CPE & Events Catalog
Don Farmer's Advanced Schedule A Planning: SALT Caps, AMT & Bunching Strategies VIRTUAL
This course provides an advanced analysis of Schedule A planning strategies in a post-TCJA environment. Participants will examine the SALT deduction limitation, alternative minimum tax (AMT) interactions, charitable contribution timing, and medical expense planning. Through real-world examples, the course emphasizes how to optimize itemized deductions using bunching strategies, state tax workaround considerations, and timing techniques for high-income taxpayers.
Learning Objectives
1. Analyze the impact of the SAL cap and identify planning opportunities to mitigate its effect
2. Evaluate AMT exposure when implementing Schedule A strategies
3. Apply bunching strategies for charitable contributions and medical expenses
4. Distinguish when itemizing versus taking the standard deduction produces optimal tax results
5. Identify common pitfalls and compliance risks in advanced Schedule A planning
Highlights
This course provides an advanced analysis of Schedule A planning strategies in a post-TCJA environment. Participants will examine the SALT deduction limitation, alternative minimum tax (AMT) interactions, charitable contribution timing, and medical expense planning. Through real-world examples, the course emphasizes how to optimize itemized deductions using bunching strategies, state tax workaround considerations, and timing techniques for high-income taxpayers.
Field of Study: Taxation
Who Should Attend
CPAs and tax professionals involved in the world of tax.
Required Knowledge
None
