This course provides a general overview of some of the effects of the 2017 Tax Reform Act on individuals, such as the deduction limitations for state/local taxes (SALT) and mortgage interest, the new 20% pass-through business deduction, and certain benefits for investments in so-called “qualified opportunity zones”. The discussion covers some proposed Treasury Regulations and other guidance over the past year that have expanded upon the new legislation.
The program, led by attorney Libin Zhang, will take a look at some suggested taxpayer strategies that have been rejected by the Treasury, and other strategies that may be successful moving forward.
Libin Zhang is a partner at Roberts & Holland LLP. He works on a variety of matters relating to corporations, real estate, and international taxation. Recent publications include:
He received his B.S./M.S. joint degree with honors from the California Institute of Technology, his J.D. magna cum laude from Harvard Law School, and his LL.M (Taxation) from New York University. He has passed the Chartered Financial Analyst (CFA) Level III exam.
Speaker was very knowledgeable with the new rules and provided relevant examples. I thought it was an excellent course.
Really dense And smooth
Great over site of the Tax reform
This is one of the best and most organized reviews of the most common issues that tax preparers will see this coming year. Thanks!
Great practice tips.
excellent lecturer; knows his stuff
I'm not a tax practitioner. I watched this mostly for my own information in advance of tax season this year and I found it useful for that purpose.
Excellent overview of new tax law.
Clearly presented. Useful, informative course.
Clear, concise, well done.
I'm not a tax professional but found some of the information informative and potetentially useful nonetheless!
Tremendous. Great summary, very useful
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