Monthly Archives: November 2022

2022 FEATURE

Time to Have Those Tough Conversations with Your Parents (Ep.117)



Calling all members of the sandwich generation! 

As your parents age, you start to ask yourself a number of questions. What will happen when they are no longer able to live independently? When is a good time to step in, and offer help? 

Is it a good idea to get a third party to help pay bills on their behalf?

In this episode of the Life Unlimited podcast, Larry Heller, CFP, discusses the benefits of having an open, and honest discussion with your parents about their future.

Tune in as Larry discusses: 

  • How a third party can help mediate a conversation about bills and payments, and how they can take control of finances to ensure essentials are paid on time
  • The importance of knowing exactly where all of your parents’ assets are
  • How mobility and potential illness issues can affect your parents living situation
  • And more

Connect With Larry Heller: 

 


2022 FEATURE

Tax-Saving Strategies Before Year-End with Matthew Taus, CPA, CFP® (Ep. 116)



Due to high inflation rates, the ever-changing state of the markets, and many driving factors that have altered the economy, we want to help you save on taxes so that your money can stay safe in YOUR pockets. 

In this episode, Larry Heller, CFP®, is joined by Matthew Taus, CPA, CFP®, to talk about strategies businesses, and individuals qualify for, and can use to help them save money on their income tax. 

Listen as Matt and Larry discuss: 

  • How businesses can benefit from a qualified business income deduction
  • Not to forget to incorporate recent tax law changes to lower what you owe
  • Steps you must take before year end to lower your personal income taxes
  • Retirement Plans you can contribute to in order to reduce your taxable income
  • And more

Resources:

Connect With Matthew Taus:

Connect With Larry Heller: 

 

About Our Guest:

After starting his career with KPMG performing audits of large multinational companies Matthew Taus transitioned to financial and tax planning for a diversified group of mid-size business and individuals focusing on advising high wealth clients in the areas of trust, estate and gift tax planning matters. 

Matthew is an executive board member of the National Conference of CPA Practitioners and the Estate Planning Council member of the American Institute of Certified Public Accountants Financial Planning Association and New York State Society of CPAs. 

He regularly speaks and writes on tax manners for organizations and publications and now he is here to offer his insight on our podcast.