Episode 37 - Your Guide to 2018 Tax Planning: Part 1


アーカイブされたシリーズ ("無効なフィード" status)

When? This feed was archived on June 06, 2021 14:09 (7d ago). Last successful fetch was on March 14, 2021 23:18 (3M ago)

Why? 無効なフィード status. サーバーは持続期間に有効なポッドキャストのフィードを取得することができませんでした。

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 222532197 series 2363225
著作 Matt Wheeler and Michael Bryant, Matt Wheeler, and Michael Bryant の情報はPlayer FM及びコミュニティによって発見されました。著作権は出版社によって所持されます。そして、番組のオーディオは、その出版社のサーバから直接にストリーミングされます。Player FMで購読ボタンをタップし、更新できて、または他のポッドキャストアプリにフィードのURLを貼り付けます。

Don’t wait another second to start tax planning for 2018!

As always, Matt Wheeler and Michael Bryant are here to guide you along in the planning process. Today, Matt and Michael unpack this year’s tax law changes, explain which ones will affect Bay Area residents most, and highlight key points to consider when tax planning.

In this episode, you’ll learn:

  • Why many taxpayers will actually benefit from the new tax law changes
  • How deferring income and accelerating deductions helps taxpayers take advantage of the time value of money—and what actions to take for 2018
  • How you might be impacted by the loss of the State and Local Tax (“SALT”) deduction and loss of miscellaneous itemized deductions
  • Why they strongly recommend that retirees consider making qualified charitable distributions out of their IRA
  • And more!

Tune in now and get ready to plan for your 2018 taxes with confidence!

Resources: WHEELER | Year-End Tax Planning for Individuals | DAM-Cancer Foundation

42 つのエピソード