
2016 Year End Finale
Hosted by: Laura Hawley Special guest: Chad Jones
December 28, 2016Host
Laura Hawley – CFP®, President at Allen & Company
Co-Host
Chad Jones – CFP®, Financial Advisor at Allen & Company
Dana Hurley – Financial Advisor at Allen & Company
In this episode, we discuss Year-end Tax planning and preparation, Capital Gains within your portfolio, the importance of a Flex Spending Account, the difference between a Tax Credit and a Tax Deduction, and a look back with a year-in-review of 2016.
In this episode we cover:
- Discuss Tax applications that you can make during this time of year (1:28)
- Capital Gains Distribution and how it can work against an investor (4:13)
- Tax Law changes that may benefit you over the next couple of days (7:58)
- Handling year-end Charitable Contributions (8:54)
- Flex Spending Account and why it’s so important (11:06)
- The importance of an HSA account (14:33)
- The new features of Energy Tax Credits (15:15)
- The Difference between a Tax Credit and a Tax Deduction (16:35)
- Year end review (20:23)
- Topics that Investors should be thinking about when it comes to their own Portfolios (36:53)
Links From the Show:
Connect with:
Laura Hawley – CFP®, Senior Vice President at Allen & Company
Allen & Company – Laura Hawley
Chad Jones – CFP®, Financial Advisor at Allen & Company
Allen & Company – Chad Jones
LinkedIn – Chad Jones
Dana Hurley – Financial Advisor at Allen & Company
Allen & Company – Dana Hurley
LinkedIn – Dana Hurley