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

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

Debit-This-Credit-That Podcast

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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 th...Read More
Matt Wheeler and Michael Bryant are back with more tax-planning strategies for 2018! In pa...Read More