Thanks so much for attending my presentations for the 2018 Advisor Forum for Cadaret, Grant & Co.!
Further Reading Materials:
- Individual Tax Planning Under The Tax Cuts And Jobs Act Of 2017
- Understanding The New Pass-Through Business Deduction For Qualified Business Income
- How The Proposed Pass-Through Rules Distort Income And Valuations Of Large Service Businesses
- Acquisition And Home Equity Mortgage Interest Tax Deductibility After TCJA
- Timing Tax Savings With Deduction Lumping And Charitable Clumping
- Understanding the Mechanics of the 0% Long-Term Capital Gains Tax Rate: How to Harvest Capital Gains for a Free Step-Up in Basis!
- Marginal Tax Rate Chart for 2018
- The Untenable State of Estate Taxes - Recouple, Repeal, Or Enact Gift Taxes
- The Rise of the Spousal Lifetime Access Trust (SLAT)
- Permanent Portability of the Estate Tax Exemption - Is It Time to Bypass the Bypass Trust For Good?
- 3 Estate Planning Strategies That May Die Soon
- Proposals For Eliminating Stretch IRAs, Repealing NUA, and the 3.4M Retirement Account Cap in the FY 2016 Treasury Greenbook
- IRS Will Now Require Executors To Report Cost Basis To Beneficiaries For Inherited Assets