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Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies (160-17)
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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.

 Export to Your Calendar 1/26/2018
When: 7:30 AM - 11:00 AM
Where: UACPA Training Room
136 South Main Street, Suite 510
Salt Lake City, Utah  84101
United States
Presenter: Pat Rogan
Contact: April Deneault
801-466-8022


Online registration is available until: 1/25/2018
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Acronym CL4IND
CPE 4 hours
Category
Tax
Level Basic
Vendor AICPA
Who should attend

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

Prerequisite
None
Fees: Early Bird

Standard

Member N/A
$170
Non-Member: N/A
$195

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description 

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.

 

Major Subjects:

  • 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

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.

 

 

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