Individual Tax Update and Year-end Planning Strategies

With less than two months left before the end of 2018, it is time to discuss tax planning for individual clients and their families, including discussion of the new tax legislation enacted at the end of 2017 and IRS guidance issued during 2018 relating to that legislation. This program will focus on how individual clients can maximize savings for themselves and their families. Tax practitioners will learn how to apply new individual tax planning strategies that clients can use to lower their income tax liability for 2018 and beyond.    

• Practical steps individuals can take before the end of 2018 to lower their personal income taxes
• Planning strategies based on the new tax legislation and IRS guidance issued during 2018
• Practical steps businesses and business owners can take before the end of 2018 to lower personal income tax liability

Understand how to apply new individual tax reduction planning strategies based on new tax legislation and IRS guidance with respect to that legislation