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.

Learning 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.

Key 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

Who Will Benefit?

• CPAs, tax professionals, financial planners and other qualified professionals

Enhanced On-Demand Format

This enhanced on-demand format incorporates interactive exercises and/or knowledge check questions to test the learner's understanding of key concepts shared through discussion points on slides and from the subject matter expert captured in the video recording.