Breakout Session

A Comprehensive Approach to Year-End Tax Planning

Level of Complexity: Overview

Speaker(s)

• 

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

  Founder
  Goals Gap Planning, LLC

Although 2019 started with a government shut down, the government did not stay shut down for long. Come hear the latest end-of-year tax planning strategies regarding qualified business income deductions, opportunity zones, capital gains indexing, the SECURE Act, and other subjects your clients are sure to ask you about.

Learning Objectives:

• Explain a comprehensive analysis of client's tax situation
• Describe the significance of recent tax proposals to their clients
• Recommend tax-reduction suggestions for 2019 and future years