June 21, 2018


In-Person

Spectrum Beach Club
925 Beach Club Trl, Gulf Shores, Baldwin County, Alabama 36542-8142


4 Total CPE Credits

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

  • Instructor

    Michael Frost

Learning Objectives

*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

*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

CPE Credits Available

4
Total CPE
4
Taxes

Spectrum Beach Club

925 Beach Club Trl, Gulf Shores, Baldwin County, Alabama 36542-8142

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Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Tax

Prerequisites

None

Advanced Preparation

None

Intended Audience

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

Provider

AICPA (Boone)

This event has ended.