EY - Next steps for individuals, estates, trusts and pass-through entities under tax reform

EY Policy Perspectives webcast

Next steps for individuals, estates, trusts and pass-through entities under tax reform

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This webcast is currently being prepared for on-demand viewing and will be available on this site soon.

The passage of the Tax Cuts and Jobs Act triggers sweeping tax changes for individuals, estates, trusts and pass-through entities in 2018 and beyond.

Join the Ernst & Young LLP Private Client Services tax reform team as we explain final provisions, implications and effective strategies to adapt to the new tax landscape. The following topics will be discussed:

  • The new income tax rate and bracket structure, capital gain rates, and Alternative Minimum Tax and the impact on real situations
  • Strategies for dealing with changes in itemized deductions for individuals and trusts
    • Charitable giving
    • Mortgage and home equity interest
  • Estate and gift implications and strategies to consider today
  • New laws for pass-through entities
    • Qualified Business Income deduction (20%)
    • Loss limitation
    • Business interest deduction limitation
  • Other provisions

Panelists


  • Elda Di Re, Private Client Services, Ernst & Young LLP
  • David Kirk, Private Client Services, Ernst & Young LLP
  • Justin Ransome, Private Client Services, Ernst & Young LLP

Moderator


  • Greg Rosica, Private Client Services, Ernst & Young LLP