Overview

The 2017 Tax Cuts and Jobs Act is the most significant tax reform bill passed in decades. It contains both long and short-term impacts to most taxpayers—individuals, estates/trusts, and businesses. Mark Mirsky along with his team from ROI CPE will utilize their coaching style to present, summarize and simplify the key points of the reform bill as well as other current legislation and rulings. They will break down the TCJA into comprehensible action items that can be applied to your clients’ specific needs. Prepare for a fast-paced approach and enjoy this one-day seminar.


Highlights

Individual

· Rates
· Vacation homes
· Rentals
· 529 and retirement plans
· Exemptions/credits/standard deductions
· Mortgage interest
· AMT/ACA/NII
· Estates and planning
· Forms

Business

·QBI examples and definitions
·SSTB
·Aggregation and examples
·Computation and examples
·Losses
·Trusts
·Partnerships
·Corporations
·Entity choice
·Methods and credits
·Wayfair decision