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MJS Seminar - Live Recording

JULY 2018
Understanding the Tax Cuts and Jobs Act
2 hours, 2 minutes

Speaker Mark Smith, CFP®, CPA/PFS, CIMA® shares a comprehensive overview of the bill that represents the largest change in the tax code since President Regan’s Tax Reform Act of 1986.  In this workshop, Mark discusses how the tax changes are going to affect individuals, estates, trusts, corporations and small businesses, including:

  • Provisions of the tax code that will result in tax decreases and tax increases for individuals, with specific discussions about changes in the standard deduction, mortgage interest expense, state & local taxes,  medical expenses, and charitable contributions
  • Estate and gift tax provisions
  • Business-related provisions, including pass-through entities and tax planning opportunities therein
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