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

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1591142  |  Webcasts & Webinars  |  Basic  |  Scheduled

Description

The monumental passing of the Tax Cuts and Jobs Act results in historic tax reform impacting nearly every American. This course provides a comprehensive overview of the changes impacting individuals and families as well as critical financial planning considerations and strategies.

Curriculum

  • Taxation

Designed For

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

Objectives

  • Overview of tax reform's impact on individuals and small businesses.
  •   -Individual income tax changes.
  •   -Planning considerations for individuals.
  •   -Advising clients on the impact of tax reform changes.
  • Overview of tax reform's impact on estate and trusts.
  • Estate, gift and GST planning considerations and strategies.
  • Tax planning after tax reform.

Highlights

  • Overview of tax reform’s impact on individuals and small businesses.
  •   -Individual income tax changes.
  •   -Planning considerations for individuals
  •   -Advising clients on the impact of tax reform changes.
  • Overview of tax reform’s impact on estate and trusts.
  • Estate, gift and GST planning considerations and strategies.
  • Tax planning after tax reform.
Registration for this event has closed. If you have any question or concerns please give us a call at 515-223-8161 or send us an e-mail at iacpa@iacpa.org