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.
*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.
*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