Tax strategies for the current landscape


From recent changes due to the Tax Cuts and Jobs Act (TCJA), CARES Act, and the SECURE Act, to the risk of higher taxes in the near future, taxpayers face challenges in managing their current tax bill while planning for an uncertain future. This seminar examines key income and estate tax planning strategies including maximizing the use of deductions, taking advantage of (current) lower tax brackets, and finding efficient means of transferring wealth.