Buck Talk – Episode 1 with Kevin Bruns

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Topics & Timestamps:

0:40 Social Security Trustees Report: https://www.ssa.gov/oact/tr/2017/VI_F_infinite.html#1000194

http://www.heritage.org/social-security/report/misleading-the-public-how-the-social-security-trust-fund-really-works

6:00 State Lotteries (which suck)

11:15 2018 Tax Changes

  • Charitable Gifts
  • Property Taxes
  • State Tax Deduction

https://www.forbes.com/sites/timtodd/2018/01/05/substituting-charitable-contributions-for-state-taxes/#69361c8c2279

Cliff Asness:

21:45 Roth IRA for Tax Diversification

23:30 Corporate AMT

26:00 Interest Deductions

31:40 Property Taxes

34:20 Casualty Losses

35:00 Gambling Losses

36:35 Charitable Deductions (cash, appreciated stock, QCD)

37:45 Season Tickets & Stadiums & Sports Teams

43:00 CRUTs

48:15 Educator Deduction

49:45 Schedule C Story

52:45 Itemizing Deductions

 

 

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