Alternative Minimum Tax: Preparing for the New Regime

Join us for a 1 hour review of the changes to the Alternative Minimum Tax ("AMT") to learn how it affects you and your clients. In this webinar we will explore key elements of the new AMT regime such as the broadening of the AMT base and impacts from capital gains. Gain valuable insights into the implications for high-income individuals, charitable giving strategies, and how different trusts are impacted. Prepare yourself to navigate the complexities of the new AMT rules and make informed decisions.

This session will include an in-depth review of the changes to the Alternative Minimum Tax to learn how it affects you and your clients including:

• Details and history of the AMT changes
• Real scenarios, calculations and guidance
• Impacts to investors
• Charitable giving: Impact and Strategies
• Capital gains deduction planning
• Trust impacts
• Tax planning recommendations and opportunities
• And much more...

Instructor(s): 

• Jay Goodis, CPA, CA
• Kim Moody, FCPA, FCA, TEP