The monumental passing of the Tax Cuts and Jobs Act results in historic tax reform impacting nearly every American.
This CPE course provides a comprehensive overview of the changes impacting individuals and families as well as critical financial planning considerations and strategies. Topics Discussed: • Overview of Tax Reform’s Impact on Individuals and Small Businesses • Overview of Tax Reform’s Impact on Estate and Trusts • Estate, Gift and GST Planning Considerations and Strategies • Tax Planning After Tax Reform
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