Tax Reform: Tax Cuts and Jobs Act 美國財稅資產規劃座談


Saturday 2/16 from 2:00-3:30PM
The Culture Center, 90 Lincoln St, Newton Highlands, MA 02461 

Featured Speaker: Kaitzev (Kai) Wei, EA, CFP, MST, MS

Kaitzev Wei is licensed by the U.S. Department of Treasury to represent taxpayer before the Internal Revenue Service.  He was Controller, Accounting Director, and/or Fiscal Director for various corporations and had taught Accounting at the college level for six years.  As the President of Financial & Taxation Services, Inc., he has developed expertise in closely held companies, especially in the areas of business counseling, retirement/benefits management, computerized accounting systems, etc.   His firm does individual, partnership, corporate, LLC and trust returns and has bookkeeping and pay-roll services. 

Agenda – Changes For Individuals —

  1. Slight Changes in Tax Brackets
  2. Kiddie Tax Modifications
  3. Repeal of Obamacare Individual Mandate
  4. AMT Changes
  5. Changes Various Deductions
  6. Estate and Gift Tax
  7. Expanded Use of 529 Account
  8. Disaster Losses

Agenda – Changes for Business —

  1. Pass Through Income
  2. C-Corporate Tax Rate, AMT
  3. Depreciation
  4. Deductions
  5. Like-kind Exchanges