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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
Course Level:Basic
Early Bird Price:$150.00 FICPA Members, $215.00 Non-Members


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.


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



Advanced Preparation:


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


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.