What to Know Before You File Your 2018 Taxes

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.6 • 2.8K Ratings

🗓️ 15 February 2019

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Hold on to your seats for this week’s episode of The Money Guy Show! We’re talking 2018 tax changes and planning opportunities, and it has us over-the-moon excited. As many of you know, Brian is a CPA and prepared client taxes for 16 years. Therefore, we’re sure you can imagine just how joyful he is to geek-out over this important topic we cover in this episode of the Money Guy Show.

We cover a lot of ground in this show, so you may want to have your pen and notepad handy so you can jot down your notes and anything you may want to address with your tax preparer this season. Ok, let’s jump into the episode.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/02/2018-taxes/

Transcript

Click on a timestamp to play from that location

0:00.0	2018 taxes everything's different I'm talking about new forms new planning
0:04.7	opportunities you're going to need a resource you're in the right place with
0:08.6	the money got show it's Brian Preston the money guy restoring order to your
0:14.5	financial chaos retirement investing tax you've got financial questions he's
0:20.7	got financial answers it's Brian Preston the money guy went a completely
0:26.7	different direct now you went a totally different direction but I think it was
0:29.4	awesome and you know what it reminded me of is when you think about what
0:32.8	has happened in 2018 it seems as though the tax structure tax forms just like
0:38.6	the money guy Brian Preston have gone in a different a completely different
0:41.6	direction than we thought they were gonna go by way welcome to our new studio
0:44.5	if you guys are just now tuning into the money guys show this is our first
0:49.1	episode ever in the brand new dedicated studio so when you come visit us in
0:53.7	downtown Franklin that's right we're right above merides factory you'll get
0:59.0	the dime tour and you'll see our old conference room that was both a conference
1:03.0	room and a studio and now you'll see we actually have a devoted studio so it's
1:07.9	kind of cool when you come and visit us but here's the thing I want to talk
1:11.3	about 2018 taxes it's different I had this show completely designed differently
1:19.5	bow and I had talked about when we were doing some pre-show prep we said okay
1:23.5	this is gonna be easy let's talk about planning opportunities on page one let's
1:27.1	talk about planning opportunities on page two me you know then let's talk
1:31.7	about schedule a which is out of my seduction because it used to be easy you
1:35.4	could kind of flow through it you kind of start with your income and then you
	...

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