Tax Planning

Proactive Financial and Tax Planning Toolkit

Impact of Tax Reform on Planning Toolkit
The American Taxpayer Relief Act of 2012 (ATRA) and Net Investment Income Tax (NIIT) have added more complexity to planning given that you now have to navigate through a multi-layer tax system in conjunction with running multi-year scenarios to gain a clear picture of the tax landscape in order to advise your clients on virtually all of their personal financial planning decisions.  CPA financial planners now have an unprecedented opportunity to demonstrate their value to clients by providing guidance, planning, and tax expertise. This toolkit includes education and resources to plan post-ATRA and for the new Net Investment Income Tax.

Tools and Resources