Help Clients Deal with Tax Law Challenges: Using Practical Planning Strategies (Completed)

Date: Thursday, November 14, 2019
Instructor: Steven G. Siegel
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC
2 hours Income Tax Planning for CFP

Help Clients Deal with Tax Law Challenges with Practical Planning Strategies
There is a great deal of planning necessary as 2019 comes to an end and 2020 quickly approaches. This year presents challenges as the SECURE Act becomes law and practitioners continue to address the challenges presented by the Tax Cuts and Jobs Act of 2017 Tax reform has scrambled many of your standard planning techniques and your clients have questions. What still works? What needs to change?

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?
  • What will the Secure Act do to planning?
  • Charitable Contributions: Can they still be used and how?
  • What tax breaks are still available and what new ones are part of TCJA?
  • The importance of tax bracket management
  • 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

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


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic understanding of federal income taxation concepts.

Advance Preparation

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