Income Tax Planning - Part 2

D (1)
D (1)
Main
5/18/2016
10:40 AM - 11:55 AM

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.


This session will present a checklist of the 2016 federal income tax planning techniques your clients should consider, along with insight as to how the upcoming presidential election might affect long-term planning. Although it will build on the information presented in the Part 1 concurrent session, participants need not attend Part 1 in order to benefit from this second session. Specific topics to be covered include a look at the inflation-adjusted tax brackets for 2016, tips for reducing the exposure to the net investment income surcharge, and the proposed tax platforms of leading presidential candidates.

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