Dyan Cole

2023 Year-End Tax-Saving Strategies

What are some key tax-saving strategies available to taxpayers that could potentially minimize taxes? As the end of the 2023 tax year approaches, time is limited to take advantage of the available tax breaks detailed below.   Evaluate Opportunities for Roth Conversions   Investors with traditional IRAs might consider converting …

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LEI SHU

Audit Supervising Senior   Lei Shu joined Spiegel in 2022, and was promoted to the position of Audit Supervising Senior at the start of 2024. Lei has over nine years’ experience in the areas of public accounting, investment banking, and venture capital while she lived in China. Her responsibilities as …

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