Thanks so much for attending my presentation for the January 2018 monthly chapter meeting!
Further Reading Materials:
- Marginal Tax-Rate Chart for 2017
- Understanding the New Once-Per-Year 60-Day Rollover Rules for IRAs and the Exclusion for Trustee-to-Trustee Transfers
- IRS Notice 2014-54 Acquiesces on Splitting After-Tax 401(k) Contributions for Roth Conversion
- Understanding the Mechanics of the 0% Long-Term Capital Gains Tax Rate: How to Harvest Capital Gains for a Free Step-Up in Basis!
- Why The Phase-Out of Itemized Deductions Should Not Discourage Charitable Giving
- How The Proposed Pass-Through Rules Distort Income And Valuations Of Large Service Businesses
- Individual Tax Planning Under The Tax Cuts And Jobs Act Of 2017