The new tax law has significantly changed the way practitioners should look at year-end tax planning for individuals. With changes in brackets, loss of itemized deductions, AMT, passive loss rules, increased expense options, and much more, now is the time to focus on the best planning opportunities for your individual and small-business clients.
- Review of the new tax law changes with a laser focus on what to do by year-end to save your client’s taxes
- Strategies to reduce AGI since itemized deduction opportunities are significantly reduced
- The complicated planning issues of dealing with material participation, real estate professionals, capital gain and loss issues, and the 3.8%
- Net Investment Income Tax
- And much more!