| Attend upcoming webinar and earn continuing education credits. | Update: The Tax Cuts and Jobs Acts of 2017: What Tax and Wealth Management Professionals Need to Know About Income Taxes | | | | | | | | November | | | | 27 | | 1 pm - 2:30 pm ET | | | Presenters: James Brockway, Joshua Becker, and Louis Piscatelli | | | Credits: CPE, IRS EA, 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 about several key income tax provisions contained in the 2017 Tax Cuts and Jobs Act. You will learn how you can apply those provisions to allow your clients to reduce income taxes and avoid planning pitfalls Upon course completion, you will be able to: - Assist clients in entity selection for business and investment activities
- Identify opportunities for clients to defer and reduce income taxes using Qualified Opportunity Zone investments
- Help clients plan for capitalization of business using equity and debt
- Analyze opportunities and pitfalls with itemized deductions
- Identify planning opportunities to avoid the alternative minimum tax
- Use trusts for Federal and State tax efficiencies
| | | | | | | | | | 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. | | | | | | Joshua Becker is an associate in the private client and tax team of Withers Bergman LLP. His practice focuses on domestic and international income tax planning. Joshua has significant experience advising on acquisitions, divestitures, and capital structures for investment partnerships and family offices. He is a frequent author and speaker on partnership tax matters and income tax provisions of the Tax Cuts and Jobs Act of 2017. | | | | | | | | Louis Piscatelli is a partner in the private client and tax team at withers Bergman LLP, with a focus on estate administration and probate. His practice includes tax, trust, and estate planning for domestic families and family offices with particular emphasis on planning for closely held businesses. His work for clients involve a range of matters, from creating wealth and business succession structures for income tax and transfer tax efficiencies to general commercial business advice. | | | | | | | | | | | ● 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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