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Manage episode 223162159 series 2363225
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!