As we near the end of 2014, Jim and John discuss strategies to reduce your taxes now. Some of these moves take tax planning, while others are easy to accomplish. Jim reviews Congressional action on tax extenders and other tax policies. They also discuss various options such as deferring income and tax harvesting. Jim illustrates the issues through the case study of John and Laura Hansen. The guest this week is Mark Farrin, Chief Operating Officer of Innovative Pension Strategy & Design. Mark discusses year-end tax planning for small business pensions.
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