Month: December 2019

Do NOT USE
Your Guide to Year-End Tax Planning — With Accountant, Scott Cheslowitz (Ep. 57)

Your Guide to Year-End Tax Planning — With Accountant, Scott Cheslowitz (Ep. 57)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

December may be coming to a close, but it’s not too late to implement some year-end tax planning strategies. 

In this episode, Larry Heller speaks with Scott Cheslowitz, a CPA and partner of Rothenberg & Peters, PLLC, who works with closely held entities, estates, and high-net-worth individuals. In this timely conversation, Scott shares year-end tax planning tips that everyone should be aware of as we enter 2020. 

In this episode, you’ll learn:

  • A strategy for using charitable contributions to lower your income taxes
  • How to do a tax projection and why Scott recommends it
  • At what age to start taking your Required Minimum Distributions and whether there are any exceptions
  • Tax advantages to investing in Qualified Opportunity Zone Funds
  • And more!

Tune in now to learn some year-end tax planning strategies that you can use right away!

Resources:  Heller Wealth Management | Scott Cheslowitz’s Email: (516) 773-3200

Do NOT USE
Elder Law is Really Elder Care — With Attorney Brian Tully (Ep. 56)

Elder Law is Really Elder Care — With Attorney Brian Tully (Ep. 56)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Do you have a plan in place to care for your loved ones as they age? 

In this episode, Larry Heller is joined by Brian Tully, founder of Tully Law, P.C. and certified elder law attorney, to explain why elder law is really elder care. This discussion covers the extensive service that Brian Tully and his team offer our aging population, which goes beyond traditional estate planning by supporting clients and caregivers as needs shift with age. 

In this episode, you’ll learn:

  • An explanation of the “elder care continuum” 
  • What Tully Law, P.C. does to help people plan for care
  • The difference in health issues that are covered by Medicare versus long-term care
  • The number one tool for sheltering assets to become eligible for Medicaid
  • Whether there’s a difference in the quality of care for Medicaid recipients compared to private-pay recipients
  • And more!

Tune in now to learn about the level of protection and care Tully Law P.C. can offer your aging loved ones!

Resources:  Heller Wealth Management | Tully Law, P.C.