Thanks so much for attending my presentations for the FPA Orange County Quarterly Education Meeting!
Further Reading Materials:
- Individual Tax Planning Under The Tax Cuts And Jobs Act Of 2017
- Understanding The New Pass-Through Business Deduction For Qualified Business Income
- How The Proposed Pass-Through Rules Distort Income And Valuations Of Large Service Businesses
- Acquisition And Home Equity Mortgage Interest Tax Deductibility After TCJA
- Timing Tax Savings With Deduction Lumping And Charitable Clumping
- Understanding the Mechanics of the 0% Long-Term Capital Gains Tax Rate: How to Harvest Capital Gains for a Free Step-Up in Basis!
- Marginal Tax Rate Chart for 2018
- The Untenable State of Estate Taxes - Recouple, Repeal, Or Enact Gift Taxes
- The Rise of the Spousal Lifetime Access Trust (SLAT)
- Permanent Portability of the Estate Tax Exemption - Is It Time to Bypass the Bypass Trust For Good?
- 3 Estate Planning Strategies That May Die Soon
- Proposals For Eliminating Stretch IRAs, Repealing NUA, and the 3.4M Retirement Account Cap in the FY 2016 Treasury Greenbook
- IRS Will Now Require Executors To Report Cost Basis To Beneficiaries For Inherited Assets
- Celebrating My 5 Year Blogiversary, And A Look At How I Get Paid For “Free” Blogging
- #FASuccess Ep 020: Building A Successful Business By Giving Away 99% Of What You Do For Free with Michael Kitces
- My Top 5 Tips For Blogging Success As A Financial Advisor
- 5 Financial Advisor Blogging And Social Media Strategy Lessons I’ve Learned (The Hard Way)
- Successful Social Media And Blogging For Financial Advisors Is About Scalable Prospecting, Not Selling