Description

With the sheer number of changes in the Tax Cuts and Jobs Act of 2017, high-income taxpayers need our advice more than ever to strategize alternatives and minimize taxes. This fast-paced, lively session, presented by experienced practitioners, will bring you up to date on the latest ideas and opportunities for individuals.

Learning Objectives:

1. Explore individual changes affecting high-income clients.
   
2. Incorporate TCJA 2017 into 2019 planning practices.
   
3. Identify opportunities to strategize.
   
4. Be informed on latest case law and rulings.

Speaker(s):

• Karen Brosi, Enrolled Agent, Owner, Karen Brosi, EA, CFP, LLC
• Sharon L. Kreider, CPA, Owner, KREIDERCPA