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Tax Reform Update - Individuals and Sole Proprietors Logo aicpa

  Free |   AICPA |   07 Jan 2019 |   AICPA Store
Who Will Benefit?
  • CPAs, tax professionals, financial planners and other qualified professionals
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.

The monumental passing of the Tax Cuts and Jobs Act (TCJA) is resulting in historic tax reform that impacts nearly every American. Major changes are now affecting individuals and families.

This webcast provides a comprehensive overview of these changes and critical financial planning considerations and strategies. We will help you stay up to date on all the tax reform changes!

Important Information on Your CPE Credit

Topics covered:
  • Tax: Technical: Individual income taxation : Reporting & filing requirements, Foundational
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Foundational
  • Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Foundational