Tax Reform for 2018 Planning and Beyond

Now that we've had time to analyze the 2017 tax reform bill, the critically important changes are clear. Next, we all must get up to speed regarding how our clients are impacted and the available planning.

The following is some of what attendees with learn:

• Learn the key individual reforms including the new rates, AMT changes, and the overall of deductions.


• Learn about the partial elimination of Roth Recharacterizations


• Learn about new opportunities and traps with the 21% corporate rate.


• Learn about the new 20% deduction for Qualified Business Income.


• Learn how to mathematically compare electing to be taxed as a C-corporation or pass-thru.


• Learn about the new overall excess business loss limitation in Section 461


• Learn about the expansion of bonus depreciation and the Section 179 deduction


• Learn about the new limitation on the deductibility of business interest expense


• Learn about the changes to estate planning, drafting, and administration with a higher exemption.