Top Individual Tax Planning Strategies After Tax Reform Webinar

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

• 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