in end of year planning that you see over and over again?
-I keep hearing about this backdoor Roth ira. Is that something people can do at the last minute in Dec. or is there a later deadline and should they just postpone that for early next year?
****This episode on Swim With Jim was recorded under the Pacific Ocean****