Thanks so much for attending my presentation for the May 2018 event for the Estate Planning Council of Birmingham!
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
- November/December 2014 – Qualifying a Trust as the Designated Beneficiary of a Stretch IRA
- Qualifying A “See-Through” Trust As An IRA Designated Beneficiary – Conduit Or Accumulation?
- Congress Fires Warning Shot At Stretch IRAs, Threatens 5-Year Rule For All
- Eliminating Small RMDs and Killing the Backdoor Roth - Key Retirement Proposals Under President Obama's FY2016 Budget