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TCJA - Tax Cuts and Jobs Act
Key Numbers 2020
Secure Act 2020
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General
TCJA - Tax Cuts and Jobs Act
Key Numbers 2020
Secure Act 2020
Filing Requirements
Plan Comparisons
Testing ADP/ACP
AGI vs MAGI
Bonds
Bonds OID/Prem/Disc
Goverment Debt
Children
Taxes for Children
UGMA/UTMA
Education
Student Loan Interest
Coverdell ESA
529 Plans
Series EE
Entities
Retirement Plan Contributions
Pass-Thru Entity
Sole Prop
C-Corp
MLP
Estates
Charitable Planning/GIving
Annuities and Insurance
Generation Skipping Tax
Step-up basis
Estate Tax
JTWROS
Gift Tax
Trusts
General
Trusts
Marital Trusts
Charitable Trusts
Grantor Trust
ILIT - Irrevocable Life insurance Trust
Intentionally Defective Irrevocable Trust (IDIT)
Domestic Self-Settled Spendthrift Trust
Crummey Trust
2503 Trusts
GST Trust / Dynasty Trust
Special Needs Trust
Totten Trust
Property
Qualified Opportunity Funds
Investment Property
Personal Property
1031
1035
Retirement Plans
Conversions/Recharacterizations
Contributions/Distributions
Excess Contributions
Qual Retirement Plan
Self Directed IRA
IRA owner dies
Sep/Simple
403b Plans
457 Plans
After tax
401k
IRA's
NQDC
Stocks
Employee Stock Options ISO/NQSO
Qualified Small Business Stock (QSBS)
Employee Stock Purchase Plan
Capital Gains/Losses
Worthless Securites
Restricted Stock
1256 Contract
Short Sales
Dividends
Preferred
Wash Sale
Warrants
Options
RSU
Taxes
AMT - Alternative Minimum tax
HSA - Health Savings Account
NUA - Net Unrealized Appreciation
QBI - Qualified Business Income
Foreign Income/Assets
Itemized Deductions
Non-Resident Alien
Medical Expenses
Estimated Taxes
Margin Interest
Social Security
Tax Credits
State Taxes
UBTI
Resources
Forms
Publications
Forefield
TCJA Cheat Sheet
TCJA Overlooked Provisions
TCJA Flip Book