Moves That Can Save You Thousands in Taxes - S1 | E27

Learn strategies to save thousands of dollars in taxes, but you have to act before the end of the year. Joe Anderson, CFP® and "Big Al" Clopine, CPA cover topics such as charitable gifting, tax efficient retirement plans for small business owners, tax exempt trusts, tax loss harvesting and other tax strategies.

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Aired: 12-12-14

IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. #YourMoneyYourWealth #YMYW #YourMoneyYourWealthTV