2018 Year-End Tax Planning for Individuals & Families

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In 2018, tax planning is more complicated than usual. Most provisions of the massive Tax Cuts and Jobs Act (TCJA) go into effect this year, and as a result you likely will need to change at least some of your tax planning strategies.

In this Webinar, recorded live on October 25th, 2018, AAFCPAs Richard Weiner, CPA, MST, Joshua England, JD, LLM, Stacie Field, CPA, MBA, and Daniel Seaman, CPA provide individuals and families with an overview of the most consequential changes under the Tax Cuts and Jobs Act (TCJA), and other key tax provisions of which to be aware.

This OnDemand webinar covers:

  • 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

Download the slide deck here.

Watch Webinar

Although you can’t avoid taxes, you can take steps to minimize them. AAFCPAs’ 2018 3-Part Tax Planning Webinar Series provides an overview of some of the most significant TCJA changes and their potential impact on tax planning. The combined impact of these changes will ultimately determine whether you see reduced taxes. It will also dictate which tax strategies will make sense for you this year, such as the best way to time income and expenses.

Learn more about Part 1 for Privately-held Companies, and Part 2 for Privately-held Companies


About the Authors

Richard Weiner

Richard Weiner, CPA, MST, CM&AA

Rich has more than 35 years of broad tax experience with a specialty in tax planning and consulting for private and publicly held national and multi-national businesses. He has expertise advising software, biotechnology, medical device, life science, manufacturing, retail, professional service, and publishing industries. Rich helps AAFCPAs’ corporate clients streamline their operations, maximize tax savings, and ensure regulatory compliance. His strategic tax recommendations consider each company’s specific financial circumstances, business operations, and goals. This may involve …
Joshua England

Joshua England, LLM, Esq.

Josh is a tax strategist with extensive expertise advising high-net-worth individuals, nonprofits, and business owners and investors on effective strategies to ensure tax efficiency, asset protection, well-executed succession plans, and wealth preservation. He has been practicing law since 2000 and focuses his practice on the areas of wealth transfer planning, fiduciary and individual taxation, business structuring to maximize tax efficiency, and advising tax-exempt organizations, foundations and charitable donors. (more…) …
Stacie Field

Stacie Amaral Field, CPA, MBA

Stacie is a senior leader in AAFCPAs’ Entrepreneurial Tax & Advisory practice helping closely-held businesses—including family-owned enterprises and ambitious entrepreneurs—address the entirety of their financial needs. Her industry experience includes real estate, professional services, technology, manufacturing & distribution. Her technical tax expertise includes issues related to S-Corporations, C-Corporations, partnerships, limited liability companies and high-net-worth individuals. Stacie helps clients integrate their business and personal tax planning to help optimize tax efficiency, avoid double taxation, shift income in …
Daniel Seaman

Daniel Seaman, CPA

Dan is a leader in AAFCPAs’ Tax Practice advising select clients, including high-net-worth individuals along with their families and business interests. He works extensively with AAF Wealth Management clients, helping to ensure the seamless execution of their holistic financial plans. He navigates the intricacies of compliance, taxation, wealth optimization, asset protection & privacy. Since joining the firm in 2007, Dan has embraced AAFCPAs’ integrated service model as key to client success. He recognizes that this combination …