Episode 29 – Tax Planning: Not Just a Year-End Event — With Kenneth Lam, CPA

With the end of the year fast approaching, you might be starting to think about your tax situation. But as you will soon find out, it’s best to do tax planning year-round. 

In this episode, Marc Bautis welcomes guest Kenneth Lam, the CPA, CEO, and founder of CPA Tax & Financial Planning, to discuss ways you can improve your tax situation by planning throughout the year and not just at the end.

 In this episode, you will learn:

  • The difference between tax deductions and tax credits
  • Reasons to use capital gains towards opportunity zones
  • About new deductions available to all business owners
  • About the W-4 withholding allowance
  • And more!

Tune in to learn how tax planning year-round can benefit you or your business.

Resources:  Bautis Financial: (862) 205-5000 | CPA Tax & Financial Planning, LLC: (732) 520-2668 | Email Ken Lam 

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