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FEDLIFE Podcast: Top 7 End-of-Year Tax Tips for 2022

By STWS
12/06/2022

Now is the time for federal employees to make some year-end tax moves to reduce their 2022 federal and state income liabilities.



FEDLIFE Podcast, ep. 86: Seven Tax Planning Suggestions For 2022 Year-End


Now is the time for federal employees to make some year-end tax moves to reduce their 2022 federal and state income liabilities. And because filing for taxes for 2022 will be much different than last year, this week’s episode of the FEDLIFE Podcast is all about unpacking must-know tips and tricks to file your taxes most beneficially. Listen in as Dan Sipe and Ed Zurndorfer share seven tax planning suggestions that federal employees can use to reduce the amount of taxes they owe for their 2022 federal and state income tax returns.

Dan and Ed discuss:

  • How to use capital losses to offset capital gains and ordinary income
  • The value of meeting your tax advisor to review your filing status before December 2022
  • How to decide whether to make charitable contributions in 2022 or 2023
  • How to determine the gain or loss on the sale of a principal residence
  • And more!


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End-of-Year Tax Tips

End-of-Year Tax Tips

PODCASTS

FEDLIFE Podcast

The FedLife Podcast is your in-depth, biweekly deep dive into the world of federal benefits and retirement planning. Hosted by federal benefits expert Ed Zurndorfer and Dan Sipe of Serving Those Who Serve, each 30-minute episode unpacks the complexities of FERS and CSRS retirement, FEHB and Medicare, survivor benefits, tax planning, and more. Designed for federal employees and retirees who want more than just the basics, FedLife goes beyond the headlines to explore the rules, nuances, and strategies that can make a meaningful difference in your retirement. Remember: it’s your Fed life, make it a great one.

 

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FED15 Podcast

The Fed15 Podcast is your weekly 15(ish)-minute briefing on federal benefits and financial planning, built specifically for federal employees and retirees. Hosted by Dan Sipe and Katelyn Murray of Serving Those Who Serve, each episode delivers clear, actionable guidance on topics like FERS and CSRS retirement, TSP strategies, FEHB, survivor benefits, tax planning, and more! Whether you’re five years from retirement or already there, The Fed15 helps you cut through the noise, avoid costly mistakes, and make confident decisions about your federal benefits.

 

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