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Monday, December 30, 2019 Webcast

Top Individual Tax Planning Strategies After Tax Reform (X1-ITPS-2019-01-WEBNR-364-01)

1:00 PM - 3:00 PM EST
webcast

Webcast

2.0 CPE Credits in TX

OVERVIEW

The Tax Cuts and Jobs Act of 2017 contains provisions that when properly implemented allow the individual taxpayer to reduce his or her tax liability. This program focuses on certain tax strategies that allow the individual taxpayer to reduce his or her tax liability based on the new tax changes.

DESIGNED FOR

Tax practitioners who anticipate advising individual clients regarding tax planning opportunities that result from changes brought about by the Tax Cuts and Jobs Act of 2017.

BENEFITS

  • Advise individual clients on implementing new tax planning strategies that result from the Tax Cuts and Jobs Act of 2017

HIGHLIGHTS

  • Election to use the interest tracing rules rather than be limited under the mortgage interest deduction limitation
  • Transfer property to younger family members while the enlarged transfer tax exemption remains in place
  • Rollover 529 plan balances into ABLE Programs
  • Take advantage of 529 plans to fund pre-college education expenses on a tax advantaged basis
  • Negotiate or renegotiate separation agreements and divorce decrees in light of the change in the tax rules governing the deductibility of alimony payments

COURSE LEVEL

Basic

PREREQUISITES

A basic understanding of the tax rules relating to individual income tax.

ADVANCE PREPARATION

None

INSTRUCTOR

Michael Tucker

Michael J. Tucker, CPA, Ph.D., J.D., LL.M.

Ph.D., JD, CPA

Professional Education Network

Michael J. Tucker is an employee of Surgent McCoy CPE, LLC and a consultant for the accounting firm of T.M. Byxbee Co. in Hamden, CT. He is the author of many professional articles and a veteran TV and live-seminar presenter. In addition, he heads up Surgent McCoy's webinar efforts, where he writes and hosts many of the webinars Surgent McCoy sponsors and presents. Mr. Tucker was a professor at Quinnipiac University in Hamden, CT and worked with KPMG Peat Marwick and Deloitte & Touche. Mr. Tucker received his J.D. from New York University, his LL.M. from Georgetown University Law Center, and his Ph.D. from the University of Houston.

PRICING

$89.00 - Member

$89.00 - Non Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

AREAS OF INTEREST