Our customized tax class helps your prepare for the tax changes that will be in effect for 2018 and 2019. It helps you find loopholes and tax strategies to help reduce your tax situation for your current year and future years to come.

In addition we cover:

  • Effective ways to donate to charity
  • Tax strategies with your 401K and retirement plans
  • Increase your tax free income in retirement
  • Roth Conversions
  • Tax deductions in volatile markets
  • 10 ideas for creating tax deductions
  • 10 common pitfalls to avoid

During the 90 minute class we will continue to focus on how recent tax class changes can help increase your wealth in your working years, retirement, and during high income years.