Your wealth is in the details - and we're diving deep.
Join host Peter Raskin and James Spoto, Partner at Spoto CPA, for an eye-opening conversation that unpacks the A to Z of financial planning. Curious about the Tax Cuts and Jobs Act? Need help navigating home sale exclusions or itemized deductions? This episode has got you covered!
Peter and James discuss:
- How the Tax Cuts and Jobs Act can be your friend
- Unlock strategies to help maximize gains, especially after a loss
- Learn why HSAs aren't just for medical bills
- Get professional tips on choosing a suitable investment plan for you
- And much more!
Connect with James Spoto:
Connect with Peter:
- Raskin Planning Group
- (617) 728-7433
- LinkedIn: Peter Raskin
- Facebook: Raskin Planning Group
- Twitter: Raskin Planning Group
- LinkedIn: Raskin Planning Group
Schedule Time with Peter:
About James Spoto*:
James Spoto is a CPA and co-founder of Spoto CPA, LLC, offering comprehensive services in taxation, accounting, and consulting alongside. As a Bentley College alumnus, James has global accounting expertise spanning 34 countries. Additionally, he is a Finance Committee Chair and actively involved in Sharon, MA Youth Lacrosse.
*Not affiliated with Lincoln Financial Advisors.
Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.
Peter Raskin is a registered representative of Lincoln Financial Advisors.
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is a marketing name for registered representatives of Lincoln Financial Advisors.
Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.