Individual Tax Planning 101


This course will be an overview of: Changes made by the Tax Cuts and Jobs Act of 2017 (TCJA), including, but not limited to: (1) withholding changes, (2) tax rates and brackets in place for 2018, (3) increased standard deduction thresholds, (4) new itemized deduction thresholds, (5) itemized deduction changes under the TCJA, (6) qualified business income deduction, (7) home mortgage interest deduction, and (8) tax credits for 2018 2018 COLA adjustments for retirement-related plans (IRA, 401(k), etc.) 2018 COLA adjustments for health and welfare-related plans (HSA, deductibles, coinsurance) Section 529 plans for education