214  |  In Person Training  |  Update  |  Scheduled

Tax Cuts Jobs Act - Individual, Investment, Transfer Tax and Fiduciary Update

Monday, October 21, 2019 8:30am - 12:00pm

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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. Learn more about relevant opportunities and pitfalls under the Tax Cuts Jobs Act.

Objectives

  • Discuss relevant, cutting edge tax planning opportunities and pitfalls under the Tax Cuts Jobs Act for individuals, investments, trusts, estates and transfer taxes.

Instructors


Designed For

CPAs and other interested persons desiring to learn the latest tax planning opportunities and traps under TCJA


Highlights

  • Nooks, crannies and consequences of new income tax rate cuts
  • 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
  • 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 2018 and later returns

Your Price: $200.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price excludes the early-bird discount. Early-bird registration ended September 30, 2019.

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Instructors

Bradley Burnett

Bradley P. Burnett is a tax accountant and attorney with an emphasis on tax planning and tax controversy. After receiving his undergraduate degree in accounting and law degree, he earned a master's in taxation from the University of Denver in 1984. Burnett has served as an adjunct professor at the University of Denver Graduate Tax Program.

Prior to establishing a law firm in 1990, Burnett worked as a tax senior for a national CPA firm, tax manager for a local CPA firm, trust officer for a major bank, and managed the tax department as a partner in a medium-sized Denver law firm.

Burnett has delivered more than 650 presentations on tax law and tax planning to CPAs, attorneys, and civic groups throughout 46 states, Washington, D.C., and British Columbia. He has authored the texts of 12 full-day CLB/CPE courses, authored tax materials for Commerce Clearing House, and written various articles for tax journals and legal journals in the past 14 years.


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