Thank you for your interest. You can now access all toolkit materials below.


Tax planning checkup

Here are the resources to help you identify TCJA-related tax planning opportunities for clients. You can now download each individual item.

TCJA Individual Tax Planning Checklist

Qualified Business Income (QBI) Deduction Checklist

Client Letter: TCJA Planning Letter for Individual Clients


TCJA Practice Aids

Download the items that make up this collection of time-saving practice aids, highlighting key changes and helping you navigate complex areas of the new law. You can now download each individual item.

Comparison of Section 179 Expense and 100% Bonus Depreciation

Section 199A Qualified Business Income (QBI) Deduction Flowchart

Key TCJA Changes to Fringe Benefits


TCJA summaries

These summaries include quick reference tables that provide a look at the new law and prior law, making it easy to identify key tax changes that may impact your clients. You can now download each individual item.

Key Individual Tax Provisions

Key Entity-Specific Tax Provisions

Key General Business Tax Provisions

Key International Tax Provisions