| Attend upcoming webinar and earn continuing education credits. | The Tax Cuts and Jobs Act of 2017: What Tax and Wealth Management Professionals Need to Know | | | | | | | | March | | | | 20 | | 1 pm - 2:30 pm ET | | | Presenters: James Brockway and Eric Fischer, of Withersworldwide | | | Credits: CPE, CLE in all states (Credit Details) | | | Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. | | | Viewing Options: View on your computer, tablet, or smartphone | | | | | | | | | | | | In this practical webinar, you will learn key provisions contained in the 2017 Tax Cuts and Jobs Act as they apply to individuals and entities in their investment and business planning. The primary focus will be on domestic income and transfer planning changes. You will receive practical guidance and planning suggestions for use with clients.
Upon successful completion of this webinar, you will be able to: - Interpret changes to business entity taxation
- Describe changes in deductions that affect clients with business and investment income
- Demonstrate how changes in accounting rules and tax treatment of net operating losses affect clients
- Describe the new alternative minimum tax and interest deduction rules
- Recognize planning opportunities in wealth transfer planning
- Better advise clients on entity selection and financial structuring of businesses
- Identify "sleepers" in the 2017 Tax Act that may affect your clients favorably or detrimentally
| | | | | | | | | | James Brockway serves as counsel in the private client and tax team at Withersworldwide. His practice is global in scope with particular emphasis on offshore trust planning, planning for non-US individuals and foreign assets, family investment and business planning, inbound and outbound business transactions and income and transfer tax planning. James advises on corporate and partnership tax planning for closely held businesses, investment entities and funds management entities, mergers and acquisitions and insurance and derivatives investment tax planning. He has lectured before numerous professional groups and has written articles for professional journals and newsletters on various tax topics. James is a graduate of Dartmouth College, A.B and Duke University School of Law, J.D. | | | | | | | | Eric Fischer is an associate in the private client and tax team at Withersworldwide. He focuses on domestic and international tax, trust and estate planning matters for successful individuals and their families, with a particular emphasis on developing and implementing integrated planning strategies to optimize income, gift, estate and generation-skipping transfer tax efficiency. In addition, Eric regularly advises donors and philanthropists with respect to tax-efficient planned giving. He also advises private foundations, public charities and other charitable organizations on formation, qualification, governance, tax and regulatory matters. Eric is a graduate of William and Mary Law School, J.D. | | | | | | | | | | | ● Earn continuing education credit for no additional fee
● Access courses on your computer, tablet, or smartphone
● More than 75 live webinars each month
● More than 1,500 on-demand courses | | | | | | |
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