Tag Archives: End of Year Tax Planning

102. End of The Year Tax Planning With Shane Perry



According to the IRS, about 75% of taxpayers take the standard deduction, but could be missing out on valuable tax deductions if they can itemize.

In this episode, Shane Perry is here to share with you all the key details about year-end tax planning. Shane shares basic things you can do to help yourself from a tax standpoint, how you can help offset your income at the end of the year and more.

Time Critical Items for End of Year Tax Planning:

  • December 31st Deadline Items
  • Act Now to Save Taxes
  • How to save money by reducing your taxes
  • New Tax Law Legislation to Consider
  • Last Minute Tax Deductions
  • And more

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About Our Guest:

Shane Perry received his Bachelor of Science in Financial Planning and Advising from Purdue University. In addition, he studied Economics with emphasis on investment mathematics, accounting, estate planning, statistics, and tax law.

At the beginning of 2014, Shane joined The Retirement Solution as a Client Manager with the motivation and commitment to represent a client’s needs above all else. In 2019, Shane changed his title to Associate Planner. Seeking to build on his passion to further help people transition smoothly into retirement with the knowledge and confidence of a solid income plan, Shane was promoted to Financial Planner status in June 2020. Building strong relationships and watching his clients achieve and sustain their retirement hopes and dreams is what inspires Shane’s work to thrive every day.