American Association of Daily Money Managers

LIVE: What’s New in Taxes for 2019 (including those much-discussed big changes!)




This informative annual webinar is back and will give you an overview of what is new and exciting in the world of taxes for the 2019 tax season. The 2018 tax returns will look very different from 2017. Just some of the topics that will be covered include:

  • The new child and “family” credits with dependent exemptions
  • The loss of state tax deductions
  • New mortgage interest limitations
  • Loss of 2% itemized deductions
  • IRC §199A deduction for pass-through business owners (overview)

Target audience: Daily Money Managers who assist clients with tax organizer completion. This is
NOT for DMMS who may prepare tax returns.

Presenter: Alisa Carini, CPA
Alisa Carini is a San Diego based CPA with more than 20 years of experience in the individual income tax arena, having worked with two of the Big 4 accounting firms prior to becoming a Daily Money Manager. Alisa has been a Daily Money Manager for over four years. In addition to providing daily money management services to fiduciaries and high net worth individuals and families, she also provides accounting services to small businesses.

Registration: The deadline to register is January 2, 2019. Register online or complete the PDF registration form and mail, email or fax to: AADMM Registration Office, 174 Crestview Drive, Bellefonte, PA 16823, Email: registration@aadmm.com, Fax: 814-355-2452.

Note: Registration is for one entrant. Any other individuals who would like to join this session are required to complete their own registration forms. The registration fee is set per person, not per connection.

The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
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