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


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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

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