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

Tax changes from the CARES Act
Barbara Weltman joins Jim Blasingame to discuss tax changes from the CARES Act and whether small businesses will really see any benefits.
Barbara Weltman joins Jim Blasingame to discuss some of the proposals from the government to provide pandemic relief for small businesses, and whether it’s even necessary.
Barbara Weltman joins Jim Blasingame to discuss the possibilities of the Federal government altering tax filing and paying due dates because of the current coronavirus pandemic disruption.
Barbara Weltman joins Jim Blasingame to remind owners of pass-through business entities, like Sub S, LLC and partnerships that their tax filing date is March 16 this year, and also to discuss filing an extension.
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.