Helping your clients manage risk by analyzing their exposure to different types of risk.
Learning Objectives
- Learning Outcomes
- Identify individual and business tax provisions affected by the TCJA sunset.
- Calculate the impact of sunset changes on marginal tax rates and deductions.
- Evaluate changes to the estate and gift tax exemption and their implications.
- Assess the reduction of the Qualified Business Income (QBI) deduction.
- Discuss the potential elimination of the SALT deduction cap.
- Advise clients on timing income and deductions to optimize tax savings.
- Analyze planning opportunities for businesses under bonus depreciation rules.
- Formulate strategies for addressing the return of personal exemptions.
