Multi-year Income Tax Planning in Preparation for the Sunset of TCJA

Tuesday, July 23, 2024
Webcast or Webinar, Online
1:00 PM - 2:30 PM (opens at 12:30PM) EST
1.5Credits
Technical Business

Registration is Open

Members
$94.00 Regular Price
Non-Members
$118.00 Regular Price

CPE PowerPass Users

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$30.00 Members / $42.00 Non-Members
Course Type: Webcast
Course Code: 24/AI537067
Level: Intermediate
Vendor: AICPA CPE Division
Field of Study: Taxes

Overview:

Challenges and impact of TCJA sunset

The sunset of the Tax Cuts and Jobs Act signifies a significant turning point for the income tax code.

As we've seen many times in the past, sunset is likely to spur Congress to act.

The webcast will focus on the challenges and economic impact of sunset, so we can:
  • Better understand what reforms may be enacted in late 2025
  • How to advise clients in 2024

    This event is CFP-eligible.
  • Objectives:

    • Identify income tax code changes scheduled by statute to occur in 2026, absent action from Congress.
    • Determine a framework to prognosticate changes that Congress may enact before sunset.
    • Select tax planning ideas to guide clients through the transition.

    Major Topics:

  • Planning for individual clients as we head into the sunset of TCJA
  • Tax planning ideas to guide clients through the transition
  • Major Topics:

  • Planning for individual clients as we head into the sunset of TCJA
  • Tax planning ideas to guide clients through the transition
  • Designed For:

  • Tax professionals who serve individual clients
  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
  • Prerequisites:

    Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning