Year-End Tax Strategies
As the holiday season draws near, it’s understandable that taxes might not be at the front of your mind. While talking about taxes may not be the most joyous of topics, proactive planning can lead to big savings for your overall financial picture, which is certainly a reason to celebrate! Taking some time to prepare now could have a big impact when April arrives. Here are the top tasks to tackle before December 31 so you can pocket more of your hard-earned money and ring in the new year with confidence and peace.
About Yale
Yale Bock is the owner and operator of Y H & C Investments. He has experience investing capital personally and on behalf of his clients for 20 years, he aims to maximize investors’ assets—and do so as tax efficiently as possible. Yale has a passion for investing and enjoys the challenge of the markets, and has a proven track record of reliability and good judgment. He thrives on partnering to help people reach their life goals through investing: saving for kids’ and grandkids’ college, personal retirement, and company retirement plans (just to name a few). His clients can experience comfort and confidence that they have someone in their corner they can depend on to help them succeed in a responsible and tax-efficient way.