BDO professionals will provide advice for individuals regarding important year-end tax planning topics. This one-hour webinar will identify opportunities for individuals to accelerate or defer income or deductions.
  • Webinars

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    to connect with each other and share insights into the topics and trends.

Year-End Tax Planning Considerations for Individuals

November 29, 2018
1:00 PM to 2:00 PM EST

Sue Nissen
Email
Technical Support:
844-580-6963

Technical Support
(BDO Employees):
888-236-9111
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  • Summary
  • CPE Information
  • Presenters
BDO professionals will provide advice for individuals regarding important year-end tax planning topics. This one-hour webinar will identify opportunities for individuals to accelerate or defer income or deductions.  Presenters will discuss the impact of tax reform including changes to itemized and standard deductions, the increase of alternative minimum tax exemptions and the cap on state and local income and property tax deductions.
Learning Objectives:
  • Participants will be able to review areas of tax reform legislation that pertain specifically to them and how to address the impact of those changes. 
  •  Participants will identify steps they can take prior to year-end to accelerate or defer income and/or expenditures.      
  • Participants will become familiar with BDO's 2018 Year-End Tax Planning for Individuals letter and optimize the information found within.
Delivery: This webinar will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Credits: 1.0 CPE credit in the field of Taxes
Program Level: Overview
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Joan Holtz, Private Client Services Partner, BDO USA, LLP

Jeremy Mertens, National Tax Office Managing Director and Private Client Services, BDO USA, LLP

Jack Nuckolls, National Tax Office Managing Director and Private Client Services Technical Practice Leader, BDO USA, LLP

Katherine Sharp, Private Client Services Senior Manager, BDO USA, LLP