Episode 38 - Your Guide to 2018 Tax Planning: Part 2

30:14
 
シェア
 

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 (10d 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 223162159 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。

Matt Wheeler and Michael Bryant are back with more tax-planning strategies for 2018!

In part two of their tax planning mini-series, Matt and Michael cover must-know tips for Roth conversion strategies, new tax law changes that apply specifically to self-employed individuals, and more!

In this episode, you’ll learn:

  • What to consider when deciding if the timing is right for a Roth conversion
  • Year-end planning strategies for stock options and how they’ve changed
  • About the new deductions for passthrough businesses—who qualifies and what are the opportunities and limitations?
  • Whether it’s imperative to complete long-term giving and gifting by year-end

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

Resources: WHEELER | Year-End Tax Planning for Individuals | Episode 37 - Your Guide to 2018 Tax Planning: Part 1

42 つのエピソード