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Tax Reform Update – Individuals and Sole Proprietors (SVP2)

  • 06/17/2019
  • 8:00 AM - 11:30 AM
  • Bismarck Ramkota 701-258-7700


Registration is closed

The Tax Cuts and Jobs Act (TCJA) is historic tax legislation that impacts nearly all Americans.  This course provides a comprehensive overview of the changes impacting individuals and families as well as critical financial planning considerations and strategies. Stay up to date with all the tax reform changes!

Upon completion of the course, participants 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.

Topics Discussed:

  • Overview of Tax Reform's Impact on Individuals and Small Businesses
  • Tax Planning After Tax Reform
  • Overview of Tax Reform's Impact on Estate and Trusts
  • Estate, Gift and GST Planning Considerations and Strategies
  • New Deduction allowance on "Qualified Business Income" for Flow-Through Entities - Section 199A
    *Definition of "Qualified Business Income"
    *Deduction restrictions and Limitations
    *Treatment of Professionals Using LLC's and Partnerships
  • Credits
  • Individual Compliance and Practice Issues

Intended Audience: CPAs, tax professionals, financial planners and other qualified professionals
Level: Update
Instructor: Peter Bunce
Developer: AICPA
CPE Credits: 4
Area of Study: 4 Taxes - Technical
Prerequisite: Basic knowledge of tax law

Visit Us:

3100 South Columbia Road
Suite 500
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727

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