Smart Talk

Smart Talk is a daily, live, interactive program featuring conversations with newsmakers and experts in a variety of fields and exploring a wide range of issues and ideas, including the economy, politics, health care, education, culture, and the environment.  Smart Talk airs live every week day at 9 a.m. on WITF’s 89.5 and 93.3.

Listen to Smart Talk live online from 9-10 a.m. weekdays and at 7 p.m. (Repeat of 9 a.m. program)

Host: Scott LaMar

Radio Smart Talk: End-of-year tax prep

Written by Scott LaMar, Smart Talk Host/Executive Producer | Dec 20, 2012 4:37 PM

Radio Smart Talk for Friday, December 21:

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The countdown to the holidays isn’t the only deadline looming in 2012.  As the end of the year approaches, many people will be looking for ways to soften their tax burden.  Then, of course, this year, there is the ever present fiscal cliff we’ve heard so much about and what it could mean to our taxes and family finances.

On Friday’s Radio Smart Talk, we’ll provide valuable end-of-year information and answer your questions on taxes, investments, and benefits.

Joining us on the program will be Certified Public Accountant John Steffee, Jeffrey Roof of Roof Advisory Group – discussing investments and financial planning -- and Tom Reese of Conrad Siegel Actuaries.

With all the holiday activities swirling around, it may be difficult to take the time to prepare for the end of the year, but it may be wise because it could save you some money or help you in the future.

What questions do you about end-of-year strategies?


John Steffee, Tom Reese, and Jeffrey Roof.

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  • Radio Smart Talk img 2012-12-21 09:40

    Email from Jim;

    I am a believer in the so-called Random Walk theory of investing. Briefly, this says that it is better to invest in a widely diversified portfolio of index funds. The idea is that active investment managers can't justify their higher fees with higher performance than a much lower cost index fund over the long term. Please comment.

  • Radio Smart Talk img 2012-12-21 09:40

    Email from Dan:
    This past September the Government has moved to a paperless method for delivering bonds. You can no longer buy a physical bond however you can print receipts of your transactions if you purchase bonds for people online. My gma was very disappointed by this as well as that was a gift she gave all her grandchildren for the past 38 years.

  • Don img 2012-12-21 09:45

    I have an equity account that has substantial capital gains. It also generates a fair amount of annual dividends. Should I consider doing something with this accound before the end of the year?