Learn about potential tax planning strategies that may reduce taxes for your clients. Tax Reform creates new planning opportunities and this session will use a case study approach to evaluate options.

This session will enable the attendees to evaluate specific Tax Reform strategies to help clients reduce taxes. This session will explore multiple case studies and the tax implications of different treatments, including using C corporations, pass thru entities, 199A deductions, retirement plans and various other tax areas. Case studies will be used so that you can have meetings to discuss with your clients how they might decrease their tax liability by pursuing some strategies presented prior to the end of the calendar year. Attendees will also be equipped with tax planning strategies to share with prospective clients and potentially grow their practice.

Learning objectives:

• Tax Reform planning strategies.


• Individual taxes.


• Business taxes.


• 199A Qualified Business Income Deduction.


• Retirement plan options.


• Choice of entity.


• Various other tax topics and planning opportunities.