Jamie Abraham from Gray Locey CPA PLLC, is back for another episode to discuss key strategies for maximizing tax benefits and retirement savings. The discussion includes client service principles, Roth conversions, tax strategies like bunching deductions, and the potential impacts of the Trump tax code changes.

Key topics include the extension of the Tax Cuts and Jobs Act, SALT cap changes, tariffs, taxation on Social Security, bonus depreciation for small businesses, and new tax credits for childcare and elderly care. The episode aims to provide insights for individuals and small business owners navigating upcoming tax legislation changes.

Come back next week for another new episode!