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

  • 06/14/2018
  • 12:00 AM - 4:00 PM


Registration is closed

The monumental passing of the Tax Cuts and Jobs Act results in historic tax reform impacting nearly every American. This CPE webcast 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

When you complete this webcast, 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. 
  • Analyze tax planning strategies after tax reform

Designed For: CPAs, tax professionals, financial planners and other qualified professionals with basic knowledge
Level: Basic
Instructor: Robert Keebler
Developer: AICPA
CPE Credits: 4
Area of Study: Taxes  4

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