In November of 2017, the Tax Cuts and Job Act of 2018 passed with numerous changes to our tax code. This year we provided a refresher on some of those changes as well as some planning opportunities to think about as 2018 wraps up.
If you weren’t able to attend the webinar live, we encourage you to check out the recording below.
Check out the time stamps below to listen to the topics you’re most interested in:
(04:20): New 2018 Marginal Tax Brackets
(06:30): Highlights of the 2018 Tax Cuts and Jobs Act (TCJA) – comparing 2017 with 2018
(14:24): Planning charitable gifts under the new tax law
(19:15): Healthcare coverage overview – Health Savings Accounts (HSAs) and Medicare
(25:30): Roth IRA conversions as an attractive planning opportunity
(33:20): How to utilize your employer retirement plan most effectively
(36:30): How we help mitigate taxes & tax efficient investing
(41:30): Updates to gifting and intra-family gifting for 2018