All Tax Reform Content

Getting the Facts Straight: Using the 199A Deduction

Alvina H. Lo |
Tax Reform
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An overview of an important presentation at the 53rd Annual Heckerling Institute on the new IRC 199A deduction.IRC §199A is a new income tax deduction from the 2017 Tax Cuts and Jobs Act which, if applicable, offers a maximum 20% deduction on qualified business income from pass-through entities.If the deduction is applicable, it can represent a significant tax savings for clients.

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Tax Reform Insights eBook

Alvina H. Lo |
Tax Reform
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Our series of Tax Reform Insights holistically examines how different aspects of planning were impacted under the new law.  Tax reform created many opportunities to help you plan for your legacy goals in the most tax advantaged way.Our eBook provides a compilation of all of the articles in the Tax Reform InsightsThis digital resource puts timely tax planning information right at your fingertips, in one easy-to-access location.

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Deciphering Tax Law Changes to Retirement Plans

Laura Ferrino, CFP®, CTFA, CLU, CCPS |
Tax Reform
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Uncover more opportunities to benefit from retirement planning.  While the tax act left many of the rules and laws pertaining to retirement plans unchanged, overall tax rates were lowered and deductions changed.Given this landscape, there may be additional opportunities and considerations to be mindful of when planning for retirement in the most tax-efficient manner.

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