Essential tax and wealth planning: Insights for 2018
November 14 | 2 p.m. ET | 19:00 GMT
Host: Wolfe Tone, partner, Deloitte Tax LLP
1 Overview CPE credit | Specialized Knowledge
Year-end is an excellent time for private company owners and executives to reassess their financial, tax, and overall wealth planning goals. What recent developments should you consider? We'll discuss:
- Potential legislative changes impacting income tax rates and incentives, pass-through income, capital gains, carried interest, and estate and gift taxes.
- Individual income tax planning considerations, including understanding the types of income your activities and investments produce and the different taxes associated with those activities.
- Insights on the wealth transfer tax system and considerations for developing an effective wealth transfer plan.
Participants will explore considerations for effective tax planning that can be executed for the remainder of 2017 and provide a jump-start for 2018.