Tax Planning After Reform

Now that the 2016 election has passed, we are likely to see the first major changes to the U.S. tax code. Accordingly, there is no time better than now to take some very important steps in regards to tax planning.


During this session, we will cover these important topics:


Likely changes to the current income tax law

- Changes in ordinary income tax rates

- Changes in capital gains tax rates

- Timing of gains and losses

- Timing of ordinary income, expenses and deductions

- AMT repeal

Likely changes to the current estate / gift tax law

- GST repeal

- Estate tax repeal

- Ten year repeal planning in the interim