Ever wondered if you could reduce your tax liability or pay less tax on your income? Come join us for a FREE Q&A course related to individual income tax planning. It’s an opportunity to get your questions answered or hear ideas and questions from others that may help you with tax planning.



  • 2019 Individual Tax Rates
  • Deferring Income
  • ROTH Conversions (does it make sense)
  • Harvesting capital gains or losses
  • Standard vs. Itemized Deductions
  • Itemized Deductions
    • Medical expenses
    • State and local tax deductions (income, property, other)
    • Mortgage Interest
    • Charitable Donations
  • Qualified Business Income Deduction (QBID)
  • Educator Expenses
  • Health Savings Account (HSA) contributions
  • Individual Retirement Account (IRA) contributions
  • Student Loan interest
  • Common tax credits
    • Education
    • Child and depedent care
    • Child and other dependent tax credit
    • Earned Income
  • Penalties and Interest

If you’d like to join us for this FREE brainstorming session please contact us HERE or give us a call 248-934-0550.