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Joe Anderson
ABOUT Joseph

New tax reform comes with the promise of lower taxes while it also eliminates key deductions. Will you benefit from the Tax Cuts and Jobs Act? Will it impact your retirement? Financial experts Joe Anderson, CFP® and Alan Clopine, CPA explore new strategies that can be used to significantly reduce your tax liability before and […]

Alan Clopine
ABOUT Alan

New tax reform comes with the promise of lower taxes while it also eliminates key deductions. Will you benefit from the Tax Cuts and Jobs Act? Will it impact your retirement? Financial experts Joe Anderson, CFP® and Alan Clopine, CPA explore new strategies that can be used to significantly reduce your tax liability before and […]

Tax Reform & Your Retirement

New tax reform comes with the promise of lower taxes while it also eliminates key deductions. Will you benefit from the Tax Cuts and Jobs Act? Will it impact your retirement? Financial experts Joe Anderson, CFP® and Alan Clopine, CPA explore new strategies that can be used to significantly reduce your tax liability before and after you retire.

2018 Tax Planning Guide [Download Now]

Important Points: 

(3:55) – 2018 Changes to Income Tax Rates

(4:22) – Standard Deductions

(5:45) – Itemized Deductions

(6:30) – Mortgage Deductions

(9:20) – Changes to Rules Regarding Alimony

(10:32) – How the New Tax Law Affects Retirement

(13:50) – Roth Conversions & Tax Diversification

(19:05) – Tax Reform & Charities: Qualified Charitable Distributions

(20:00) – Business Taxes: S-Corporation

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