Schedule of Events

May Chapter Meeting – West Chester



  • Thursday May 17, 2018
  • Start Time: 11:00AM
  • End Time: 1:00PM
  • MidPointe Library West Chester 9363 Centre Pointe Dr Community Room A/B West Chester Township, OH 45069
  • Presented by: William Vasil

Not Your Typical Tax Reform Update 
Session will utilize case studies and examples to highlight new tax planning opportunities and strategies. Topics that will be covered include the following:
· New business deduction for pass-through entities and sole proprietors including case study examples
· Corporate tax reform and how that may determine entity choice going forward
· AMT changes including case study examples
· Itemized deduction planning opportunities
· IRA recharacterization change
· Depreciation changes for asset purchases
· Entertainment deduction change
· ACA mandate repeal
· New Tax brackets
· Kiddie tax changes
· Tax credit changes
· State and local tax limits
· Personal exemption and standard deduction changes
· Alimony deduction change
· New mortgage limits
· Medical expense limitations
· Student debt
· Estate tax changes
· Net operating loss and excess loss limitations

Click here for more information and to register!