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Webinar: 2018 Year-End Tax Planning for Individuals & Families

Information continues to emerge as a result of the monumental Tax Cuts & Jobs Act.  For privately-held companies, the TCJA impacts your financial statements, operating model, liquidity, investments and capital, and people. For individuals, the TCJA impacts personal withholdings, charitable giving, family & education, retirement, and estate planning.

AAFCPAs is pleased to offer a timely, 3-Part Webinar Series featuring some of the most significant TCJA changes and their potential impact on tax planning.

2018 Year-End Tax Planning for Individuals & Families

October 25th, 9-10am | Now Available OnDemand >>

  • The impact of new regulations, including:
    • The new withholding tables
    • The Child Tax Credit
    • Standard and itemized deductions
    • State tax exemptions, and caps
    • Watching out for AMT triggers
    • The cap on state taxes
    • The Sec. 199A deduction for qualified business income, also known as the “flow through deduction”
  • The impact on Personal Financial Planning, including:
    • Estate planning
    • Charitable planning
  • Q&A

We will provide ample time at the end of each session to allow attendees to ask AAFCPAs’ Tax Advisors & Wealth Strategists any burning questions.

Speakers for this session include: