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In this podcast we discuss how to solve accounting challenges in both your personal life and your business. We take an energetic, tech-savvy approach to solving accounting challenges that steal your focus and time. We are savvy accountants. We live for using accounting to solve real challenges people and businesses face. And we frequently find solutions to problems you didn’t know existed.
Episodes
Wednesday Dec 12, 2018
Wednesday Dec 12, 2018
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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