Agenda

Reduce your taxable income

Maximize Employer Benefits such as ​401(k), HSA, DC FSA

Tax-Loss Harvesting

Maximize your deductions

Itemized vs Standard Deductions ​

Charitable Contributions, Reimbursed Expenses, Primary Home Mortgage Interest and Points​

Defer Capital Gains - Property Exchange & Opportunity Zone investing

Reduce your taxes for the future

529-Plan for College Savings, Roth Conversion