As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients. Every financial professional will benefit from this series.
Learning Objectives
- Be well informed on current topics impacting taxes, finance, and industry.
Major Topics
- Making the Tax Cuts and Jobs Act provisions permanent
- Eliminating tax on tips and overtime and special tax relief for seniors
- Phase out of the clean energy credits
- Deduction for auto loan interest on American made cars
- SALT cap raised to $40,000 with an income phase-out of $500,000
- Increase in the transfer tax exemption to $15 million and an opportunity to open Trump accounts for children
