Year-End Tax Planning Strategies for 2017 (Completed)
Date: Wednesday, November 22, 2017
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 2017 comes to an end and 2018 quickly approaches. While there were few new tax law changes that became effective in 2017, there are still a number of important issues that must be addressed as part of the year-end planning process. And, of course, there is the talk of tax reform and how that can affect critical year-end decision making. These include:
- Traditional year-end planning techniques and tax bracket management
- What about the Affordable Care Act -- does it matter anymore?
- Long-term capital gains and qualified dividends for wealthy taxpayers
- The phase-out of personal exemptions and the Pease limitation on itemized deductions
- Addressing planning techniques, such as NING and DING Trusts and Decanting
Practitioners have significant challenges to address in 2016 year-end planning while ensuring that clients understand the impact and complexity of the latest law changes on their filings.
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. 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
- The importance of tax bracket management
- Harvesting of capital gains and losses
- Passive income - now it matters more than ever
- What tax breaks have expired - will they be restored?
- The 2017 filing requirements for the Affordable Care Act
- Considering the timing of retirement plan contributions and withdrawals
- Taking advantage of bunching strategies
- Roth IRA conversion and recharacterization considerations
- Maximizing the charitable contribution deduction
- Addressing special planning opportunities - NING and DING Trusts and Decanting
- Planning for AMT, and much more!
Learning Objectives
- Demonstrate the implications of recent tax law changes
- Develop planning strategies to protect clients from increased tax rates and other changes
- 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
