2018 TAX REFORM SERIES
Effective Strategies to Take Advantage of the New Tax Laws
PART IV: Tax Cuts and jobs act - IMPACT ON FAMILY AND ELDER LAW
The Tax Cuts and Jobs Act brought about sweeping changes to the Internal Revenue Code. Do you know how these changes will impact your family law, elderly and disabled clients? It is critical for attorneys, accountants and financial planners to learn how the new rules will affect their family law clients, families who are adopting, and elderly, disabled and special needs clients. The information to be presented is also of interest to social workers, certified assisted living administrators and the special needs community. During this one hour seminar, recognized elder law and estate planning and family law attorneys, Jane Fearn-Zimmer and Steven B. Sacharow, respectively, will analyze and discuss the impact of the new tax law changes.
What you will learn:
- The new rules for the Child Adoption Tax Credit
- The impact of the new Tax Code changes in family law matters and strategies to address issues raised, including but not limited to relating to the tax treatment of alimony, business valuations, 529 Plans, mortgage and SALT limitations and the child tax credit
- New strategies for disability and special needs planning with 529A ABLE accounts
- The fiscal impact of the Tax Cuts and Jobs Act on Medicaid and Medicare and how these this will likely affect the elderly, disabled and special needs populations
- Changes to the ROTH IRA rules, Section 529 plan distribution rules, the credit for the elderly and disabled, the saver’s credit, the medical expense deduction, the dependent care assistant programs, the capital gains exclusion on the sale of a personal residence and the moving expenses deduction
- Estate tax, trust and charitable planning strategies that work using the new rules
Jane M. Fearn-Zimmer, Shareholder, Flaster Greenberg PC
Steven B. Sacharow, Shareholder, Flaster Greenberg PC
Date & Time:
Thursday, September 13, 2018
Registration and Networking: 8:00 – 8:30 a.m.
Seminar and Q&A: 8:30 – 9:30 a.m.
Flaster Greenberg PC's Cherry Hill Office
1810 Chapel Ave West
Cherry Hill, NJ 08002
Attorneys: 1 substantive Pennsylvania CLE credits (NJ reciprocal)
CPAs: 1 PA and NJ CPE credit
Not able to make it to Part IV of our 2018 Tax Reform Series in person? You’ll still be able to attend the presentation via Facebook Live! Tune into FG’s Facebook Page on September 13th at 8:30 a.m. to hear from our panelists as they navigate through the new law and help you identify the strategy that best suits your business.
*Please note that attendees must be present in-person to be eligible for Pennsylvania and New Jersey CPE credit and substantive Pennsylvania CLE credit.