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2018 Tax Update: Strategies to Help Clients Lower Taxes Under the New Law

Session Speakers
Session Description

Why Attend
Learn key tips and strategies to help high-net-worth clients minimize tax exposure and maximize deductions under the new law. 

Session Details
The Tax Cuts and Jobs Act will have an immediate impact on high-net-worth clients. Take a deep dive into the most critical elements of the law, how it may affect your clients, and strategies to develop tax-advantageous solutions in a practical application session that covers:

  • Insights on the most relevant changes in the tax law and how they may impact homeowners, wealthy families, pass-through entities, and other businesses
  • Ways to optimize retirement accounts, philanthropy, and education savings accounts
  • Strategies to help clients maximize the tax benefits of charitable giving 
  • Opportunities to leverage solutions such as donor-advised funds and other giving vehicles as part of a charitable giving strategy 

Additional Information
CE-1 hr, CPE-1 hr, CIMA-1 hr
Education Session
1h
Session Schedule