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Jrfinancial reversemortgage taxreform

STRATEGIES FOR IMMINENT TAX REFORM BILL

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 22, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Join Jeff Rattiner, CPA, CFP, for a timely webinar to gain insight into what Tax Reform means to your individual and business clients, along with Top Year-End Planning issues, and what you may be able to do to help your clients before year end based on where the tax reform update is expected to be in 2018.
 
During this 60-minte webinar, Jeff will review key strategies you should review with your clients, including:


  • Overview of Individual Tax Changes

  • Evaluate when it may make sense use the standard deduction vs itemizing deductions in 2018 and beyond

  • Itemizing vs Standard Deduction

  • Changes to Estate Planning including Doubling the Exemption

  • Planning for soon-to-be and existing retirees

  • New FIFO Securities rules for valuing securities and other investments purchased

  • Reduction in Corporate Tax Rate and Possible Resulting Strategies

  • Separation of Pass-Through Business Income vs. Traditional Ordinary Income

  • Expansion of Bonus Depreciation and the Section 179 Deduction

  • Top Year End Planning Issues

  • Other unique situations


 
Tom Dickson, Channel Leader at Reverse Mortgage Funding, will review what Tax Reform means to seniors with mortgage payments. 
 
 
Learning Objectives:


  • How to advise individual clients on possible Tax Reform, including the impact on itemizing state and local taxes and standard deductions.

  • How changes to corporate tax rate may impact business owners and strategies they should consider

  • What the Bill means to estate planning, Roth IRAs and more


 
 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jeff Rattiner, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides educational programs to tax and financial planning professionals throughout the U.S. His Financial Planning Fast Track (FPFT) program, which provides professionals with the training necessary to become CFP® certificants. He’s a frequent industry writer and speaker—producing books and CPE courses—and a columnist for Financial Advisor Magazine.
 

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Tom Dickson

Reverse Mortgage Funding LLC
National Leader of Financial Advisor Channel
[email protected]
412-441-1272

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Tom Dickson is the National Leader of the Financial Advisor Channel at Reverse Mortgage Funding LLC (RMF). He directs RMF’s efforts to educate financial advisors on the new case for reverse mortgages and their use in strategy planning in retirement. Mr. Dickson is also responsible for managing RMF’s “Retirement Experts Network,” an online educational platform designed to help financial advisors learn more about important retirement issues. His monthly webinar series has educated over 45,000 advisors nationally on important retirement topics. Prior to joining RMF, Mr. Dickson was part of the MetLife Bank team that secured funding to support the academic research conducted by Harold Evensky and John Salter, which evaluated the use of a reverse mortgage as a strategic planning tool. Before joining MetLife Bank, he led sales for the launch of a financial advisor portal backed by Fidelity, Putnam and Franklin Templeton, which grew to over 120,000 registered users. During his extensive career working with financial advisors, he has held Series 6 and 65 securities licenses, helped launch some of the first online brokers and non-proprietary wrap programs and served as Product Manager for Mellon’s Institutional Custody business. In addition to hosting a variety of professional development presentations by speakers who are experts in their respective fields, RetirementExpertsNetwork.com offers members free access to an array of scholarly and topical resources on important financial subjects including Social Security, reverse mortgages, student financial aid and college planning, Medicare, divorce planning and more. Most webinars will typically offer continuing education (CE) credits to advisors who hold the CFP® designation. Visit RetirementExpertsNetwork.com to learn more about webinars and expert resources.

About Our Sponsor

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Established in 2012, Reverse Mortgage Funding LLC (NMLS ID #1019941) is one of the fastest-growing lenders in the industry, one of the nation’s largest GNMA issuers of reverse mortgages, and a recognized thought leader in the reverse mortgage business. A wholly owned subsidiary of Reverse Mortgage Investment Trust Inc. (RMIT), the company’s focus is on originating, acquiring, investing in, and managing reverse mortgage loans and securities backed by reverse mortgage loans. The company is headquartered in New Jersey, with corporate offices in New York and California and field offices throughout the U.S.