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2018 Year-End Tax Planning for Individuals & Families Webinar OnDemand

In 2018, tax planning is more complicated than usual. Most provisions of the massive Tax Cuts and Jobs Act (TCJA) go into effect this year, and as a result you likely will need to change at least some of your tax planning strategies.

In this Webinar, recorded live on October 25th, 2018, AAFCPAs Richard Weiner, CPA, MST, Joshua England, JD, LLM, Stacie Field, CPA, MBA, and Daniel Seaman, CPA provide individuals and families with an overview of the most consequential changes under the Tax Cuts and Jobs Act (TCJA), and other key tax provisions of which to be aware.

This OnDemand webinar covers:

  • The impact of new regulations, including:
    • The new withholding tables
    • The Child Tax Credit
    • Standard and itemized deductions
    • State tax exemptions, and caps
    • Watching out for AMT triggers
    • The cap on state taxes
    • The Sec. 199A deduction for qualified business income, also known as the “flow through deduction”
  • The impact on Personal Financial Planning, including:
    • Estate planning
    • Charitable planning
  • Q&A

Download the slide deck here.

Watch Webinar

Although you can’t avoid taxes, you can take steps to minimize them. AAFCPAs’ 2018 3-Part Tax Planning Webinar Series provides an overview of some of the most significant TCJA changes and their potential impact on tax planning. The combined impact of these changes will ultimately determine whether you see reduced taxes. It will also dictate which tax strategies will make sense for you this year, such as the best way to time income and expenses.

Learn more about Part 1 for Privately-held Companies, and Part 2 for Privately-held Companies

About the Authors

Richard Weiner CPA
Rich has over 30 years of broad tax experience with a specialty in tax planning and consulting for private and publicly-held businesses. Rich has specific expertise in the Software, Bio-Technology, Medical Device, Life Science, Manufacturing, Retail, Professional Service and Publishing industries, as well as U.S. aspects of international taxation. He works extensively with European companies expanding into the U.S. market. Additional areas of focus include companies and stockholders in transition, including structuring of and planning for Mergers & Acquisitions, planning for changes in ownership and management, and adoption of tax methodologies with a view toward the long term. He is well known in his field and is a frequent speaker on a variety of tax related topics.
Joshua England, Tax Attorney
Josh is a tax strategist with extensive expertise advising high-net-worth individuals, nonprofits, and business owners and investors on effective strategies to ensure tax efficiency, asset protection, well-executed succession plans, and wealth preservation. He has been practicing law since 2000 and focuses his practice on the areas of wealth transfer planning, fiduciary and individual taxation, business structuring to maximize tax efficiency, and advising tax-exempt organizations, foundations and charitable donors.
Stacie Field
Stacie has been serving AAF clients since 2004, providing tax and business advisory services to closely-held businesses in a variety of industries, including: rental real estate, professional services, manufacturing & distribution, and technology. Stacie specializes in tax planning & compliance for S corporations, C-Corporations, partnerships, limited liability companies and high-net-worth individuals. She advises clients on year-end and multi-year tax planning; monitoring and forecasting of income and operations in order to avoid year-end surprises; historical and current year activity to ensure accuracy and completeness of federal and state filings; opportunities to maximize federal and state tax credits; and minimizing the impact of the Alternative Minimum Tax (AMT). Her depth of expertise ensures that clients are optimizing their tax liability, and that solutions are based upon deep knowledge of best practices and industry trends.
Daniel Seaman
Dan specializes in providing tax planning & compliance solutions for individuals, families and fiduciaries, helping AAF clients to safeguard and maximize their personal and family wealth.  He advises clients on year-end and multi-year tax planning strategies, including: minimizing the impact of the Alternative Minimum Tax (AMT); planning for mutual fund dividends and capital gains; estate & gift tax planning; maximizing charitable giving strategies; planning for estimated tax payments; minimizing the net investment tax; and minimizing overall taxes between generations of a family. Dan also provides tax planning & compliance solutions for privately-held businesses in a variety of commercial industries, including: high tech, software, manufacturing & distribution, professional services, physicians & private practice, retail and real estate.