As a CERTIFIED FINANCIAL PLANNER™ professional, Michelle understands how confusing all of the rules, guidelines, and restrictions surrounding taxes can be. That is why she has dedicated this episode to helping you maximize your tax benefits before year-end.
Join Michelle as she provides a few simple strategies, breaks down financial terms and jargon, and explains concepts like tax loss harvesting and capital gains.
Conclude the year with a better understanding of:
- Unrealized investment losses, wash sales, and Roth conversions
- Charitable donations, including gifting to 529 accounts and how to harness QCDs
- Health Savings Account (HSA) – the only triple tax-free account available
- What to consider to lower your Medicare Premiums
- Tax implications of marital status changes
- And more!
Resources:
- Call 713-589-6448 for the “Can I make a deductible contribution to my HSA?” checklist
- Call 713-589-6448 for the “End-of-year issues to consider” checklist
- Understanding Medicare: A Guide For Beginners (Ep. 4)
- Maximize Your Tax Planning for Retirement with Sarah Brenner (Ep. 8)
- Wash Sales
- HSAs and Medicare
- Ways HSAs Can Be Used to Pay Insurance Premiums
Connect with Michelle: facebook linkedin twitter
YouTube: Gessner Wealth Strategies
About Michelle Gessner:
As a CERTIFIED FINANCIAL PLANNER™ professional, Michelle is passionate about building a life plan for her clients and helping them see that they have choices, which often comes to them as a pleasant surprise. She is an independent thinker and a huge advocate of her client’s interests. Her greatest joy is working to do what is right for them and be their voice.
Michelle has a B.S. in Finance from the University of Colorado, Boulder, and an M.S. in Management from Boston University, Brussels. Growing up in Montana and moving to Colorado for college, she took out student loans and worked her way through all four years. After graduating in 1987 with honors, she accepted a job at Shell Oil in Houston and worked her way up the corporate ladder to a management position before leaving in 1992 for Brussels, Belgium, where she lived for 4 years. In Brussels, she learned about different cultures and basic conversational French as well as pursuing and earning a graduate degree in management.
As a CERTIFIED FINANCIAL PLANNER™ professional, she is held to the highest standards set forth in the industry. She surrounds herself with a back office of experts in tax and investment research so that her clients have the best of both worlds – the resources of a large firm with the caring, dedication, and personal service of a small firm.
