Webcast: Getting to the Heart of Tax Reform: Individual Income Tax Changes & Planning (XACL4IND118)
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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.

1/23/2018
When: 01/23/2018
12:00 PM until 4:00 PM
Where: Webcast
AICPA
1572628:D70DC10048345240F5B05F08190EAB5E
United States
Presenter: Robert S. Keebler


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Acronym XACL4IND118
CPE 4 hours
Vendor AICPA
Category
Tax
Level Basic
Prerequisite None
Adv Prep None
Who should attend? CPAs, tax professionals, financial planners and other qualified professionals with basic knowledge
Registration Fees
Members* $189
CPA Non-Members $239

*The member rate applies to LCPA members, other state CPA society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course 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.

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
  • Anayze tax planning strategies after tax reform

Topics Discussed

  • 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

Note: Login instructions will be provided by the webcast vendor (AICPA).