Tax Update Conference Call


Last Thursday we hosted a conference call to discuss 2018 changes to the tax code and how they might affect our clients.  For your convenience, we’ve included an outline of topics discussed below.  As a reminder, this is our current interpretation of the new tax law changes; further IRS guidance will become available throughout the year.  If you have any questions about how tax reform might affect you, please reach out to us so that we can proactively plan with you and your tax preparer.

  • Standard Deduction (2:30)
  • Charitable Itemizing Strategies (5:30)
  • Mortgages & Home Equity Loans (10:30)
  • 529 College Savings Plans (11:30)
  • Alternative Minimum Tax (AMT) (14:00)
  • Pass-Through Income (15:30)
  • Estate & Gift Tax (19:00)
  • Divorce & Alimony (23:30)
  • Child & Dependent Credits (24:40)
  • Kentucky Tax Reform (25:30)
Conference Call