Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies (TRIND4)

4.00 CPE Credit Hours

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.

Designed For
CPAs, tax professionals, financial planners and other qualified professionals with basic knowledge.

Objective

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

Highlights

• 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

Prerequisites
None

Advanced Preparation
None

Developer
AICPA

Presenters
Mike Frost,

Level of Knowledge
Beginning