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TAX REFORM: CUTTING EDGE TAX PLANNING FOR HIGH NET WORTH AND INCOME

Cost Free
Presentation Length 1.5 hours

Recorded DateMay 16, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelUpdate
Course Description

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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Bradley Burnett

Bradley Burnett Tax Seminars, Ltd.
Tax Attorney, Tax Advisor, Tax Instructor
bradleyburnett10@gmail.com
(720) 936-6003

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Bradley Burnett is a practicing Colorado attorney with 33 years of experience working specifically on tax issues. His practice specializes in tax planning and tax controversy resolution. Mr. Burnett has authored and delivered more than 3,000 presentations on U.S. tax law in the U.S. and international jurisdictions.

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