Income Tax Planning - Part 1

Make sure your client is taking advantage of the latest developments in federal income, estate, and gift taxes through this informative and entertaining look back at the key cases, rulings, regulations, and legislation from the past 12 months.

The Protecting Americans from Tax Hikes Act of 2015 revived and made permanent many important federal income tax provisions that affect high net worth clients. This first session will review the significant provisions from this legislation so that personal financial advisors will be completely up to date on important income tax planning opportunities and traps for their clients. Specific topics to be addressed include charitable planning techniques, special depreciation rules for small businesses, and qualified small business stock.