4 Things To Potentially Do in 2017
John is the author of 5 Ways Your Wealth is Under Attack. He has lectured extensively on financial planning and has received the Five StarSM Wealth Manager Award for 2011, 2012, 2013, 2014, 2015 and 2016.
John’s strength lies in his ability and commitment to continually improve the level and quality of the financial planning process. His dedication to his clients’ growth involves an evolving strategy that strives to meet the demands, desires, and needs of his clients in a continually changing economic environment.
Here’s a glance at what you’ll learn from John in this episode:
- John reveals what you may consider paying before the year’s end to take advantage.
- How to potentially maximize the benefit of the $750K or million-dollar deduction amount.
- How to leverage the new tax law for pass-through entities.
- How to potentially maximize your deductions.
- Ways to potentially gain increased savings, decreased withdrawals, and more enjoyment with your savings.
- Learn about potentially powerful advantages as John takes you through 4 unique client type tax scenarios: a retired couple, All-W2, Big W2, and owner of a pass-through entity.
The 2018 Business Owner’s Guide To Maximizing Your Benefits From The 2017 Tax Cuts
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We look forward to speaking with you.