Year-End Tax Planning Strategies for 2018 (Sold Out)

Date: Monday, November 19, 2018
Instructor: Steven G. Siegel
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Law Updates for EAs and OTRPs
2 hours Federal Tax Updates for CTEC
2 hours Tax Planning for CFP

Help Clients Deal with Tax Law Challenges with Practical Planning Strategies
There is a great deal of planning necessary as 2018 comes to an end and 2019 quickly approaches. More than ever, this year presents some challenges as the Tax Cuts and Jobs Act of 2017 affects what clients will be doing with 2018 returns and future planning.

Tax reform has scrambled many of your standard planning techniques and your clients have questions. What still works? What needs to change?

This two-hour CPE webinar, presented by noted tax and estate planner, author and educator, Steven G. Siegel, J.D., LL.M., will give you a clear and practical view of how planning strategies can benefit your individual and family clients. Get the latest updates on how tax reform has affected your clients. Siegel, an outstanding speaker and presenter, will provide straightforward explanations and helpful tips on this important topic, so you can advise your clients on the best alternatives available.

All tax professionals, accountants, attorneys, financial and estate planners who advise clients on critical tax, estate planning and wealth management matters will benefit from this practice-oriented seminar. During the program, time will be provided for you to ask questions directly to Mr. Siegel.

Who Should Attend
All tax professionals, accountants, attorneys, financial and estate planners who advise clients on critical tax, estate planning and wealth management

Topics Covered

  • TCJA--How does it affect planning?
  • Charitable Contributions--Can they still be used and how?
  • Passive income - now it matters more than ever
  • What tax breaks are still available and what new ones are part of TCJA?
  • The importance of tax bracket management
  • Considering the timing of retirement plan contributions and withdrawals
  • Taking advantage of bunching strategies
  • Harvesting of capital gains and losses
  • Addressing special planning opportunities - NING and DING Trusts and Decanting
  • Planning for AMT, and much more!

Learning Objectives

  • Demonstrate the implications of the Tax Cuts and Jobs Act of 2017
  • Develop planning strategies to protect clients from changes under tax reform
  • Show clients how to maximize current provisions for tax, estate and retirement planning

Level
Update

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic understanding of federal income taxation concepts.

Advance Preparation
None

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