Barbara Weltman

Why you may want to combine retirement distributions with charitable giving

Barbara Weltman joins Jim Blasingame to report on a number of ways to impact your tax bill by combining your retirement distributions with your charitable giving plans.

More interviews with Barbara Weltman »See all

Barbara Weltman joins Jim Blasingame to report on some of the changes in retirement contributions and distributions that were created by the passing of the SECURE Act that will impact older Baby Boomers.
Barbara Weltman joins Jim Blasingame to encourage all of us to take responsibility for eliminating hate and intolerance in our daily lives.
Barbara Weltman joins Jim Blasingame to reveal some of the many ways you can execute tax planning to maximize deductions and credits around operating, capital investments and hiring.
Barbara Weltman joins Jim Blasingame to reveal the many examples of tax-deferred retirement programs available for small businesses that you can still create for this year, including some you won’t have to fund until next year.
Barbara Weltman joins Jim Blasingame to discuss the books she’s authored which help small business owners educate themselves about taxes and tax planning, even if you have a tax professional.