Top 5 Tax Savings Tips EVERYONE should know about

1. Maxing out all available qualified accounts (what are qualified accounts?)
2. Bunching your deductions (itemized deductions vs the standard deduction)
3. Utilizing a brokerage account for tax savings:
a. Tax Loss Harvesting
b. Using a Margin Account
4. Charitable Giving (in-kind contributions & QCD's)
5. Make Less Money

LINKS
- Learn more about Dallin https://dallincutler.com/
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DISCLOSURES
- Dallin works for EP Wealth Advisors
EP Wealth Advisors, LLC (“EP Wealth”) is a leading independent
registered investment adviser (“RIA”) on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment portfolios, and integrated tax and estate planning.