What You Need To Know About The Tax Reform

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Hotel Rehoboth

247 Rehoboth Ave

Rehoboth Beach, DE 19971

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What You Need To Know About The Tax Reform

Thursday, March 8 6:30PM-8PM

Hotel Rehoboth - 247 Rehoboth Ave; Rehoboth Beach, DE 19971

Wine, Beer, and Hors D'oeuvers will be served

Seating is limited, please register in advance

Guests are welcome!

Come hear from local CPA, Steven Falcone.

New tax law has impact across a wide spectrum of potential opportunities

The Tax Cuts and Jobs Act (TCJA), signed into law on December 22, 2017 is the most significant tax legislation since 1986. The broad, sweeping changes offer you numerous opportunities across a wide spectrum of choices.

The following are key take-aways from TCJA 2017. Unless otherwise noted, these are due to sunset after tax year 2025.

For Individuals:

  • Standard deduction increased

  • State and local tax (SALT) deduction limited

  • Charitable deduction limitation increased

  • Mortgage interest deduction limited

  • Medical expense threshold temporarily reduced

  • Miscellaneous itemized deduction suspended

  • Alternative minimum tax (AMT) amended for individuals

  • Re-characterization of Roth IRAs eliminated

  • 529 Plans

  • Estate and gift tax exclusion increased

  • Generation-skipping transfer tax exclusion increased

For Businesses:

  • Corporate tax

  • Pass-through tax

  • Switching from an S corporation to a C corporation

  • Business deductions

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. ​Securian Financial Services nor Diamond State Financial Group are affiliated with Ralph Cetrulo, Marie Holliday or Bob Smith; nor does Securian Financial Services, Inc. endorse Steven. Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Diamond State Financial Group is independently owned and operated. Tracking #2010921 01/2018

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Hotel Rehoboth

247 Rehoboth Ave

Rehoboth Beach, DE 19971

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