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Mastering Money

Tune into one of the best retirement shows on the radio! Mastering Money is hosted by Certified Income Specialist™ and best selling author, Steve Jurich (pronounced Jur-itch). Steve is an experienced 20 year veteran of financial services and is licensed in securities, insurance, and real estate. He is a Certified Annuity Specialist® who reviews up to 2700 annuities on a regular basis. As a fiduciary, Steve’s clients enjoy access to the services of Fidelity Institutional, member FINRA, SIPC.
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Dec 29, 2015

The year is ending, and so is the opportunity to make final tax moves for 2015. Before you do, beware of subtleties in the tax rules that bring both opportunities and pitfalls, says Laura Saunders writing for the Wall Street Journal.

Today we do a round-up of late year tax moves in both segments 2 and 3. In segment 2, Steve and Sinclair review 6 tax moves that can have a significant impact on your 2015 taxes according to two tax attorneys , and the "gottcha's" that could nullify the deduction.

CPA Nick Stefaniak joins the A Team to tie a bow on last minute tax planning, depreciation, and the perils of the Alternative Minimum Tax.