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About The Tax Strategy E-Book

There is so much tax code and so many different tax strategies, but I break down the most important information so that you can make a more informed decision.

Preparing your tax return is one thing, but tax planning is another.

Here's the table of contents to give you an idea about the 35+ page book.

  • Strategy 1: Retirement Savings Contribution Credit

  • Strategy 2: Retirement & HSA Contributions

  • Strategy 3: Dependent Care Credit

  • Strategy 4: Tax Loss Harvesting

  • Strategy 5: Roth Conversion

  • Strategy 6: Lifetime Learning Credit

  • Strategy 7: Student Loan Interest Deduction

  • Strategy 8: Itemized Deductions

  • Strategy 9: Energy Efficient Home Improvement Deduction

  • Strategy 10: Schedule C Deductions

  • Factoring Everything Together

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