
Tax Reform - The Final Edition: UPDATED for January: 2 hours: What You Really Need To Know To Help Your Clients In A Labyrinth Filled With Opportunity, Statutory Review & Short-Term/Urgent And Longer-Term Planning
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Now that we've had time to analyze what’s in the tax bill, new learning and approaches have developed. As a result, it’s critically important that advisors get quickly up to speed on how their best clients will be impacted. The best way to do this is to join Bob Keebler, CPA/PFS, MST, AEP on Thursday January 25th @ 3pm ET for his LISI webinar focused on the final language in the Tax Cuts and Jobs Act that the House and Senate agree to. In his webinar, Bob provide new context on the tax bill not available in his previous LISI webinars and will review how the new pass-through income taxation rules work as well as attractive estate planning opportunities. This simply is a "must see" webinar series for all practitioners.
Bob will cover all of the following topics:
Detailed Analysis of the Tax Cuts and Jobs Act
- Massive Changes to Drafting, Planning and the Administration of Estates Including Doubling the Gift, Estate and GST Exemption
- Massive Changes to the Taxation of C-Corps – An Estate Planners Perspective
- Massive Changes to the Taxation of Pass Thru Income, the law, the Numbers the Opportunity and the TRAPs
- The Complete Overhaul and Repeal of Most Itemized Deductions and Time Sensitive 2017 Year-End Planning
- Individual Tax Changes including SALT, Charitable, AMT, Standard Deduction and PEASE limitation
- The New Section 461 Fourth Loss Limitation Provision
- Immediate Considerations When Choosing a Fiscal Year for Estates and Trusts Including Rates and Pass-Through Issues
- Changes to the Tactical and Strategic Use of CRTs, CLTs, NINGs, Nongrantor Trusts and Partnerships
- December 31, 2017 Changes to Roth Recharacterization Provisions and Roth Conversions After Tax Reform
- Life Insurance After Tax Reform
- Reduction in the Corporate Tax Rate and Likely Strategic and Tactical Opportunities
- The Separation of Pass-Through Business Income From The Traditional Ordinary Income Approach
- A Mathematical Comparison of C-Corp and Pass-Through Taxation After Tax Return
- The Adverse Impact of the Pass-Through Provisions on Trusts and Estates and Urgent Planning
- The Application of the Lower Pass-Through Rate to Real Estate and Planning Considerations
- Expansion of Both Bonus Depreciation and the Section 179 Deduction
- New Limitations On the Deduction for Business Interest Expense
- Expansion and Changes to ESBT Provisions
- Further Ample Coverage of New Concepts Not in Earlier Bills
- ACTION STEPs for CPAs
- ACTION STEPs for Financial Planners
- ACTION STEPs for Estate and Trust lawyers
- Tax-free Gifts to Shift Income and Create Additional Taxpayers.
A Detailed Look at How the Rules for Qualified Business Income of Pass-Thru Entities Work & Attractive Estate Planning Opportunities
- A Policy Perspective – What is Congress Hoping to Achieve
- Impact on Estate and Trusts
- Understanding the Four Types of Taxpayers
- Taxation of Professional Practices
- What is a Specified Service Business?
- What is the Cliff Phaseout and What Strategies Exist?
- What is Combined Qualified Business Income?
- Treatment of Carryover Losses
- The Impact of the Pass-Thru Deduction on Prior Year Losses
- The Impact of Reasonable Compensation and Guaranteed Payments
- The Impact on Qualified REIT Income
- Relationship to the Net Investment Income Tax
- Relationship to the Interest Limitation and New Expensing and Depreciation Rules
- Tax Planning for Small Business Entities
- The Impact on Real Estate Entities
- Should Small Business Owners Still Create Pension and Profit Sharing Plans
- Should S-Corps Revoke Their S-Corp Election and Become a C-Corp
- Estate Planner’s Pass Thru Checklist
- Further Ample Coverage of New Concepts Not in Earlier Bills
- Estate Tax Planning After Tax Reform
- New GST and Dynasty Trust Planning
- The Mathematics of Estate Planning – Income Tax Basis Versus the Estate Tax
- Decanting Trusts to Add a GPA
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.
If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149*. *plus applicable sales tax (if any)
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