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Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies (CL4INDPM)

 
Date:Thursday, January 11, 2018
Time:1:00 PM - 4:30 PM
(Registration at 12:30PM)
Facility:Florida Institute of CPAs, Tallahassee
CPE Credit:4.0 Technical Business
Instructor: Arthur Auerbach
Vendor:AICPA
Course Level:Basic
Early Bird Price:$150.00 FICPA Members, $215.00 Non-Members

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.



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
  • Analyze tax planning strategies after tax reform

 



Major Topics:

Topics of discussion will include:

  • 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


Who Should Attend:

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



Prerequisite:

None



Advanced Preparation:
None


Note:

Seating is limited. Feel free to join us via simulcast from the office or home.


Session/Options

If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.