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Essential tax and wealth planning: Insights on tax reform’s impacts

November 12, 2018 @ 2:00 pm - 3:00 pm EST


Participants of the live webinar will be eligible for 1 free CPE credit.

Host: Wolfe Tone, partner, Deloitte Tax LLP
1 Overview CPE credit: Taxes

Private company owners and executives can benefit from reassessing their financial, tax, and overall wealth planning goals at year-end. What recent developments should you consider? We’ll discuss:

  • Tax reform’s impact on private companies and their owners’ tax landscape, including new pass-through income tax provisions and entity choice considerations.
  • Individual income tax planning considerations, including understanding the types of income and deductions relevant to your activities and investments, new income tax rates and incentives, and related reporting obligations.
  • The wealth transfer tax system under tax reform and considerations for developing an effective wealth transfer plan.

Participants will explore considerations for effective tax planning for year-end 2018 and going into 2019.



November 12, 2018
2:00 pm - 3:00 pm
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