With new tax brackets, there are new deductions and opportunities. Unfortunately, for many these laws will also be the cause of new headaches.

KEY CONCEPT: If you save on taxes, while contributing at least $155k to your 401(k) during your working years – it will cause TAXATION on more than $1,000,000!
However, the new tax code will lead to new opportunities if you know where to look!

Objectives For this Course:

  • Child Care Tax Credit
  • Estate Tax Deduction
  • Mortgage Deductions – Can I still deduct my mortgage?
  • Changes to Personal Exemptions in the new Tax Code
  • Effects of new fiscal policy on ROTH conversion strategies