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Top Individual Tax Planning Strategies After Tax Reform (ITPS) (SUITPS04)

 
Date:Wednesday, August 28, 2019
Time:1:00 PM - 3:00 PM
(Registration at 12:30PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Michael J. Tucker
Vendor:Surgent McCoy
Course Level:Basic
Early Bird Price:$89.00 FICPA Members, $119.00 Non-Members

Description:
The Tax Cuts and Jobs Act of 2017 contains provisions that when properly implemented allow the individual taxpayer to reduce his or her tax liability. This program focuses on certain tax strategies that allow the individual taxpayer to reduce his or her tax liability based on the new tax changes.

Objectives:
  • Advise individual clients on implementing new tax planning strategies that result from the Tax Cuts and Jobs Act of 2017


Major Topics:
• Election to use the interest tracing rules rather than be limited under the mortgage interest deduction limitation
• Transfer property to younger family members while the enlarged transfer tax exemption remains in place
• Rollover 529 plan balances into ABLE Programs
• Take advantage of 529 plans to fund pre-college education expenses on a tax-advantaged basis
• Negotiate or renegotiate separation agreements and divorce decrees in light of the changes in the tax rules governing the deductibility of alimony payments


Who Should Attend:
Tax practitioners who anticipate advising individual clients regarding tax planning opportunities that result from changes brought about by the Tax Cuts and Jobs Act of 2017

Prerequisite:
A basic understanding of the tax rules relating to individual income tax

Advanced Preparation:
None

Session/Options

If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.