Eric Brotman discusses how understanding the impact that the 2018 income tax changes has on your wealth is critical to reaching financial independence with attorney and the “funniest tax guy in America,” Edward Lyon.
In this episode:
- What experts should you work with to help with your taxes?
- What tax changes do most people need to be aware of?
- The tax changes that affect businesses.
- Planning is even more important now, people don’t get do-overs.
- SALT provisions from both sides of the political spectrum.
- Tax policies for different people and different states.
- The new policies provide so many opportunities for tax planning.
Guest Bio
Ed is an authority on tax planning – an author, consultant, speaker, and a co-founder of TaxCoach™ Software, LLC, as well as the American Institute of Certified Tax Coaches. He’s actively involved in mentoring members during our weekly Member Call-Ins and through individual coaching with advanced TaxCoach™ members. Ed leads the effort in ensuring that the latest tax practices are researched and provided to all members. He’s a member of many elite tax groups, as well as small business owner mentoring networks. Ed has written seven books on tax and financial planning, and is a sought-after speaker to accountants, financial professionals, and business owners throughout the country. He has appeared on over 300 radio and television broadcasts, with over two dozen national television appearances, including interviews on CNN, Fox News, MSNBC, and CNBC.