Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies

Date: December 27, 2017 Time: 1:00 pm - 5:00 pm EST Location: Online CPE: 4 Format: Webcast
EVENT DESCRIPTION

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

LEARNING OBJECTIVES
When you complete this course, you will be able to:
• Identify individual income tax changes
• Identify planning considerations for individuals •
• Recognize ways to advise clients on the impact of tax reform changes
• Identify changes to estate planning and administration post tax reform
• Anayze tax planning strategies after tax reform
EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
Tax
CPE FIELD OF STUDY
Taxes (4.0 Credits)
WHO SHOULD ATTEND
CPAs, tax professionals, financial planners and other qualified professionals with basic knowledge
COURSE LEVEL
Basic
LOCATION
Online Webcast
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