Agenda

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.

  • AMT's Original Policy Goals

  • Details of the AMT Changes

  • Real Scenarios, Calculations, and Guidance

  • Capital Gains and Dividends Impact

  • Charitable giving: Impact and Strategies

  • Capital Gains Deduction Planning

  • Trusts: AMT Challenges and Impacts

  • Prescribed Loans: Tackling AMT Complexities

  • Post-AMT Practical Planning

Also Included

  • FAQ

    Notifications of key developments related to the topic

  • Evergreen Webinar

    A complete recording of the 1 hour session along with the Q&A period

  • Professional Development

    Access to all course materials including: webinar slides, relevant articles, and PD certificate (for individuals that complete the quiz)

Do you need to calculate AMT now?

Are you looking to calculate the tax impacts from the AMT for 2024 and beyond? Check out TTI's Tax Planning collection which is already updated with the latest legislation!

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