Summary: Guest(s): Lyle Benson, CPA/PFS & Steve Siegel, JD, LLMCategory: Technical Lyle Benson interviews Steve Siegel on some commonly asked questions related to tax reform and the 2017 Tax Cuts and Jobs Act, including the impact of changes with regard to: Entity choice Real estate and rentals and pass-through entities Net investment income tax Section 529 plans Retirement plans and asset location, bracket management, and drawdown strategies Roth conversions and recharacterizations Charitable deductions Estate, gift and trust considerations Access the related resources from this podcast: Tax Reform Resource Center Toolkit: Impact of Tax Reform on Planning The Adviser's Guide to Financial & Estate Planning The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.Don’t miss an episode – subscribe to our podcast series on iTunes! And leave us a review so we can continue bringing valuable and relevant content to you.
