Thanks so much for attending my presentation for the April 2018 event for The Investment Center!
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
- Future Of Financial Planning" Reading List
- Real-Time Collaborative Financial Planning And The Evolving Role Of The Financial Advisor
- 3 Ways The Digital Age Will Change Financial Planning In The Next 10 Years
- Growing a Planning Firm In The Digital Age: The Rise Of Inbound Marketing
- The Delivery of Financial Planning in the Digital Age
- Why Robo-Advisors Will Be No Threat To Real Advisors
- What Robo-Advisors Truly Threaten To Disrupt: Index ETFs and Mutual Funds, Smart Beta And Algorithmic Investing, Custodians and Their Advisor FinTech Ecosystem