Tax Cuts and Jobs Act:
Individual and Investment (and Fiduciary, Estate and Gift)

Deeper and Wider than Meets the Untrained Eye 

Written and Instructed by Bradley Burnett, J.D., LL.M. (Taxation)

(4 hour morning course)

The new tax legislation takes a far deeper and wider cut than meets the untrained eye. Tax Reform is popping at the seams with new privileges and challenges.

Highlights:

• Nooks, crannies and consequences of new income tax rate cuts
• Everybody gets a good deal, except for the ones who don’t
• New skinny on standard deduction, itemized, personal exemptions and child credit
• Is the AMT grim reaper dead – Or must we continue to slay it?
• Taxation of investments – Deck shuffled and re-shuffled on after-tax rate of return
• Taxation of marriage affected – For better or for worse?
• Effect on and interaction with state income taxes
• The income tax is the new estate tax – What exactly to do about it
• All new Kiddie Tax demands re-think of child strategies
• Are you better off after Tax Reform or not? Profiles of victors and victims
• Effective dates and strategies all over the place
• Critical choices on 2017 returns
• Best moves on later tax returns

Course Dates and Times