Ten Steps to a Smarter Tax Return

Use the following links to learn more about the various tax breaks and strategies discussed in this workshop.

Pay no tax on some of your income now.

Health Savings Accounts

Flexible Spending Accounts

Pay no tax on income later.

529 plans and Coverdell Education Savings Accounts

Roth accounts

Know whether you itemize

Above the line deductions: Student loan interest deduction, tuition and fees deduction

Strive for tax efficiency by choosing the best account for an asset

Asset location

Take advantage of swings in income

Tax rates

Contribute or convert to a Roth in low income years

Reduce taxable income on the sale of your home

Tax on sale of a home

IRAs and Retirement Accounts

IRAs & employer plans, Name beneficiaries, Inherited IRAs, rollovers and transfers


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