Instructor
Nick Preusch
Instructor
This course provides an advanced analysis of Schedule A planning strategies in a post-TCJA environment. Participants will examine the SALT deduction limitation, alternative minimum tax (AMT) interactions, charitable contribution timing, and medical expense planning. Through real-world examples, the course emphasizes how to optimize itemized deductions using bunching strategies, state tax workaround considerations, and timing techniques for high-income taxpayers.
• Schedule A planning considerations under current federal tax law
• SALT deduction limitation; application of the SALT cap
• Alternative minimum tax (AMT) implications
• Charitable contribution planning including timing and bunching strategies
• Medical expense deduction planning including threshold requirements
• Itemized deductions versus the standard deduction
• Compliance considerations and common pitfalls I advanced Schedule A planning