Super Session 3: Cutting Edge Tax Planning Developments and Strategies

Monday, May 1, 2017 -
9:45am to 11:00am

Session type:

What will 2017 and our new president bring in the world of taxes?  2013 marked the dawn of a new environment for income and estate tax planning.  For the first time in more than a decade, there were no more scheduled fiscal cliffs and no more sunset provisions, and instead the outcome of the American Taxpayer Relief Act was “permanent” tax legislation. Of course, permanent only remains so until another Act of Congress changes it, but nonetheless the new tax environment, with its new top tax brackets for income taxes, long-term capital gains, and qualified dividends, along with the new Medicare taxes, have created new planning complexities. In this session, we look at the planning opportunities in today’s environment, from Roth conversions and capital gains harvesting to asset location and AMT planning, and how to strategize on income planning issues going forward.