The Zandbergen Report

Bart and Letitia were back in the studio to discuss year end tax tips worth knowing and sharing! As we close in on the last two months of 2019, many individuals are focused on learning more about what they can do to ensure they’re in the best taxation position possible for their given situation. This is a hot topic for many, and one Bart and Letitia plan wisely for throughout the year for all of their clients. However, it is not too late to make some strategic decisions that can yield favorable results come tax filing time in 2020.

In this episode, learn more about these four options that may be helpful to reduce your tax impact:
- QUALIFIED OPPORTUNITY ZONE
- DONOR ADVISED FUND (DAF)
- CHARITABLE REMAINDER TRUST (CRT)
- CHARITABLE LEAD TRUST (CLT)

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com