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Cuttingedge sureprep

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

Cost $22.50
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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Testimonials
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Thomas Padgett (Perthro Enterprises LLC)

"Before this webinar, I was unsure as to the effects of the new tax code. However, I have changed my mind and I would answer the first poll question differently. So it's safe to conclude that I learned a lot! Mr. Burnett hit a home run. Thanks!"
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Patricia Bullock (Patricia Bullock)

"The webinar gave a lot of good information regarding the impact of TJCA on high-net individuals and ways to help use the plan to their advantage. I've already contacted a client and made some recommendations for which they were appreciative."
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Carmen Cortez (Carmen's tax solutions LLC)

"I loved it gained more knowledge than what I new i wish I had access to the instructor when I need help with a client since I am only a tax preparer an some of my clients, want business planning. AWSOME"
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Daniel Lowenthal (4Corner)

"Brad, Is always a superb presenter of content. Brad brings the material from the abstract to the real life...........Today, he did it despite technical difficulties"
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Denise Mulhern (Denise Mulhern, CPA)

"Brad is a great presenter - really enjoy his webinars! Learned a lot in this session, now I can answer more questions for my high net worth clients. Thanks!"
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LYDIA BOYLE (Your Family Fertility PLLC)

"The course was presented in a very systematic presentation with humor in between. The topics are so informative and very relevant for years 2018-2025"

Patrick Curley (Patrick Curley, CPA PLLC)

"I thought Mr. Burnett was quite deft with his presentation and knowledge in this quite complicated area. Very nicely presented."
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Sylvan Freedman (Sylvan Freedman C.P.A.)

"I was very impressed with the presentation. This was a great high level presentation and thinking out of the box tax issues."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Bradley Burnett is a practicing Colorado attorney with 40 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 3,800 presentations on U.S. tax law in the U.S. and international jurisdictions.

 

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SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. For more information visit www.sureprep.com.