Scott Bishop, Executive Vice President of Financial Planning for Avidian Wealth Management hosts a special edition of STA Money Hour with Avidian Wealth’s newest Financial Planning team member, Mike Churchill, CPA.  Before joining Avidian Wealth, Mike was a Tax Manager for ABIP CPAs.

On today’s show, MIke and Scott covered many important and timely tax planning topics related to the Impact of the Tax Law Changes in the 2017 Tax Cuts and Jobs Act as they relate to Retirees and to Owners of Small Business.  Many of these Retiree topics are also discussed in the Retirement Survival Guide as well.  Here are some of the strategies discussed on the show:

  • Roth Conversion Strategies
  • Charitable and Itemized Deduction Strategies
  • Qualified Charitable Distributions from IRAs and Charity as Beneficiary of an IRA
  • Potential Tax Loop Holes and Tax Traps for the Small Business Owner including:
    • Income Tax Reduction Strategies
    • Income Alchemy Strategies
    • Tax Planning for Tax Thresholds and Phase-outs
    • Planning for the New 199A Qualified Business Deduction (a 20% discussion).

We look forward
to connecting

Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!