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Merriman’s Guide to Reducing Your Tax Bill

Geoff Curran, CPA/ABV, CFA, CFP®, Chris Waclawik, CFP®, & Phuc Dang, CPA, CFP®

An important part of helping clients achieve their financial goals is making sure they don’t miss out on ways to reduce their tax bills. Because taxes are often a significant outflow of resources each year, finding ways to minimize taxes, while investing in a tax-efficient manner, is crucial to success.

The recent passing of the Tax Cuts and Jobs Act of 2017 is a massive change to our tax system, and it will likely take years before its far-reaching impacts are fully understood. We haven’t seen changes of such magnitude since 1986. This book outlines some of the major tax changes families may face, and provides both classic and new strategies to save on your tax bill, post-reform.

Topics include:

  • Highlights from tax reform
  • Itemized deductions after the 2017 Tax Cuts and Jobs Act
  • New strategies to consider
  • Classic strategies that will still work to reduce your taxes
  • Tax table comparison
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.