Description
"The 2017 Tax Act introduced sweeping changes to the tax landscape, many of which are set to expire or “sunset” in the near future. This timely course prepares tax professionals to navigate the complexities of these upcoming deadlines and develop proactive strategies that maximize client benefits before key provisions vanish.
You’ll gain a comprehensive understanding of the sunset timeline, explore how expiring rules impact individual and business taxpayers, and learn practical planning techniques to minimize surprises. From timing income and deductions to revisiting entity structures and estate plans, this course equips you with the tools to guide clients confidently through these critical transition years.
Ideal for tax preparers, planners, and advisors seeking to stay ahead of legislative changes and deliver strategic value during an evolving tax environment."
Learning Objectives
"Upon completion of this course, participants will be able to:
Identify key provisions of the 2017 Tax Act that are scheduled to sunset and understand their timelines
Assess the tax planning implications for individuals, families, and businesses as sunset dates approach
Develop and implement strategies to optimize tax outcomes before and after sunset provisions expire
Communicate the effects of tax law changes clearly and effectively to clients and stakeholders
Analyze timing issues related to income, deductions, and credits in the context of sunsetting rules
Integrate sunset-focused planning into broader tax, financial, and estate strategies
Stay informed on legislative updates and adjust client plans accordingly
Design proactive outreach and education approaches to help clients prepare for these changes"