Breakout Session

Lessons Learned After 1st Year of TCJA

Level of Complexity: Overview

Speaker(s)

• 

  Randy Gardner, JD, LLM, MBA, CPA, CFP(R), RLP(R)

  Founder
  Goals Gap Planning, LLC

Come share your "surprises" from the 2019 tax season, and hear about the tax season highs and lows and strategies for the upcoming year from Randy's survey of tax practitioners. The session will cover true stories about tax refunds, corporate developments, qualified business income deductions, endangered itemizers, undistributed income from trusts, tax-saving techniques, as well as a list of steps to avoid tax surprises a year from now.

Learning Objectives:

• Identify the tax strategies that worked and the ones which did not.
• Describe steps to take for next year.
• Provide a recap of the most recent tax season.