Belfint Briefing: Top 10 Income Tax Ideas after Tax Reform

Please join Belfint, Lyons & Shuman for a special 1-hour session which will discuss the impact of the 2017 Act on tax planning and what you should do before the end of the year. 

REGISTER HERE FOR THE INCOME TAX BELFINT BRIEFING

SEMINAR DETAILS

TOPIC:
Top 10 Income Tax Ideas after Tax Reform

WE WILL LOOK AT:

• Claiming the 20% Qualified Business Income Deduction
• Why “IRA – To-Charity Transfers” (Qualified Contribution Deduction) Make Sense
• Should You Claim the Standard Deduction or Itemize?
• Funding Retirement Accounts
• How A Roth Conversion Could Be Beneficial
• Divorce and Separation Planning
• Planning for New Mortgage Interest, State/Local Taxes and Other Itemized Deductions
• Charitable Giving Strategies
• Making Lifetime Gifts in 2018
• Claiming Losses

WHEN:
December 5, 2018

8:00-8:30am – Registration & Continental Breakfast
8:30-9:30am – Presentation

We will also be holding a Belfint Briefing related to Estate and Gift Tax Planning Ideas on December 12, 2018.

WHERE:
Belfint, Lyons & Shuman, CPAs
Delle Donne Corporate Center
1011 Centre Road, Suite 310
Wilmington, DE  19805

PRESENTERS:
Jordon N. Rosen, CPA, MST, AEP® – Director – Belfint, Lyons & Shuman CPAs

Valerie C. Middlebrooks, CPA – Principal – Belfint, Lyons & Shuman CPAs

This session is eligible for 1 Hour of CPE!

For additional details, please contact Jenni Fleck Jones at jjones@belfint.com or 302.573.3901.

REGISTER HERE FOR THE INCOME TAX PLANNING BELFINT BRIEFING