CPA - medium firm
CPA - large firm
Enrolled Agent
The Tax Cuts and Jobs Act dramatically alters the tax planning playing field for high net worth and high income individuals. This compels wholly different strategies to play out.
Learning Objectives:
- Playing the Game under the Tax Cuts and Jobs Act
- Rate cut mania – How to grab it while it’s good
- §199A pass-through deduction (QBID) – Structure, balance, timing and more structure
- Strategies with charitable contributions, SALT, mortgage interest, standard deduction and more
- How the AMT might still bite and how to close its jaws
- Choice of entity fruit basket upset – Or is it?
- Altered after-tax yield impact on investing
- Timing, timing, timing, cost recovery and the new loss limitation rules
- How the gutted and rebuilt kiddie tax plays out for the wealthy
- Estate and gift strategies in this crazy lucrative time window
- The transfer tax vs. income tax face off
Bradley Burnett, J.D., LL.M., is a practicing Colorado tax attorney with 33 years of tax practice experience. His practice emphasis is on tax planning and tax controversy resolution. Mr. Burnett has delivered more than 3,000 presentations on U.S. tax law throughout all fifty U.S. states, Washington, D.C., the Bahamas, Italy, Greece, Turkey and Canada. He has authored texts of 35 CPE courses. Mr. Burnett’s seminar style is to deliver the subject matter in briskly paced, enthusiastic and witty fashion. His forte is the candid communication of practical ideas relating to tax law.
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