Brent Wilsey: Year end tax strategies for 2020
SAN DIEGO (KUSI) -The President of Wilsey Assets Management joined Good Morning San Diego to discuss year end tax strategies for 2020.
1. Add more to 401k maybe do a Roth conversion
2. Tax-loss harvesting
3. The CARES Act gave incentives to donors
4. HSA deductions, business deductions and bundle deductions
5. Be sure to review your tax withholdings